AppLovin Corp
APP- 交易所
- Nasdaq
- 產業
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001751008
近 90 天，AppLovin Corp 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 1,467 家機構在 13F 申報持有，市值合計 $1,163 億；Coatue、孤松資本等 5 位大師持有。
2022 年第 3 季 13F 持有人
AppLovin Corp 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 227
- 較 2022 年第 2 季 0 家
- 持有股數
- 1.44 億
- 較 2022 年第 2 季 −84.5 萬 (−0.6%)
- 總市值
- $28.0 億
- 較 2022 年第 2 季 −$21.8 億 (−43.8%)
- 新進機構
- 50
- 另有 96 家加碼
- 清倉機構
- 50
- 另有 53 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 APP 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,467 | $1,163 億 |
| 2026 年第 1 季 | 1,395 | $875.9 億 |
| 2025 年第 4 季 | 1,594 | $1,638 億 |
| 2025 年第 3 季 | 1,452 | $1,725 億 |
| 2025 年第 2 季 | 1,201 | $699.7 億 |
| 2025 年第 1 季 | 1,018 | $546.7 億 |
| 2024 年第 4 季 | 993 | $661.5 億 |
| 2024 年第 3 季 | 704 | $244.2 億 |
| 2024 年第 2 季 | 607 | $149.9 億 |
| 2024 年第 1 季 | 512 | $115.9 億 |
| 2023 年第 4 季 | 367 | $56.3 億 |
| 2023 年第 3 季 | 319 | $53.4 億 |
| 2023 年第 2 季 | 243 | $38.1 億 |
| 2023 年第 1 季 | 220 | $26.4 億 |
| 2022 年第 4 季 | 230 | $16.8 億 |
| 2022 年第 3 季 | 227 | $28.0 億 |
| 2022 年第 2 季 | 228 | $49.8 億 |
| 2022 年第 1 季 | 176 | $71.8 億 |
| 2021 年第 4 季 | 173 | $152.9 億 |
| 2021 年第 3 季 | 130 | $105.8 億 |
| 2021 年第 2 季 | 93 | $100.8 億 |
| 2021 年第 1 季 | 1 | $9.10 萬 |
2022 年第 3 季持有機構
每家機構持有 AppLovin Corp 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $11.8 億 | 23.77% | 00.0% | 不變 |
| Vanguard Group Inc | 15,387,994 | $3.00 億 | 0.01% | +1,115,232+7.8% | 加碼 |
| BlackRock Inc. | 12,039,824 | $2.35 億 | 0.01% | +390,451+3.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 4,972,813 | $9,692 萬 | 0.89% | +4,972,813 | 新進 |
| Spruce House Investment Management LLC | 3,740,801 | $7,291 萬 | 13.14% | 00.0% | 不變 |
| NetEase, Inc. | 3,513,331 | $6,848 萬 | 87.16% | 00.0% | 不變 |
| State Street Corp | 3,465,241 | $6,754 萬 | 0.00% | +424,435+14.0% | 加碼 |
| Spyglass Capital Management LLC | 3,124,241 | $6,089 萬 | 4.31% | −150,146−4.6% | 減碼 |
| First Trust Advisors LP | 2,779,986 | $5,418 萬 | 0.07% | +1,017,521+57.7% | 加碼 |
| Goldman Sachs Group Inc | 2,177,842 | $4,245 萬 | 0.01% | +297,643+15.8% | 加碼 |
| Geode Capital Management, LLC | 2,043,140 | $3,980 萬 | 0.01% | +733,490+56.0% | 加碼 |
| Keenan Capital, LLC | 2,026,600 | $3,950 萬 | 7.50% | +748,963+58.6% | 加碼 |
| Norges Bank | 1,964,980 | $3,830 萬 | 0.01% | +652,010+49.7% | 加碼 |
| Kensico Capital Management Corp | 1,600,000 | $3,118 萬 | 1.61% | +565,000+54.6% | 加碼 |
| Brahman Capital Corp. | 1,496,509 | $2,917 萬 | 4.13% | +596,975+66.4% | 加碼 |
| Northern Trust Corp | 969,800 | $1,890 萬 | 0.00% | −18,529−1.9% | 減碼 |
| Light Street Capital Management, LLC | 950,664 | $1,853 萬 | 4.71% | −37,816−3.8% | 減碼 |
| Morgan Stanley | 923,207 | $1,799 萬 | 0.00% | +312,869+51.3% | 加碼 |
| Legal & General Group Plc | 810,608 | $1,580 萬 | 0.01% | −50,489−5.9% | 減碼 |
| Bank of New York Mellon Corp | 775,115 | $1,511 萬 | 0.00% | +210,638+37.3% | 加碼 |
| Charles Schwab Investment Management Inc | 702,883 | $1,370 萬 | 0.00% | +477,407+211.7% | 加碼 |
| No Street GP LP | 630,000 | $1,228 萬 | 1.93% | −770,000−55.0% | 減碼 |
| Nuveen Asset Management, LLC | 620,772 | $1,210 萬 | 0.00% | +162,995+35.6% | 加碼 |
| AQR Capital Management LLC | 596,316 | $1,162 萬 | 0.03% | +596,316 | 新進 |
| Greenstone Partners & Co., LLC | 574,152 | $1,119 萬 | 11.25% | +120,567+26.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 543,554 | $1,059 萬 | 1.19% | −792−0.1% | 減碼 |
| Fort Point Capital Partners LLC | 542,992 | $1,058 萬 | 1.97% | 00.0% | 不變 |
| Swiss National Bank | 514,600 | $1,003 萬 | 0.01% | −1,000−0.2% | 減碼 |
| Citadel Advisors LLC | 498,460 | $971.5 萬 | 0.01% | +451,831+969.0% | 加碼 |
| California Public Employees Retirement System | 453,516 | $883.9 萬 | 0.01% | +132,990+41.5% | 加碼 |
| Voloridge Investment Management, LLC | 421,674 | $821.8 萬 | 0.04% | +396,057+1,546.1% | 加碼 |
| UBS Asset Management Americas Inc | 419,160 | $816.9 萬 | 0.00% | −12,358−2.9% | 減碼 |
| Brighton Jones LLC | 382,002 | $744.5 萬 | 0.44% | −85,869−18.4% | 減碼 |
| Invenomic Capital Management LP | 369,366 | $719.9 萬 | 0.62% | +369,366 | 新進 |
| Squarepoint Ops LLC | 362,860 | $707.2 萬 | 0.06% | +310,574+594.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 360,751 | $703.1 萬 | 0.01% | +8,257+2.3% | 加碼 |
| Invesco Ltd. | 335,371 | $653.7 萬 | 0.00% | +2,452+0.7% | 加碼 |
| EPIQ Capital Group, LLC | 321,148 | $625.9 萬 | 3.31% | −47,066−12.8% | 減碼 |
| Susquehanna International Group, LLP | 305,857 | $596.1 萬 | 0.01% | +229,421+300.1% | 加碼 |
| Alyeska Investment Group, L.P. | 300,000 | $584.7 萬 | 0.07% | +300,000 | 新進 |
| Two Sigma Investments, LP | 295,991 | $576.9 萬 | 0.02% | +295,991 | 新進 |
| Indaba Capital Management, L.P. | 284,700 | $554.9 萬 | 0.85% | −74,700−20.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 273,500 | $533.1 萬 | 0.03% | +273,500 | 新進 |
| Makena Capital Management LLC | 271,890 | $529.9 萬 | 0.88% | −74,077−21.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 251,674 | $490.5 萬 | 0.01% | +251,674 | 新進 |
| Formula Growth Ltd | 250,000 | $487.3 萬 | 1.39% | +250,000 | 新進 |
| California State Teachers Retirement System | 247,285 | $482.0 萬 | 0.01% | +2,728+1.1% | 加碼 |
| Industrial Alliance Investment Management Inc. | 246,210 | $479.9 萬 | 0.14% | +116,860+90.3% | 加碼 |
| Barclays PLC | 245,099 | $477.7 萬 | 0.01% | −388,469−61.3% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 225,875 | $440.2 萬 | 0.01% | +225,875 | 新進 |
| New York State Common Retirement Fund | 224,216 | $437.0 萬 | 0.01% | −20,484−8.4% | 減碼 |
| Rhumbline Advisers | 223,705 | $436.0 萬 | 0.01% | +9,354+4.4% | 加碼 |
| Price T Rowe Associates Inc | 219,886 | $428.7 萬 | 0.00% | +14,266+6.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 218,843 | $426.5 萬 | 0.01% | 00.0% | 不變 |
| Bank of America Corp | 194,184 | $378.6 萬 | 0.00% | +53,683+38.2% | 加碼 |
| Marshall Wace, LLP | 146,094 | $284.6 萬 | 0.01% | −201,301−57.9% | 減碼 |
| Renaissance Technologies LLC | 139,600 | $272.1 萬 | 0.00% | −26,600−16.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 138,361 | $269.7 萬 | 0.27% | +138,361 | 新進 |
| Burleson & Company, LLC | 134,511 | $262.2 萬 | 0.57% | +130,411+3,180.8% | 加碼 |
| Ci Investments Inc. | 134,357 | $261.9 萬 | 0.01% | +133+0.1% | 加碼 |
| Baker Avenue Asset Management, LP | 132,960 | $259.1 萬 | 0.17% | +100+0.1% | 加碼 |
| Jane Street Group, LLC | 123,815 | $241.3 萬 | 0.00% | +76,931+164.1% | 加碼 |
| Deutsche Bank AG | 112,315 | $218.8 萬 | 0.00% | +5,290+4.9% | 加碼 |
| Public Employees Retirement System of Ohio | 109,827 | $214.1 萬 | 0.01% | −2,186−2.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 106,900 | $208.4 萬 | 0.02% | +76,900+256.3% | 加碼 |
| Aviva PLC | 104,646 | $204.0 萬 | 0.01% | +11,014+11.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 104,090 | $202.9 萬 | 0.02% | +88,189+554.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 95,499 | $186.1 萬 | 0.04% | +75,037+366.7% | 加碼 |
| Bamco Inc | 94,047 | $183.3 萬 | 0.01% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 93,780 | $182.8 萬 | 0.01% | −1,380−1.5% | 減碼 |
| Alliancebernstein L.P. | 90,863 | $177.1 萬 | 0.00% | +1,241+1.4% | 加碼 |
| Voya Investment Management LLC | 90,712 | $176.8 萬 | 0.00% | −4,695−4.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 90,336 | $176.1 萬 | 0.01% | +14,237+18.7% | 加碼 |
| UBS Group AG | 88,158 | $171.7 萬 | 0.00% | +74,158+529.7% | 加碼 |
| Renaissance Capital LLC | 83,239 | $162.2 萬 | 1.04% | −18,467−18.2% | 減碼 |
| Credit Suisse AG | 80,783 | $157.5 萬 | 0.00% | −14,130−14.9% | 減碼 |
| Amundi | 73,942 | $153.5 萬 | 0.00% | −682,092−90.2% | 減碼 |
| Quinn Opportunity Partners LLC | 77,748 | $151.5 萬 | 0.17% | +43,748+128.7% | 加碼 |
| Andra AP-fonden | 75,100 | $146.4 萬 | 0.05% | +26,200+53.6% | 加碼 |
| Citigroup Inc | 74,261 | $144.7 萬 | 0.00% | +26,667+56.0% | 加碼 |
| Gotham Asset Management, LLC | 70,015 | $136.5 萬 | 0.04% | +19,705+39.2% | 加碼 |
| State of Wisconsin Investment Board | 68,019 | $132.6 萬 | 0.00% | −15,307−18.4% | 減碼 |
| Royal London Asset Management Ltd | 66,824 | $130.3 萬 | 0.01% | +550+0.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 65,435 | $127.5 萬 | 0.00% | +2,380+3.8% | 加碼 |
| Wade G W & Inc | 64,799 | $126.3 萬 | 0.06% | −222−0.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 36,100 | $124.3 萬 | 0.02% | 00.0% | 不變 |
| Victory Capital Management Inc | 62,283 | $121.4 萬 | 0.00% | −693,127−91.8% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59,700 | $116.4 萬 | 0.00% | 00.0% | 不變 |
| Raymond James & Associates | 59,446 | $115.9 萬 | 0.00% | −2,397−3.9% | 減碼 |
| Clearbridge Investments, LLC | 56,998 | $111.1 萬 | 0.00% | +3,902+7.3% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 56,280 | $109.7 萬 | 0.06% | +56,280 | 新進 |
| Maytus Capital Management, LLC | 55,000 | $107.2 萬 | 0.95% | +55,000 | 新進 |
| Asset Management One Co.,Ltd. | 52,313 | $101.9 萬 | 0.01% | 00.0% | 不變 |
| Global Endowment Management, LP | 51,673 | $100.7 萬 | 0.10% | −232,670−81.8% | 減碼 |
| Cohen Capital Management, Inc. | 51,521 | $100.4 萬 | 0.22% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 51,398 | $100.2 萬 | 0.01% | +32,904+177.9% | 加碼 |
| JPMorgan Chase & Co | 50,623 | $98.6 萬 | 0.00% | +39,427+352.2% | 加碼 |
| TIG Advisors, LLC | 50,406 | $98.2 萬 | 0.04% | +50,406 | 新進 |
| Amalgamated Bank | 50,251 | $97.9 萬 | 0.01% | −317−0.6% | 減碼 |
| Hiddenite Capital Partners LP | 48,000 | $93.6 萬 | 1.36% | +48,000 | 新進 |