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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 543,554 | $1,059 萬 | 1.19% | −792−0.1% | 減碼 |
| Greenstone Partners & Co., LLC | 574,152 | $1,119 萬 | 11.25% | +120,567+26.6% | 加碼 |
| AQR Capital Management LLC | 596,316 | $1,162 萬 | 0.03% | +596,316 | 新進 |
| Nuveen Asset Management, LLC | 620,772 | $1,210 萬 | 0.00% | +162,995+35.6% | 加碼 |
| No Street GP LP | 630,000 | $1,228 萬 | 1.93% | −770,000−55.0% | 減碼 |
| Charles Schwab Investment Management Inc | 702,883 | $1,370 萬 | 0.00% | +477,407+211.7% | 加碼 |
| Bank of New York Mellon Corp | 775,115 | $1,511 萬 | 0.00% | +210,638+37.3% | 加碼 |
| Legal & General Group Plc | 810,608 | $1,580 萬 | 0.01% | −50,489−5.9% | 減碼 |
| Morgan Stanley | 923,207 | $1,799 萬 | 0.00% | +312,869+51.3% | 加碼 |
| Light Street Capital Management, LLC | 950,664 | $1,853 萬 | 4.71% | −37,816−3.8% | 減碼 |
| Northern Trust Corp | 969,800 | $1,890 萬 | 0.00% | −18,529−1.9% | 減碼 |
| Brahman Capital Corp. | 1,496,509 | $2,917 萬 | 4.13% | +596,975+66.4% | 加碼 |
| Kensico Capital Management Corp | 1,600,000 | $3,118 萬 | 1.61% | +565,000+54.6% | 加碼 |
| Norges Bank | 1,964,980 | $3,830 萬 | 0.01% | +652,010+49.7% | 加碼 |
| Keenan Capital, LLC | 2,026,600 | $3,950 萬 | 7.50% | +748,963+58.6% | 加碼 |
| Geode Capital Management, LLC | 2,043,140 | $3,980 萬 | 0.01% | +733,490+56.0% | 加碼 |
| Goldman Sachs Group Inc | 2,177,842 | $4,245 萬 | 0.01% | +297,643+15.8% | 加碼 |
| First Trust Advisors LP | 2,779,986 | $5,418 萬 | 0.07% | +1,017,521+57.7% | 加碼 |
| Spyglass Capital Management LLC | 3,124,241 | $6,089 萬 | 4.31% | −150,146−4.6% | 減碼 |
| State Street Corp | 3,465,241 | $6,754 萬 | 0.00% | +424,435+14.0% | 加碼 |
| NetEase, Inc. | 3,513,331 | $6,848 萬 | 87.16% | 00.0% | 不變 |
| Spruce House Investment Management LLC | 3,740,801 | $7,291 萬 | 13.14% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 4,972,813 | $9,692 萬 | 0.89% | +4,972,813 | 新進 |
| BlackRock Inc. | 12,039,824 | $2.35 億 | 0.01% | +390,451+3.4% | 加碼 |
| Vanguard Group Inc | 15,387,994 | $3.00 億 | 0.01% | +1,115,232+7.8% | 加碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $11.8 億 | 23.77% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,534 | – | – | +79+3.2% | 加碼 |
| Vulcan Value Partners, LLC | 0 | $0 | 0.00% | −7,588,801−100.0% | 清倉 |
| Dorsal Capital Management, LLC | 0 | $0 | 0.00% | −1,650,000−100.0% | 清倉 |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −1,345,710−100.0% | 清倉 |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −1,312,667−100.0% | 清倉 |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −701,521−100.0% | 清倉 |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −530,000−100.0% | 清倉 |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −440,000−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −422,853−100.0% | 清倉 |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −350,000−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −307,007−100.0% | 清倉 |
| Norwood Investment Partners, LP | 0 | $0 | 0.00% | −188,141−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −158,271−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −119,123−100.0% | 清倉 |
| Millennium Management LLC | 0 | $0 | 0.00% | −61,433−100.0% | 清倉 |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −47,795−100.0% | 清倉 |
| Camden Capital, LLC | 0 | $0 | 0.00% | −37,469−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −31,712−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,678−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −27,408−100.0% | 清倉 |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,600−100.0% | 清倉 |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −22,939−100.0% | 清倉 |
| Crescent Park Management, L.P. | 0 | $0 | 0.00% | −20,800−100.0% | 清倉 |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −18,728−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,824−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −16,224−100.0% | 清倉 |
| Jefferies Group LLC | 0 | $0 | 0.00% | −13,391−100.0% | 清倉 |
| Keybank National Association | 0 | $0 | 0.00% | −12,697−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,345−100.0% | 清倉 |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,200−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,761−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −10,779−100.0% | 清倉 |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −10,287−100.0% | 清倉 |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −9,750−100.0% | 清倉 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −9,235−100.0% | 清倉 |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −8,163−100.0% | 清倉 |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −8,118−100.0% | 清倉 |
| JustInvest LLC | 0 | $0 | 0.00% | −7,790−100.0% | 清倉 |
| M&T Bank Corp | 0 | $0 | 0.00% | −7,420−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −6,650−100.0% | 清倉 |
| BBR Partners, LLC | 0 | $0 | 0.00% | −6,440−100.0% | 清倉 |
| Umb Bank N A | 0 | $0 | 0.00% | −4,903−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −4,202−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,008−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,593−100.0% | 清倉 |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −75−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −26−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −4−100.0% | 清倉 |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −25−100.0% | 清倉 |
| Corbenic Partners LLC | – | – | – | – | 本季未申報 |