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 4 季 13F 持有人
AppLovin Corp 在 2022/12/31 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
- 230
- 較 2022 年第 3 季 +6 家
- 持有股數
- 1.60 億
- 較 2022 年第 3 季 +1,640 萬 (+11.4%)
- 總市值
- $16.8 億
- 較 2022 年第 3 季 −$11.2 億 (−39.9%)
- 新進機構
- 65
- 另有 74 家加碼
- 清倉機構
- 59
- 另有 71 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 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 | $6.40 億 | 21.58% | 00.0% | 不變 |
| Vanguard Group Inc | 15,832,711 | $1.67 億 | 0.00% | +444,717+2.9% | 加碼 |
| BlackRock Inc. | 8,810,356 | $9,277 萬 | 0.00% | −3,229,468−26.8% | 減碼 |
| Spruce House Investment Management LLC | 5,000,000 | $5,265 萬 | 13.96% | +1,259,199+33.7% | 加碼 |
| Invenomic Capital Management LP | 4,376,277 | $4,608 萬 | 3.34% | +4,006,911+1,084.8% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 4,264,272 | $4,490 萬 | 0.55% | −708,541−14.2% | 減碼 |
| First Trust Advisors LP | 3,895,978 | $4,099 萬 | 0.05% | +1,115,992+40.1% | 加碼 |
| NetEase, Inc. | 3,513,331 | $3,700 萬 | 70.35% | 00.0% | 不變 |
| AQR Capital Management LLC | 3,134,934 | $3,292 萬 | 0.07% | +2,538,618+425.7% | 加碼 |
| State Street Corp | 2,932,388 | $3,088 萬 | 0.00% | −532,853−15.4% | 減碼 |
| Spyglass Capital Management LLC | 2,775,182 | $2,922 萬 | 2.35% | −349,059−11.2% | 減碼 |
| No Street GP LP | 2,750,000 | $2,896 萬 | 3.81% | +2,120,000+336.5% | 加碼 |
| Goldman Sachs Group Inc | 2,735,761 | $2,881 萬 | 0.01% | +557,919+25.6% | 加碼 |
| Renaissance Technologies LLC | 2,173,539 | $2,289 萬 | 0.03% | +2,033,939+1,457.0% | 加碼 |
| Geode Capital Management, LLC | 2,161,426 | $2,276 萬 | 0.00% | +118,286+5.8% | 加碼 |
| Norges Bank | 2,127,450 | $2,240 萬 | 0.01% | +162,470+8.3% | 加碼 |
| Morgan Stanley | 2,013,142 | $2,120 萬 | 0.00% | +1,089,935+118.1% | 加碼 |
| Two Sigma Investments, LP | 1,676,548 | $1,765 萬 | 0.06% | +1,380,557+466.4% | 加碼 |
| Kensico Capital Management Corp | 1,490,000 | $1,569 萬 | 0.75% | −110,000−6.9% | 減碼 |
| Millennium Management LLC | 1,469,064 | $1,547 萬 | 0.02% | +1,469,064 | 新進 |
| Qube Research & Technologies Ltd | 1,346,717 | $1,418 萬 | 0.09% | +1,346,717 | 新進 |
| Philosophy Capital Management LLC | 1,300,833 | $1,370 萬 | 3.26% | +1,300,833 | 新進 |
| Keenan Capital, LLC | 1,095,937 | $1,154 萬 | 2.31% | −930,663−45.9% | 減碼 |
| Susquehanna International Group, LLP | 1,006,842 | $1,060 萬 | 0.02% | +700,985+229.2% | 加碼 |
| Barclays PLC | 954,733 | $1,005 萬 | 0.01% | +709,634+289.5% | 加碼 |
| Twinbeech Capital LP | 921,564 | $970.4 萬 | 0.18% | +921,564 | 新進 |
| Northern Trust Corp | 879,944 | $926.6 萬 | 0.00% | −89,856−9.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 850,916 | $896.0 萬 | 0.02% | +850,916 | 新進 |
| Alyeska Investment Group, L.P. | 800,000 | $842.4 萬 | 0.09% | +500,000+166.7% | 加碼 |
| Greenstone Partners & Co., LLC | 754,141 | $794.1 萬 | 7.43% | +179,989+31.3% | 加碼 |
| Lakewood Capital Management, LP | 745,000 | $784.5 萬 | 0.70% | +745,000 | 新進 |
| Charles Schwab Investment Management Inc | 733,343 | $772.2 萬 | 0.00% | +30,460+4.3% | 加碼 |
| Bank of New York Mellon Corp | 676,504 | $712.4 萬 | 0.00% | −98,611−12.7% | 減碼 |
| Nuveen Asset Management, LLC | 612,195 | $644.7 萬 | 0.00% | −8,577−1.4% | 減碼 |
| Legal & General Group Plc | 569,234 | $599.4 萬 | 0.00% | −241,374−29.8% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 543,542 | $572.3 萬 | 0.56% | −120.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 518,340 | $545.8 萬 | 0.03% | +518,340 | 新進 |
| Cubist Systematic Strategies, LLC | 408,399 | $430.0 萬 | 0.04% | +304,309+292.4% | 加碼 |
| California Public Employees Retirement System | 393,084 | $413.9 萬 | 0.00% | −60,432−13.3% | 減碼 |
| Brighton Jones LLC | 383,562 | $403.9 萬 | 0.24% | +1,560+0.4% | 加碼 |
| Citadel Advisors LLC | 368,284 | $387.8 萬 | 0.00% | −130,176−26.1% | 減碼 |
| Coatue Management LLC大師Coatue | 365,048 | $384.4 萬 | 0.04% | +365,048 | 新進 |
| Federated Hermes, Inc. | 359,563 | $378.6 萬 | 0.01% | +359,563 | 新進 |
| Augustine Asset Management Inc | 317,453 | $334.3 萬 | 1.85% | +306,653+2,839.4% | 加碼 |
| Squarepoint Ops LLC | 314,639 | $331.3 萬 | 0.02% | −48,221−13.3% | 減碼 |
| UBS Asset Management Americas Inc | 291,429 | $306.9 萬 | 0.00% | −127,731−30.5% | 減碼 |
| Swiss National Bank | 282,200 | $297.2 萬 | 0.00% | −232,400−45.2% | 減碼 |
| New York State Common Retirement Fund | 278,483 | $293.2 萬 | 0.00% | +54,267+24.2% | 加碼 |
| HRT Financial LP | 258,900 | $272.6 萬 | 0.04% | +258,900 | 新進 |
| Price T Rowe Associates Inc | 248,167 | $261.4 萬 | 0.00% | +28,281+12.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 243,700 | $256.6 萬 | 0.01% | −29,800−10.9% | 減碼 |
| Rhumbline Advisers | 234,995 | $247.4 萬 | 0.00% | +11,290+5.0% | 加碼 |
| Gotham Asset Management, LLC | 231,917 | $244.2 萬 | 0.07% | +161,902+231.2% | 加碼 |
| Simplex Trading, LLC | 226,796 | $238.8 萬 | 0.11% | +226,796 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 213,476 | $224.8 萬 | 0.01% | −12,399−5.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 213,250 | $224.6 萬 | 0.01% | −5,593−2.6% | 減碼 |
| Jump Financial, LLC | 211,014 | $222.2 萬 | 0.12% | +211,014 | 新進 |
| California State Teachers Retirement System | 199,479 | $210.1 萬 | 0.00% | −47,806−19.3% | 減碼 |
| Occudo Quantitative Strategies LP | 161,907 | $170.5 萬 | 0.20% | +124,766+335.9% | 加碼 |
| Quantbot Technologies LP | 161,335 | $169.9 萬 | 0.12% | +161,335 | 新進 |
| Balyasny Asset Management LLC | 158,233 | $166.6 萬 | 0.01% | +158,233 | 新進 |
| Invesco Ltd. | 140,383 | $147.8 萬 | 0.00% | −194,988−58.1% | 減碼 |
| Ci Investments Inc. | 134,210 | $141.3 萬 | 0.01% | −147−0.1% | 減碼 |
| Engineers Gate Manager LP | 130,306 | $137.2 萬 | 0.08% | +130,306 | 新進 |
| Two Sigma Advisers, LP | 129,314 | $136.2 萬 | 0.00% | +129,314 | 新進 |
| Jane Street Group, LLC | 128,559 | $135.4 萬 | 0.00% | +4,744+3.8% | 加碼 |
| EPIQ Capital Group, LLC | 114,263 | $120.3 萬 | 0.68% | −206,885−64.4% | 減碼 |
| Public Employees Retirement System of Ohio | 112,180 | $118.1 萬 | 0.01% | +2,353+2.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 107,099 | $112.8 萬 | 0.11% | −31,262−22.6% | 減碼 |
| Credit Suisse AG | 102,852 | $108.3 萬 | 0.00% | +22,069+27.3% | 加碼 |
| Burleson & Company, LLC | 101,490 | $106.9 萬 | 0.27% | −33,021−24.5% | 減碼 |
| Alliancebernstein L.P. | 96,377 | $101.5 萬 | 0.00% | +5,514+6.1% | 加碼 |
| UBS Group AG | 96,279 | $101.4 萬 | 0.00% | +8,121+9.2% | 加碼 |
| Treasurer of the State of North Carolina | 94,990 | $100.0 萬 | 0.01% | +1,210+1.3% | 加碼 |
| Bamco Inc | 94,047 | $99.0 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 90,707 | $95.5 萬 | 0.00% | −50.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 87,919 | $92.6 萬 | 0.01% | −18,981−17.8% | 減碼 |
| Bank of America Corp | 87,243 | $91.9 萬 | 0.00% | −106,941−55.1% | 減碼 |
| Global Endowment Management, LP | 86,890 | $91.5 萬 | 0.10% | +35,217+68.2% | 加碼 |
| RBF Capital, LLC | 84,541 | $89.0 萬 | 0.07% | +84,541 | 新進 |
| Highland Capital Management, LLC | 80,391 | $84.7 萬 | 0.06% | +80,391 | 新進 |
| Renaissance Capital LLC | 80,345 | $84.6 萬 | 0.66% | −2,894−3.5% | 減碼 |
| XTX Topco Ltd | 80,128 | $84.4 萬 | 0.18% | +80,128 | 新進 |
| Chimera Capital Management LLC | 78,475 | $82.6 萬 | 0.23% | +59,898+322.4% | 加碼 |
| Alps Advisors Inc | 78,362 | $82.5 萬 | 0.01% | +33,843+76.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 71,606 | $75.4 萬 | 0.00% | +71,606 | 新進 |
| Magnetar Financial LLC | 69,632 | $73.3 萬 | 0.01% | +69,632 | 新進 |
| Royal London Asset Management Ltd | 66,824 | $70.3 萬 | 0.00% | 00.0% | 不變 |
| Wade G W & Inc | 65,190 | $68.6 萬 | 0.03% | +391+0.6% | 加碼 |
| JPMorgan Chase & Co | 62,629 | $66.0 萬 | 0.00% | +12,006+23.7% | 加碼 |
| HSBC Holdings PLC | 61,269 | $64.5 萬 | 0.00% | +48,632+384.8% | 加碼 |
| Clearbridge Investments, LLC | 58,875 | $62.0 萬 | 0.00% | +1,877+3.3% | 加碼 |
| Victory Capital Management Inc | 58,443 | $61.5 萬 | 0.00% | −3,840−6.2% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 54,782 | $57.7 萬 | 0.00% | −305,969−84.8% | 減碼 |
| Industrial Alliance Investment Management Inc. | 52,860 | $55.7 萬 | 0.02% | −193,350−78.5% | 減碼 |
| Kerrisdale Advisers, LLC | 51,379 | $54.1 萬 | 0.16% | +51,379 | 新進 |
| Amalgamated Bank | 50,809 | $53.5 萬 | 0.00% | +558+1.1% | 加碼 |
| Bayesian Capital Management, LP | 50,600 | $53.3 萬 | 0.08% | +39,050+338.1% | 加碼 |
| Philadelphia Trust Co | 50,000 | $52.7 萬 | 0.06% | +50,000 | 新進 |
| Raymond James & Associates | 49,136 | $51.7 萬 | 0.00% | −10,310−17.3% | 減碼 |