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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 800,000 | $842.4 萬 | 0.09% | +500,000+166.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 850,916 | $896.0 萬 | 0.02% | +850,916 | 新進 |
| Northern Trust Corp | 879,944 | $926.6 萬 | 0.00% | −89,856−9.3% | 減碼 |
| Twinbeech Capital LP | 921,564 | $970.4 萬 | 0.18% | +921,564 | 新進 |
| Barclays PLC | 954,733 | $1,005 萬 | 0.01% | +709,634+289.5% | 加碼 |
| Susquehanna International Group, LLP | 1,006,842 | $1,060 萬 | 0.02% | +700,985+229.2% | 加碼 |
| Keenan Capital, LLC | 1,095,937 | $1,154 萬 | 2.31% | −930,663−45.9% | 減碼 |
| Philosophy Capital Management LLC | 1,300,833 | $1,370 萬 | 3.26% | +1,300,833 | 新進 |
| Qube Research & Technologies Ltd | 1,346,717 | $1,418 萬 | 0.09% | +1,346,717 | 新進 |
| Millennium Management LLC | 1,469,064 | $1,547 萬 | 0.02% | +1,469,064 | 新進 |
| Kensico Capital Management Corp | 1,490,000 | $1,569 萬 | 0.75% | −110,000−6.9% | 減碼 |
| Two Sigma Investments, LP | 1,676,548 | $1,765 萬 | 0.06% | +1,380,557+466.4% | 加碼 |
| Morgan Stanley | 2,013,142 | $2,120 萬 | 0.00% | +1,089,935+118.1% | 加碼 |
| Norges Bank | 2,127,450 | $2,240 萬 | 0.01% | +162,470+8.3% | 加碼 |
| Geode Capital Management, LLC | 2,161,426 | $2,276 萬 | 0.00% | +118,286+5.8% | 加碼 |
| Renaissance Technologies LLC | 2,173,539 | $2,289 萬 | 0.03% | +2,033,939+1,457.0% | 加碼 |
| Goldman Sachs Group Inc | 2,735,761 | $2,881 萬 | 0.01% | +557,919+25.6% | 加碼 |
| No Street GP LP | 2,750,000 | $2,896 萬 | 3.81% | +2,120,000+336.5% | 加碼 |
| Spyglass Capital Management LLC | 2,775,182 | $2,922 萬 | 2.35% | −349,059−11.2% | 減碼 |
| State Street Corp | 2,932,388 | $3,088 萬 | 0.00% | −532,853−15.4% | 減碼 |
| AQR Capital Management LLC | 3,134,934 | $3,292 萬 | 0.07% | +2,538,618+425.7% | 加碼 |
| NetEase, Inc. | 3,513,331 | $3,700 萬 | 70.35% | 00.0% | 不變 |
| First Trust Advisors LP | 3,895,978 | $4,099 萬 | 0.05% | +1,115,992+40.1% | 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 |
| Invenomic Capital Management LP | 4,376,277 | $4,608 萬 | 3.34% | +4,006,911+1,084.8% | 加碼 |
| Spruce House Investment Management LLC | 5,000,000 | $5,265 萬 | 13.96% | +1,259,199+33.7% | 加碼 |
| BlackRock Inc. | 8,810,356 | $9,277 萬 | 0.00% | −3,229,468−26.8% | 減碼 |
| Vanguard Group Inc | 15,832,711 | $1.67 億 | 0.00% | +444,717+2.9% | 加碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $6.40 億 | 21.58% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,207 | – | – | +673+26.6% | 加碼 |
| Brahman Capital Corp. | 0 | $0 | 0.00% | −1,496,509−100.0% | 清倉 |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −950,664−100.0% | 清倉 |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −542,992−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −421,674−100.0% | 清倉 |
| Indaba Capital Management, L.P. | 0 | $0 | 0.00% | −284,700−100.0% | 清倉 |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −271,890−100.0% | 清倉 |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −251,674−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −132,960−100.0% | 清倉 |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −90,336−100.0% | 清倉 |
| Andra AP-fonden | 0 | $0 | 0.00% | −75,100−100.0% | 清倉 |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −65,435−100.0% | 清倉 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −36,100−100.0% | 清倉 |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −56,280−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | 清倉 |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −52,313−100.0% | 清倉 |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −50,406−100.0% | 清倉 |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −48,000−100.0% | 清倉 |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −41,000−100.0% | 清倉 |
| Korea Investment CORP | 0 | $0 | 0.00% | −37,979−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −25,811−100.0% | 清倉 |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −25,737−100.0% | 清倉 |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −25,134−100.0% | 清倉 |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −24,655−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −23,029−100.0% | 清倉 |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −21,450−100.0% | 清倉 |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −20,165−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −20,534−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −16,092−100.0% | 清倉 |
| Tredje AP-fonden | 0 | $0 | 0.00% | −15,947−100.0% | 清倉 |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −14,466−100.0% | 清倉 |
| TD Asset Management Inc | 0 | $0 | 0.00% | −14,322−100.0% | 清倉 |
| DnB Asset Management AS | 0 | $0 | 0.00% | −14,355−100.0% | 清倉 |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −14,278−100.0% | 清倉 |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −13,385−100.0% | 清倉 |
| Westpac Banking Corp | 0 | $0 | 0.00% | −11,925−100.0% | 清倉 |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −11,651−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −11,207−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −10,834−100.0% | 清倉 |
| Allstate Corp | 0 | $0 | 0.00% | −10,311−100.0% | 清倉 |
| Optimus Prime Fund Management Co., Ltd. | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −8,240−100.0% | 清倉 |
| Seeyond | 0 | $0 | 0.00% | −7,725−100.0% | 清倉 |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −6,262−100.0% | 清倉 |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,435−100.0% | 清倉 |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −3,000−100.0% | 清倉 |
| Vestcor Inc | 0 | $0 | 0.00% | −2,820−100.0% | 清倉 |
| Wahed Invest LLC | 0 | $0 | 0.00% | −2,579−100.0% | 清倉 |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −2,055−100.0% | 清倉 |
| Riverview Trust Co | 0 | $0 | 0.00% | −797−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −781−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −425−100.0% | 清倉 |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −428−100.0% | 清倉 |
| National Bank of Canada | 0 | $0 | 0.00% | −302−100.0% | 清倉 |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −257−100.0% | 清倉 |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −162−100.0% | 清倉 |
| First Manhattan Co | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −39−100.0% | 清倉 |
| Community Bank, N.A. | 0 | $0 | 0.00% | −2−100.0% | 清倉 |
| Eaton Vance Management | – | – | – | – | 本季未申報 |
| Agf Investments Inc. | – | – | – | – | 本季未申報 |
| Wipfli Financial Advisors LLC, | – | – | – | – | 本季未申報 |