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。
2023 年第 1 季 13F 持有人
AppLovin Corp 在 2023/3/31 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
- 220
- 較 2022 年第 4 季 −6 家
- 持有股數
- 1.68 億
- 較 2022 年第 4 季 +772.2 萬 (+4.8%)
- 總市值
- $26.4 億
- 較 2022 年第 4 季 +$9.59 億 (+57.0%)
- 新進機構
- 49
- 另有 74 家加碼
- 清倉機構
- 55
- 另有 64 家減碼
另有 4 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 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 | $9.57 億 | 28.79% | 00.0% | 不變 |
| Vanguard Group Inc | 14,855,461 | $2.34 億 | 0.01% | −977,250−6.2% | 減碼 |
| Boston Private Wealth LLC | 13,800,500 | $2.17 億 | 3.04% | +13,800,500 | 新進 |
| BlackRock Inc. | 8,140,734 | $1.28 億 | 0.00% | −669,622−7.6% | 減碼 |
| Spruce House Investment Management LLC | 5,000,000 | $7,875 萬 | 15.41% | 00.0% | 不變 |
| First Trust Advisors LP | 4,040,013 | $6,363 萬 | 0.07% | +144,035+3.7% | 加碼 |
| NetEase, Inc. | 3,513,331 | $5,533 萬 | 69.19% | 00.0% | 不變 |
| State Street Corp | 3,051,504 | $4,806 萬 | 0.00% | +119,116+4.1% | 加碼 |
| No Street GP LP | 2,750,000 | $4,331 萬 | 5.53% | 00.0% | 不變 |
| AQR Capital Management LLC | 2,850,212 | $4,329 萬 | 0.10% | −284,722−9.1% | 減碼 |
| Spyglass Capital Management LLC | 2,650,967 | $4,175 萬 | 3.15% | −124,215−4.5% | 減碼 |
| Geode Capital Management, LLC | 2,248,077 | $3,541 萬 | 0.00% | +86,651+4.0% | 加碼 |
| Norges Bank | 2,142,533 | $3,374 萬 | 0.01% | +15,083+0.7% | 加碼 |
| Goldman Sachs Group Inc | 1,966,470 | $3,097 萬 | 0.01% | −769,291−28.1% | 減碼 |
| Morgan Stanley | 1,890,361 | $2,977 萬 | 0.00% | −122,781−6.1% | 減碼 |
| Boston Partners | 1,861,405 | $2,962 萬 | 0.04% | +1,861,405 | 新進 |
| JPMorgan Chase & Co | 1,851,900 | $2,917 萬 | 0.00% | +1,789,271+2,856.9% | 加碼 |
| Two Sigma Investments, LP | 1,719,762 | $2,709 萬 | 0.08% | +43,214+2.6% | 加碼 |
| Invenomic Capital Management LP | 1,684,888 | $2,654 萬 | 1.51% | −2,691,389−61.5% | 減碼 |
| Keenan Capital, LLC | 1,645,937 | $2,592 萬 | 4.71% | +550,000+50.2% | 加碼 |
| Kensico Capital Management Corp | 1,634,500 | $2,574 萬 | 1.15% | +144,500+9.7% | 加碼 |
| Philosophy Capital Management LLC | 1,463,323 | $2,305 萬 | 4.81% | +162,490+12.5% | 加碼 |
| Incline Global Management LLC | 1,345,719 | $2,120 萬 | 6.09% | +1,345,719 | 新進 |
| Coatue Management LLC大師Coatue | 1,153,420 | $1,817 萬 | 0.12% | +788,372+216.0% | 加碼 |
| Millennium Management LLC | 1,133,403 | $1,785 萬 | 0.02% | −335,661−22.8% | 減碼 |
| Renaissance Technologies LLC | 1,114,000 | $1,755 萬 | 0.02% | −1,059,539−48.7% | 減碼 |
| Greenstone Partners & Co., LLC | 953,787 | $1,502 萬 | 11.36% | +199,646+26.5% | 加碼 |
| Citadel Advisors LLC | 843,532 | $1,329 萬 | 0.01% | +475,248+129.0% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 839,303 | $1,322 萬 | 1.05% | +295,761+54.4% | 加碼 |
| Charles Schwab Investment Management Inc | 829,424 | $1,306 萬 | 0.00% | +96,081+13.1% | 加碼 |
| Bank of America Corp | 822,324 | $1,295 萬 | 0.00% | +735,081+842.6% | 加碼 |
| Northern Trust Corp | 806,073 | $1,270 萬 | 0.00% | −73,871−8.4% | 減碼 |
| Augustine Asset Management Inc | 797,143 | $1,256 萬 | 6.22% | +479,690+151.1% | 加碼 |
| Lakewood Capital Management, LP | 685,000 | $1,079 萬 | 0.88% | −60,000−8.1% | 減碼 |
| Bank of New York Mellon Corp | 669,876 | $1,055 萬 | 0.00% | −6,628−1.0% | 減碼 |
| Contrarius Investment Management Ltd | 637,151 | $1,004 萬 | 0.53% | +637,151 | 新進 |
| Think Investments LP | 627,052 | $987.6 萬 | 2.34% | +627,052 | 新進 |
| Susquehanna International Group, LLP | 623,022 | $981.3 萬 | 0.02% | −383,820−38.1% | 減碼 |
| Nuveen Asset Management, LLC | 600,087 | $945.1 萬 | 0.00% | −12,108−2.0% | 減碼 |
| Polar Asset Management Partners Inc. | 492,200 | $775.2 萬 | 0.14% | +492,200 | 新進 |
| Qube Research & Technologies Ltd | 467,009 | $735.5 萬 | 0.04% | −879,708−65.3% | 減碼 |
| Federated Hermes, Inc. | 434,980 | $685.1 萬 | 0.02% | +75,417+21.0% | 加碼 |
| Cubist Systematic Strategies, LLC | 409,721 | $645.3 萬 | 0.06% | +1,322+0.3% | 加碼 |
| California Public Employees Retirement System | 407,603 | $642.0 萬 | 0.01% | +14,519+3.7% | 加碼 |
| Brighton Jones LLC | 384,036 | $604.9 萬 | 0.34% | +474+0.1% | 加碼 |
| Legal & General Group Plc | 357,907 | $563.7 萬 | 0.00% | −211,327−37.1% | 減碼 |
| Invesco Ltd. | 333,482 | $525.2 萬 | 0.00% | +193,099+137.6% | 加碼 |
| Gotham Asset Management, LLC | 322,791 | $508.4 萬 | 0.12% | +90,874+39.2% | 加碼 |
| Jump Financial, LLC | 316,931 | $499.2 萬 | 0.20% | +105,917+50.2% | 加碼 |
| Price T Rowe Associates Inc | 281,711 | $443.8 萬 | 0.00% | +33,544+13.5% | 加碼 |
| Rhumbline Advisers | 255,499 | $402.4 萬 | 0.00% | +20,504+8.7% | 加碼 |
| Swiss National Bank | 253,000 | $398.5 萬 | 0.00% | −29,200−10.3% | 減碼 |
| Northern Right Capital Management, L.P. | 250,000 | $393.8 萬 | 1.99% | +250,000 | 新進 |
| New York State Common Retirement Fund | 229,610 | $361.6 萬 | 0.00% | −48,873−17.5% | 減碼 |
| Lonestar Capital Management LLC | 229,000 | $360.7 萬 | 1.93% | +229,000 | 新進 |
| UBS Asset Management Americas Inc | 221,323 | $348.6 萬 | 0.00% | −70,106−24.1% | 減碼 |
| Metavasi Capital LP | 216,500 | $341.0 萬 | 2.54% | +216,500 | 新進 |
| State Board of Administration of Florida Retirement System | 213,250 | $335.9 萬 | 0.01% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 211,690 | $333.4 萬 | 0.01% | −1,786−0.8% | 減碼 |
| Jane Street Group, LLC | 210,746 | $331.9 萬 | 0.01% | +82,187+63.9% | 加碼 |
| Eos Management, L.P. | 206,615 | $325.4 萬 | 1.71% | +206,615 | 新進 |
| Formula Growth Ltd | 200,000 | $315.0 萬 | 1.01% | +200,000 | 新進 |
| California State Teachers Retirement System | 194,939 | $307.0 萬 | 0.00% | −4,540−2.3% | 減碼 |
| Marshall Wace, LLP | 180,781 | $284.7 萬 | 0.01% | +155,691+620.5% | 加碼 |
| Holocene Advisors, LP | 167,974 | $264.6 萬 | 0.01% | +167,974 | 新進 |
| State of New Jersey Common Pension Fund D | 153,032 | $241.0 萬 | 0.01% | +153,032 | 新進 |
| Baker Avenue Asset Management, LP | 151,070 | $237.9 萬 | 0.13% | +151,070 | 新進 |
| Illinois Municipal Retirement Fund | 146,258 | $230.4 萬 | 0.05% | +119,562+447.9% | 加碼 |
| Two Sigma Advisers, LP | 142,514 | $224.5 萬 | 0.01% | +13,200+10.2% | 加碼 |
| Ci Investments Inc. | 134,217 | $211.4 萬 | 0.01% | +70.0% | 加碼 |
| ExodusPoint Capital Management, LP | 124,432 | $196.0 萬 | 0.02% | +124,432 | 新進 |
| Credit Suisse AG | 117,505 | $185.1 萬 | 0.00% | +14,653+14.2% | 加碼 |
| Public Employees Retirement System of Ohio | 109,141 | $171.9 萬 | 0.01% | −3,039−2.7% | 減碼 |
| EPIQ Capital Group, LLC | 106,145 | $167.2 萬 | 0.88% | −8,118−7.1% | 減碼 |
| Dimensional Fund Advisors LP | 97,898 | $154.0 萬 | 0.00% | +70,987+263.8% | 加碼 |
| Treasurer of the State of North Carolina | 95,670 | $150.7 萬 | 0.01% | +680+0.7% | 加碼 |
| Bamco Inc | 94,047 | $148.1 萬 | 0.00% | 00.0% | 不變 |
| Voya Investment Management LLC | 88,486 | $139.4 萬 | 0.00% | −2,221−2.4% | 減碼 |
| RBF Capital, LLC | 84,555 | $133.2 萬 | 0.10% | +140.0% | 加碼 |
| HRT Financial LP | 82,595 | $130.0 萬 | 0.02% | −176,305−68.1% | 減碼 |
| Alliancebernstein L.P. | 73,431 | $115.7 萬 | 0.00% | −22,946−23.8% | 減碼 |
| Renaissance Capital LLC | 72,744 | $114.6 萬 | 0.85% | −7,601−9.5% | 減碼 |
| USS Investment Management Ltd | 70,923 | $111.7 萬 | 0.02% | +70,923 | 新進 |
| Bayesian Capital Management, LP | 65,900 | $103.8 萬 | 0.13% | +15,300+30.2% | 加碼 |
| Janney Montgomery Scott LLC | 65,270 | $102.8 萬 | 0.00% | +65,270 | 新進 |
| Wade G W & Inc | 64,799 | $102.1 萬 | 0.04% | −391−0.6% | 減碼 |
| Perigon Wealth Management, LLC | 63,210 | $99.6 萬 | 0.06% | +63,210 | 新進 |
| Clearbridge Investments, LLC | 59,350 | $93.5 萬 | 0.00% | +475+0.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 58,496 | $92.1 萬 | 0.00% | −459,844−88.7% | 減碼 |
| Twin Tree Management, LP | 58,452 | $92.1 萬 | 0.03% | +58,452 | 新進 |
| Magnetar Financial LLC | 58,343 | $91.9 萬 | 0.02% | −11,289−16.2% | 減碼 |
| Janus Henderson Group PLC | 56,099 | $88.4 萬 | 0.00% | +20,962+59.7% | 加碼 |
| Portman Square Capital LLP | 55,389 | $87.2 萬 | 0.22% | +55,389 | 新進 |
| Bokf, NA | 53,605 | $84.4 萬 | 0.02% | +53,605 | 新進 |
| Raymond James & Associates | 52,409 | $82.5 萬 | 0.00% | +3,273+6.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 46,656 | $73.5 萬 | 0.09% | +46,656 | 新進 |
| Amalgamated Bank | 45,744 | $72.0 萬 | 0.01% | −5,065−10.0% | 減碼 |
| Shelton Capital Management | 43,399 | $68.4 萬 | 0.03% | 00.0% | 不變 |
| ETF Managers Group, LLC | 42,559 | $67.0 萬 | 0.02% | +17,426+69.3% | 加碼 |
| Caption Management, LLC | 40,300 | $63.5 萬 | 0.14% | +40,300 | 新進 |