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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 季與 2022 年第 4 季比較

持有 AppLovin Corp 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

APP 的 13F 持有人:2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數2304220−6
股數1.60 億13.8 萬1.68 億+772.2 萬 (+4.8%)
市值$16.8 億$145.8 萬$26.4 億+$9.59 億 (+57.0%)

4 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(49 家)

2023 年第 1 季季末持有 AppLovin Corp、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 APP 的機構
機構股數市值佔組合 %
Boston Private Wealth LLC13,800,500$2.17 億3.04%
Boston Partners1,861,405$2,962 萬0.04%
Incline Global Management LLC1,345,719$2,120 萬6.09%
Contrarius Investment Management Ltd637,151$1,004 萬0.53%
Think Investments LP627,052$987.6 萬2.34%
Polar Asset Management Partners Inc.492,200$775.2 萬0.14%
Northern Right Capital Management, L.P.250,000$393.8 萬1.99%
Lonestar Capital Management LLC229,000$360.7 萬1.93%
Metavasi Capital LP216,500$341.0 萬2.54%
Eos Management, L.P.206,615$325.4 萬1.71%
Formula Growth Ltd200,000$315.0 萬1.01%
Holocene Advisors, LP167,974$264.6 萬0.01%
State of New Jersey Common Pension Fund D153,032$241.0 萬0.01%
Baker Avenue Asset Management, LP151,070$237.9 萬0.13%
ExodusPoint Capital Management, LP124,432$196.0 萬0.02%
USS Investment Management Ltd70,923$111.7 萬0.02%
Janney Montgomery Scott LLC65,270$102.8 萬0.00%
Perigon Wealth Management, LLC63,210$99.6 萬0.06%
Twin Tree Management, LP58,452$92.1 萬0.03%
Portman Square Capital LLP55,389$87.2 萬0.22%
Bokf, NA53,605$84.4 萬0.02%
Y-Intercept (Hong Kong) Ltd46,656$73.5 萬0.09%
Caption Management, LLC40,300$63.5 萬0.14%
PDT Partners, LLC35,729$56.3 萬0.08%
Nierenberg Investment Management Company, Inc.29,555$46.5 萬0.35%
Maverick Capital Ltd大師Maverick 資本28,149$44.3 萬0.01%
Virginia Retirement Systems Et Al23,800$37.5 萬0.00%
Aigen Investment Management, LP22,713$35.8 萬0.05%
Adviser Investments LLC16,762$26.4 萬0.01%
Ethic Inc.16,000$25.2 萬0.01%
Stifel Financial Corp14,620$23.0 萬0.00%
Prelude Capital Management, LLC11,981$18.9 萬0.01%
Keebeck Alpha, LP11,981$18.9 萬0.22%
Cambridge Investment Research Advisors, Inc.11,638$18.3 萬0.00%
Oak Thistle LLC11,085$17.5 萬0.10%
Quantamental Technologies LLC10,238$16.1 萬0.09%
DuPont Capital Management Corp8,183$12.9 萬0.01%
Globeflex Capital L P5,969$9.40 萬0.01%
Harvest Fund Management Co., Ltd2,678$4.20 萬0.01%
Manchester Capital Management LLC2,497$3.93 萬0.01%
Machina Capital S.A.S.700$1.10 萬0.01%
Creative Planning47$7410.00%
Versant Capital Management, Inc26$4100.00%
First Manhattan Co20$3150.00%
Berkshire Capital Holdings Inc10$1580.00%
Hexagon Capital Partners LLC3$470.00%
Northwestern Mutual Wealth Management Co1$160.00%
Toronto Dominion Bank1$00.00%
Avion Wealth74$00.00%

清倉機構(55 家)

2022 年第 4 季季末持有 AppLovin Corp、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 APP 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Tiger Global Management LLC大師老虎環球4,264,272$4,490 萬
Twinbeech Capital LP921,564$970.4 萬
D. E. Shaw & Co., Inc.850,916$896.0 萬
Alyeska Investment Group, L.P.800,000$842.4 萬
Squarepoint Ops LLC314,639$331.3 萬
Grantham, Mayo, Van Otterloo & Co. LLC243,700$256.6 萬
Simplex Trading, LLC226,796$238.8 萬
Quantbot Technologies LP161,335$169.9 萬
Balyasny Asset Management LLC158,233$166.6 萬
Engineers Gate Manager LP130,306$137.2 萬
Dynamic Technology Lab Private Ltd107,099$112.8 萬
Schonfeld Strategic Advisors LLC87,919$92.6 萬
Highland Capital Management, LLC80,391$84.7 萬
XTX Topco Ltd80,128$84.4 萬
Chimera Capital Management LLC78,475$82.6 萬
Alps Advisors Inc78,362$82.5 萬
Arrowstreet Capital, Limited Partnership71,606$75.4 萬
Royal London Asset Management Ltd66,824$70.3 萬
HSBC Holdings PLC61,269$64.5 萬
Sumitomo Mitsui Trust Holdings, Inc.54,782$57.7 萬
Industrial Alliance Investment Management Inc.52,860$55.7 萬
Kerrisdale Advisers, LLC51,379$54.1 萬
Philadelphia Trust Co50,000$52.7 萬
Caas Capital Management LP48,000$50.5 萬
Versor Investments LP45,185$47.6 萬
Ameriprise Financial Inc43,860$46.2 萬
Centiva Capital, LP42,313$44.6 萬
Achmea Investment Management B.V.37,640$37.1 萬
Kula Investments, LLC30,992$32.6 萬
Aviva PLC30,209$31.8 萬
Ensign Peak Advisors, Inc27,458$28.9 萬
Gyon Technologies Capital Management, LP25,298$26.6 萬
HBK Sorce Advisory LLC300,000$26.6 萬
Sherbrooke Park Advisers LLC20,300$21.4 萬
LMR Partners LLP19,880$20.9 萬
Standard Life Aberdeen plc18,066$19.0 萬
Envestnet Asset Management Inc15,005$15.8 萬
Boothbay Fund Management, LLC14,652$15.4 萬
Pearl River Capital, LLC14,583$15.4 萬
National Asset Management, Inc.14,175$14.9 萬
Tudor Investment Corp Et Al12,144$12.8 萬
Jefferies Financial Group Inc.11,136$11.7 萬
Meeder Asset Management Inc5,971$6.29 萬
Rebalance, LLC3,500$3.69 萬
Storebrand Asset Management AS3,048$3.21 萬
Y.D. More Investments Ltd1,810$1.89 萬
Ossiam1,719$1.81 萬
Quarry LP1,706$1.80 萬
Belpointe Asset Management LLC810$8,529
Activest Wealth Management350$3,686
TD Private Client Wealth LLC96$1,011
Jones Financial Companies LLLP82$1,000
Zions Bancorporation, N.A.49$516
GWM Advisors LLC10$0
Steward Financial Group LLC50$0

尚未申報 2023 年第 1 季的機構(4 家)

2022 年第 4 季季末持有 AppLovin Corp、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2022 年第 4 季持有 APP、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Burleson & Company, LLC101,490$106.9 萬
Zeke Capital Advisors, LLC22,368$23.6 萬
Telemetry Investments, L.L.C.13,210$13.9 萬
Neo Ivy Capital Management1,398$1.50 萬