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 |
|---|---|---|---|---|---|
| Invenomic Capital Management LP | 1,684,888 | $2,654 萬 | 1.51% | −2,691,389−61.5% | 減碼 |
| Two Sigma Investments, LP | 1,719,762 | $2,709 萬 | 0.08% | +43,214+2.6% | 加碼 |
| JPMorgan Chase & Co | 1,851,900 | $2,917 萬 | 0.00% | +1,789,271+2,856.9% | 加碼 |
| Boston Partners | 1,861,405 | $2,962 萬 | 0.04% | +1,861,405 | 新進 |
| Morgan Stanley | 1,890,361 | $2,977 萬 | 0.00% | −122,781−6.1% | 減碼 |
| Goldman Sachs Group Inc | 1,966,470 | $3,097 萬 | 0.01% | −769,291−28.1% | 減碼 |
| Norges Bank | 2,142,533 | $3,374 萬 | 0.01% | +15,083+0.7% | 加碼 |
| Geode Capital Management, LLC | 2,248,077 | $3,541 萬 | 0.00% | +86,651+4.0% | 加碼 |
| Spyglass Capital Management LLC | 2,650,967 | $4,175 萬 | 3.15% | −124,215−4.5% | 減碼 |
| AQR Capital Management LLC | 2,850,212 | $4,329 萬 | 0.10% | −284,722−9.1% | 減碼 |
| No Street GP LP | 2,750,000 | $4,331 萬 | 5.53% | 00.0% | 不變 |
| State Street Corp | 3,051,504 | $4,806 萬 | 0.00% | +119,116+4.1% | 加碼 |
| NetEase, Inc. | 3,513,331 | $5,533 萬 | 69.19% | 00.0% | 不變 |
| First Trust Advisors LP | 4,040,013 | $6,363 萬 | 0.07% | +144,035+3.7% | 加碼 |
| Spruce House Investment Management LLC | 5,000,000 | $7,875 萬 | 15.41% | 00.0% | 不變 |
| BlackRock Inc. | 8,140,734 | $1.28 億 | 0.00% | −669,622−7.6% | 減碼 |
| Boston Private Wealth LLC | 13,800,500 | $2.17 億 | 3.04% | +13,800,500 | 新進 |
| Vanguard Group Inc | 14,855,461 | $2.34 億 | 0.01% | −977,250−6.2% | 減碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 60,735,000 | $9.57 億 | 28.79% | 00.0% | 不變 |
| IFP Advisors, Inc | 2,529 | – | – | −678−21.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 0 | $0 | 0.00% | −4,264,272−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −921,564−100.0% | 清倉 |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −850,916−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −800,000−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −314,639−100.0% | 清倉 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −243,700−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −226,796−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −161,335−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −158,233−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −130,306−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −107,099−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −87,919−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −80,391−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −80,128−100.0% | 清倉 |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −78,475−100.0% | 清倉 |
| Alps Advisors Inc | 0 | $0 | 0.00% | −78,362−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −71,606−100.0% | 清倉 |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −66,824−100.0% | 清倉 |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −61,269−100.0% | 清倉 |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −54,782−100.0% | 清倉 |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −52,860−100.0% | 清倉 |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −51,379−100.0% | 清倉 |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −48,000−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −45,185−100.0% | 清倉 |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −43,860−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −42,313−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −37,640−100.0% | 清倉 |
| Kula Investments, LLC | 0 | $0 | 0.00% | −30,992−100.0% | 清倉 |
| Aviva PLC | 0 | $0 | 0.00% | −30,209−100.0% | 清倉 |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −27,458−100.0% | 清倉 |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −25,298−100.0% | 清倉 |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −20,300−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −19,880−100.0% | 清倉 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −18,066−100.0% | 清倉 |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −15,005−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,652−100.0% | 清倉 |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,583−100.0% | 清倉 |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,175−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −12,144−100.0% | 清倉 |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,136−100.0% | 清倉 |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −5,971−100.0% | 清倉 |
| Rebalance, LLC | 0 | $0 | 0.00% | −3,500−100.0% | 清倉 |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −3,048−100.0% | 清倉 |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −1,810−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −1,719−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −1,706−100.0% | 清倉 |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −810−100.0% | 清倉 |
| Activest Wealth Management | 0 | $0 | 0.00% | −350−100.0% | 清倉 |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −96−100.0% | 清倉 |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −82−100.0% | 清倉 |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −49−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Burleson & Company, LLC | – | – | – | – | 本季未申報 |
| Zeke Capital Advisors, LLC | – | – | – | – | 本季未申報 |
| Telemetry Investments, L.L.C. | – | – | – | – | 本季未申報 |
| Neo Ivy Capital Management | – | – | – | – | 本季未申報 |