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 2 季 13F 持有人
AppLovin Corp 在 2023/6/30 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
- 243
- 較 2023 年第 1 季 +24 家
- 持有股數
- 1.48 億
- 較 2023 年第 1 季 −1,999 萬 (−11.9%)
- 總市值
- $38.1 億
- 較 2023 年第 1 季 +$11.7 億 (+44.1%)
- 新進機構
- 54
- 另有 79 家加碼
- 清倉機構
- 30
- 另有 70 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 29,644,896 | $7.63 億 | 23.62% | −31,090,104−51.2% | 減碼 |
| Vanguard Group Inc | 16,687,780 | $4.29 億 | 0.01% | +1,832,319+12.3% | 加碼 |
| GQG Partners LLC | 15,078,778 | $3.88 億 | 0.89% | +15,078,778 | 新進 |
| Boston Private Wealth LLC | 13,800,621 | $3.55 億 | 6.42% | +1210.0% | 加碼 |
| BlackRock Inc. | 8,335,764 | $2.14 億 | 0.01% | +195,030+2.4% | 加碼 |
| Spruce House Investment Management LLC | 5,000,000 | $1.29 億 | 14.70% | 00.0% | 不變 |
| NetEase, Inc. | 3,513,331 | $9,040 萬 | 86.61% | 00.0% | 不變 |
| State Street Corp | 3,072,095 | $7,905 萬 | 0.00% | +20,591+0.7% | 加碼 |
| No Street GP LP | 2,704,500 | $6,959 萬 | 8.21% | −45,500−1.7% | 減碼 |
| Geode Capital Management, LLC | 2,467,752 | $6,350 萬 | 0.01% | +219,675+9.8% | 加碼 |
| Spyglass Capital Management LLC | 2,443,567 | $6,287 萬 | 4.54% | −207,400−7.8% | 減碼 |
| First Trust Advisors LP | 2,358,152 | $6,068 萬 | 0.07% | −1,681,861−41.6% | 減碼 |
| Norges Bank | 2,308,645 | $5,940 萬 | 0.01% | +166,112+7.8% | 加碼 |
| Kensico Capital Management Corp | 1,999,200 | $5,144 萬 | 2.08% | +364,700+22.3% | 加碼 |
| Pacer Advisors, Inc. | 1,893,746 | $4,873 萬 | 0.20% | +1,893,746 | 新進 |
| Morgan Stanley | 1,847,684 | $4,754 萬 | 0.00% | −42,677−2.3% | 減碼 |
| Goldman Sachs Group Inc | 1,742,607 | $4,484 萬 | 0.01% | −223,863−11.4% | 減碼 |
| Keenan Capital, LLC | 1,645,937 | $4,235 萬 | 7.59% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 1,316,246 | $3,387 萬 | 0.12% | +1,316,246 | 新進 |
| Invenomic Capital Management LP | 1,215,197 | $3,127 萬 | 1.75% | −469,691−27.9% | 減碼 |
| Coatue Management LLC大師Coatue | 1,153,420 | $2,968 萬 | 0.15% | 00.0% | 不變 |
| AQR Capital Management LLC | 1,097,848 | $2,825 萬 | 0.06% | −1,752,364−61.5% | 減碼 |
| Charles Schwab Investment Management Inc | 896,304 | $2,306 萬 | 0.01% | +66,880+8.1% | 加碼 |
| Dimensional Fund Advisors LP | 889,707 | $2,289 萬 | 0.01% | +791,809+808.8% | 加碼 |
| Greenstone Partners & Co., LLC | 872,442 | $2,245 萬 | 15.35% | −81,345−8.5% | 減碼 |
| Voloridge Investment Management, LLC | 852,360 | $2,193 萬 | 0.10% | +852,360 | 新進 |
| Citadel Advisors LLC | 847,514 | $2,181 萬 | 0.02% | +3,982+0.5% | 加碼 |
| Northern Trust Corp | 792,274 | $2,039 萬 | 0.00% | −13,799−1.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 778,803 | $2,004 萬 | 1.46% | −60,500−7.2% | 減碼 |
| Jane Street Group, LLC | 739,301 | $1,902 萬 | 0.03% | +528,555+250.8% | 加碼 |
| Boston Partners | 695,403 | $1,837 萬 | 0.02% | −1,166,002−62.6% | 減碼 |
| Augustine Asset Management Inc | 700,510 | $1,802 萬 | 8.33% | −96,633−12.1% | 減碼 |
| Bank of New York Mellon Corp | 675,073 | $1,737 萬 | 0.00% | +5,197+0.8% | 加碼 |
| Invesco Ltd. | 645,271 | $1,660 萬 | 0.00% | +311,789+93.5% | 加碼 |
| Van Eck Associates Corp | 623,747 | $1,605 萬 | 0.04% | +623,747 | 新進 |
| Nuveen Asset Management, LLC | 611,528 | $1,573 萬 | 0.01% | +11,441+1.9% | 加碼 |
| Philosophy Capital Management LLC | 607,462 | $1,563 萬 | 3.49% | −855,861−58.5% | 減碼 |
| Scout Investments, Inc. | 504,140 | $1,509 萬 | 0.31% | +504,140 | 新進 |
| Raymond James & Associates | 492,115 | $1,266 萬 | 0.01% | +439,706+839.0% | 加碼 |
| Lakewood Capital Management, LP | 427,000 | $1,099 萬 | 0.95% | −258,000−37.7% | 減碼 |
| Russell Investments Group, Ltd. | 426,809 | $1,098 萬 | 0.02% | +419,732+5,930.9% | 加碼 |
| Polar Asset Management Partners Inc. | 414,500 | $1,067 萬 | 0.21% | −77,700−15.8% | 減碼 |
| California Public Employees Retirement System | 406,888 | $1,047 萬 | 0.01% | −715−0.2% | 減碼 |
| Metavasi Capital LP | 400,800 | $1,031 萬 | 7.28% | +184,300+85.1% | 加碼 |
| Brighton Jones LLC | 384,036 | $988.1 萬 | 0.50% | 00.0% | 不變 |
| Federated Hermes, Inc. | 362,534 | $932.8 萬 | 0.02% | −72,446−16.7% | 減碼 |
| Candlestick Capital Management LP | 362,418 | $932.5 萬 | 0.31% | +362,418 | 新進 |
| Hodges Capital Management Inc. | 244,110 | $924.0 萬 | 0.54% | +244,110 | 新進 |
| Gotham Asset Management, LLC | 337,875 | $869.4 萬 | 0.19% | +15,084+4.7% | 加碼 |
| Swiss National Bank | 332,300 | $855.0 萬 | 0.01% | +79,300+31.3% | 加碼 |
| Contrarius Investment Management Ltd | 306,313 | $788.1 萬 | 0.42% | −330,838−51.9% | 減碼 |
| Price T Rowe Associates Inc | 280,841 | $722.7 萬 | 0.00% | −870−0.3% | 減碼 |
| Principal Financial Group Inc | 277,273 | $713.4 萬 | 0.00% | +253,656+1,074.0% | 加碼 |
| Two Sigma Investments, LP | 276,525 | $711.5 萬 | 0.02% | −1,443,237−83.9% | 減碼 |
| Rhumbline Advisers | 264,711 | $681.1 萬 | 0.01% | +9,212+3.6% | 加碼 |
| Lonestar Capital Management LLC | 250,000 | $643.3 萬 | 3.38% | +21,000+9.2% | 加碼 |
| New York State Common Retirement Fund | 244,392 | $628.8 萬 | 0.01% | +14,782+6.4% | 加碼 |
| Tudor Investment Corp Et Al | 238,610 | $613.9 萬 | 0.10% | +238,610 | 新進 |
| FMR LLC | 232,849 | $599.1 萬 | 0.00% | +219,527+1,647.9% | 加碼 |
| Legal & General Group Plc | 220,264 | $566.7 萬 | 0.00% | −137,643−38.5% | 減碼 |
| California State Teachers Retirement System | 210,750 | $542.3 萬 | 0.01% | +15,811+8.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 209,585 | $539.3 萬 | 0.01% | −2,105−1.0% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 208,494 | $536.5 萬 | 0.03% | +149,998+256.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 202,589 | $521.3 萬 | 0.01% | −10,661−5.0% | 減碼 |
| Cresset Asset Management, LLC | 196,488 | $505.6 萬 | 0.04% | +161,488+461.4% | 加碼 |
| Eos Management, L.P. | 186,823 | $480.7 萬 | 2.24% | −19,792−9.6% | 減碼 |
| Barclays PLC | 180,031 | $463.2 萬 | 0.00% | +168,402+1,448.1% | 加碼 |
| Credit Suisse AG | 170,546 | $438.8 萬 | 0.00% | +53,041+45.1% | 加碼 |
| Macquarie Group Ltd | 170,094 | $437.7 萬 | 0.01% | +170,094 | 新進 |
| JPMorgan Chase & Co | 163,871 | $421.6 萬 | 0.00% | −1,688,029−91.2% | 減碼 |
| Millennium Management LLC | 155,368 | $399.8 萬 | 0.00% | −978,035−86.3% | 減碼 |
| Holocene Advisors, LP | 152,649 | $392.8 萬 | 0.02% | −15,325−9.1% | 減碼 |
| Twin Tree Management, LP | 151,817 | $390.6 萬 | 0.08% | +93,365+159.7% | 加碼 |
| Illinois Municipal Retirement Fund | 146,258 | $376.3 萬 | 0.08% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 221,323 | $348.6 萬 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 134,418 | $345.9 萬 | 0.02% | +201+0.1% | 加碼 |
| RBF Capital, LLC | 129,955 | $334.4 萬 | 0.21% | +45,400+53.7% | 加碼 |
| Caption Management, LLC | 129,093 | $332.2 萬 | 0.59% | +88,793+220.3% | 加碼 |
| Perigon Wealth Management, LLC | 115,497 | $297.2 萬 | 0.12% | +52,287+82.7% | 加碼 |
| Duality Advisers, LP | 107,679 | $277.1 萬 | 0.35% | +107,679 | 新進 |
| CI Private Wealth, LLC | 104,957 | $270.1 萬 | 0.01% | +83,946+399.5% | 加碼 |
| Public Employees Retirement System of Ohio | 103,611 | $266.6 萬 | 0.01% | −5,530−5.1% | 減碼 |
| Treasurer of the State of North Carolina | 102,600 | $264.0 萬 | 0.01% | +6,930+7.2% | 加碼 |
| Bank of America Corp | 102,579 | $263.9 萬 | 0.00% | −719,745−87.5% | 減碼 |
| State of New Jersey Common Pension Fund D | 99,230 | $255.3 萬 | 0.01% | −53,802−35.2% | 減碼 |
| EPIQ Capital Group, LLC | 99,088 | $255.0 萬 | 1.35% | −7,057−6.6% | 減碼 |
| Alliancebernstein L.P. | 97,991 | $252.1 萬 | 0.00% | +24,560+33.4% | 加碼 |
| Daiwa Securities Group Inc. | 95,413 | $245.5 萬 | 0.02% | +95,413 | 新進 |
| Bamco Inc | 94,047 | $242.0 萬 | 0.01% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 93,900 | $241.6 萬 | 0.26% | +28,000+42.5% | 加碼 |
| Renaissance Capital LLC | 89,784 | $231.0 萬 | 1.31% | +17,040+23.4% | 加碼 |
| Employees Retirement System of Texas | 88,186 | $226.9 萬 | 0.03% | +88,186 | 新進 |
| Formula Growth Ltd | 75,000 | $193.0 萬 | 0.61% | −125,000−62.5% | 減碼 |
| KCL Capital, L.P. | 75,000 | $193.0 萬 | 0.41% | +75,000 | 新進 |
| Janus Henderson Group PLC | 72,833 | $187.4 萬 | 0.00% | +16,734+29.8% | 加碼 |
| USS Investment Management Ltd | 70,923 | $182.4 萬 | 0.02% | 00.0% | 不變 |
| Wade G W & Inc | 64,799 | $166.7 萬 | 0.06% | 00.0% | 不變 |
| Victory Capital Management Inc | 63,734 | $164.0 萬 | 0.00% | +50,929+397.7% | 加碼 |
| PDT Partners, LLC | 62,287 | $160.3 萬 | 0.22% | +26,558+74.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 59,429 | $152.9 萬 | 0.20% | +22,369+60.4% | 加碼 |