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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 406,888 | $1,047 萬 | 0.01% | −715−0.2% | 減碼 |
| Polar Asset Management Partners Inc. | 414,500 | $1,067 萬 | 0.21% | −77,700−15.8% | 減碼 |
| Russell Investments Group, Ltd. | 426,809 | $1,098 萬 | 0.02% | +419,732+5,930.9% | 加碼 |
| Lakewood Capital Management, LP | 427,000 | $1,099 萬 | 0.95% | −258,000−37.7% | 減碼 |
| Raymond James & Associates | 492,115 | $1,266 萬 | 0.01% | +439,706+839.0% | 加碼 |
| Scout Investments, Inc. | 504,140 | $1,509 萬 | 0.31% | +504,140 | 新進 |
| Philosophy Capital Management LLC | 607,462 | $1,563 萬 | 3.49% | −855,861−58.5% | 減碼 |
| Nuveen Asset Management, LLC | 611,528 | $1,573 萬 | 0.01% | +11,441+1.9% | 加碼 |
| Van Eck Associates Corp | 623,747 | $1,605 萬 | 0.04% | +623,747 | 新進 |
| Invesco Ltd. | 645,271 | $1,660 萬 | 0.00% | +311,789+93.5% | 加碼 |
| Bank of New York Mellon Corp | 675,073 | $1,737 萬 | 0.00% | +5,197+0.8% | 加碼 |
| Augustine Asset Management Inc | 700,510 | $1,802 萬 | 8.33% | −96,633−12.1% | 減碼 |
| Boston Partners | 695,403 | $1,837 萬 | 0.02% | −1,166,002−62.6% | 減碼 |
| Jane Street Group, LLC | 739,301 | $1,902 萬 | 0.03% | +528,555+250.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 778,803 | $2,004 萬 | 1.46% | −60,500−7.2% | 減碼 |
| Northern Trust Corp | 792,274 | $2,039 萬 | 0.00% | −13,799−1.7% | 減碼 |
| Citadel Advisors LLC | 847,514 | $2,181 萬 | 0.02% | +3,982+0.5% | 加碼 |
| Voloridge Investment Management, LLC | 852,360 | $2,193 萬 | 0.10% | +852,360 | 新進 |
| Greenstone Partners & Co., LLC | 872,442 | $2,245 萬 | 15.35% | −81,345−8.5% | 減碼 |
| Dimensional Fund Advisors LP | 889,707 | $2,289 萬 | 0.01% | +791,809+808.8% | 加碼 |
| Charles Schwab Investment Management Inc | 896,304 | $2,306 萬 | 0.01% | +66,880+8.1% | 加碼 |
| AQR Capital Management LLC | 1,097,848 | $2,825 萬 | 0.06% | −1,752,364−61.5% | 減碼 |
| Coatue Management LLC大師Coatue | 1,153,420 | $2,968 萬 | 0.15% | 00.0% | 不變 |
| Invenomic Capital Management LP | 1,215,197 | $3,127 萬 | 1.75% | −469,691−27.9% | 減碼 |
| Point72 Asset Management, L.P. | 1,316,246 | $3,387 萬 | 0.12% | +1,316,246 | 新進 |
| Keenan Capital, LLC | 1,645,937 | $4,235 萬 | 7.59% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 1,742,607 | $4,484 萬 | 0.01% | −223,863−11.4% | 減碼 |
| Morgan Stanley | 1,847,684 | $4,754 萬 | 0.00% | −42,677−2.3% | 減碼 |
| Pacer Advisors, Inc. | 1,893,746 | $4,873 萬 | 0.20% | +1,893,746 | 新進 |
| Kensico Capital Management Corp | 1,999,200 | $5,144 萬 | 2.08% | +364,700+22.3% | 加碼 |
| Norges Bank | 2,308,645 | $5,940 萬 | 0.01% | +166,112+7.8% | 加碼 |
| First Trust Advisors LP | 2,358,152 | $6,068 萬 | 0.07% | −1,681,861−41.6% | 減碼 |
| Spyglass Capital Management LLC | 2,443,567 | $6,287 萬 | 4.54% | −207,400−7.8% | 減碼 |
| Geode Capital Management, LLC | 2,467,752 | $6,350 萬 | 0.01% | +219,675+9.8% | 加碼 |
| No Street GP LP | 2,704,500 | $6,959 萬 | 8.21% | −45,500−1.7% | 減碼 |
| State Street Corp | 3,072,095 | $7,905 萬 | 0.00% | +20,591+0.7% | 加碼 |
| NetEase, Inc. | 3,513,331 | $9,040 萬 | 86.61% | 00.0% | 不變 |
| Spruce House Investment Management LLC | 5,000,000 | $1.29 億 | 14.70% | 00.0% | 不變 |
| BlackRock Inc. | 8,335,764 | $2.14 億 | 0.01% | +195,030+2.4% | 加碼 |
| Boston Private Wealth LLC | 13,800,621 | $3.55 億 | 6.42% | +1210.0% | 加碼 |
| GQG Partners LLC | 15,078,778 | $3.88 億 | 0.89% | +15,078,778 | 新進 |
| Vanguard Group Inc | 16,687,780 | $4.29 億 | 0.01% | +1,832,319+12.3% | 加碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 29,644,896 | $7.63 億 | 23.62% | −31,090,104−51.2% | 減碼 |
| Incline Global Management LLC | 0 | $0 | 0.00% | −1,345,719−100.0% | 清倉 |
| Think Investments LP | 0 | $0 | 0.00% | −627,052−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −467,009−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −409,721−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −316,931−100.0% | 清倉 |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −151,070−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −124,432−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −82,595−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −58,343−100.0% | 清倉 |
| Bokf, NA | 0 | $0 | 0.00% | −53,605−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −37,412−100.0% | 清倉 |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −29,843−100.0% | 清倉 |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −20,492−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,511−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,440−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,981−100.0% | 清倉 |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −11,981−100.0% | 清倉 |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −11,638−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −11,085−100.0% | 清倉 |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,238−100.0% | 清倉 |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,382−100.0% | 清倉 |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,252−100.0% | 清倉 |
| Amundi | 0 | $0 | 0.00% | −977−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −700−100.0% | 清倉 |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −124−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| ETF Managers Group, LLC | – | – | – | – | 本季未申報 |