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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 59,407 | $152.9 萬 | 0.00% | +57+0.1% | 加碼 |
| Renaissance Technologies LLC | 56,600 | $145.6 萬 | 0.00% | −1,057,400−94.9% | 減碼 |
| Franklin Resources Inc | 54,479 | $140.2 萬 | 0.00% | +54,479 | 新進 |
| Edgestream Partners, L.P. | 54,132 | $139.3 萬 | 0.13% | +54,132 | 新進 |
| Occudo Quantitative Strategies LP | 50,922 | $131.0 萬 | 0.14% | +17,614+52.9% | 加碼 |
| EAM Investors, LLC | 50,215 | $129.2 萬 | 0.24% | +50,215 | 新進 |
| Voya Investment Management LLC | 48,775 | $125.5 萬 | 0.00% | −39,711−44.9% | 減碼 |
| Royce & Associates LP | 48,730 | $125.4 萬 | 0.01% | +48,730 | 新進 |
| Quantbot Technologies LP | 48,095 | $123.7 萬 | 0.08% | +48,095 | 新進 |
| Marshall Wace, LLP | 47,492 | $122.2 萬 | 0.00% | −133,289−73.7% | 減碼 |
| Polianta Ltd | 47,400 | $121.9 萬 | 0.57% | +47,400 | 新進 |
| Man Group plc | 44,901 | $115.5 萬 | 0.00% | +44,901 | 新進 |
| Shelton Capital Management | 43,399 | $111.7 萬 | 0.04% | 00.0% | 不變 |
| Arizona State Retirement System | 42,868 | $110.3 萬 | 0.01% | +8,906+26.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 42,194 | $108.6 萬 | 0.02% | +14,045+49.9% | 加碼 |
| Janney Montgomery Scott LLC | 40,618 | $104.5 萬 | 0.00% | −24,652−37.8% | 減碼 |
| Simplex Trading, LLC | 40,239 | $103.5 萬 | 0.04% | +40,239 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 39,989 | $102.9 萬 | 0.11% | −6,667−14.3% | 減碼 |
| Versor Investments LP | 39,376 | $101.3 萬 | 0.18% | +39,376 | 新進 |
| Comprehensive Financial Management LLC | 39,000 | $100.3 萬 | 0.03% | 00.0% | 不變 |
| Quantinno Capital Management LP | 37,907 | $97.5 萬 | 0.06% | +37,907 | 新進 |
| Amalgamated Bank | 37,873 | $97.4 萬 | 0.01% | −7,871−17.2% | 減碼 |
| Camden Capital, LLC | 37,469 | $96.4 萬 | 0.11% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 37,000 | $95.2 萬 | 0.01% | +13,200+55.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 36,015 | $92.7 萬 | 0.00% | +2,040+6.0% | 加碼 |
| Advisor Group Holdings, Inc. | 35,570 | $91.5 萬 | 0.00% | −1,025−2.8% | 減碼 |
| Maytus Capital Management, LLC | 35,000 | $90.1 萬 | 0.44% | +35,000 | 新進 |
| Citigroup Inc | 34,699 | $89.3 萬 | 0.00% | +13,500+63.7% | 加碼 |
| Royal Bank of Canada | 31,447 | $81.0 萬 | 0.00% | −4,866−13.4% | 減碼 |
| Truist Financial Corp | 31,224 | $80.3 萬 | 0.00% | +31,224 | 新進 |
| Susquehanna International Group, LLP | 30,954 | $79.6 萬 | 0.00% | −592,068−95.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 30,506 | $78.5 萬 | 0.01% | +30,506 | 新進 |
| Globeflex Capital L P | 29,969 | $77.1 萬 | 0.09% | +24,000+402.1% | 加碼 |
| Nierenberg Investment Management Company, Inc. | 29,555 | $76.0 萬 | 0.52% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,100 | $74.9 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 28,591 | $73.6 萬 | 0.00% | +28,591 | 新進 |
| Teza Capital Management LLC | 28,485 | $73.3 萬 | 0.12% | +16,947+146.9% | 加碼 |
| Los Angeles Capital Management LLC | 27,305 | $70.3 萬 | 0.00% | +27,305 | 新進 |
| Alpha Family Trust | 26,358 | $67.8 萬 | 0.47% | 00.0% | 不變 |
| GTS Securities LLC | 26,160 | $67.3 萬 | 0.02% | +26,160 | 新進 |
| Group One Trading, L.P. | 25,757 | $66.3 萬 | 0.03% | +7,089+38.0% | 加碼 |
| UBS Group AG | 25,702 | $66.1 萬 | 0.00% | +12,358+92.6% | 加碼 |
| Algert Global LLC | 25,242 | $64.9 萬 | 0.03% | +25,242 | 新進 |
| Prudential Financial Inc | 24,815 | $63.8 萬 | 0.00% | +3,815+18.2% | 加碼 |
| Cohen Capital Management, Inc. | 24,744 | $63.7 萬 | 0.12% | −97−0.4% | 減碼 |
| Ieq Capital, LLC | 24,523 | $63.1 萬 | 0.01% | −755−3.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,452 | $62.9 萬 | 0.00% | +6,294+34.7% | 加碼 |
| Exchange Traded Concepts, LLC | 24,423 | $62.8 萬 | 0.02% | −6,421−20.8% | 減碼 |
| Pathstone Family Office, LLC | 24,667 | $61.7 萬 | 0.01% | −10,806−30.5% | 減碼 |
| Aquatic Capital Management LLC | 22,600 | $58.1 萬 | 0.03% | +22,600 | 新進 |
| Allen Investment Management LLC | 22,210 | $57.1 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 22,001 | $56.6 萬 | 0.02% | +4,012+22.3% | 加碼 |
| SEI Investments Co | 21,699 | $55.8 萬 | 0.00% | +21,699 | 新進 |
| Oppenheimer Asset Management Inc. | 20,496 | $52.7 萬 | 0.01% | −1,806−8.1% | 減碼 |
| Handelsbanken Fonder AB | 19,500 | $50.2 萬 | 0.00% | +19,500 | 新進 |
| Stifel Financial Corp | 19,318 | $49.7 萬 | 0.00% | +4,698+32.1% | 加碼 |
| M&T Bank Corp | 18,564 | $47.8 萬 | 0.00% | +741+4.2% | 加碼 |
| Public Employees Retirement Association of Colorado | 18,320 | $47.1 萬 | 0.00% | 00.0% | 不變 |
| Wells Fargo & Company | 18,298 | $47.1 萬 | 0.00% | −681−3.6% | 減碼 |
| Maryland State Retirement & Pension System | 17,314 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management SA | 17,314 | $44.5 萬 | 0.00% | +5,618+48.0% | 加碼 |
| Captrust Financial Advisors | 17,021 | $43.8 萬 | 0.00% | +17,021 | 新進 |
| Adviser Investments LLC | 16,762 | $43.1 萬 | 0.01% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 13,305 | $43.1 萬 | 0.01% | 00.0% | 不變 |
| Portman Square Capital LLP | 16,610 | $42.7 萬 | 0.08% | −38,779−70.0% | 減碼 |
| Pallas Capital Advisors LLC | 15,000 | $42.7 萬 | 0.02% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 16,369 | $42.1 萬 | 0.00% | +3,333+25.6% | 加碼 |
| Bank of Montreal | 15,869 | $41.3 萬 | 0.00% | −803−4.8% | 減碼 |
| Kapitalo Investimentos Ltda | 15,264 | $39.3 萬 | 0.07% | +15,264 | 新進 |
| Mariner, LLC | 14,899 | $38.3 萬 | 0.00% | +2,488+20.0% | 加碼 |
| Cantor Fitzgerald, L. P. | 14,000 | $36.0 萬 | 0.01% | +14,000 | 新進 |
| Xponance, Inc. | 13,405 | $34.5 萬 | 0.00% | −16,265−54.8% | 減碼 |
| State of Alaska, Department of Revenue | 13,310 | $34.2 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 13,250 | $34.0 萬 | 0.43% | +2,900+28.0% | 加碼 |
| Coastal Bridge Advisors, LLC | 13,173 | $33.9 萬 | 0.08% | 00.0% | 不變 |
| Aigen Investment Management, LP | 12,873 | $33.1 萬 | 0.05% | −9,840−43.3% | 減碼 |
| DuPont Capital Management Corp | 12,844 | $33.0 萬 | 0.02% | +4,661+57.0% | 加碼 |
| Blueshift Asset Management, LLC | 12,733 | $32.8 萬 | 0.13% | +12,733 | 新進 |
| Deutsche Bank AG | 12,355 | $31.8 萬 | 0.00% | +2,611+26.8% | 加碼 |
| State of Wisconsin Investment Board | 12,066 | $31.0 萬 | 0.00% | −2,697−18.3% | 減碼 |
| Utah Retirement Systems | 11,900 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Ethic Inc. | 11,541 | $29.7 萬 | 0.01% | −4,459−27.9% | 減碼 |
| Two Sigma Advisers, LP | 11,500 | $29.6 萬 | 0.00% | −131,014−91.9% | 減碼 |
| Donoghue Forlines LLC | 10,950 | $28.2 萬 | 0.09% | +10,950 | 新進 |
| Quinn Opportunity Partners LLC | 10,000 | $25.7 萬 | 0.04% | −28,648−74.1% | 減碼 |
| Creative Planning | 9,653 | $24.8 萬 | 0.00% | +9,606+20,438.3% | 加碼 |
| Centiva Capital, LP | 9,424 | $24.2 萬 | 0.01% | +9,424 | 新進 |
| Wealthfront Advisers LLC | 9,264 | $23.8 萬 | 0.00% | +9,264 | 新進 |
| Manufacturers Life Insurance Company, The | 8,939 | $23.0 萬 | 0.00% | +8,939 | 新進 |
| Counterpoint Mutual Funds LLC | 8,867 | $22.8 萬 | 0.21% | +8,867 | 新進 |
| Toroso Investments, LLC | 8,856 | $22.8 萬 | 0.01% | −5,455−38.1% | 減碼 |
| Wellington Management Group LLP | 8,620 | $22.2 萬 | 0.00% | −9,679−52.9% | 減碼 |
| Verition Fund Management LLC | 7,941 | $20.4 萬 | 0.00% | +7,941 | 新進 |
| HighTower Advisors, LLC | 7,830 | $20.1 萬 | 0.00% | +7,830 | 新進 |
| Lazard Asset Management LLC | 7,696 | $19.7 萬 | 0.00% | +7,696 | 新進 |
| Rockefeller Capital Management L.P. | 7,232 | $18.6 萬 | 0.00% | −24,868−77.5% | 減碼 |
| US Bancorp | 7,180 | $18.5 萬 | 0.00% | +2,452+51.9% | 加碼 |
| MetLife Investment Management | 6,948 | $17.9 萬 | 0.00% | −6,312−47.6% | 減碼 |
| Cutler Group LP | 6,012 | $15.4 萬 | 0.04% | +4,379+268.2% | 加碼 |
| IFP Advisors, Inc | 2,174 | $14.2 萬 | 0.01% | −355−14.0% | 減碼 |