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 3 季 13F 持有人
AppLovin Corp 在 2023/9/30 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
- 319
- 較 2023 年第 2 季 +77 家
- 持有股數
- 1.34 億
- 較 2023 年第 2 季 −1,428 萬 (−9.7%)
- 總市值
- $53.4 億
- 較 2023 年第 2 季 +$15.3 億 (+40.2%)
- 新進機構
- 108
- 另有 85 家加碼
- 清倉機構
- 31
- 另有 95 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GQG Partners LLC | 26,082,413 | $10.4 億 | 2.41% | +11,003,635+73.0% | 加碼 |
| Vanguard Group Inc | 18,099,233 | $7.23 億 | 0.02% | +1,411,453+8.5% | 加碼 |
| BlackRock Inc. | 8,483,362 | $3.39 億 | 0.01% | +147,598+1.8% | 加碼 |
| Boston Private Wealth LLC | 7,788,620 | $3.11 億 | 6.84% | −6,012,001−43.6% | 減碼 |
| Spruce House Investment Management LLC | 5,000,000 | $2.00 億 | 17.76% | 00.0% | 不變 |
| Kohlberg Kravis Roberts & Co. L.P. | 4,449,890 | $1.78 億 | 6.24% | −25,195,006−85.0% | 減碼 |
| NetEase, Inc. | 3,513,331 | $1.40 億 | 92.34% | 00.0% | 不變 |
| State Street Corp | 3,070,089 | $1.23 億 | 0.01% | −2,006−0.1% | 減碼 |
| Geode Capital Management, LLC | 2,520,386 | $1.01 億 | 0.01% | +52,634+2.1% | 加碼 |
| Norges Bank | 2,081,615 | $8,318 萬 | 0.02% | −227,030−9.8% | 減碼 |
| No Street GP LP | 1,995,766 | $7,975 萬 | 9.62% | −708,734−26.2% | 減碼 |
| Kensico Capital Management Corp | 1,970,000 | $7,872 萬 | 3.34% | −29,200−1.5% | 減碼 |
| Morgan Stanley | 1,896,576 | $7,579 萬 | 0.01% | +48,892+2.6% | 加碼 |
| Spyglass Capital Management LLC | 1,882,048 | $7,521 萬 | 5.89% | −561,519−23.0% | 減碼 |
| Goldman Sachs Group Inc | 1,876,025 | $7,497 萬 | 0.02% | +133,418+7.7% | 加碼 |
| Keenan Capital, LLC | 1,645,937 | $6,577 萬 | 11.61% | 00.0% | 不變 |
| First Trust Advisors LP | 1,612,482 | $6,443 萬 | 0.08% | −745,670−31.6% | 減碼 |
| Two Sigma Investments, LP | 1,507,940 | $6,026 萬 | 0.17% | +1,231,415+445.3% | 加碼 |
| Two Sigma Advisers, LP | 1,466,714 | $5,861 萬 | 0.15% | +1,455,214+12,654.0% | 加碼 |
| Ameriprise Financial Inc | 1,402,657 | $5,605 萬 | 0.02% | +1,374,066+4,805.9% | 加碼 |
| Citadel Advisors LLC | 1,400,086 | $5,595 萬 | 0.06% | +552,572+65.2% | 加碼 |
| Coatue Management LLC大師Coatue | 1,153,420 | $4,609 萬 | 0.23% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 1,141,876 | $4,563 萬 | 0.01% | +252,169+28.3% | 加碼 |
| Point72 Asset Management, L.P. | 1,074,539 | $4,294 萬 | 0.15% | −241,707−18.4% | 減碼 |
| Charles Schwab Investment Management Inc | 989,922 | $3,956 萬 | 0.01% | +93,618+10.4% | 加碼 |
| Scout Investments, Inc. | 923,361 | $3,769 萬 | 0.86% | +419,221+83.2% | 加碼 |
| Raymond James & Associates | 927,907 | $3,708 萬 | 0.03% | +435,792+88.6% | 加碼 |
| Northern Trust Corp | 836,613 | $3,343 萬 | 0.01% | +44,339+5.6% | 加碼 |
| Invesco Ltd. | 816,761 | $3,264 萬 | 0.01% | +171,490+26.6% | 加碼 |
| Greenstone Partners & Co., LLC | 767,252 | $3,066 萬 | 20.29% | −105,190−12.1% | 減碼 |
| Van Eck Associates Corp | 758,653 | $3,032 萬 | 0.07% | +134,906+21.6% | 加碼 |
| FMR LLC | 755,798 | $3,020 萬 | 0.00% | +522,949+224.6% | 加碼 |
| AQR Capital Management LLC | 730,478 | $2,919 萬 | 0.06% | −367,370−33.5% | 減碼 |
| Millennium Management LLC | 727,307 | $2,906 萬 | 0.03% | +571,939+368.1% | 加碼 |
| Bank of New York Mellon Corp | 709,140 | $2,834 萬 | 0.01% | +34,067+5.0% | 加碼 |
| Augustine Asset Management Inc | 700,886 | $2,801 萬 | 12.93% | +376+0.1% | 加碼 |
| Jane Street Group, LLC | 664,847 | $2,657 萬 | 0.04% | −74,454−10.1% | 減碼 |
| Nuveen Asset Management, LLC | 652,141 | $2,606 萬 | 0.01% | +40,613+6.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 649,463 | $2,595 萬 | 1.75% | −129,340−16.6% | 減碼 |
| Russell Investments Group, Ltd. | 640,494 | $2,559 萬 | 0.05% | +213,685+50.1% | 加碼 |
| Prudential Financial Inc | 593,435 | $2,371 萬 | 0.04% | +568,620+2,291.4% | 加碼 |
| Invenomic Capital Management LP | 583,413 | $2,331 萬 | 0.98% | −631,784−52.0% | 減碼 |
| Voloridge Investment Management, LLC | 551,577 | $2,204 萬 | 0.11% | −300,783−35.3% | 減碼 |
| Honeycomb Asset Management LP | 474,014 | $1,894 萬 | 4.63% | +474,014 | 新進 |
| Contour Asset Management LLC | 463,655 | $1,853 萬 | 0.88% | +463,655 | 新進 |
| Tudor Investment Corp Et Al | 446,511 | $1,784 萬 | 0.26% | +207,901+87.1% | 加碼 |
| Federated Hermes, Inc. | 441,842 | $1,766 萬 | 0.05% | +79,308+21.9% | 加碼 |
| ExodusPoint Capital Management, LP | 433,766 | $1,733 萬 | 0.22% | +433,766 | 新進 |
| Susquehanna International Group, LLP | 404,018 | $1,614 萬 | 0.03% | +373,064+1,205.2% | 加碼 |
| California Public Employees Retirement System | 388,696 | $1,553 萬 | 0.01% | −18,192−4.5% | 減碼 |
| Metavasi Capital LP | 351,800 | $1,406 萬 | 9.41% | −49,000−12.2% | 減碼 |
| Brighton Jones LLC | 330,709 | $1,322 萬 | 0.67% | −53,327−13.9% | 減碼 |
| Bank of America Corp | 321,202 | $1,284 萬 | 0.00% | +218,623+213.1% | 加碼 |
| Swiss National Bank | 304,200 | $1,216 萬 | 0.01% | −28,100−8.5% | 減碼 |
| Gotham Asset Management, LLC | 279,305 | $1,116 萬 | 0.23% | −58,570−17.3% | 減碼 |
| Boston Partners | 257,320 | $1,028 萬 | 0.01% | −438,083−63.0% | 減碼 |
| Rhumbline Advisers | 254,760 | $1,018 萬 | 0.01% | −9,951−3.8% | 減碼 |
| Royal Bank of Canada | 250,954 | $1,003 萬 | 0.00% | +219,507+698.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 249,435 | $996.7 萬 | 0.02% | +39,850+19.0% | 加碼 |
| Victory Capital Management Inc | 248,221 | $991.9 萬 | 0.01% | +184,487+289.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 248,039 | $991.2 萬 | 0.09% | +217,533+713.1% | 加碼 |
| UBS Asset Management Americas Inc | 244,352 | $976.4 萬 | 0.00% | +23,029+10.4% | 加碼 |
| Legal & General Group Plc | 236,776 | $946.2 萬 | 0.00% | +16,512+7.5% | 加碼 |
| Price T Rowe Associates Inc | 236,502 | $945.2 萬 | 0.00% | −44,339−15.8% | 減碼 |
| HRT Financial LP | 217,040 | $867.2 萬 | 0.09% | +217,040 | 新進 |
| Cubist Systematic Strategies, LLC | 203,491 | $813.1 萬 | 0.10% | +203,491 | 新進 |
| State Board of Administration of Florida Retirement System | 202,829 | $810.5 萬 | 0.02% | +240+0.1% | 加碼 |
| UBS Group AG | 197,799 | $790.4 萬 | 0.00% | +172,097+669.6% | 加碼 |
| Cresset Asset Management, LLC | 193,438 | $773.0 萬 | 0.05% | −3,050−1.6% | 減碼 |
| Twinbeech Capital LP | 190,067 | $759.5 萬 | 0.15% | +190,067 | 新進 |
| New York State Common Retirement Fund | 189,529 | $757.4 萬 | 0.01% | −54,863−22.4% | 減碼 |
| Polar Asset Management Partners Inc. | 175,000 | $699.3 萬 | 0.17% | −239,500−57.8% | 減碼 |
| Eos Management, L.P. | 172,322 | $688.6 萬 | 3.23% | −14,501−7.8% | 減碼 |
| California State Teachers Retirement System | 169,199 | $676.1 萬 | 0.01% | −41,551−19.7% | 減碼 |
| Credit Suisse AG | 161,690 | $646.1 萬 | 0.01% | −8,856−5.2% | 減碼 |
| Berkshire Capital Holdings Inc | 152,420 | $609.1 萬 | 2.98% | +152,410+1,524,100.0% | 加碼 |
| Los Angeles Capital Management LLC | 151,260 | $604.4 萬 | 0.03% | +123,955+454.0% | 加碼 |
| JPMorgan Chase & Co | 148,771 | $594.5 萬 | 0.00% | −15,100−9.2% | 減碼 |
| Daiwa Securities Group Inc. | 147,184 | $588.1 萬 | 0.04% | +51,771+54.3% | 加碼 |
| Illinois Municipal Retirement Fund | 146,258 | $584.4 萬 | 0.11% | 00.0% | 不變 |
| Ci Investments Inc. | 138,139 | $552.0 萬 | 0.03% | +3,721+2.8% | 加碼 |
| Employees Retirement System of Texas | 130,908 | $523.1 萬 | 0.08% | +42,722+48.4% | 加碼 |
| RBF Capital, LLC | 129,955 | $519.3 萬 | 0.34% | 00.0% | 不變 |
| Blair William & Co | 126,413 | $505.1 萬 | 0.02% | +126,413 | 新進 |
| Twin Tree Management, LP | 122,827 | $490.8 萬 | 0.16% | −28,990−19.1% | 減碼 |
| Quantbot Technologies LP | 116,917 | $467.2 萬 | 0.31% | +68,822+143.1% | 加碼 |
| Alliancebernstein L.P. | 112,183 | $448.3 萬 | 0.00% | +14,192+14.5% | 加碼 |
| ClariVest Asset Management LLC | 110,963 | $443.5 萬 | 0.24% | +110,963 | 新進 |
| Hodges Capital Management Inc. | 110,917 | $443.2 萬 | 0.53% | −133,193−54.6% | 減碼 |
| Barclays PLC | 109,474 | $437.5 萬 | 0.00% | −70,557−39.2% | 減碼 |
| Renaissance Capital LLC | 106,248 | $424.6 萬 | 2.25% | +16,464+18.3% | 加碼 |
| CI Private Wealth, LLC | 103,619 | $414.1 萬 | 0.01% | −1,338−1.3% | 減碼 |
| EPIQ Capital Group, LLC | 100,212 | $400.4 萬 | 2.18% | +1,124+1.1% | 加碼 |
| First Dallas Securities Inc. | 100,000 | $399.6 萬 | 0.92% | +100,000 | 新進 |
| Hiddenite Capital Partners LP | 100,000 | $399.6 萬 | 5.56% | +100,000 | 新進 |
| Bayesian Capital Management, LP | 95,900 | $383.2 萬 | 0.44% | +2,000+2.1% | 加碼 |
| Treasurer of the State of North Carolina | 95,333 | $381.0 萬 | 0.02% | −7,267−7.1% | 減碼 |
| Franklin Resources Inc | 92,249 | $368.6 萬 | 0.00% | +37,770+69.3% | 加碼 |
| Principal Financial Group Inc | 91,268 | $364.7 萬 | 0.00% | −186,005−67.1% | 減碼 |
| Macquarie Group Ltd | 90,218 | $360.5 萬 | 0.00% | −79,876−47.0% | 減碼 |