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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 11,994 | $47.9 萬 | 0.00% | +11,994 | 新進 |
| Maven Securities LTD | 12,500 | $50.0 萬 | 0.05% | +12,500 | 新進 |
| Strategic Advocates LLC | 12,598 | $50.3 萬 | 0.24% | +12,598 | 新進 |
| Two Sigma Securities, LLC | 13,082 | $52.3 萬 | 0.02% | +13,082 | 新進 |
| Coastal Bridge Advisors, LLC | 13,173 | $52.6 萬 | 0.14% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 13,310 | $53.1 萬 | 0.01% | 00.0% | 不變 |
| Xponance, Inc. | 13,330 | $53.3 萬 | 0.01% | −75−0.6% | 減碼 |
| Castleark Management LLC | 13,410 | $53.6 萬 | 0.03% | +13,410 | 新進 |
| Alpha DNA Investment Management LLC | 13,509 | $54.0 萬 | 0.35% | +13,509 | 新進 |
| Pallas Capital Advisors LLC | 15,000 | $55.1 萬 | 0.03% | 00.0% | 不變 |
| Citigroup Inc | 14,881 | $59.5 萬 | 0.00% | −19,818−57.1% | 減碼 |
| Captrust Financial Advisors | 14,883 | $59.5 萬 | 0.00% | −2,138−12.6% | 減碼 |
| Canada Pension Plan Investment Board | 15,300 | $61.1 萬 | 0.00% | +15,300 | 新進 |
| M&T Bank Corp | 15,777 | $63.0 萬 | 0.00% | −2,787−15.0% | 減碼 |
| Pictet Asset Management Holding SA | 16,088 | $64.3 萬 | 0.00% | +16,088 | 新進 |
| Maryland State Retirement & Pension System | 16,163 | $64.6 萬 | 0.01% | −1,151−6.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 16,314 | $65.2 萬 | 0.01% | −4,182−20.4% | 減碼 |
| Jefferies Financial Group Inc. | 16,328 | $65.2 萬 | 0.02% | +16,328 | 新進 |
| Portman Square Capital LLP | 16,610 | $66.4 萬 | 0.09% | 00.0% | 不變 |
| Adviser Investments LLC | 16,836 | $67.3 萬 | 0.01% | +74+0.4% | 加碼 |
| Vident Advisory, LLC | 16,939 | $67.7 萬 | 0.02% | +16,939 | 新進 |
| Bank of Montreal | 15,847 | $67.9 萬 | 0.00% | −22−0.1% | 減碼 |
| Mariner, LLC | 17,435 | $69.7 萬 | 0.00% | +2,536+17.0% | 加碼 |
| Friedenthal Financial | 17,556 | $70.2 萬 | 0.48% | +17,556 | 新進 |
| Capstone Investment Advisors, LLC | 18,275 | $73.0 萬 | 0.02% | +18,275 | 新進 |
| Verition Fund Management LLC | 18,310 | $73.2 萬 | 0.01% | +10,369+130.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 18,320 | $73.2 萬 | 0.00% | 00.0% | 不變 |
| Point72 Middle East FZE | 18,922 | $75.6 萬 | 0.05% | +18,922 | 新進 |
| Versor Investments LP | 19,183 | $76.7 萬 | 0.16% | −20,193−51.3% | 減碼 |
| STRS Ohio | 19,233 | $76.8 萬 | 0.00% | +19,233 | 新進 |
| Omers Administration Corp | 19,500 | $77.9 萬 | 0.01% | +19,500 | 新進 |
| Nierenberg Investment Management Company, Inc. | 19,555 | $78.1 萬 | 0.56% | −10,000−33.8% | 減碼 |
| Toroso Investments, LLC | 20,223 | $80.8 萬 | 0.02% | +11,367+128.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 20,970 | $83.8 萬 | 0.00% | +20,824+14,263.0% | 加碼 |
| Boulder Hill Capital Management LP | 21,500 | $85.9 萬 | 0.53% | +21,500 | 新進 |
| Greenland Capital Management LP | 21,885 | $87.5 萬 | 0.10% | +21,885 | 新進 |
| Allen Investment Management LLC | 22,210 | $88.8 萬 | 0.01% | 00.0% | 不變 |
| JustInvest LLC | 22,642 | $90.5 萬 | 0.03% | +641+2.9% | 加碼 |
| Cohen Capital Management, Inc. | 23,488 | $93.9 萬 | 0.19% | −1,256−5.1% | 減碼 |
| Alps Advisors Inc | 23,728 | $94.8 萬 | 0.01% | +23,728 | 新進 |
| Handelsbanken Fonder AB | 24,400 | $97.5 萬 | 0.01% | +4,900+25.1% | 加碼 |
| Black Swift Group, LLC | 25,000 | $99.9 萬 | 0.33% | +25,000 | 新進 |
| GWM Advisors LLC | 25,247 | $100.9 萬 | 0.01% | +25,247 | 新進 |
| Polianta Ltd | 25,700 | $102.6 萬 | 0.51% | −21,700−45.8% | 減碼 |
| Highland Capital Management, LLC | 25,901 | $103.5 萬 | 0.07% | +25,901 | 新進 |
| First Republic Investment Management, Inc. | 25,927 | $103.6 萬 | 0.00% | +25,927 | 新進 |
| SG Americas Securities, LLC | 25,966 | $103.8 萬 | 0.01% | +25,966 | 新進 |
| Alpha Family Trust | 26,358 | $105.3 萬 | 0.80% | 00.0% | 不變 |
| Ieq Capital, LLC | 26,412 | $105.5 萬 | 0.02% | +1,889+7.7% | 加碼 |
| Occudo Quantitative Strategies LP | 26,868 | $107.4 萬 | 0.14% | −24,054−47.2% | 減碼 |
| Pacer Advisors, Inc. | 27,248 | $108.9 萬 | 0.00% | −1,866,498−98.6% | 減碼 |
| Stifel Financial Corp | 28,518 | $114.0 萬 | 0.00% | +9,200+47.6% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 28,560 | $114.1 萬 | 0.11% | −11,429−28.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 28,610 | $114.3 萬 | 0.03% | +28,610 | 新進 |
| AXA S.A. | 28,800 | $115.1 萬 | 0.00% | +28,800 | 新進 |
| Edgestream Partners, L.P. | 28,889 | $115.4 萬 | 0.09% | −25,243−46.6% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,180 | $116.6 萬 | 0.00% | +80+0.3% | 加碼 |
| Pinebridge Investments, L.P. | 29,397 | $117.5 萬 | 0.01% | +29,397 | 新進 |
| The PNC Financial Services Group, Inc. | 29,617 | $118.3 萬 | 0.00% | −6,398−17.8% | 減碼 |
| L2 Asset Management, LLC | 809 | $120.0 萬 | 0.58% | +809 | 新進 |
| GSG Advisors LLC | 30,110 | $120.3 萬 | 0.59% | +30,110 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,259 | $120.9 萬 | 0.01% | +5,807+23.7% | 加碼 |
| Balyasny Asset Management LLC | 30,409 | $121.5 萬 | 0.00% | +30,409 | 新進 |
| Manufacturers Life Insurance Company, The | 30,846 | $123.3 萬 | 0.00% | +21,907+245.1% | 加碼 |
| Gyroscope Capital Management Group, LLC | 32,155 | $128.5 萬 | 0.29% | +32,155 | 新進 |
| LMR Partners LLP | 33,210 | $132.7 萬 | 0.03% | +33,210 | 新進 |
| Ensign Peak Advisors, Inc | 33,750 | $134.9 萬 | 0.00% | +33,750 | 新進 |
| Harvest Investment Services, LLC | 34,801 | $139.1 萬 | 0.89% | +34,801 | 新進 |
| Amalgamated Bank | 35,034 | $140.0 萬 | 0.01% | −2,839−7.5% | 減碼 |
| Virginia Retirement Systems Et Al | 35,100 | $140.3 萬 | 0.01% | −1,900−5.1% | 減碼 |
| Donoghue Forlines LLC | 35,430 | $141.6 萬 | 0.50% | +24,480+223.6% | 加碼 |
| PDT Partners, LLC | 35,498 | $141.8 萬 | 0.18% | −26,789−43.0% | 減碼 |
| Wells Fargo & Company | 36,752 | $146.9 萬 | 0.00% | +18,454+100.9% | 加碼 |
| Marshall Wace, LLP | 37,453 | $149.7 萬 | 0.00% | −10,039−21.1% | 減碼 |
| Eagle Asset Management Inc | 37,527 | $150.0 萬 | 0.01% | +37,527 | 新進 |
| Engineers Gate Manager LP | 37,782 | $151.0 萬 | 0.06% | +37,782 | 新進 |
| SEI Investments Co | 37,785 | $151.0 萬 | 0.00% | +16,086+74.1% | 加碼 |
| Shelton Capital Management | 38,749 | $154.8 萬 | 0.06% | −4,650−10.7% | 減碼 |
| Fort Point Capital Partners LLC | 38,839 | $155.2 萬 | 0.25% | +38,839 | 新進 |
| Comprehensive Financial Management LLC | 39,000 | $155.8 萬 | 0.06% | 00.0% | 不變 |
| Aigen Investment Management, LP | 39,039 | $156.0 萬 | 0.29% | +26,166+203.3% | 加碼 |
| Arizona State Retirement System | 39,400 | $157.4 萬 | 0.01% | −3,468−8.1% | 減碼 |
| Dark Forest Capital Management LP | 39,412 | $157.5 萬 | 0.13% | +39,412 | 新進 |
| Strategic Global Advisors, LLC | 39,703 | $158.7 萬 | 0.26% | +39,703 | 新進 |
| Pearl River Capital, LLC | 40,056 | $160.1 萬 | 0.25% | +40,056 | 新進 |
| Redwood Investment Management, LLC | 40,061 | $160.1 萬 | 0.14% | +40,061 | 新進 |
| Qsemble Capital Management, LP | 41,400 | $165.4 萬 | 0.31% | +41,400 | 新進 |
| Old Mission Capital LLC | 42,119 | $168.3 萬 | 0.06% | +42,119 | 新進 |
| Squarepoint Ops LLC | 44,038 | $176.0 萬 | 0.01% | +44,038 | 新進 |
| Voya Investment Management LLC | 44,064 | $176.1 萬 | 0.00% | −4,711−9.7% | 減碼 |
| Nomura Holdings Inc | 44,985 | $179.8 萬 | 0.02% | +44,985 | 新進 |
| Jump Financial, LLC | 45,357 | $181.2 萬 | 0.07% | +45,357 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 46,457 | $185.6 萬 | 0.01% | +46,457 | 新進 |
| Bridgeway Capital Management, LLC | 46,800 | $187.0 萬 | 0.05% | +46,800 | 新進 |
| Globeflex Capital L P | 48,158 | $192.4 萬 | 0.23% | +18,189+60.7% | 加碼 |
| Symmetry Investments LP | 49,601 | $198.2 萬 | 0.58% | +49,601 | 新進 |
| American Century Companies Inc | 51,112 | $204.2 萬 | 0.00% | +51,112 | 新進 |
| Truist Financial Corp | 51,139 | $204.4 萬 | 0.00% | +19,915+63.8% | 加碼 |
| EAM Investors, LLC | 52,340 | $209.2 萬 | 0.40% | +2,125+4.2% | 加碼 |
| Teacher Retirement System of Texas | 53,933 | $215.5 萬 | 0.01% | +37,564+229.5% | 加碼 |