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 4 季 13F 持有人
AppLovin Corp 在 2023/12/31 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
- 367
- 較 2023 年第 3 季 +54 家
- 持有股數
- 1.41 億
- 較 2023 年第 3 季 +777.8 萬 (+5.8%)
- 總市值
- $56.3 億
- 較 2023 年第 3 季 +$2.91 億 (+5.5%)
- 新進機構
- 92
- 另有 138 家加碼
- 清倉機構
- 38
- 另有 96 家減碼
另有 6 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GQG Partners LLC | 25,689,782 | $10.2 億 | 2.17% | −392,631−1.5% | 減碼 |
| Vanguard Group Inc | 15,438,728 | $6.15 億 | 0.01% | −2,660,505−14.7% | 減碼 |
| BlackRock Inc. | 8,718,242 | $3.47 億 | 0.01% | +234,880+2.8% | 加碼 |
| Boston Private Wealth LLC | 7,018,096 | $2.80 億 | 6.80% | −770,524−9.9% | 減碼 |
| Spruce House Investment Management LLC | 5,000,000 | $1.99 億 | 15.66% | 00.0% | 不變 |
| Kohlberg Kravis Roberts & Co. L.P. | 4,449,890 | $1.77 億 | 5.24% | 00.0% | 不變 |
| Sapient Capital LLC | 4,141,962 | $1.65 億 | 4.26% | +4,141,962 | 新進 |
| NetEase, Inc. | 3,513,331 | $1.40 億 | 92.46% | 00.0% | 不變 |
| State Street Corp | 3,124,932 | $1.25 億 | 0.01% | +54,843+1.8% | 加碼 |
| Two Sigma Investments, LP | 2,564,562 | $1.02 億 | 0.25% | +1,056,622+70.1% | 加碼 |
| Geode Capital Management, LLC | 2,542,706 | $1.01 億 | 0.01% | +22,320+0.9% | 加碼 |
| Two Sigma Advisers, LP | 2,431,514 | $9,690 萬 | 0.23% | +964,800+65.8% | 加碼 |
| Morgan Stanley | 2,300,588 | $9,168 萬 | 0.01% | +404,012+21.3% | 加碼 |
| First Trust Advisors LP | 2,298,740 | $9,160 萬 | 0.10% | +686,258+42.6% | 加碼 |
| Kensico Capital Management Corp | 2,178,700 | $8,682 萬 | 3.29% | +208,700+10.6% | 加碼 |
| No Street GP LP | 1,990,000 | $7,930 萬 | 7.92% | −5,766−0.3% | 減碼 |
| Goldman Sachs Group Inc | 1,783,633 | $7,108 萬 | 0.02% | −92,392−4.9% | 減碼 |
| Spyglass Capital Management LLC | 1,513,873 | $6,033 萬 | 4.34% | −368,175−19.6% | 減碼 |
| Jericho Capital Asset Management L.P. | 1,365,327 | $5,441 萬 | 1.67% | +1,365,327 | 新進 |
| Keenan Capital, LLC | 1,263,937 | $5,037 萬 | 11.87% | −382,000−23.2% | 減碼 |
| AQR Capital Management LLC | 1,236,890 | $4,929 萬 | 0.09% | +506,412+69.3% | 加碼 |
| Coatue Management LLC大師Coatue | 1,153,420 | $4,596 萬 | 0.19% | 00.0% | 不變 |
| Dimensional Fund Advisors LP | 1,141,503 | $4,550 萬 | 0.01% | −3730.0% | 減碼 |
| Millennium Management LLC | 1,109,253 | $4,420 萬 | 0.04% | +381,946+52.5% | 加碼 |
| Norges Bank | 1,103,473 | $4,397 萬 | 0.01% | −978,142−47.0% | 減碼 |
| Raymond James & Associates | 1,041,839 | $4,152 萬 | 0.03% | +113,932+12.3% | 加碼 |
| Susquehanna International Group, LLP | 1,034,332 | $4,122 萬 | 0.07% | +630,314+156.0% | 加碼 |
| Charles Schwab Investment Management Inc | 1,021,695 | $4,071 萬 | 0.01% | +31,773+3.2% | 加碼 |
| Ameriprise Financial Inc | 979,098 | $3,902 萬 | 0.01% | −423,559−30.2% | 減碼 |
| Contour Asset Management LLC | 949,752 | $3,785 萬 | 1.56% | +486,097+104.8% | 加碼 |
| Northern Trust Corp | 861,421 | $3,433 萬 | 0.01% | +24,808+3.0% | 加碼 |
| Nuveen Asset Management, LLC | 831,888 | $3,315 萬 | 0.01% | +179,747+27.6% | 加碼 |
| Qube Research & Technologies Ltd | 827,575 | $3,298 萬 | 0.07% | +827,575 | 新進 |
| Van Eck Associates Corp | 815,786 | $3,251 萬 | 0.06% | +57,133+7.5% | 加碼 |
| Citadel Advisors LLC | 815,660 | $3,250 萬 | 0.03% | −584,426−41.7% | 減碼 |
| Invesco Ltd. | 797,898 | $3,180 萬 | 0.01% | −18,863−2.3% | 減碼 |
| Greenstone Partners & Co., LLC | 796,837 | $3,175 萬 | 17.74% | +29,585+3.9% | 加碼 |
| Bank of New York Mellon Corp | 783,741 | $3,123 萬 | 0.01% | +74,601+10.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 677,180 | $2,699 萬 | 0.04% | +668,680+7,866.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 654,417 | $2,608 萬 | 1.63% | +4,954+0.8% | 加碼 |
| Russell Investments Group, Ltd. | 651,088 | $2,595 萬 | 0.05% | +10,594+1.7% | 加碼 |
| Jane Street Group, LLC | 644,525 | $2,568 萬 | 0.03% | −20,322−3.1% | 減碼 |
| Augustine Asset Management Inc | 597,886 | $2,383 萬 | 10.55% | −103,000−14.7% | 減碼 |
| Balyasny Asset Management LLC | 587,711 | $2,342 萬 | 0.06% | +557,302+1,832.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 573,795 | $2,287 萬 | 0.28% | +370,304+182.0% | 加碼 |
| FMR LLC | 527,380 | $2,102 萬 | 0.00% | −228,418−30.2% | 減碼 |
| Bank of America Corp | 509,308 | $2,030 萬 | 0.00% | +188,106+58.6% | 加碼 |
| Voloridge Investment Management, LLC | 489,430 | $1,950 萬 | 0.08% | −62,147−11.3% | 減碼 |
| Federated Hermes, Inc. | 440,928 | $1,757 萬 | 0.04% | −914−0.2% | 減碼 |
| Dark Forest Capital Management LP | 435,465 | $1,735 萬 | 2.60% | +396,053+1,004.9% | 加碼 |
| Prudential Financial Inc | 408,621 | $1,628 萬 | 0.02% | −184,814−31.1% | 減碼 |
| California Public Employees Retirement System | 406,300 | $1,619 萬 | 0.01% | +17,604+4.5% | 加碼 |
| HRT Financial LP | 396,673 | $1,581 萬 | 0.12% | +179,633+82.8% | 加碼 |
| Twinbeech Capital LP | 346,952 | $1,383 萬 | 0.22% | +156,885+82.5% | 加碼 |
| Scout Investments, Inc. | 343,169 | $1,368 萬 | 0.34% | −580,192−62.8% | 減碼 |
| Brighton Jones LLC | 330,843 | $1,318 萬 | 0.56% | +1340.0% | 加碼 |
| Polar Asset Management Partners Inc. | 303,500 | $1,209 萬 | 0.33% | +128,500+73.4% | 加碼 |
| Renaissance Technologies LLC | 302,500 | $1,206 萬 | 0.02% | +302,500 | 新進 |
| Swiss National Bank | 283,590 | $1,130 萬 | 0.01% | −20,610−6.8% | 減碼 |
| Gotham Asset Management, LLC | 263,318 | $1,049 萬 | 0.19% | −15,987−5.7% | 減碼 |
| Victory Capital Management Inc | 261,024 | $1,040 萬 | 0.01% | +12,803+5.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 255,385 | $1,018 萬 | 0.02% | +5,950+2.4% | 加碼 |
| Rhumbline Advisers | 250,618 | $998.7 萬 | 0.01% | −4,142−1.6% | 減碼 |
| Ardmore Road Asset Management LP | 250,000 | $996.3 萬 | 2.26% | +190,000+316.7% | 加碼 |
| Point72 Asset Management, L.P. | 244,486 | $974.3 萬 | 0.03% | −830,053−77.2% | 減碼 |
| UBS Asset Management Americas Inc | 243,822 | $971.6 萬 | 0.00% | −530−0.2% | 減碼 |
| Boston Partners | 243,213 | $969.7 萬 | 0.01% | −14,107−5.5% | 減碼 |
| Price T Rowe Associates Inc | 241,686 | $963.2 萬 | 0.00% | +5,184+2.2% | 加碼 |
| Metavasi Capital LP | 236,833 | $943.8 萬 | 7.01% | −114,967−32.7% | 減碼 |
| Franklin Resources Inc | 235,187 | $937.2 萬 | 0.00% | +142,938+154.9% | 加碼 |
| Los Angeles Capital Management LLC | 235,042 | $936.6 萬 | 0.03% | +83,782+55.4% | 加碼 |
| Bridgeway Capital Management, LLC | 232,200 | $925.3 萬 | 0.20% | +185,400+396.2% | 加碼 |
| Legal & General Group Plc | 220,596 | $879.1 萬 | 0.00% | −16,180−6.8% | 減碼 |
| Man Group plc | 218,608 | $871.2 萬 | 0.03% | – | – |
| State Board of Administration of Florida Retirement System | 203,094 | $809.3 萬 | 0.02% | +265+0.1% | 加碼 |
| Honeycomb Asset Management LP | 200,000 | $797.0 萬 | 1.93% | −274,014−57.8% | 減碼 |
| JPMorgan Chase & Co | 193,571 | $771.4 萬 | 0.00% | +44,800+30.1% | 加碼 |
| M&G Investment Management Ltd | 185,134 | $740.5 萬 | 0.04% | +185,134 | 新進 |
| Contrarius Investment Management Ltd | 184,045 | $733.4 萬 | 0.40% | +184,045 | 新進 |
| Wellington Management Group LLP | 182,033 | $725.4 萬 | 0.00% | +171,586+1,642.4% | 加碼 |
| Hiddenite Capital Partners LP | 175,000 | $697.4 萬 | 10.24% | +75,000+75.0% | 加碼 |
| Cresset Asset Management, LLC | 174,516 | $695.4 萬 | 0.04% | −18,922−9.8% | 減碼 |
| Comerica Bank | 171,193 | $682.2 萬 | 0.03% | +163,237+2,051.7% | 加碼 |
| Credit Suisse AG | 167,729 | $668.4 萬 | 0.01% | +6,039+3.7% | 加碼 |
| State of Wisconsin Investment Board | 164,049 | $653.7 萬 | 0.02% | +85,307+108.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 163,624 | $652.0 萬 | 0.05% | −84,415−34.0% | 減碼 |
| California State Teachers Retirement System | 163,283 | $650.7 萬 | 0.01% | −5,916−3.5% | 減碼 |
| ClariVest Asset Management LLC | 156,667 | $624.3 萬 | 0.35% | +45,704+41.2% | 加碼 |
| UBS Group AG | 155,964 | $621.5 萬 | 0.00% | −41,835−21.2% | 減碼 |
| Daiwa Securities Group Inc. | 155,776 | $620.8 萬 | 0.04% | +8,592+5.8% | 加碼 |
| AXA S.A. | 155,363 | $619.1 萬 | 0.02% | +126,563+439.5% | 加碼 |
| ExodusPoint Capital Management, LP | 154,808 | $616.9 萬 | 0.08% | −278,958−64.3% | 減碼 |
| New York State Common Retirement Fund | 154,395 | $615.3 萬 | 0.01% | −35,134−18.5% | 減碼 |
| Alliancebernstein L.P. | 149,625 | $596.3 萬 | 0.00% | +37,442+33.4% | 加碼 |
| Blair William & Co | 148,176 | $590.5 萬 | 0.02% | +21,763+17.2% | 加碼 |
| Illinois Municipal Retirement Fund | 146,258 | $582.8 萬 | 0.10% | 00.0% | 不變 |
| Captrust Financial Advisors | 142,546 | $568.0 萬 | 0.02% | +127,663+857.8% | 加碼 |
| Public Employees Retirement System of Ohio | 139,679 | $556.6 萬 | 0.02% | +53,445+62.0% | 加碼 |
| Lord, Abbett & Co. LLC | 139,593 | $556.3 萬 | 0.02% | +50,251+56.2% | 加碼 |
| Ci Investments Inc. | 138,765 | $553.0 萬 | 0.03% | +626+0.5% | 加碼 |