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 |
|---|---|---|---|---|---|
| Kapitalo Investimentos Ltda | 8,496 | $33.9 萬 | 0.07% | +8,496 | 新進 |
| Sherbrooke Park Advisers LLC | 8,748 | $34.9 萬 | 0.16% | +8,748 | 新進 |
| Robeco Institutional Asset Management B.V. | 8,854 | $35.3 萬 | 0.00% | +7,731+688.4% | 加碼 |
| Deutsche Bank AG | 8,856 | $35.3 萬 | 0.00% | +230+2.7% | 加碼 |
| Plato Investment Management Ltd | 9,123 | $36.4 萬 | 0.45% | +9,123 | 新進 |
| Cipher Capital LP | 9,338 | $37.2 萬 | 0.12% | +9,338 | 新進 |
| Caxton Associates LP | 9,382 | $37.4 萬 | 0.02% | +9,382 | 新進 |
| DeDora Capital, Inc. | 9,430 | $37.6 萬 | 0.13% | 00.0% | 不變 |
| HSBC Holdings PLC | 9,478 | $37.6 萬 | 0.00% | +9,478 | 新進 |
| AM Squared Ltd | 9,500 | $37.9 萬 | 0.78% | +3,000+46.2% | 加碼 |
| Dakota Wealth Management | 9,693 | $38.6 萬 | 0.02% | +9,693 | 新進 |
| Wealthfront Advisers LLC | 9,716 | $38.7 萬 | 0.00% | +245+2.6% | 加碼 |
| Creative Planning | 10,110 | $40.3 萬 | 0.00% | +361+3.7% | 加碼 |
| EP Wealth Advisors, LLC | 10,204 | $40.7 萬 | 0.01% | +1,840+22.0% | 加碼 |
| Blueshift Asset Management, LLC | 10,267 | $40.9 萬 | 0.22% | +10,267 | 新進 |
| Altfest L J & Co Inc | 10,308 | $41.1 萬 | 0.06% | +10,308 | 新進 |
| Canada Pension Plan Investment Board | 10,400 | $41.4 萬 | 0.00% | −4,900−32.0% | 減碼 |
| Eight 31 Financial LLC | 10,590 | $42.2 萬 | 0.26% | +10,590 | 新進 |
| Ethic Inc. | 10,868 | $43.3 萬 | 0.01% | +200+1.9% | 加碼 |
| Baird Financial Group, Inc. | 10,934 | $43.6 萬 | 0.00% | +10,934 | 新進 |
| Edgestream Partners, L.P. | 11,194 | $44.6 萬 | 0.03% | −17,695−61.3% | 減碼 |
| XTX Topco Ltd | 11,297 | $45.0 萬 | 0.10% | +11,297 | 新進 |
| O'Shaughnessy Asset Management, LLC | 11,408 | $45.5 萬 | 0.01% | +11,408 | 新進 |
| Convergence Investment Partners, LLC | 11,589 | $46.2 萬 | 0.24% | +4,127+55.3% | 加碼 |
| Utah Retirement Systems | 11,600 | $46.2 萬 | 0.01% | +200+1.8% | 加碼 |
| Hillsdale Investment Management Inc. | 12,900 | $51.4 萬 | 0.04% | +12,900 | 新進 |
| Coastal Bridge Advisors, LLC | 13,173 | $52.5 萬 | 0.13% | 00.0% | 不變 |
| LPL Financial LLC | 13,213 | $52.7 萬 | 0.00% | +13,213 | 新進 |
| State of Alaska, Department of Revenue | 13,310 | $53.0 萬 | 0.01% | 00.0% | 不變 |
| Castleark Management LLC | 13,300 | $53.0 萬 | 0.02% | −110−0.8% | 減碼 |
| Oppenheimer & Co Inc | 13,426 | $53.5 萬 | 0.01% | +13,426 | 新進 |
| Mach-1 Financial Group, Inc. | 13,456 | $53.6 萬 | 0.20% | +1,497+12.5% | 加碼 |
| Xponance, Inc. | 13,664 | $54.5 萬 | 0.01% | +334+2.5% | 加碼 |
| Pathstone Holdings, LLC | 13,775 | $54.9 萬 | 0.00% | +13,775 | 新進 |
| Quantbot Technologies LP | 13,776 | $54.9 萬 | 0.03% | −103,141−88.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 14,384 | $57.3 萬 | 0.01% | −1,930−11.8% | 減碼 |
| Bank of Montreal | 14,120 | $58.0 萬 | 0.00% | −1,727−10.9% | 減碼 |
| AE Wealth Management LLC | 13,455 | $59.6 萬 | 0.00% | +1,461+12.2% | 加碼 |
| Pallas Capital Advisors LLC | 15,004 | $59.8 萬 | 0.03% | +40.0% | 加碼 |
| Bridgefront Capital, LLC | 15,041 | $59.9 萬 | 0.45% | +15,041 | 新進 |
| Alpha DNA Investment Management LLC | 15,223 | $60.7 萬 | 0.36% | +1,714+12.7% | 加碼 |
| Symmetry Partners, LLC | 15,092 | $61.5 萬 | 0.03% | +15,092 | 新進 |
| Principal Financial Group Inc | 15,548 | $62.0 萬 | 0.00% | −75,720−83.0% | 減碼 |
| Walleye Trading LLC | 15,762 | $62.8 萬 | 0.01% | +15,762 | 新進 |
| Entropy Technologies, LP | 15,766 | $62.8 萬 | 0.12% | +15,766 | 新進 |
| Capstone Investment Advisors, LLC | 15,902 | $63.4 萬 | 0.01% | −2,373−13.0% | 減碼 |
| Verition Fund Management LLC | 15,903 | $63.4 萬 | 0.01% | −2,407−13.1% | 減碼 |
| Maryland State Retirement & Pension System | 16,163 | $64.4 萬 | 0.01% | 00.0% | 不變 |
| Adviser Investments LLC | 16,836 | $67.1 萬 | 0.01% | 00.0% | 不變 |
| Pictet Asset Management Holding SA | 16,905 | $67.4 萬 | 0.00% | +817+5.1% | 加碼 |
| Public Employees Retirement Association of Colorado | 17,639 | $70.3 萬 | 0.00% | −681−3.7% | 減碼 |
| Versor Investments LP | 18,210 | $72.6 萬 | 0.15% | −973−5.1% | 減碼 |
| Smith Group Asset Management, LLC | 19,155 | $76.3 萬 | 0.04% | +19,155 | 新進 |
| Virtu Financial LLC | 19,179 | $76.4 萬 | 0.06% | +19,179 | 新進 |
| MGB Wealth Management, LLC | 19,370 | $77.2 萬 | 0.39% | +19,370 | 新進 |
| Wolverine Trading, LLC | 19,490 | $77.7 萬 | 0.01% | +19,490 | 新進 |
| Nierenberg Investment Management Company, Inc. | 19,555 | $77.9 萬 | 0.49% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 19,895 | $79.3 萬 | 0.00% | +10,163+104.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 20,136 | $80.2 萬 | 0.06% | +13,240+192.0% | 加碼 |
| Fox Run Management, L.L.C. | 20,204 | $80.5 萬 | 0.21% | +20,204 | 新進 |
| STRS Ohio | 20,289 | $80.8 萬 | 0.00% | +1,056+5.5% | 加碼 |
| Polianta Ltd | 20,500 | $81.6 萬 | 0.48% | −5,200−20.2% | 減碼 |
| Sequoia Financial Advisors, LLC | 20,667 | $82.4 萬 | 0.01% | +20,667 | 新進 |
| Vident Advisory, LLC | 20,738 | $82.6 萬 | 0.02% | +3,799+22.4% | 加碼 |
| Stifel Financial Corp | 21,163 | $84.3 萬 | 0.00% | −7,355−25.8% | 減碼 |
| M&T Bank Corp | 21,660 | $86.3 萬 | 0.00% | +5,883+37.3% | 加碼 |
| JustInvest LLC | 22,002 | $87.7 萬 | 0.02% | −640−2.8% | 減碼 |
| Mariner, LLC | 22,037 | $87.8 萬 | 0.00% | +4,602+26.4% | 加碼 |
| Allen Investment Management LLC | 22,210 | $88.5 萬 | 0.01% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 22,488 | $89.6 萬 | 0.17% | −1,000−4.3% | 減碼 |
| Alpine Woods Capital Investors, LLC | 22,500 | $89.7 萬 | 0.13% | +22,500 | 新進 |
| Invenomic Capital Management LP | 22,669 | $90.3 萬 | 0.05% | −560,744−96.1% | 減碼 |
| Centiva Capital, LP | 23,090 | $92.0 萬 | 0.06% | +14,454+167.4% | 加碼 |
| IMC-Chicago, LLC | 23,266 | $92.7 萬 | 0.03% | +23,266 | 新進 |
| Strategic Global Advisors, LLC | 23,638 | $94.2 萬 | 0.22% | −16,065−40.5% | 減碼 |
| Alps Advisors Inc | 24,532 | $97.8 萬 | 0.01% | +804+3.4% | 加碼 |
| Lakewood Capital Management, LP | 25,000 | $99.6 萬 | 0.09% | −55,000−68.8% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,227 | $100.5 萬 | 0.00% | −5,032−16.6% | 減碼 |
| Lecap Asset Management Ltd | 26,014 | $103.7 萬 | 0.38% | +26,014 | 新進 |
| Alpha Family Trust | 26,358 | $105.0 萬 | 0.71% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 26,636 | $106.1 萬 | 0.01% | +25,709+2,773.4% | 加碼 |
| American Century Companies Inc | 26,796 | $106.8 萬 | 0.00% | −24,316−47.6% | 減碼 |
| Highland Capital Management, LLC | 27,967 | $111.4 萬 | 0.07% | +2,066+8.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29,180 | $111.5 萬 | 0.00% | 00.0% | 不變 |
| Pinebridge Investments, L.P. | 28,380 | $113.1 萬 | 0.01% | −1,017−3.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 28,862 | $115.0 萬 | 0.00% | −755−2.5% | 減碼 |
| GSG Advisors LLC | 30,110 | $115.1 萬 | 0.43% | 00.0% | 不變 |
| Group One Trading, L.P. | 29,222 | $116.4 萬 | 0.04% | +25,845+765.3% | 加碼 |
| Advisor Group Holdings, Inc. | 30,599 | $121.9 萬 | 0.00% | −32,423−51.4% | 減碼 |
| Shelton Capital Management | 30,800 | $122.7 萬 | 0.04% | −7,949−20.5% | 減碼 |
| First Trust Investment Solutions L.P. | 32,189 | $128.3 萬 | 0.27% | +32,189 | 新進 |
| Eagle Asset Management Inc | 32,344 | $128.9 萬 | 0.01% | −5,183−13.8% | 減碼 |
| Handelsbanken Fonder AB | 32,400 | $129.1 萬 | 0.01% | +8,000+32.8% | 加碼 |
| Simplex Trading, LLC | 33,259 | $132.5 萬 | 0.04% | +33,259 | 新進 |
| Occudo Quantitative Strategies LP | 34,795 | $138.7 萬 | 0.19% | +7,927+29.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 34,835 | $138.8 萬 | 0.00% | +3,989+12.9% | 加碼 |
| PDT Partners, LLC | 35,490 | $141.4 萬 | 0.16% | −80.0% | 減碼 |
| Redwood Investment Management, LLC | 35,641 | $142.0 萬 | 0.13% | −4,420−11.0% | 減碼 |
| Aigen Investment Management, LP | 36,106 | $143.9 萬 | 0.26% | −2,933−7.5% | 減碼 |
| Graham Capital Management, L.P. | 36,149 | $144.1 萬 | 0.05% | +36,149 | 新進 |