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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 37,087 | $147.8 萬 | 0.00% | +9,839+36.1% | 加碼 |
| Cunning Capital Partners, LP | 37,835 | $150.8 萬 | 0.94% | +37,835 | 新進 |
| Point72 Middle East FZE | 38,647 | $154.0 萬 | 0.11% | +19,725+104.2% | 加碼 |
| Fort Point Capital Partners LLC | 38,856 | $154.8 萬 | 0.24% | +170.0% | 加碼 |
| Comprehensive Financial Management LLC | 39,000 | $155.4 萬 | 0.05% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 39,597 | $157.8 萬 | 0.16% | +39,597 | 新進 |
| Omers Administration Corp | 40,100 | $159.8 萬 | 0.02% | +20,600+105.6% | 加碼 |
| Arizona State Retirement System | 40,226 | $160.3 萬 | 0.01% | +826+2.1% | 加碼 |
| Donoghue Forlines LLC | 40,313 | $160.6 萬 | 0.50% | +4,883+13.8% | 加碼 |
| Walleye Capital LLC | 40,358 | $160.8 萬 | 0.02% | +40,358 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 41,324 | $164.7 萬 | 0.03% | +12,714+44.4% | 加碼 |
| Wells Fargo & Company | 42,304 | $168.6 萬 | 0.00% | +5,552+15.1% | 加碼 |
| Voya Investment Management LLC | 43,183 | $172.1 萬 | 0.00% | −881−2.0% | 減碼 |
| Ieq Capital, LLC | 43,866 | $174.8 萬 | 0.03% | +17,454+66.1% | 加碼 |
| Jupiter Asset Management Ltd | 44,543 | $177.5 萬 | 0.02% | +44,543 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 49,182 | $196.0 萬 | 0.01% | +2,725+5.9% | 加碼 |
| Amalgamated Bank | 49,388 | $196.8 萬 | 0.02% | +14,354+41.0% | 加碼 |
| Formula Growth Ltd | 50,000 | $199.3 萬 | 0.64% | +50,000 | 新進 |
| Harvest Investment Services, LLC | 50,625 | $201.7 萬 | 0.93% | +15,824+45.5% | 加碼 |
| Globeflex Capital L P | 50,763 | $202.3 萬 | 0.21% | +2,605+5.4% | 加碼 |
| L2 Asset Management, LLC | 51,957 | $207.0 萬 | 0.85% | +51,148+6,322.4% | 加碼 |
| SEI Investments Co | 52,228 | $208.2 萬 | 0.00% | +14,443+38.2% | 加碼 |
| LMR Partners LLP | 52,582 | $209.5 萬 | 0.05% | +19,372+58.3% | 加碼 |
| Baker Avenue Asset Management, LP | 55,000 | $219.2 萬 | 0.10% | 00.0% | 不變 |
| Boulder Hill Capital Management LP | 55,000 | $219.2 萬 | 1.17% | +33,500+155.8% | 加碼 |
| Ensign Peak Advisors, Inc | 56,550 | $225.4 萬 | 0.00% | +22,800+67.6% | 加碼 |
| Dynamic Technology Lab Private Ltd | 57,326 | $228.4 萬 | 0.24% | +57,326 | 新進 |
| Point72 Europe (London) LLP | 57,374 | $228.6 萬 | 0.29% | +57,374 | 新進 |
| Aquatic Capital Management LLC | 58,200 | $231.9 萬 | 0.06% | +58,200 | 新進 |
| Barclays PLC | 58,719 | $234.0 萬 | 0.00% | −50,755−46.4% | 減碼 |
| Mackenzie Financial Corp | 59,399 | $236.7 萬 | 0.00% | +59,399 | 新進 |
| Exchange Traded Concepts, LLC | 59,750 | $238.1 萬 | 0.06% | +4,320+7.8% | 加碼 |
| Two Sigma Securities, LLC | 61,129 | $243.6 萬 | 0.11% | +48,047+367.3% | 加碼 |
| Teacher Retirement System of Texas | 62,527 | $249.2 萬 | 0.02% | +8,594+15.9% | 加碼 |
| Hussman Strategic Advisors, Inc. | 63,000 | $251.1 萬 | 0.57% | +63,000 | 新進 |
| Clearbridge Investments, LLC | 63,032 | $251.2 萬 | 0.00% | +1,918+3.1% | 加碼 |
| Perigon Wealth Management, LLC | 63,248 | $252.0 萬 | 0.08% | +40.0% | 加碼 |
| Numerai GP LLC | 63,831 | $254.4 萬 | 0.90% | −17,360−21.4% | 減碼 |
| Nomura Holdings Inc | 64,383 | $256.6 萬 | 0.02% | +19,398+43.1% | 加碼 |
| Wade G W & Inc | 64,799 | $258.2 萬 | 0.08% | 00.0% | 不變 |
| Glenmede Trust Co NA | 65,231 | $259.9 萬 | 0.01% | −6,215−8.7% | 減碼 |
| HAP Trading, LLC | 67,622 | $269.5 萬 | 0.79% | +67,622 | 新進 |
| Janus Henderson Group PLC | 68,163 | $271.7 萬 | 0.00% | +58+0.1% | 加碼 |
| Macquarie Group Ltd | 72,460 | $288.8 萬 | 0.00% | −17,758−19.7% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 75,837 | $302.2 萬 | 0.28% | +47,277+165.5% | 加碼 |
| FORA Capital, LLC | 77,514 | $308.9 萬 | 0.27% | −7,095−8.4% | 減碼 |
| EPIQ Capital Group, LLC | 78,726 | $313.7 萬 | 1.49% | −21,486−21.4% | 減碼 |
| Bayesian Capital Management, LP | 81,892 | $326.3 萬 | 0.35% | −14,008−14.6% | 減碼 |
| Duality Advisers, LP | 84,536 | $336.9 萬 | 0.36% | +12,995+18.2% | 加碼 |
| Picton Mahoney Asset Management | 84,975 | $338.6 萬 | 0.16% | +84,975 | 新進 |
| State of New Jersey Common Pension Fund D | 87,903 | $350.3 萬 | 0.01% | +5,815+7.1% | 加碼 |
| Royal Bank of Canada | 91,028 | $362.7 萬 | 0.00% | −159,926−63.7% | 減碼 |
| Jump Financial, LLC | 92,420 | $368.3 萬 | 0.12% | +47,063+103.8% | 加碼 |
| Caption Management, LLC | 94,655 | $377.2 萬 | 0.41% | +92,555+4,407.4% | 加碼 |
| Treasurer of the State of North Carolina | 96,140 | $383.1 萬 | 0.02% | +807+0.8% | 加碼 |
| Massachusetts Financial Services Co | 99,046 | $394.7 萬 | 0.00% | +99,046 | 新進 |
| CI Private Wealth, LLC | 103,218 | $411.3 萬 | 0.01% | −401−0.4% | 減碼 |
| Squarepoint Ops LLC | 110,760 | $441.4 萬 | 0.02% | +66,722+151.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 122,936 | $489.9 萬 | 0.01% | +101,966+486.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 124,819 | $497.4 萬 | 0.01% | +124,819 | 新進 |
| Employees Retirement System of Texas | 127,596 | $508.5 萬 | 0.06% | −3,312−2.5% | 減碼 |
| RBF Capital, LLC | 129,955 | $517.9 萬 | 0.32% | 00.0% | 不變 |
| Citigroup Inc | 130,196 | $518.8 萬 | 0.01% | +115,315+774.9% | 加碼 |
| Renaissance Capital LLC | 134,167 | $534.7 萬 | 2.63% | +27,919+26.3% | 加碼 |
| Engineers Gate Manager LP | 134,522 | $536.1 萬 | 0.15% | +96,740+256.0% | 加碼 |
| Eos Management, L.P. | 137,989 | $549.9 萬 | 2.43% | −34,333−19.9% | 減碼 |
| Ci Investments Inc. | 138,765 | $553.0 萬 | 0.03% | +626+0.5% | 加碼 |
| Lord, Abbett & Co. LLC | 139,593 | $556.3 萬 | 0.02% | +50,251+56.2% | 加碼 |
| Public Employees Retirement System of Ohio | 139,679 | $556.6 萬 | 0.02% | +53,445+62.0% | 加碼 |
| Captrust Financial Advisors | 142,546 | $568.0 萬 | 0.02% | +127,663+857.8% | 加碼 |
| Illinois Municipal Retirement Fund | 146,258 | $582.8 萬 | 0.10% | 00.0% | 不變 |
| Blair William & Co | 148,176 | $590.5 萬 | 0.02% | +21,763+17.2% | 加碼 |
| Alliancebernstein L.P. | 149,625 | $596.3 萬 | 0.00% | +37,442+33.4% | 加碼 |
| New York State Common Retirement Fund | 154,395 | $615.3 萬 | 0.01% | −35,134−18.5% | 減碼 |
| ExodusPoint Capital Management, LP | 154,808 | $616.9 萬 | 0.08% | −278,958−64.3% | 減碼 |
| AXA S.A. | 155,363 | $619.1 萬 | 0.02% | +126,563+439.5% | 加碼 |
| Daiwa Securities Group Inc. | 155,776 | $620.8 萬 | 0.04% | +8,592+5.8% | 加碼 |
| UBS Group AG | 155,964 | $621.5 萬 | 0.00% | −41,835−21.2% | 減碼 |
| ClariVest Asset Management LLC | 156,667 | $624.3 萬 | 0.35% | +45,704+41.2% | 加碼 |
| California State Teachers Retirement System | 163,283 | $650.7 萬 | 0.01% | −5,916−3.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 163,624 | $652.0 萬 | 0.05% | −84,415−34.0% | 減碼 |
| State of Wisconsin Investment Board | 164,049 | $653.7 萬 | 0.02% | +85,307+108.3% | 加碼 |
| Credit Suisse AG | 167,729 | $668.4 萬 | 0.01% | +6,039+3.7% | 加碼 |
| Comerica Bank | 171,193 | $682.2 萬 | 0.03% | +163,237+2,051.7% | 加碼 |
| Cresset Asset Management, LLC | 174,516 | $695.4 萬 | 0.04% | −18,922−9.8% | 減碼 |
| Hiddenite Capital Partners LP | 175,000 | $697.4 萬 | 10.24% | +75,000+75.0% | 加碼 |
| Wellington Management Group LLP | 182,033 | $725.4 萬 | 0.00% | +171,586+1,642.4% | 加碼 |
| Contrarius Investment Management Ltd | 184,045 | $733.4 萬 | 0.40% | +184,045 | 新進 |
| M&G Investment Management Ltd | 185,134 | $740.5 萬 | 0.04% | +185,134 | 新進 |
| JPMorgan Chase & Co | 193,571 | $771.4 萬 | 0.00% | +44,800+30.1% | 加碼 |
| Honeycomb Asset Management LP | 200,000 | $797.0 萬 | 1.93% | −274,014−57.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 203,094 | $809.3 萬 | 0.02% | +265+0.1% | 加碼 |
| Man Group plc | 218,608 | $871.2 萬 | 0.03% | – | – |
| Legal & General Group Plc | 220,596 | $879.1 萬 | 0.00% | −16,180−6.8% | 減碼 |
| Bridgeway Capital Management, LLC | 232,200 | $925.3 萬 | 0.20% | +185,400+396.2% | 加碼 |
| Los Angeles Capital Management LLC | 235,042 | $936.6 萬 | 0.03% | +83,782+55.4% | 加碼 |
| Franklin Resources Inc | 235,187 | $937.2 萬 | 0.00% | +142,938+154.9% | 加碼 |
| Metavasi Capital LP | 236,833 | $943.8 萬 | 7.01% | −114,967−32.7% | 減碼 |
| Price T Rowe Associates Inc | 241,686 | $963.2 萬 | 0.00% | +5,184+2.2% | 加碼 |
| Boston Partners | 243,213 | $969.7 萬 | 0.01% | −14,107−5.5% | 減碼 |