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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 21,660 | $86.3 萬 | 0.00% | +5,883+37.3% | 加碼 |
| Stifel Financial Corp | 21,163 | $84.3 萬 | 0.00% | −7,355−25.8% | 減碼 |
| Vident Advisory, LLC | 20,738 | $82.6 萬 | 0.02% | +3,799+22.4% | 加碼 |
| Sequoia Financial Advisors, LLC | 20,667 | $82.4 萬 | 0.01% | +20,667 | 新進 |
| Polianta Ltd | 20,500 | $81.6 萬 | 0.48% | −5,200−20.2% | 減碼 |
| STRS Ohio | 20,289 | $80.8 萬 | 0.00% | +1,056+5.5% | 加碼 |
| Fox Run Management, L.L.C. | 20,204 | $80.5 萬 | 0.21% | +20,204 | 新進 |
| Thoroughbred Financial Services, LLC | 20,136 | $80.2 萬 | 0.06% | +13,240+192.0% | 加碼 |
| Envestnet Asset Management Inc | 19,895 | $79.3 萬 | 0.00% | +10,163+104.4% | 加碼 |
| Nierenberg Investment Management Company, Inc. | 19,555 | $77.9 萬 | 0.49% | 00.0% | 不變 |
| Wolverine Trading, LLC | 19,490 | $77.7 萬 | 0.01% | +19,490 | 新進 |
| MGB Wealth Management, LLC | 19,370 | $77.2 萬 | 0.39% | +19,370 | 新進 |
| Virtu Financial LLC | 19,179 | $76.4 萬 | 0.06% | +19,179 | 新進 |
| Smith Group Asset Management, LLC | 19,155 | $76.3 萬 | 0.04% | +19,155 | 新進 |
| Versor Investments LP | 18,210 | $72.6 萬 | 0.15% | −973−5.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 17,639 | $70.3 萬 | 0.00% | −681−3.7% | 減碼 |
| Pictet Asset Management Holding SA | 16,905 | $67.4 萬 | 0.00% | +817+5.1% | 加碼 |
| Adviser Investments LLC | 16,836 | $67.1 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 16,163 | $64.4 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 15,903 | $63.4 萬 | 0.01% | −2,407−13.1% | 減碼 |
| Capstone Investment Advisors, LLC | 15,902 | $63.4 萬 | 0.01% | −2,373−13.0% | 減碼 |
| Entropy Technologies, LP | 15,766 | $62.8 萬 | 0.12% | +15,766 | 新進 |
| Walleye Trading LLC | 15,762 | $62.8 萬 | 0.01% | +15,762 | 新進 |
| Principal Financial Group Inc | 15,548 | $62.0 萬 | 0.00% | −75,720−83.0% | 減碼 |
| Symmetry Partners, LLC | 15,092 | $61.5 萬 | 0.03% | +15,092 | 新進 |
| Alpha DNA Investment Management LLC | 15,223 | $60.7 萬 | 0.36% | +1,714+12.7% | 加碼 |
| Bridgefront Capital, LLC | 15,041 | $59.9 萬 | 0.45% | +15,041 | 新進 |
| Pallas Capital Advisors LLC | 15,004 | $59.8 萬 | 0.03% | +40.0% | 加碼 |
| AE Wealth Management LLC | 13,455 | $59.6 萬 | 0.00% | +1,461+12.2% | 加碼 |
| Bank of Montreal | 14,120 | $58.0 萬 | 0.00% | −1,727−10.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 14,384 | $57.3 萬 | 0.01% | −1,930−11.8% | 減碼 |
| Quantbot Technologies LP | 13,776 | $54.9 萬 | 0.03% | −103,141−88.2% | 減碼 |
| Pathstone Holdings, LLC | 13,775 | $54.9 萬 | 0.00% | +13,775 | 新進 |
| Xponance, Inc. | 13,664 | $54.5 萬 | 0.01% | +334+2.5% | 加碼 |
| Mach-1 Financial Group, Inc. | 13,456 | $53.6 萬 | 0.20% | +1,497+12.5% | 加碼 |
| Oppenheimer & Co Inc | 13,426 | $53.5 萬 | 0.01% | +13,426 | 新進 |
| Castleark Management LLC | 13,300 | $53.0 萬 | 0.02% | −110−0.8% | 減碼 |
| State of Alaska, Department of Revenue | 13,310 | $53.0 萬 | 0.01% | 00.0% | 不變 |
| LPL Financial LLC | 13,213 | $52.7 萬 | 0.00% | +13,213 | 新進 |
| Coastal Bridge Advisors, LLC | 13,173 | $52.5 萬 | 0.13% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 12,900 | $51.4 萬 | 0.04% | +12,900 | 新進 |
| Utah Retirement Systems | 11,600 | $46.2 萬 | 0.01% | +200+1.8% | 加碼 |
| Convergence Investment Partners, LLC | 11,589 | $46.2 萬 | 0.24% | +4,127+55.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 11,408 | $45.5 萬 | 0.01% | +11,408 | 新進 |
| XTX Topco Ltd | 11,297 | $45.0 萬 | 0.10% | +11,297 | 新進 |
| Edgestream Partners, L.P. | 11,194 | $44.6 萬 | 0.03% | −17,695−61.3% | 減碼 |
| Baird Financial Group, Inc. | 10,934 | $43.6 萬 | 0.00% | +10,934 | 新進 |
| Ethic Inc. | 10,868 | $43.3 萬 | 0.01% | +200+1.9% | 加碼 |
| Eight 31 Financial LLC | 10,590 | $42.2 萬 | 0.26% | +10,590 | 新進 |
| Canada Pension Plan Investment Board | 10,400 | $41.4 萬 | 0.00% | −4,900−32.0% | 減碼 |
| Altfest L J & Co Inc | 10,308 | $41.1 萬 | 0.06% | +10,308 | 新進 |
| Blueshift Asset Management, LLC | 10,267 | $40.9 萬 | 0.22% | +10,267 | 新進 |
| EP Wealth Advisors, LLC | 10,204 | $40.7 萬 | 0.01% | +1,840+22.0% | 加碼 |
| Creative Planning | 10,110 | $40.3 萬 | 0.00% | +361+3.7% | 加碼 |
| Wealthfront Advisers LLC | 9,716 | $38.7 萬 | 0.00% | +245+2.6% | 加碼 |
| Dakota Wealth Management | 9,693 | $38.6 萬 | 0.02% | +9,693 | 新進 |
| AM Squared Ltd | 9,500 | $37.9 萬 | 0.78% | +3,000+46.2% | 加碼 |
| HSBC Holdings PLC | 9,478 | $37.6 萬 | 0.00% | +9,478 | 新進 |
| DeDora Capital, Inc. | 9,430 | $37.6 萬 | 0.13% | 00.0% | 不變 |
| Caxton Associates LP | 9,382 | $37.4 萬 | 0.02% | +9,382 | 新進 |
| Cipher Capital LP | 9,338 | $37.2 萬 | 0.12% | +9,338 | 新進 |
| Plato Investment Management Ltd | 9,123 | $36.4 萬 | 0.45% | +9,123 | 新進 |
| Deutsche Bank AG | 8,856 | $35.3 萬 | 0.00% | +230+2.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 8,854 | $35.3 萬 | 0.00% | +7,731+688.4% | 加碼 |
| Sherbrooke Park Advisers LLC | 8,748 | $34.9 萬 | 0.16% | +8,748 | 新進 |
| Kapitalo Investimentos Ltda | 8,496 | $33.9 萬 | 0.07% | +8,496 | 新進 |
| HighTower Advisors, LLC | 8,347 | $33.2 萬 | 0.00% | +468+5.9% | 加碼 |
| Guggenheim Capital LLC | 8,125 | $32.4 萬 | 0.00% | +8,125 | 新進 |
| Precision Wealth Strategies, LLC | 8,120 | $32.4 萬 | 0.31% | +8,120 | 新進 |
| FNY Investment Advisers, LLC | 8,100 | $32.2 萬 | 0.36% | +1,500+22.7% | 加碼 |
| US Bancorp | 7,700 | $30.7 萬 | 0.00% | +1,348+21.2% | 加碼 |
| QRG Capital Management, Inc. | 7,283 | $29.0 萬 | 0.00% | +7,283 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 7,093 | $28.3 萬 | 0.00% | +1,163+19.6% | 加碼 |
| Commerce Bank | 6,952 | $27.7 萬 | 0.00% | 00.0% | 不變 |
| Ballentine Partners, LLC | 6,914 | $27.6 萬 | 0.01% | −19−0.3% | 減碼 |
| Dana Investment Advisors, Inc. | 6,492 | $25.9 萬 | 0.01% | +6,492 | 新進 |
| Amundi | 6,475 | $25.3 萬 | 0.00% | +6,475 | 新進 |
| MetLife Investment Management | 6,310 | $25.1 萬 | 0.00% | −103−1.6% | 減碼 |
| Janney Montgomery Scott LLC | 6,047 | $24.1 萬 | 0.00% | +6,047 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 5,955 | $23.7 萬 | 0.00% | +5,955 | 新進 |
| CastleKnight Management LP | 5,800 | $23.1 萬 | 0.04% | −5,900−50.4% | 減碼 |
| Claret Asset Management Corp | 5,777 | $23.0 萬 | 0.04% | +64+1.1% | 加碼 |
| Mercer Global Advisors Inc | 5,784 | $23.0 萬 | 0.00% | +5,784 | 新進 |
| Gsa Capital Partners LLP | 5,484 | $21.9 萬 | 0.02% | +5,484 | 新進 |
| American Trust | 5,400 | $21.5 萬 | 0.02% | +5,400 | 新進 |
| Tucker Asset Management LLC | 4,547 | $18.1 萬 | 0.05% | +4,547 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 4,447 | $17.7 萬 | 0.04% | +4,447 | 新進 |
| EntryPoint Capital, LLC | 4,143 | $16.5 萬 | 0.16% | +4,143 | 新進 |
| Lazard Asset Management LLC | 4,113 | $16.2 萬 | 0.00% | −26−0.6% | 減碼 |
| Munro Partners | 4,060 | $16.2 萬 | 0.01% | +4,060 | 新進 |
| Nisa Investment Advisors, LLC | 4,000 | $15.9 萬 | 0.00% | 00.0% | 不變 |
| Shell Asset Management Co | 3,732 | $14.9 萬 | 0.01% | −1,120−23.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,742 | $14.6 萬 | 0.02% | 00.0% | 不變 |
| Proequities, Inc. | 3,159 | $12.6 萬 | 0.01% | +2,277+258.2% | 加碼 |
| KBC Group NV | 3,120 | $12.4 萬 | 0.00% | −187−5.7% | 減碼 |
| SG Americas Securities, LLC | 3,072 | $12.2 萬 | 0.00% | −22,894−88.2% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,036 | $12.1 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,864 | $11.4 萬 | 0.00% | +401+16.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,619 | $10.4 萬 | 0.00% | −4,995−65.6% | 減碼 |
| Manchester Capital Management LLC | 2,497 | $9.95 萬 | 0.01% | 00.0% | 不變 |