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。
2024 年第 1 季 13F 持有人
AppLovin Corp 在 2024/3/31 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
- 512
- 較 2023 年第 4 季 +149 家
- 持有股數
- 1.68 億
- 較 2023 年第 4 季 +2,680 萬 (+19.0%)
- 總市值
- $115.9 億
- 較 2023 年第 4 季 +$59.7 億 (+106.3%)
- 新進機構
- 201
- 另有 166 家加碼
- 清倉機構
- 52
- 另有 116 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GQG Partners LLC | 22,646,189 | $15.7 億 | 2.52% | −3,043,593−11.8% | 減碼 |
| Vanguard Group Inc | 14,709,407 | $10.2 億 | 0.02% | −729,321−4.7% | 減碼 |
| BlackRock Inc. | 10,894,650 | $7.54 億 | 0.02% | +2,176,408+25.0% | 加碼 |
| WCM Investment Management, LLC | 7,187,062 | $4.97 億 | 1.18% | +7,187,062 | 新進 |
| Boston Private Wealth LLC | 5,752,822 | $3.98 億 | 8.88% | −1,265,274−18.0% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 5,319,671 | $3.68 億 | 2.91% | +5,319,671 | 新進 |
| Spruce House Investment Management LLC | 5,000,000 | $3.46 億 | 24.89% | 00.0% | 不變 |
| Sapient Capital LLC | 3,948,852 | $2.73 億 | 6.05% | −193,110−4.7% | 減碼 |
| Jericho Capital Asset Management L.P. | 3,890,567 | $2.69 億 | 7.19% | +2,525,240+185.0% | 加碼 |
| State Street Corp | 3,808,951 | $2.64 億 | 0.01% | +684,019+21.9% | 加碼 |
| Bank of America Corp | 3,470,537 | $2.40 億 | 0.02% | +2,961,229+581.4% | 加碼 |
| NetEase, Inc. | 3,356,105 | $2.32 億 | 95.22% | −157,226−4.5% | 減碼 |
| Geode Capital Management, LLC | 3,161,357 | $2.19 億 | 0.02% | +618,651+24.3% | 加碼 |
| Two Sigma Advisers, LP | 2,839,614 | $1.97 億 | 0.46% | +408,100+16.8% | 加碼 |
| Whale Rock Capital Management LLC | 2,818,974 | $1.95 億 | 2.90% | +2,818,974 | 新進 |
| Morgan Stanley | 2,715,074 | $1.88 億 | 0.02% | +414,486+18.0% | 加碼 |
| Citadel Advisors LLC | 2,627,475 | $1.82 億 | 0.18% | +1,811,815+222.1% | 加碼 |
| Two Sigma Investments, LP | 2,194,268 | $1.52 億 | 0.37% | −370,294−14.4% | 減碼 |
| No Street GP LP | 2,175,000 | $1.51 億 | 13.22% | +185,000+9.3% | 加碼 |
| Kensico Capital Management Corp | 2,149,700 | $1.49 億 | 4.90% | −29,000−1.3% | 減碼 |
| Goldman Sachs Group Inc | 1,807,059 | $1.25 億 | 0.03% | +23,426+1.3% | 加碼 |
| Norges Bank | 1,763,981 | $1.22 億 | 0.02% | +660,508+59.9% | 加碼 |
| Raymond James & Associates | 1,545,837 | $1.07 億 | 0.07% | +503,998+48.4% | 加碼 |
| Spyglass Capital Management LLC | 1,454,624 | $1.01 億 | 6.71% | −59,249−3.9% | 減碼 |
| First Trust Advisors LP | 1,447,633 | $1.00 億 | 0.10% | −851,107−37.0% | 減碼 |
| Panview Asian Equity Master Fund | 1,390,000 | $9,622 萬 | 30.19% | +1,390,000 | 新進 |
| Qube Research & Technologies Ltd | 1,338,579 | $9,266 萬 | 0.17% | +511,004+61.7% | 加碼 |
| Charles Schwab Investment Management Inc | 1,300,870 | $9,005 萬 | 0.02% | +279,175+27.3% | 加碼 |
| Northern Trust Corp | 1,197,593 | $8,290 萬 | 0.01% | +336,172+39.0% | 加碼 |
| Dimensional Fund Advisors LP | 1,171,953 | $8,112 萬 | 0.02% | +30,450+2.7% | 加碼 |
| Coatue Management LLC大師Coatue | 1,153,420 | $7,984 萬 | 0.31% | 00.0% | 不變 |
| Invesco Ltd. | 1,115,624 | $7,722 萬 | 0.02% | +317,726+39.8% | 加碼 |
| Keenan Capital, LLC | 923,030 | $6,389 萬 | 16.36% | −340,907−27.0% | 減碼 |
| Bank of New York Mellon Corp | 852,350 | $5,900 萬 | 0.01% | +68,609+8.8% | 加碼 |
| Nuveen Asset Management, LLC | 831,495 | $5,756 萬 | 0.02% | −3930.0% | 減碼 |
| Greenstone Partners & Co., LLC | 796,837 | $5,516 萬 | 24.75% | 00.0% | 不變 |
| Jackson Square Partners, LLC | 790,750 | $5,474 萬 | 2.28% | +790,750 | 新進 |
| Schroder Investment Management Group | 785,143 | $5,435 萬 | 0.06% | +785,143 | 新進 |
| AQR Capital Management LLC | 745,714 | $5,162 萬 | 0.09% | −491,176−39.7% | 減碼 |
| Lord, Abbett & Co. LLC | 724,930 | $5,018 萬 | 0.16% | +585,337+419.3% | 加碼 |
| Moore Capital Management, LP | 709,412 | $4,911 萬 | 1.01% | +709,412 | 新進 |
| Russell Investments Group, Ltd. | 666,251 | $4,612 萬 | 0.07% | +15,163+2.3% | 加碼 |
| Jane Street Group, LLC | 658,672 | $4,559 萬 | 0.06% | +14,147+2.2% | 加碼 |
| FMR LLC | 649,986 | $4,499 萬 | 0.00% | +122,606+23.2% | 加碼 |
| Renaissance Technologies LLC | 636,600 | $4,407 萬 | 0.07% | +334,100+110.4% | 加碼 |
| Amundi | 632,004 | $4,352 萬 | 0.02% | +625,529+9,660.7% | 加碼 |
| Van Eck Associates Corp | 615,899 | $4,263 萬 | 0.06% | −199,887−24.5% | 減碼 |
| Federated Hermes, Inc. | 615,684 | $4,262 萬 | 0.10% | +174,756+39.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 591,265 | $4,093 萬 | 2.24% | −63,152−9.7% | 減碼 |
| Scout Investments, Inc. | 561,450 | $3,882 萬 | 0.95% | +218,281+63.6% | 加碼 |
| Price T Rowe Associates Inc | 536,937 | $3,717 萬 | 0.00% | +295,251+122.2% | 加碼 |
| Swiss National Bank | 536,790 | $3,716 萬 | 0.03% | +253,200+89.3% | 加碼 |
| Clearbridge Investments, LLC | 516,509 | $3,575 萬 | 0.03% | +453,477+719.4% | 加碼 |
| UBS Asset Management Americas Inc | 509,602 | $3,527 萬 | 0.01% | +265,780+109.0% | 加碼 |
| Voloridge Investment Management, LLC | 509,537 | $3,527 萬 | 0.13% | +20,107+4.1% | 加碼 |
| Munro Partners | 451,735 | $3,127 萬 | 1.12% | +447,675+11,026.5% | 加碼 |
| Blackstone Group Inc. | 450,000 | $3,115 萬 | 0.13% | +450,000 | 新進 |
| Blue Grotto Capital, LLC | 426,374 | $2,951 萬 | 5.99% | +426,374 | 新進 |
| Los Angeles Capital Management LLC | 415,501 | $2,876 萬 | 0.10% | +180,459+76.8% | 加碼 |
| JPMorgan Chase & Co | 413,493 | $2,862 萬 | 0.00% | +219,922+113.6% | 加碼 |
| Augustine Asset Management Inc | 394,033 | $2,727 萬 | 11.37% | −203,853−34.1% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 391,213 | $2,708 萬 | 0.02% | +391,213 | 新進 |
| California Public Employees Retirement System | 390,299 | $2,702 萬 | 0.02% | −16,001−3.9% | 減碼 |
| Franklin Resources Inc | 379,416 | $2,626 萬 | 0.01% | +144,229+61.3% | 加碼 |
| Susquehanna International Group, LLP | 376,621 | $2,607 萬 | 0.04% | −657,711−63.6% | 減碼 |
| Ci Investments Inc. | 370,682 | $2,566 萬 | 0.10% | +231,917+167.1% | 加碼 |
| Smith Group Asset Management, LLC | 366,355 | $2,536 萬 | 1.45% | +347,200+1,812.6% | 加碼 |
| MGB Wealth Management, LLC | 361,634 | $2,503 萬 | 10.17% | +342,264+1,767.0% | 加碼 |
| Ardmore Road Asset Management LP | 350,000 | $2,423 萬 | 4.27% | +100,000+40.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 340,823 | $2,359 萬 | 0.04% | +217,887+177.2% | 加碼 |
| Victory Capital Management Inc | 336,676 | $2,330 萬 | 0.02% | +75,652+29.0% | 加碼 |
| 3G Capital Partners LP | 325,000 | $2,250 萬 | 9.45% | +325,000 | 新進 |
| Millennium Management LLC | 303,416 | $2,100 萬 | 0.02% | −805,837−72.6% | 減碼 |
| Steadview Capital Management LLC | 302,500 | $2,094 萬 | 6.19% | +302,500 | 新進 |
| Alliancebernstein L.P. | 297,690 | $2,061 萬 | 0.01% | +148,065+99.0% | 加碼 |
| Delta Global Management LP | 296,785 | $2,054 萬 | 1.56% | +296,785 | 新進 |
| SEI Investments Co | 291,359 | $2,017 萬 | 0.03% | +239,131+457.9% | 加碼 |
| Legal & General Group Plc | 290,283 | $2,009 萬 | 0.01% | +69,687+31.6% | 加碼 |
| Braun Stacey Associates Inc | 263,795 | $1,826 萬 | 0.72% | +263,795 | 新進 |
| Teacher Retirement System of Texas | 262,913 | $1,820 萬 | 0.12% | +200,386+320.5% | 加碼 |
| Bridgeway Capital Management, LLC | 252,100 | $1,745 萬 | 0.36% | +19,900+8.6% | 加碼 |
| Brighton Jones LLC | 251,123 | $1,738 萬 | 0.63% | −79,720−24.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 250,641 | $1,734 萬 | 0.04% | +248,022+9,470.1% | 加碼 |
| Rhumbline Advisers | 241,912 | $1,675 萬 | 0.02% | −8,706−3.5% | 減碼 |
| California State Teachers Retirement System | 241,197 | $1,670 萬 | 0.02% | +77,914+47.7% | 加碼 |
| Boston Partners | 221,863 | $1,536 萬 | 0.02% | −21,350−8.8% | 減碼 |
| UBS Group AG | 214,598 | $1,485 萬 | 0.00% | +58,634+37.6% | 加碼 |
| Contrarius Investment Management Ltd | 210,492 | $1,457 萬 | 0.84% | +26,447+14.4% | 加碼 |
| Point72 Asset Management, L.P. | 208,020 | $1,440 萬 | 0.04% | −36,466−14.9% | 減碼 |
| Mariner, LLC | 207,779 | $1,438 萬 | 0.03% | +185,742+842.9% | 加碼 |
| Quadrature Capital Ltd | 205,995 | $1,427 萬 | 0.24% | +205,995 | 新進 |
| Deutsche Bank AG | 189,639 | $1,313 萬 | 0.01% | +180,783+2,041.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 187,482 | $1,298 萬 | 0.03% | +187,482 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185,287 | $1,283 萬 | 0.02% | +156,107+535.0% | 加碼 |
| Massachusetts Financial Services Co | 180,912 | $1,252 萬 | 0.00% | +81,866+82.7% | 加碼 |
| Citigroup Inc | 179,864 | $1,245 萬 | 0.01% | +49,668+38.1% | 加碼 |
| Blair William & Co | 178,070 | $1,233 萬 | 0.04% | +29,894+20.2% | 加碼 |
| Comerica Bank | 175,883 | $1,217 萬 | 0.05% | +4,690+2.7% | 加碼 |
| Gotham Asset Management, LLC | 175,613 | $1,216 萬 | 0.18% | −87,705−33.3% | 減碼 |
| HSBC Holdings PLC | 169,997 | $1,177 萬 | 0.01% | +160,519+1,693.6% | 加碼 |