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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 1,466 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 季與 2023 年第 4 季比較

持有 AppLovin Corp 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

APP 的 13F 持有人:2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數3674512+149
股數1.41 億29.4 萬1.68 億+2,680 萬 (+19.0%)
市值$56.3 億$1,003 萬$115.9 億+$59.7 億 (+106.3%)

4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(201 家)

2024 年第 1 季季末持有 AppLovin Corp、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 201 家。

2024 年第 1 季新進 APP 的機構
機構股數市值佔組合 %
WCM Investment Management, LLC7,187,062$4.97 億1.18%
Lone Pine Capital LLC大師孤松資本5,319,671$3.68 億2.91%
Whale Rock Capital Management LLC2,818,974$1.95 億2.90%
Panview Asian Equity Master Fund1,390,000$9,622 萬30.19%
Jackson Square Partners, LLC790,750$5,474 萬2.28%
Schroder Investment Management Group785,143$5,435 萬0.06%
Moore Capital Management, LP709,412$4,911 萬1.01%
Blackstone Group Inc.450,000$3,115 萬0.13%
Blue Grotto Capital, LLC426,374$2,951 萬5.99%
Sumitomo Mitsui Trust Holdings, Inc.391,213$2,708 萬0.02%
3G Capital Partners LP325,000$2,250 萬9.45%
Steadview Capital Management LLC302,500$2,094 萬6.19%
Delta Global Management LP296,785$2,054 萬1.56%
Braun Stacey Associates Inc263,795$1,826 萬0.72%
Quadrature Capital Ltd205,995$1,427 萬0.24%
Caisse de Depot Et Placement du Quebec187,482$1,298 萬0.03%
Annex Advisory Services, LLC168,234$1,165 萬0.41%
Capital Fund Management S.A.162,574$1,125 萬0.14%
Aviva PLC155,417$1,076 萬0.04%
1832 Asset Management L.P.138,900$961.5 萬0.02%
O'Neil Global Advisors, Inc.133,900$926.9 萬11.43%
HHLR Advisors, Ltd.大師高瓴 HHLR130,800$905.4 萬0.20%
Hampton Road Capital Management LP121,690$842.3 萬1.12%
Tudor Investment Corp Et Al121,455$840.7 萬0.10%
CIBC World Markets Inc.89,224$617.6 萬0.02%
Danske Bank A/S74,700$517.1 萬0.02%
Discovery Capital Management, LLC72,500$501.8 萬0.68%
Natixis Advisors, L.P.70,940$491.0 萬0.01%
Korea Investment CORP70,761$489.8 萬0.01%
Commonwealth Equity Services, LLC68,490$474.1 萬0.01%
Logan Capital Management Inc67,152$464.8 萬0.20%
Mn Services Vermogensbeheer B.V.64,200$444.4 萬0.03%
Asset Management One Co.,Ltd.58,175$402.7 萬0.02%
MYDA Advisors LLC57,000$394.6 萬1.37%
Resona Asset Management Co.,Ltd.52,311$362.1 萬0.02%
Davidson Kempner Capital Management LP50,000$346.1 萬0.05%
Thrivent Financial for Lutherans49,852$345.0 萬0.01%
Forsta Ap-Fonden48,600$336.4 萬0.03%
Concentric Capital Strategies, LP48,450$335.4 萬0.22%
Allianz Asset Management GmbH48,089$332.9 萬0.01%
Nomura Asset Management Co Ltd47,910$331.6 萬0.01%
Colony Group, LLC47,744$330.5 萬0.03%
TrimTabs Asset Management, LLC45,173$312.7 萬0.78%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund43,700$302.5 萬0.03%
Mediolanum International Funds Ltd41,701$287.2 萬0.05%
Collaborative Holdings Management LP40,400$279.6 萬4.23%
Investment House LLC39,144$271.0 萬0.16%
Vinva Investment Management Ltd37,756$261.3 萬0.15%
Skandinaviska Enskilda Banken AB (publ)36,119$250.0 萬0.01%
NewEdge Wealth, LLC32,828$237.9 萬0.05%
Watts Gwilliam & Co., LLC27,455$229.1 萬0.71%
Estate Counselors, LLC32,595$225.6 萬0.26%
IFM Investors Pty Ltd31,641$219.0 萬0.02%
Van Leeuwen & Company, LLC30,904$213.9 萬1.08%
Savant Capital, LLC30,363$210.2 萬0.02%
Citizens Financial Group Inc30,015$207.8 萬0.07%
Altshuler Shaham Ltd29,203$202.1 萬0.08%
Tredje AP-fonden27,599$191.0 萬0.02%
DnB Asset Management AS26,604$184.2 萬0.01%
Centaurus Financial, Inc.26,396$182.7 萬0.13%
Storebrand Asset Management AS24,761$171.4 萬0.01%
British Columbia Investment Management Corp21,490$148.8 萬0.01%
Cornercap Investment Counsel Inc20,137$139.4 萬0.21%
LMG Wealth Partners, LLC18,438$127.6 萬0.32%
Empowered Funds, LLC17,835$123.5 萬0.02%
Calamos Advisors LLC17,731$122.7 萬0.01%
Legacy Advisors, LLC19,191$122.4 萬0.15%
Nissay Asset Management Corp17,565$121.6 萬0.01%
Toronto Dominion Bank17,235$119.3 萬0.00%
Condor Capital Management17,136$118.6 萬0.12%
Gulf International Bank (UK) Ltd16,350$113.1 萬0.03%
Cumberland Partners Ltd16,000$110.8 萬0.08%
J. Goldman & Co LP15,788$109.3 萬0.05%
Zacks Investment Management15,719$108.8 萬0.01%
Kestra Private Wealth Services, LLC15,588$107.9 萬0.02%
Sumitomo Mitsui DS Asset Management Company, Ltd15,454$107.0 萬0.01%
Elo Mutual Pension Insurance Co14,511$100.4 萬0.02%
Cetera Investment Advisers14,222$98.4 萬0.00%
Landscape Capital Management, L.L.C.14,178$98.1 萬0.09%
MBB Public Markets I LLC14,148$97.9 萬0.06%
Cerity Partners LLC13,432$93.0 萬0.00%
TD Asset Management Inc12,942$89.6 萬0.00%
Swedbank AB12,562$87.0 萬0.00%
Paloma Partners Management Co12,408$85.9 萬0.12%
Friedenthal Financial12,331$85.4 萬0.53%
Intech Investment Management LLC11,677$80.8 萬0.01%
Lingohr & Partner Asset Management GmbH11,537$79.9 萬2.00%
Vontobel Holding Ltd.11,538$79.9 萬0.01%
GLOBALT Investments LLC10,821$74.9 萬0.03%
CFO4Life Group, LLC10,058$69.6 萬0.13%
Washington Harbour Partners LP9,800$67.8 萬1.10%
Parallax Volatility Advisers, L.P.9,341$64.7 萬0.02%
Nordea Investment Management AB8,958$62.3 萬0.00%
Prelude Capital Management, LLC8,754$60.6 萬0.04%
Axq Capital, LP8,400$58.1 萬0.14%
Brinker Capital Investments, LLC8,205$56.8 萬0.01%
Orion Portfolio Solutions, LLC8,205$56.8 萬0.01%
Keybank National Association8,070$55.9 萬0.00%
Samalin Investment Counsel, LLC7,759$53.7 萬0.26%
Strategic Advocates LLC7,459$51.6 萬0.20%

清倉機構(52 家)

2023 年第 4 季季末持有 AppLovin Corp、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 APP 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Contour Asset Management LLC949,752$3,785 萬
Cubist Systematic Strategies, LLC573,795$2,287 萬
Dark Forest Capital Management LP435,465$1,735 萬
Honeycomb Asset Management LP200,000$797.0 萬
Schonfeld Strategic Advisors LLC163,624$652.0 萬
Arrowstreet Capital, Limited Partnership124,819$497.4 萬
Squarepoint Ops LLC110,760$441.4 萬
Y-Intercept (Hong Kong) Ltd75,837$302.2 萬
Nomura Holdings Inc64,383$256.6 萬
Aquatic Capital Management LLC58,200$231.9 萬
Point72 Europe (London) LLP57,374$228.6 萬
Dynamic Technology Lab Private Ltd57,326$228.4 萬
Boulder Hill Capital Management LP55,000$219.2 萬
LMR Partners LLP52,582$209.5 萬
Formula Growth Ltd50,000$199.3 萬
Jupiter Asset Management Ltd44,543$177.5 萬
Point72 Middle East FZE38,647$154.0 萬
Graham Capital Management, L.P.36,149$144.1 萬
Redwood Investment Management, LLC35,641$142.0 萬
PDT Partners, LLC35,490$141.4 萬
Simplex Trading, LLC33,259$132.5 萬
Lecap Asset Management Ltd26,014$103.7 萬
Lakewood Capital Management, LP25,000$99.6 萬
Centiva Capital, LP23,090$92.0 萬
Invenomic Capital Management LP22,669$90.3 萬
Sequoia Financial Advisors, LLC20,667$82.4 萬
Polianta Ltd20,500$81.6 萬
Fox Run Management, L.L.C.20,204$80.5 萬
Wolverine Trading, LLC19,490$77.7 萬
Versor Investments LP18,210$72.6 萬
Entropy Technologies, LP15,766$62.8 萬
Walleye Trading LLC15,762$62.8 萬
Bridgefront Capital, LLC15,041$59.9 萬
AE Wealth Management LLC13,455$59.6 萬
Mach-1 Financial Group, Inc.13,456$53.6 萬
Baird Financial Group, Inc.10,934$43.6 萬
Eight 31 Financial LLC10,590$42.2 萬
AM Squared Ltd9,500$37.9 萬
Cipher Capital LP9,338$37.2 萬
Sherbrooke Park Advisers LLC8,748$34.9 萬
Kapitalo Investimentos Ltda8,496$33.9 萬
Gsa Capital Partners LLP5,484$21.9 萬
Point72 Asia (Singapore) Pte. Ltd.4,447$17.7 萬
State of Wyoming2,389$9.52 萬
Glassman Wealth Services1,526$6.08 萬
Ramirez Asset Management, Inc.200$7,970
Loomis Sayles & Co L P127$5,000
Turtle Creek Wealth Advisors, LLC116$4,623
Advisory Services Network, LLC100$3,985
Investors Research Corp15$598
Tfo-TDC, LLC13$518
JJJ Advisors Inc.12$479

尚未申報 2024 年第 1 季的機構(4 家)

2023 年第 4 季季末持有 AppLovin Corp、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 4 季持有 APP、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
M&G Investment Management Ltd185,134$740.5 萬
Wade G W & Inc64,799$258.2 萬
Coppell Advisory Solutions LLC1,098$4.38 萬
Aware Super Pty Ltd as trustee of Aware Super42,925–