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 |
|---|---|---|---|---|---|
| GSG Advisors LLC | 30,110 | $219.4 萬 | 0.81% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 32,439 | $224.5 萬 | 0.04% | −8,885−21.5% | 減碼 |
| Estate Counselors, LLC | 32,595 | $225.6 萬 | 0.26% | +32,595 | 新進 |
| Watts Gwilliam & Co., LLC | 27,455 | $229.1 萬 | 0.71% | +27,455 | 新進 |
| Pacer Advisors, Inc. | 33,324 | $230.7 萬 | 0.01% | −3,763−10.1% | 減碼 |
| Bank of Montreal | 33,827 | $235.1 萬 | 0.00% | +19,707+139.6% | 加碼 |
| NewEdge Wealth, LLC | 32,828 | $237.9 萬 | 0.05% | +32,828 | 新進 |
| Caption Management, LLC | 34,910 | $241.6 萬 | 0.27% | −59,745−63.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 36,119 | $250.0 萬 | 0.01% | +36,119 | 新進 |
| IMC-Chicago, LLC | 36,878 | $255.3 萬 | 0.09% | +13,612+58.5% | 加碼 |
| Handelsbanken Fonder AB | 37,600 | $260.3 萬 | 0.01% | +5,200+16.0% | 加碼 |
| Vinva Investment Management Ltd | 37,756 | $261.3 萬 | 0.15% | +37,756 | 新進 |
| Cunning Capital Partners, LP | 37,835 | $261.9 萬 | 1.45% | 00.0% | 不變 |
| Comprehensive Financial Management LLC | 39,000 | $270.0 萬 | 0.09% | 00.0% | 不變 |
| Investment House LLC | 39,144 | $271.0 萬 | 0.16% | +39,144 | 新進 |
| Fort Point Capital Partners LLC | 39,173 | $271.2 萬 | 0.37% | +317+0.8% | 加碼 |
| Voya Investment Management LLC | 39,763 | $275.2 萬 | 0.00% | −3,420−7.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 39,881 | $276.1 萬 | 0.00% | +5,046+14.5% | 加碼 |
| Omers Administration Corp | 40,100 | $277.6 萬 | 0.03% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 40,192 | $278.2 萬 | 0.27% | −41,700−50.9% | 減碼 |
| Collaborative Holdings Management LP | 40,400 | $279.6 萬 | 4.23% | +40,400 | 新進 |
| AXA S.A. | 41,136 | $284.7 萬 | 0.01% | −114,227−73.5% | 減碼 |
| Mediolanum International Funds Ltd | 41,701 | $287.2 萬 | 0.05% | +41,701 | 新進 |
| Baker Avenue Asset Management, LP | 43,000 | $297.6 萬 | 0.12% | −12,000−21.8% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,700 | $302.5 萬 | 0.03% | +43,700 | 新進 |
| TrimTabs Asset Management, LLC | 45,173 | $312.7 萬 | 0.78% | +45,173 | 新進 |
| Colony Group, LLC | 47,744 | $330.5 萬 | 0.03% | +47,744 | 新進 |
| Nomura Asset Management Co Ltd | 47,910 | $331.6 萬 | 0.01% | +47,910 | 新進 |
| Allianz Asset Management GmbH | 48,089 | $332.9 萬 | 0.01% | +48,089 | 新進 |
| Concentric Capital Strategies, LP | 48,450 | $335.4 萬 | 0.22% | +48,450 | 新進 |
| State Board of Administration of Florida Retirement System | 213,250 | $335.9 萬 | 0.01% | +10,156+5.0% | 加碼 |
| Forsta Ap-Fonden | 48,600 | $336.4 萬 | 0.03% | +48,600 | 新進 |
| Arizona State Retirement System | 49,268 | $341.0 萬 | 0.02% | +9,042+22.5% | 加碼 |
| Thrivent Financial for Lutherans | 49,852 | $345.0 萬 | 0.01% | +49,852 | 新進 |
| Davidson Kempner Capital Management LP | 50,000 | $346.1 萬 | 0.05% | +50,000 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 50,854 | $352.0 萬 | 0.07% | +50,455+12,645.4% | 加碼 |
| ExodusPoint Capital Management, LP | 51,828 | $358.7 萬 | 0.04% | −102,980−66.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 52,311 | $362.1 萬 | 0.02% | +52,311 | 新進 |
| Hussman Strategic Advisors, Inc. | 52,500 | $363.4 萬 | 0.85% | −10,500−16.7% | 減碼 |
| Globeflex Capital L P | 52,591 | $364.0 萬 | 0.35% | +1,828+3.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 52,631 | $364.3 萬 | 0.00% | −624,549−92.2% | 減碼 |
| L2 Asset Management, LLC | 53,176 | $368.1 萬 | 1.21% | +1,219+2.3% | 加碼 |
| Exchange Traded Concepts, LLC | 54,127 | $374.7 萬 | 0.10% | −5,623−9.4% | 減碼 |
| HAP Trading, LLC | 55,414 | $383.6 萬 | 1.19% | −12,208−18.1% | 減碼 |
| Ieq Capital, LLC | 55,904 | $387.0 萬 | 0.06% | +12,038+27.4% | 加碼 |
| MYDA Advisors LLC | 57,000 | $394.6 萬 | 1.37% | +57,000 | 新進 |
| Asset Management One Co.,Ltd. | 58,175 | $402.7 萬 | 0.02% | +58,175 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 220,348 | $404.5 萬 | 0.01% | −35,037−13.7% | 減碼 |
| Dakota Wealth Management | 58,587 | $405.5 萬 | 0.10% | +48,894+504.4% | 加碼 |
| Advisor Group Holdings, Inc. | 59,881 | $414.5 萬 | 0.01% | +29,282+95.7% | 加碼 |
| Ensign Peak Advisors, Inc | 60,239 | $417.0 萬 | 0.01% | +3,689+6.5% | 加碼 |
| Macquarie Group Ltd | 61,876 | $428.3 萬 | 0.00% | −10,584−14.6% | 減碼 |
| ClariVest Asset Management LLC | 62,984 | $436.0 萬 | 0.45% | −93,683−59.8% | 減碼 |
| Perigon Wealth Management, LLC | 63,265 | $437.9 萬 | 0.13% | +170.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 64,200 | $444.4 萬 | 0.03% | +64,200 | 新進 |
| Pictet Asset Management Holding SA | 64,293 | $445.0 萬 | 0.00% | +47,388+280.3% | 加碼 |
| Logan Capital Management Inc | 67,152 | $464.8 萬 | 0.20% | +67,152 | 新進 |
| Commonwealth Equity Services, LLC | 68,490 | $474.1 萬 | 0.01% | +68,490 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 68,563 | $474.6 萬 | 0.01% | +19,381+39.4% | 加碼 |
| Envestnet Asset Management Inc | 69,117 | $478.4 萬 | 0.00% | +49,222+247.4% | 加碼 |
| Korea Investment CORP | 70,761 | $489.8 萬 | 0.01% | +70,761 | 新進 |
| Wells Fargo & Company | 70,841 | $490.4 萬 | 0.00% | +28,537+67.5% | 加碼 |
| Natixis Advisors, L.P. | 70,940 | $491.0 萬 | 0.01% | +70,940 | 新進 |
| Discovery Capital Management, LLC | 72,500 | $501.8 萬 | 0.68% | +72,500 | 新進 |
| Verition Fund Management LLC | 73,389 | $508.0 萬 | 0.05% | +57,486+361.5% | 加碼 |
| Danske Bank A/S | 74,700 | $517.1 萬 | 0.02% | +74,700 | 新進 |
| EPIQ Capital Group, LLC | 74,782 | $517.6 萬 | 2.06% | −3,944−5.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 76,340 | $528.4 萬 | 0.01% | +67,486+762.2% | 加碼 |
| Glenmede Trust Co NA | 78,313 | $542.1 萬 | 0.03% | +13,082+20.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 80,333 | $556.1 萬 | 0.06% | +68,925+604.2% | 加碼 |
| Royal Bank of Canada | 82,545 | $571.4 萬 | 0.00% | −8,483−9.3% | 減碼 |
| Creative Planning | 88,800 | $614.7 萬 | 0.01% | +78,690+778.3% | 加碼 |
| CIBC World Markets Inc. | 89,224 | $617.6 萬 | 0.02% | +89,224 | 新進 |
| State of New Jersey Common Pension Fund D | 93,784 | $649.2 萬 | 0.02% | +5,881+6.7% | 加碼 |
| Stifel Financial Corp | 94,973 | $657.4 萬 | 0.01% | +73,810+348.8% | 加碼 |
| Treasurer of the State of North Carolina | 96,076 | $665.0 萬 | 0.03% | −64−0.1% | 減碼 |
| Public Employees Retirement System of Ohio | 98,717 | $683.3 萬 | 0.03% | −40,962−29.3% | 減碼 |
| HighTower Advisors, LLC | 99,285 | $687.0 萬 | 0.01% | +90,938+1,089.5% | 加碼 |
| CI Private Wealth, LLC | 101,232 | $700.7 萬 | 0.01% | −1,986−1.9% | 減碼 |
| HRT Financial LP | 112,555 | $779.1 萬 | 0.05% | −284,118−71.6% | 減碼 |
| Polar Asset Management Partners Inc. | 115,200 | $797.4 萬 | 0.21% | −188,300−62.0% | 減碼 |
| Eos Management, L.P. | 115,987 | $802.9 萬 | 3.31% | −22,002−15.9% | 減碼 |
| Barclays PLC | 117,953 | $816.5 萬 | 0.00% | +59,234+100.9% | 加碼 |
| Employees Retirement System of Texas | 119,022 | $823.9 萬 | 0.09% | −8,574−6.7% | 減碼 |
| Tudor Investment Corp Et Al | 121,455 | $840.7 萬 | 0.10% | +121,455 | 新進 |
| Hampton Road Capital Management LP | 121,690 | $842.3 萬 | 1.12% | +121,690 | 新進 |
| DekaBank Deutsche Girozentrale | 128,222 | $872.6 萬 | 0.02% | +125,186+4,123.4% | 加碼 |
| American Century Companies Inc | 129,043 | $893.2 萬 | 0.01% | +102,247+381.6% | 加碼 |
| RBF Capital, LLC | 129,955 | $899.5 萬 | 0.51% | 00.0% | 不變 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 130,800 | $905.4 萬 | 0.20% | +130,800 | 新進 |
| Renaissance Capital LLC | 132,136 | $914.6 萬 | 4.75% | −2,031−1.5% | 減碼 |
| State of Wisconsin Investment Board | 133,553 | $924.5 萬 | 0.02% | −30,496−18.6% | 減碼 |
| O'Neil Global Advisors, Inc. | 133,900 | $926.9 萬 | 11.43% | +133,900 | 新進 |
| Ameriprise Financial Inc | 134,257 | $929.4 萬 | 0.00% | −844,841−86.3% | 減碼 |
| Cresset Asset Management, LLC | 136,016 | $941.5 萬 | 0.05% | −38,500−22.1% | 減碼 |
| New York State Common Retirement Fund | 136,820 | $947.1 萬 | 0.01% | −17,575−11.4% | 減碼 |
| Lazard Asset Management LLC | 138,515 | $958.8 萬 | 0.01% | +134,402+3,267.7% | 加碼 |
| 1832 Asset Management L.P. | 138,900 | $961.5 萬 | 0.02% | +138,900 | 新進 |
| Wellington Management Group LLP | 140,325 | $971.3 萬 | 0.00% | −41,708−22.9% | 減碼 |
| Picton Mahoney Asset Management | 140,884 | $975.3 萬 | 0.41% | +55,909+65.8% | 加碼 |