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 |
|---|---|---|---|---|---|
| NetEase, Inc. | 3,356,105 | $2.32 億 | 95.22% | −157,226−4.5% | 減碼 |
| Bank of America Corp | 3,470,537 | $2.40 億 | 0.02% | +2,961,229+581.4% | 加碼 |
| State Street Corp | 3,808,951 | $2.64 億 | 0.01% | +684,019+21.9% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,890,567 | $2.69 億 | 7.19% | +2,525,240+185.0% | 加碼 |
| Sapient Capital LLC | 3,948,852 | $2.73 億 | 6.05% | −193,110−4.7% | 減碼 |
| Spruce House Investment Management LLC | 5,000,000 | $3.46 億 | 24.89% | 00.0% | 不變 |
| Lone Pine Capital LLC大師孤松資本 | 5,319,671 | $3.68 億 | 2.91% | +5,319,671 | 新進 |
| Boston Private Wealth LLC | 5,752,822 | $3.98 億 | 8.88% | −1,265,274−18.0% | 減碼 |
| WCM Investment Management, LLC | 7,187,062 | $4.97 億 | 1.18% | +7,187,062 | 新進 |
| BlackRock Inc. | 10,894,650 | $7.54 億 | 0.02% | +2,176,408+25.0% | 加碼 |
| Vanguard Group Inc | 14,709,407 | $10.2 億 | 0.02% | −729,321−4.7% | 減碼 |
| GQG Partners LLC | 22,646,189 | $15.7 億 | 2.52% | −3,043,593−11.8% | 減碼 |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −949,752−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −573,795−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −435,465−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | 清倉 |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −163,624−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −124,819−100.0% | 清倉 |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −110,760−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −75,837−100.0% | 清倉 |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −64,383−100.0% | 清倉 |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −58,200−100.0% | 清倉 |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −57,374−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −57,326−100.0% | 清倉 |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −55,000−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −52,582−100.0% | 清倉 |
| Formula Growth Ltd | 0 | $0 | 0.00% | −50,000−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −44,543−100.0% | 清倉 |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −38,647−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −36,149−100.0% | 清倉 |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −35,641−100.0% | 清倉 |
| PDT Partners, LLC | 0 | $0 | 0.00% | −35,490−100.0% | 清倉 |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −33,259−100.0% | 清倉 |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −26,014−100.0% | 清倉 |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,090−100.0% | 清倉 |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −22,669−100.0% | 清倉 |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −20,667−100.0% | 清倉 |
| Polianta Ltd | 0 | $0 | 0.00% | −20,500−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,204−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −19,490−100.0% | 清倉 |
| Versor Investments LP | 0 | $0 | 0.00% | −18,210−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −15,766−100.0% | 清倉 |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,762−100.0% | 清倉 |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,041−100.0% | 清倉 |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −13,455−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −13,456−100.0% | 清倉 |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −10,934−100.0% | 清倉 |
| Eight 31 Financial LLC | 0 | $0 | 0.00% | −10,590−100.0% | 清倉 |
| AM Squared Ltd | 0 | $0 | 0.00% | −9,500−100.0% | 清倉 |
| Cipher Capital LP | 0 | $0 | 0.00% | −9,338−100.0% | 清倉 |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −8,748−100.0% | 清倉 |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −8,496−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,484−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,447−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −2,389−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −1,526−100.0% | 清倉 |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −127−100.0% | 清倉 |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | 清倉 |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Investors Research Corp | 0 | $0 | 0.00% | −15−100.0% | 清倉 |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −13−100.0% | 清倉 |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −12−100.0% | 清倉 |
| M&G Investment Management Ltd | – | – | – | – | 本季未申報 |
| Wade G W & Inc | – | – | – | – | 本季未申報 |
| Coppell Advisory Solutions LLC | – | – | – | – | 本季未申報 |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | 本季未申報 |