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 |
|---|---|---|---|---|---|
| Vinva Investment Management Ltd | 37,756 | $261.3 萬 | 0.15% | +37,756 | 新進 |
| Handelsbanken Fonder AB | 37,600 | $260.3 萬 | 0.01% | +5,200+16.0% | 加碼 |
| IMC-Chicago, LLC | 36,878 | $255.3 萬 | 0.09% | +13,612+58.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 36,119 | $250.0 萬 | 0.01% | +36,119 | 新進 |
| Caption Management, LLC | 34,910 | $241.6 萬 | 0.27% | −59,745−63.1% | 減碼 |
| NewEdge Wealth, LLC | 32,828 | $237.9 萬 | 0.05% | +32,828 | 新進 |
| Bank of Montreal | 33,827 | $235.1 萬 | 0.00% | +19,707+139.6% | 加碼 |
| Pacer Advisors, Inc. | 33,324 | $230.7 萬 | 0.01% | −3,763−10.1% | 減碼 |
| Watts Gwilliam & Co., LLC | 27,455 | $229.1 萬 | 0.71% | +27,455 | 新進 |
| Estate Counselors, LLC | 32,595 | $225.6 萬 | 0.26% | +32,595 | 新進 |
| BI Asset Management Fondsmaeglerselskab A/S | 32,439 | $224.5 萬 | 0.04% | −8,885−21.5% | 減碼 |
| GSG Advisors LLC | 30,110 | $219.4 萬 | 0.81% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 31,641 | $219.0 萬 | 0.02% | +31,641 | 新進 |
| Donoghue Forlines LLC | 31,604 | $218.8 萬 | 0.62% | −8,709−21.6% | 減碼 |
| Virtu Financial LLC | 31,062 | $215.0 萬 | 0.16% | +11,883+62.0% | 加碼 |
| Van Leeuwen & Company, LLC | 30,904 | $213.9 萬 | 1.08% | +30,904 | 新進 |
| Eagle Asset Management Inc | 30,859 | $213.4 萬 | 0.01% | −1,485−4.6% | 減碼 |
| Harvest Investment Services, LLC | 30,569 | $211.6 萬 | 0.85% | −20,056−39.6% | 減碼 |
| Savant Capital, LLC | 30,363 | $210.2 萬 | 0.02% | +30,363 | 新進 |
| Citizens Financial Group Inc | 30,015 | $207.8 萬 | 0.07% | +30,015 | 新進 |
| Altshuler Shaham Ltd | 29,203 | $202.1 萬 | 0.08% | +29,203 | 新進 |
| Shelton Capital Management | 29,000 | $200.7 萬 | 0.06% | −1,800−5.8% | 減碼 |
| Man Group plc | 28,673 | $198.5 萬 | 0.01% | −189,935−86.9% | 減碼 |
| Alps Advisors Inc | 28,414 | $196.7 萬 | 0.01% | +3,882+15.8% | 加碼 |
| Highland Capital Management, LLC | 28,120 | $194.6 萬 | 0.11% | +153+0.5% | 加碼 |
| Tredje AP-fonden | 27,599 | $191.0 萬 | 0.02% | +27,599 | 新進 |
| First Trust Investment Solutions L.P. | 27,489 | $190.3 萬 | 0.34% | −4,700−14.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 26,713 | $184.9 萬 | 0.01% | +1,486+5.9% | 加碼 |
| DnB Asset Management AS | 26,604 | $184.2 萬 | 0.01% | +26,604 | 新進 |
| Centaurus Financial, Inc. | 26,396 | $182.7 萬 | 0.13% | +26,396 | 新進 |
| Oppenheimer & Co Inc | 25,968 | $179.8 萬 | 0.03% | +12,542+93.4% | 加碼 |
| Alpine Woods Capital Investors, LLC | 25,000 | $176.3 萬 | 0.35% | +2,500+11.1% | 加碼 |
| Storebrand Asset Management AS | 24,761 | $171.4 萬 | 0.01% | +24,761 | 新進 |
| Plato Investment Management Ltd | 24,010 | $166.2 萬 | 0.17% | +14,887+163.2% | 加碼 |
| Xponance, Inc. | 23,664 | $163.8 萬 | 0.02% | +10,000+73.2% | 加碼 |
| Aigen Investment Management, LP | 23,232 | $160.8 萬 | 0.35% | −12,874−35.7% | 減碼 |
| M&T Bank Corp | 23,163 | $160.4 萬 | 0.01% | +1,503+6.9% | 加碼 |
| Strategic Global Advisors, LLC | 22,990 | $159.1 萬 | 0.34% | −648−2.7% | 減碼 |
| Convergence Investment Partners, LLC | 22,849 | $158.2 萬 | 0.61% | +11,260+97.2% | 加碼 |
| Canada Pension Plan Investment Board | 22,700 | $157.1 萬 | 0.00% | +12,300+118.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 22,373 | $154.8 萬 | 0.15% | +2,237+11.1% | 加碼 |
| JustInvest LLC | 22,130 | $153.2 萬 | 0.03% | +128+0.6% | 加碼 |
| Cohen Capital Management, Inc. | 22,098 | $153.0 萬 | 0.27% | −390−1.7% | 減碼 |
| British Columbia Investment Management Corp | 21,490 | $148.8 萬 | 0.01% | +21,490 | 新進 |
| FORA Capital, LLC | 21,466 | $148.6 萬 | 0.12% | −56,048−72.3% | 減碼 |
| Occudo Quantitative Strategies LP | 21,422 | $148.3 萬 | 0.26% | −13,373−38.4% | 減碼 |
| LPL Financial LLC | 20,941 | $145.0 萬 | 0.00% | +7,728+58.5% | 加碼 |
| Cornercap Investment Counsel Inc | 20,137 | $139.4 萬 | 0.21% | +20,137 | 新進 |
| Caxton Associates LP | 18,519 | $128.2 萬 | 0.09% | +9,137+97.4% | 加碼 |
| LMG Wealth Partners, LLC | 18,438 | $127.6 萬 | 0.32% | +18,438 | 新進 |
| Castleark Management LLC | 18,250 | $126.3 萬 | 0.05% | +4,950+37.2% | 加碼 |
| Principal Financial Group Inc | 18,007 | $124.6 萬 | 0.00% | +2,459+15.8% | 加碼 |
| Empowered Funds, LLC | 17,835 | $123.5 萬 | 0.02% | +17,835 | 新進 |
| Calamos Advisors LLC | 17,731 | $122.7 萬 | 0.01% | +17,731 | 新進 |
| Legacy Advisors, LLC | 19,191 | $122.4 萬 | 0.15% | +19,191 | 新進 |
| Public Employees Retirement Association of Colorado | 17,614 | $121.9 萬 | 0.01% | −25−0.1% | 減碼 |
| Nissay Asset Management Corp | 17,565 | $121.6 萬 | 0.01% | +17,565 | 新進 |
| Pathstone Holdings, LLC | 17,470 | $120.9 萬 | 0.01% | +3,695+26.8% | 加碼 |
| Altfest L J & Co Inc | 17,423 | $120.6 萬 | 0.18% | +7,115+69.0% | 加碼 |
| Toronto Dominion Bank | 17,235 | $119.3 萬 | 0.00% | +17,235 | 新進 |
| Condor Capital Management | 17,136 | $118.6 萬 | 0.12% | +17,136 | 新進 |
| Adviser Investments LLC | 16,836 | $116.5 萬 | 0.02% | 00.0% | 不變 |
| Twinbeech Capital LP | 16,775 | $116.1 萬 | 0.02% | −330,177−95.2% | 減碼 |
| Jump Financial, LLC | 16,501 | $114.2 萬 | 0.03% | −75,919−82.1% | 減碼 |
| Maryland State Retirement & Pension System | 16,163 | $114.0 萬 | 0.02% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 16,350 | $113.1 萬 | 0.03% | +16,350 | 新進 |
| Acadian Asset Management LLC | 16,339 | $112.7 萬 | 0.00% | +15,590+2,081.4% | 加碼 |
| Janney Montgomery Scott LLC | 16,146 | $111.8 萬 | 0.00% | +10,099+167.0% | 加碼 |
| Cumberland Partners Ltd | 16,000 | $110.8 萬 | 0.08% | +16,000 | 新進 |
| J. Goldman & Co LP | 15,788 | $109.3 萬 | 0.05% | +15,788 | 新進 |
| Zacks Investment Management | 15,719 | $108.8 萬 | 0.01% | +15,719 | 新進 |
| Pallas Capital Advisors LLC | 15,632 | $108.2 萬 | 0.05% | +628+4.2% | 加碼 |
| Kestra Private Wealth Services, LLC | 15,588 | $107.9 萬 | 0.02% | +15,588 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,454 | $107.0 萬 | 0.01% | +15,454 | 新進 |
| XTX Topco Ltd | 14,884 | $103.0 萬 | 0.14% | +3,587+31.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 14,629 | $101.3 萬 | 0.00% | +7,536+106.2% | 加碼 |
| Elo Mutual Pension Insurance Co | 14,511 | $100.4 萬 | 0.02% | +14,511 | 新進 |
| The PNC Financial Services Group, Inc. | 14,307 | $99.0 萬 | 0.00% | −14,555−50.4% | 減碼 |
| Cetera Investment Advisers | 14,222 | $98.4 萬 | 0.00% | +14,222 | 新進 |
| Numerai GP LLC | 14,201 | $98.3 萬 | 0.42% | −49,630−77.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 14,178 | $98.1 萬 | 0.09% | +14,178 | 新進 |
| MBB Public Markets I LLC | 14,148 | $97.9 萬 | 0.06% | +14,148 | 新進 |
| Allen Investment Management LLC | 14,130 | $97.8 萬 | 0.01% | −8,080−36.4% | 減碼 |
| Prudential Financial Inc | 13,772 | $95.3 萬 | 0.00% | −394,849−96.6% | 減碼 |
| Symmetry Partners, LLC | 13,465 | $93.2 萬 | 0.07% | −1,627−10.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 13,465 | $93.2 萬 | 0.08% | +9,723+259.8% | 加碼 |
| STRS Ohio | 13,459 | $93.1 萬 | 0.00% | −6,830−33.7% | 減碼 |
| Cerity Partners LLC | 13,432 | $93.0 萬 | 0.00% | +13,432 | 新進 |
| State of Alaska, Department of Revenue | 13,310 | $92.1 萬 | 0.01% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 13,173 | $91.2 萬 | 0.21% | 00.0% | 不變 |
| Alpha Family Trust | 13,179 | $91.1 萬 | 0.55% | −13,179−50.0% | 減碼 |
| TD Asset Management Inc | 12,942 | $89.6 萬 | 0.00% | +12,942 | 新進 |
| Engineers Gate Manager LP | 12,936 | $89.5 萬 | 0.02% | −121,586−90.4% | 減碼 |
| Duality Advisers, LP | 12,878 | $89.1 萬 | 0.09% | −71,658−84.8% | 減碼 |
| Hillsdale Investment Management Inc. | 12,600 | $87.2 萬 | 0.07% | −300−2.3% | 減碼 |
| Swedbank AB | 12,562 | $87.0 萬 | 0.00% | +12,562 | 新進 |
| Paloma Partners Management Co | 12,408 | $85.9 萬 | 0.12% | +12,408 | 新進 |
| Friedenthal Financial | 12,331 | $85.4 萬 | 0.53% | +12,331 | 新進 |
| Amalgamated Bank | 12,235 | $84.7 萬 | 0.01% | −37,153−75.2% | 減碼 |
| Quantbot Technologies LP | 11,735 | $81.2 萬 | 0.05% | −2,041−14.8% | 減碼 |