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 2 季 13F 持有人
AppLovin Corp 在 2024/6/30 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
- 607
- 較 2024 年第 1 季 +101 家
- 持有股數
- 1.80 億
- 較 2024 年第 1 季 +1,265 萬 (+7.6%)
- 總市值
- $149.9 億
- 較 2024 年第 1 季 +$34.2 億 (+29.6%)
- 新進機構
- 149
- 另有 262 家加碼
- 清倉機構
- 48
- 另有 160 家減碼
另有 6 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 19,103,230 | $15.9 億 | 0.03% | +4,393,823+29.9% | 加碼 |
| GQG Partners LLC | 13,289,036 | $11.1 億 | 1.68% | −9,357,153−41.3% | 減碼 |
| BlackRock Inc. | 13,050,803 | $10.9 億 | 0.02% | +2,156,153+19.8% | 加碼 |
| WCM Investment Management, LLC | 9,791,400 | $8.14 億 | 1.92% | +2,604,338+36.2% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 5,702,438 | $4.75 億 | 3.85% | +382,767+7.2% | 加碼 |
| Boston Private Wealth LLC | 5,511,632 | $4.59 億 | 11.35% | −241,190−4.2% | 減碼 |
| State Street Corp | 4,959,604 | $4.13 億 | 0.02% | +1,150,653+30.2% | 加碼 |
| Bank of America Corp | 4,040,429 | $3.36 億 | 0.03% | +569,892+16.4% | 加碼 |
| Spruce House Investment Management LLC | 3,600,000 | $3.00 億 | 19.73% | −1,400,000−28.0% | 減碼 |
| Geode Capital Management, LLC | 3,496,894 | $2.91 億 | 0.03% | +335,537+10.6% | 加碼 |
| Fred Alger Management, LLC | 3,492,613 | $2.91 億 | 1.41% | +3,492,613 | 新進 |
| Two Sigma Advisers, LP | 3,353,414 | $2.79 億 | 0.62% | +513,800+18.1% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,331,792 | $2.77 億 | 8.34% | −558,775−14.4% | 減碼 |
| Whale Rock Capital Management LLC | 3,210,352 | $2.67 億 | 3.79% | +391,378+13.9% | 加碼 |
| Sapient Capital LLC | 2,940,234 | $2.45 億 | 5.09% | −1,008,618−25.5% | 減碼 |
| Two Sigma Investments, LP | 2,528,678 | $2.10 億 | 0.50% | +334,410+15.2% | 加碼 |
| Morgan Stanley | 2,464,637 | $2.05 億 | 0.02% | −250,437−9.2% | 減碼 |
| Norges Bank | 2,370,308 | $1.97 億 | 0.03% | +606,327+34.4% | 加碼 |
| Coatue Management LLC大師Coatue | 2,288,403 | $1.90 億 | 0.74% | +1,134,983+98.4% | 加碼 |
| Kensico Capital Management Corp | 2,101,800 | $1.75 億 | 5.45% | −47,900−2.2% | 減碼 |
| NetEase, Inc. | 1,943,257 | $1.62 億 | 93.44% | −1,412,848−42.1% | 減碼 |
| Janus Henderson Group PLC | 1,790,242 | $1.49 億 | 0.08% | +1,779,595+16,714.5% | 加碼 |
| Goldman Sachs Group Inc | 1,666,177 | $1.39 億 | 0.03% | −140,882−7.8% | 減碼 |
| Lord, Abbett & Co. LLC | 1,496,685 | $1.25 億 | 0.41% | +771,755+106.5% | 加碼 |
| 1832 Asset Management L.P. | 1,496,300 | $1.25 億 | 0.23% | +1,357,400+977.2% | 加碼 |
| Dimensional Fund Advisors LP | 1,494,516 | $1.24 億 | 0.03% | +322,563+27.5% | 加碼 |
| Panview Asian Equity Master Fund | 1,475,000 | $1.23 億 | 30.97% | +85,000+6.1% | 加碼 |
| First Trust Advisors LP | 1,327,281 | $1.10 億 | 0.11% | −120,352−8.3% | 減碼 |
| Charles Schwab Investment Management Inc | 1,325,912 | $1.10 億 | 0.02% | +25,042+1.9% | 加碼 |
| Northern Trust Corp | 1,262,926 | $1.05 億 | 0.02% | +65,333+5.5% | 加碼 |
| Price T Rowe Associates Inc | 1,260,934 | $1.05 億 | 0.01% | +723,997+134.8% | 加碼 |
| JPMorgan Chase & Co | 1,257,285 | $1.05 億 | 0.01% | +843,792+204.1% | 加碼 |
| Qube Research & Technologies Ltd | 1,247,681 | $1.04 億 | 0.19% | −90,898−6.8% | 減碼 |
| FMR LLC | 1,092,099 | $9,088 萬 | 0.01% | +442,113+68.0% | 加碼 |
| Raymond James & Associates | 1,083,866 | $9,020 萬 | 0.06% | −461,971−29.9% | 減碼 |
| Spyglass Capital Management LLC | 1,048,239 | $8,723 萬 | 6.39% | −406,385−27.9% | 減碼 |
| Invesco Ltd. | 974,505 | $8,110 萬 | 0.02% | −141,119−12.6% | 減碼 |
| Bank of New York Mellon Corp | 964,068 | $8,023 萬 | 0.02% | +111,718+13.1% | 加碼 |
| Palestra Capital Management LLC | 918,256 | $7,642 萬 | 3.02% | +918,256 | 新進 |
| Clearbridge Investments, LLC | 893,344 | $7,434 萬 | 0.06% | +376,835+73.0% | 加碼 |
| No Street GP LP | 850,000 | $7,074 萬 | 5.98% | −1,325,000−60.9% | 減碼 |
| Citadel Advisors LLC | 812,999 | $6,766 萬 | 0.07% | −1,814,476−69.1% | 減碼 |
| Greenstone Partners & Co., LLC | 796,837 | $6,631 萬 | 27.70% | 00.0% | 不變 |
| Federated Hermes, Inc. | 793,886 | $6,607 萬 | 0.16% | +178,202+28.9% | 加碼 |
| Nuveen Asset Management, LLC | 766,339 | $6,377 萬 | 0.02% | −65,156−7.8% | 減碼 |
| Keenan Capital, LLC | 758,290 | $6,310 萬 | 15.45% | −164,740−17.8% | 減碼 |
| Perpetual Ltd | 751,551 | $6,254 萬 | 0.68% | +751,551 | 新進 |
| UBS Asset Management Americas Inc | 744,892 | $6,199 萬 | 0.02% | +235,290+46.2% | 加碼 |
| Schroder Investment Management Group | 736,916 | $6,133 萬 | 0.07% | −48,227−6.1% | 減碼 |
| Franklin Resources Inc | 727,862 | $6,057 萬 | 0.02% | +348,446+91.8% | 加碼 |
| Jane Street Group, LLC | 672,067 | $5,593 萬 | 0.06% | +13,395+2.0% | 加碼 |
| Amundi | 596,775 | $5,190 萬 | 0.02% | −35,229−5.6% | 減碼 |
| UBS Group AG | 620,971 | $5,168 萬 | 0.02% | +406,373+189.4% | 加碼 |
| Balyasny Asset Management LLC | 601,132 | $5,003 萬 | 0.13% | +596,135+11,929.9% | 加碼 |
| Voloridge Investment Management, LLC | 593,592 | $4,940 萬 | 0.18% | +84,055+16.5% | 加碼 |
| Jackson Square Partners, LLC | 560,946 | $4,668 萬 | 2.85% | −229,804−29.1% | 減碼 |
| Envestnet Asset Management Inc | 549,453 | $4,573 萬 | 0.02% | +480,336+695.0% | 加碼 |
| KBC Group NV | 538,703 | $4,483 萬 | 0.14% | +529,592+5,812.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 537,469 | $4,473 萬 | 2.34% | −53,796−9.1% | 減碼 |
| Swiss National Bank | 532,090 | $4,428 萬 | 0.03% | −4,700−0.9% | 減碼 |
| SEI Investments Co | 515,665 | $4,291 萬 | 0.06% | +224,306+77.0% | 加碼 |
| Millennium Management LLC | 497,312 | $4,139 萬 | 0.03% | +193,896+63.9% | 加碼 |
| Legal & General Group Plc | 492,602 | $4,099 萬 | 0.01% | +202,319+69.7% | 加碼 |
| Ameriprise Financial Inc | 491,678 | $4,088 萬 | 0.01% | +357,421+266.2% | 加碼 |
| California Public Employees Retirement System | 479,870 | $3,993 萬 | 0.03% | +89,571+22.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 473,102 | $3,937 萬 | 0.10% | +285,620+152.3% | 加碼 |
| Van Eck Associates Corp | 462,935 | $3,853 萬 | 0.05% | −152,964−24.8% | 減碼 |
| Tudor Investment Corp Et Al | 449,780 | $3,743 萬 | 0.42% | +328,325+270.3% | 加碼 |
| Scout Investments, Inc. | 435,206 | $3,622 萬 | 0.97% | −126,244−22.5% | 減碼 |
| Delta Global Management LP | 429,509 | $3,574 萬 | 2.38% | +132,724+44.7% | 加碼 |
| Neuberger Berman Group LLC | 409,899 | $3,411 萬 | 0.03% | +409,899 | 新進 |
| Smith Group Asset Management, LLC | 382,804 | $3,186 萬 | 2.83% | +16,449+4.5% | 加碼 |
| Russell Investments Group, Ltd. | 382,419 | $3,182 萬 | 0.05% | −283,832−42.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 376,378 | $3,132 萬 | 0.29% | +376,378 | 新進 |
| Augustine Asset Management Inc | 372,499 | $3,100 萬 | 11.97% | −21,534−5.5% | 減碼 |
| Renaissance Technologies LLC | 367,300 | $3,057 萬 | 0.05% | −269,300−42.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 363,889 | $3,028 萬 | 0.02% | −27,324−7.0% | 減碼 |
| MGB Wealth Management, LLC | 349,134 | $2,963 萬 | 11.08% | −12,500−3.5% | 減碼 |
| National Pension Service | 347,900 | $2,895 萬 | 0.03% | +347,900 | 新進 |
| Rhumbline Advisers | 327,798 | $2,728 萬 | 0.03% | +85,886+35.5% | 加碼 |
| Steadview Capital Management LLC | 326,100 | $2,714 萬 | 9.11% | +23,600+7.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 324,162 | $2,698 萬 | 0.02% | +324,162 | 新進 |
| Korea Investment CORP | 322,310 | $2,682 萬 | 0.07% | +251,549+355.5% | 加碼 |
| Teacher Retirement System of Texas | 296,557 | $2,468 萬 | 0.14% | +33,644+12.8% | 加碼 |
| California State Teachers Retirement System | 296,146 | $2,465 萬 | 0.03% | +54,949+22.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 283,779 | $2,362 萬 | 0.04% | −57,044−16.7% | 減碼 |
| Munro Partners | 276,419 | $2,300 萬 | 0.85% | −175,316−38.8% | 減碼 |
| Ci Investments Inc. | 276,131 | $2,298 萬 | 0.09% | −94,551−25.5% | 減碼 |
| Citigroup Inc | 272,009 | $2,264 萬 | 0.02% | +92,145+51.2% | 加碼 |
| Braun Stacey Associates Inc | 266,380 | $2,217 萬 | 0.86% | +2,585+1.0% | 加碼 |
| Victory Capital Management Inc | 257,706 | $2,145 萬 | 0.02% | −78,970−23.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 252,977 | $2,105 萬 | 0.05% | +2,336+0.9% | 加碼 |
| AQR Capital Management LLC | 251,842 | $2,096 萬 | 0.03% | −493,872−66.2% | 減碼 |
| Blue Grotto Capital, LLC | 251,752 | $2,095 萬 | 4.21% | −174,622−41.0% | 減碼 |
| Lazard Asset Management LLC | 244,407 | $2,034 萬 | 0.03% | +105,892+76.4% | 加碼 |
| Deutsche Bank AG | 242,971 | $2,022 萬 | 0.01% | +53,332+28.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 241,203 | $2,007 萬 | 0.21% | +160,870+200.3% | 加碼 |
| 3G Capital Partners LP | 235,000 | $1,956 萬 | 7.52% | −90,000−27.7% | 減碼 |
| American Century Companies Inc | 232,378 | $1,934 萬 | 0.01% | +103,335+80.1% | 加碼 |
| Discovery Capital Management, LLC | 230,500 | $1,918 萬 | 2.54% | +158,000+217.9% | 加碼 |