跳到主要內容

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 季與 2024 年第 1 季比較

持有 AppLovin Corp 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

APP 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數5126607+101
股數1.68 億27.2 萬1.80 億+1,265 萬 (+7.6%)
市值$115.9 億$1,927 萬$149.9 億+$34.2 億 (+29.6%)

6 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(149 家)

2024 年第 2 季季末持有 AppLovin Corp、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 149 家。

2024 年第 2 季新進 APP 的機構
機構股數市值佔組合 %
Fred Alger Management, LLC3,492,613$2.91 億1.41%
Palestra Capital Management LLC918,256$7,642 萬3.02%
Perpetual Ltd751,551$6,254 萬0.68%
Neuberger Berman Group LLC409,899$3,411 萬0.03%
Worldquant Millennium Advisors LLC376,378$3,132 萬0.29%
National Pension Service347,900$2,895 萬0.03%
Arrowstreet Capital, Limited Partnership324,162$2,698 萬0.02%
Seven Grand Managers, LLC200,000$1,664 萬7.52%
Broad Bay Capital Management, LP190,700$1,587 萬2.17%
WT Asset Management Ltd149,400$1,243 萬1.21%
Mirae Asset Global ETFs Holdings Ltd.121,032$1,007 萬0.02%
MAI Capital Management112,754$938.3 萬0.09%
Alta Fox Capital Management, LLC102,500$853.0 萬5.42%
PEAK6 Investments LLC99,422$827.4 萬0.38%
Twin Tree Management, LP73,108$608.4 萬0.18%
Achmea Investment Management B.V.69,161$575.5 萬0.10%
Bridgewater Associates, LP60,647$504.7 萬0.03%
Marsico Capital Management LLC60,577$504.1 萬0.15%
MML Investors Services, LLC58,657$488.1 萬0.02%
Summit Partners Public Asset Management, LLC57,000$474.4 萬0.22%
FIL Ltd56,657$471.5 萬0.00%
LGT Group Foundation48,109$400.4 萬0.06%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)41,400$344.5 萬0.04%
Ibex Wealth Advisors39,902$332.1 萬0.52%
Envestnet Portfolio Solutions, Inc.39,547$329.1 萬0.01%
Aptus Capital Advisors, LLC33,374$277.7 萬0.05%
Second Line Capital, LLC33,313$277.2 萬0.85%
Horizon Investment Services, LLC28,821$239.8 萬1.13%
Jennison Associates LLC28,305$235.6 萬0.00%
APG Asset Management N.V.28,880$224.2 萬0.00%
Nebula Research & Development LLC25,044$208.4 萬0.34%
Shellback Capital, LP25,000$208.1 萬0.15%
Entropy Technologies, LP24,109$200.6 萬0.22%
Pitcairn Co20,868$173.7 萬0.11%
Paradiem, LLC17,790$148.0 萬0.37%
Linden Thomas Advisory Services, LLC17,340$144.3 萬0.22%
Jacobs Levy Equity Management, Inc16,623$138.3 萬0.01%
Graham Capital Management, L.P.15,896$132.3 萬0.05%
Trilogy Capital Inc.14,627$121.7 萬0.07%
Park Avenue Securities LLC14,356$119.5 萬0.01%
Shelton Wealth Management, LLC13,509$112.4 萬0.67%
Redwood Investment Management, LLC16,700$112.2 萬0.10%
California First Leasing Corp12,321$102.5 萬0.46%
Venture Visionary Partners LLC11,706$97.4 萬0.04%
Versor Investments LP11,600$96.5 萬0.18%
Counterpoint Mutual Funds LLC10,862$90.4 萬0.21%
Wolverine Trading, LLC10,764$89.6 萬0.01%
Y-Intercept (Hong Kong) Ltd10,205$84.9 萬0.05%
Avantax Advisory Services, Inc.9,925$82.6 萬0.01%
Applied Finance Capital Management, LLC9,483$78.9 萬0.04%
Williamson Legacy Group, LLC8,781$73.1 萬0.54%
Kestra Advisory Services, LLC8,498$70.7 萬0.00%
Affinity Investment Advisors, LLC8,175$68.0 萬0.51%
Wright Investors Service Inc8,010$66.7 萬0.18%
Capital Impact Advisors, LLC7,788$64.8 萬1.82%
Sandia Investment Management LP7,500$62.4 萬0.79%
Ritholtz Wealth Management7,474$62.2 萬0.02%
Meiji Yasuda Life Insurance Co7,260$60.4 萬0.01%
Chase Investment Counsel Corp7,172$59.6 萬0.21%
AustralianSuper Pty Ltd6,670$55.5 萬0.00%
Mount Lucas Management LP6,559$54.6 萬0.19%
Schonfeld Strategic Advisors LLC6,034$50.2 萬0.00%
TD Waterhouse Canada Inc.3,178$50.1 萬0.00%
RSM US Wealth Management LLC5,802$49.1 萬0.01%
Stratos Wealth Partners, LTD.5,831$48.5 萬0.01%
Sherbrooke Park Advisers LLC5,501$45.8 萬0.08%
Level Four Advisory Services, LLC5,479$45.6 萬0.02%
Diametric Capital, LP5,475$45.6 萬0.25%
One Wealth Advisors, LLC5,642$43.7 萬0.09%
Corebridge Financial, Inc.5,218$43.4 萬0.00%
Yeomans Consulting Group, Inc.5,013$41.7 萬0.16%
Bokf, NA4,957$41.3 萬0.01%
Pittenger & Anderson Inc4,940$41.1 萬0.02%
Sheets Smith Wealth Management4,866$40.5 萬0.05%
Lake Street Advisors Group, LLC4,861$40.5 萬0.02%
Verdence Capital Advisors LLC4,816$40.1 萬0.04%
Ashton Thomas Securities, LLC4,676$39.6 萬0.10%
iA Global Asset Management Inc.4,749$39.5 萬0.01%
Shay Capital LLC4,500$37.4 萬0.10%
Independent Financial Group, LLC4,221$35.1 萬0.01%
Sivia Capital Partners, LLC4,077$33.9 萬0.23%
Burney Co4,056$33.8 萬0.01%
FDx Advisors, Inc.4,000$33.3 萬0.09%
Asahi Life Asset Management Co., Ltd.3,960$33.0 萬0.23%
Corton Capital Inc.3,957$32.9 萬0.17%
Left Brain Wealth Management, LLC3,955$32.9 萬0.15%
Capula Management Ltd3,638$30.3 萬0.00%
Spire Wealth Management3,600$30.0 萬0.01%
Advisory Services Network, LLC3,516$29.3 萬0.01%
CSS LLC3,500$29.1 萬0.02%
Wealth Alliance3,385$28.2 萬0.04%
C M Bidwell & Associates Ltd3,318$27.6 萬0.18%
Greenland Capital Management LP3,301$27.5 萬0.06%
Yousif Capital Management, LLC3,258$27.1 萬0.00%
Garden State Investment Advisory Services LLC3,212$26.7 萬0.09%
Hamilton Wealth, LLC3,104$25.8 萬0.07%
Dynasty Wealth Management, LLC3,022$25.1 萬0.01%
United Bank3,000$25.0 萬0.03%
Woodline Partners LP2,942$24.5 萬0.00%
Great Valley Advisor Group, Inc.2,777$23.1 萬0.01%

清倉機構(48 家)

2024 年第 1 季季末持有 AppLovin Corp、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 APP 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Blackstone Group Inc.450,000$3,115 萬
Point72 Asset Management, L.P.208,020$1,440 萬
Capital Fund Management S.A.162,574$1,125 萬
Renaissance Capital LLC132,136$914.6 萬
Hampton Road Capital Management LP121,690$842.3 萬
HRT Financial LP112,555$779.1 萬
ExodusPoint Capital Management, LP51,828$358.7 萬
Collaborative Holdings Management LP40,400$279.6 萬
Bayesian Capital Management, LP40,192$278.2 萬
IMC-Chicago, LLC36,878$255.3 萬
NewEdge Wealth, LLC32,828$237.9 萬
Virtu Financial LLC31,062$215.0 萬
Citizens Financial Group Inc30,015$207.8 萬
Aigen Investment Management, LP23,232$160.8 萬
Twinbeech Capital LP16,775$116.1 萬
Jump Financial, LLC16,501$114.2 萬
J. Goldman & Co LP15,788$109.3 萬
XTX Topco Ltd14,884$103.0 萬
Landscape Capital Management, L.L.C.14,178$98.1 萬
Engineers Gate Manager LP12,936$89.5 萬
Duality Advisers, LP12,878$89.1 萬
Alpha DNA Investment Management LLC11,031$76.4 萬
Washington Harbour Partners LP9,800$67.8 萬
Prelude Capital Management, LLC8,754$60.6 萬
Axq Capital, LP8,400$58.1 萬
SeaCrest Wealth Management, LLC5,590$38.7 萬
Evoke Wealth, LLC5,086$35.2 萬
VGI Partners Ltd5,000$34.6 萬
Brevan Howard Capital Management LP4,551$31.5 萬
Blueshift Asset Management, LLC4,255$29.5 萬
Oak Thistle LLC4,106$28.4 萬
Essex Financial Services, Inc.3,929$27.2 萬
Polymer Capital Management (HK) LTD3,800$26.3 萬
Catalyst Funds Management Pty Ltd3,300$22.8 萬
Cinctive Capital Management LP3,246$22.5 萬
SkyOak Wealth, LLC3,229$22.4 萬
Wesbanco Bank Inc3,000$20.8 萬
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,284$15.8 萬
American International Group, Inc.2,090$14.5 萬
West Tower Group, LLC1,000$6.92 萬
Walleye Capital LLC431$2.98 萬
Mark Sheptoff Financial Planning, LLC300$2.08 萬
Atlantic Edge Private Wealth Management, LLC80$5,538
Naples Money Management LLC50$3,461
Fifth Third Bancorp21$1,454
First Manhattan Co20$1,384
Sofos Investments, Inc.8$553
Abound Wealth Management2$139

尚未申報 2024 年第 2 季的機構(6 家)

2024 年第 1 季季末持有 AppLovin Corp、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 APP、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Credit Suisse AG159,345$1,103 萬
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund43,700$302.5 萬
Watts Gwilliam & Co., LLC27,455$229.1 萬
Van Leeuwen & Company, LLC30,904$213.9 萬
Shell Asset Management Co5,929$49.3 萬
Degroof Petercam Asset Management4,200$29.1 萬