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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 15,896 | $132.3 萬 | 0.05% | +15,896 | 新進 |
| Elo Mutual Pension Insurance Co | 16,167 | $134.5 萬 | 0.03% | +1,656+11.4% | 加碼 |
| Credit Agricole S A | 16,186 | $134.7 萬 | 0.01% | +9,806+153.7% | 加碼 |
| Altfest L J & Co Inc | 16,242 | $135.2 萬 | 0.18% | −1,181−6.8% | 減碼 |
| Gulf International Bank (UK) Ltd | 16,350 | $136.0 萬 | 0.03% | 00.0% | 不變 |
| Condor Capital Management | 16,432 | $136.7 萬 | 0.13% | −704−4.1% | 減碼 |
| Cornercap Investment Counsel Inc | 16,585 | $138.0 萬 | 0.22% | −3,552−17.6% | 減碼 |
| Jacobs Levy Equity Management, Inc | 16,623 | $138.3 萬 | 0.01% | +16,623 | 新進 |
| Prudential PLC | 16,705 | $139.0 萬 | 0.01% | +12,607+307.6% | 加碼 |
| Adviser Investments LLC | 16,836 | $140.1 萬 | 0.02% | 00.0% | 不變 |
| MetLife Investment Management | 16,860 | $140.3 萬 | 0.01% | +10,810+178.7% | 加碼 |
| Brinker Capital Investments, LLC | 16,875 | $140.4 萬 | 0.01% | +8,670+105.7% | 加碼 |
| Orion Portfolio Solutions, LLC | 16,875 | $140.4 萬 | 0.01% | +8,670+105.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 17,195 | $143.1 萬 | 0.01% | +2,566+17.5% | 加碼 |
| Linden Thomas Advisory Services, LLC | 17,340 | $144.3 萬 | 0.22% | +17,340 | 新進 |
| Public Employees Retirement Association of Colorado | 17,614 | $146.6 萬 | 0.01% | 00.0% | 不變 |
| Amalgamated Bank | 17,725 | $147.5 萬 | 0.01% | +5,490+44.9% | 加碼 |
| Paradiem, LLC | 17,790 | $148.0 萬 | 0.37% | +17,790 | 新進 |
| Bank of Montreal | 17,879 | $148.8 萬 | 0.00% | −15,948−47.1% | 減碼 |
| Empowered Funds, LLC | 18,121 | $150.8 萬 | 0.03% | +286+1.6% | 加碼 |
| Toronto Dominion Bank | 18,135 | $150.9 萬 | 0.00% | +900+5.2% | 加碼 |
| Pathstone Holdings, LLC | 18,824 | $156.7 萬 | 0.01% | +1,354+7.8% | 加碼 |
| Guggenheim Capital LLC | 19,163 | $159.5 萬 | 0.01% | +12,423+184.3% | 加碼 |
| LMG Wealth Partners, LLC | 19,288 | $160.5 萬 | 0.40% | +850+4.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 19,484 | $162.1 萬 | 0.03% | +3,896+25.0% | 加碼 |
| Acadian Asset Management LLC | 19,781 | $164.2 萬 | 0.01% | +3,442+21.1% | 加碼 |
| Maryland State Retirement & Pension System | 20,436 | $170.1 萬 | 0.03% | +4,273+26.4% | 加碼 |
| GSG Advisors LLC | 20,110 | $170.6 萬 | 0.60% | −10,000−33.2% | 減碼 |
| Pitcairn Co | 20,868 | $173.7 萬 | 0.11% | +20,868 | 新進 |
| Mount Yale Investment Advisors, LLC | 20,901 | $173.9 萬 | 0.14% | +17,722+557.5% | 加碼 |
| Hussman Strategic Advisors, Inc. | 21,000 | $174.8 萬 | 0.48% | −31,500−60.0% | 減碼 |
| Nisa Investment Advisors, LLC | 21,067 | $175.3 萬 | 0.01% | +17,067+426.7% | 加碼 |
| Cohen Capital Management, Inc. | 21,132 | $175.9 萬 | 0.30% | −966−4.4% | 減碼 |
| GWM Advisors LLC | 21,176 | $176.2 萬 | 0.01% | +21,024+13,831.6% | 加碼 |
| Nissay Asset Management Corp | 21,218 | $176.6 萬 | 0.01% | +3,653+20.8% | 加碼 |
| Caxton Associates LP | 21,754 | $181.0 萬 | 0.07% | +3,235+17.5% | 加碼 |
| Cumberland Partners Ltd | 22,000 | $183.1 萬 | 0.13% | +6,000+37.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 22,219 | $184.9 萬 | 0.00% | +10,979+97.7% | 加碼 |
| Concentric Capital Strategies, LP | 22,359 | $186.1 萬 | 0.12% | −26,091−53.9% | 減碼 |
| Shelton Capital Management | 22,500 | $187.2 萬 | 0.05% | −6,500−22.4% | 減碼 |
| Alps Advisors Inc | 22,730 | $189.2 萬 | 0.01% | −5,684−20.0% | 減碼 |
| Intech Investment Management LLC | 22,779 | $189.6 萬 | 0.02% | +11,102+95.1% | 加碼 |
| Eagle Asset Management Inc | 22,742 | $192.9 萬 | 0.01% | −8,117−26.3% | 減碼 |
| HighTower Advisors, LLC | 23,307 | $193.1 萬 | 0.00% | −75,978−76.5% | 減碼 |
| Strategic Global Advisors, LLC | 23,447 | $195.1 萬 | 0.41% | +457+2.0% | 加碼 |
| M&T Bank Corp | 23,898 | $198.9 萬 | 0.01% | +735+3.2% | 加碼 |
| Oppenheimer Asset Management Inc. | 23,966 | $199.4 萬 | 0.03% | +12,248+104.5% | 加碼 |
| Highland Capital Management, LLC | 24,106 | $200.6 萬 | 0.12% | −4,014−14.3% | 減碼 |
| Entropy Technologies, LP | 24,109 | $200.6 萬 | 0.22% | +24,109 | 新進 |
| First Trust Investment Solutions L.P. | 24,234 | $201.7 萬 | 0.28% | −3,255−11.8% | 減碼 |
| Zacks Investment Management | 24,790 | $206.3 萬 | 0.02% | +9,071+57.7% | 加碼 |
| JustInvest LLC | 24,951 | $207.6 萬 | 0.04% | +2,821+12.7% | 加碼 |
| Shellback Capital, LP | 25,000 | $208.1 萬 | 0.15% | +25,000 | 新進 |
| Nebula Research & Development LLC | 25,044 | $208.4 萬 | 0.34% | +25,044 | 新進 |
| Centaurus Financial, Inc. | 26,104 | $217.2 萬 | 0.14% | −292−1.1% | 減碼 |
| Oppenheimer & Co Inc | 26,115 | $217.3 萬 | 0.03% | +147+0.6% | 加碼 |
| Plato Investment Management Ltd | 26,266 | $218.6 萬 | 0.20% | +2,256+9.4% | 加碼 |
| APG Asset Management N.V. | 28,880 | $224.2 萬 | 0.00% | +28,880 | 新進 |
| DnB Asset Management AS | 27,042 | $225.0 萬 | 0.01% | +438+1.6% | 加碼 |
| Tredje AP-fonden | 27,179 | $226.2 萬 | 0.02% | −420−1.5% | 減碼 |
| Truist Financial Corp | 27,697 | $230.5 萬 | 0.00% | +23,163+510.9% | 加碼 |
| O'Neil Global Advisors, Inc. | 27,979 | $232.8 萬 | 1.09% | −105,921−79.1% | 減碼 |
| Altshuler Shaham Ltd | 28,153 | $234.3 萬 | 0.08% | −1,050−3.6% | 減碼 |
| Jennison Associates LLC | 28,305 | $235.6 萬 | 0.00% | +28,305 | 新進 |
| Horizon Investment Services, LLC | 28,821 | $239.8 萬 | 1.13% | +28,821 | 新進 |
| Savant Capital, LLC | 29,922 | $249.0 萬 | 0.02% | −441−1.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 30,531 | $254.0 萬 | 0.17% | +8,158+36.5% | 加碼 |
| Cetera Investment Advisers | 30,619 | $254.8 萬 | 0.01% | +16,397+115.3% | 加碼 |
| Two Sigma Securities, LLC | 30,900 | $257.1 萬 | 0.12% | +27,953+948.5% | 加碼 |
| Canada Pension Plan Investment Board | 31,400 | $261.3 萬 | 0.00% | +8,700+38.3% | 加碼 |
| Prudential Financial Inc | 32,046 | $266.7 萬 | 0.00% | +18,274+132.7% | 加碼 |
| Estate Counselors, LLC | 32,485 | $270.3 萬 | 0.30% | −110−0.3% | 減碼 |
| Second Line Capital, LLC | 33,313 | $277.2 萬 | 0.85% | +33,313 | 新進 |
| Aptus Capital Advisors, LLC | 33,374 | $277.7 萬 | 0.05% | +33,374 | 新進 |
| Convergence Investment Partners, LLC | 33,516 | $278.9 萬 | 0.82% | +10,667+46.7% | 加碼 |
| British Columbia Investment Management Corp | 34,419 | $286.4 萬 | 0.02% | +12,929+60.2% | 加碼 |
| HAP Trading, LLC | 34,766 | $289.3 萬 | 1.26% | −20,648−37.3% | 減碼 |
| Mediolanum International Funds Ltd | 37,470 | $290.7 萬 | 0.05% | −4,231−10.1% | 減碼 |
| Fort Point Capital Partners LLC | 35,263 | $293.5 萬 | 0.38% | −3,910−10.0% | 減碼 |
| Penserra Capital Management LLC | 35,587 | $296.1 萬 | 0.04% | +31,780+834.8% | 加碼 |
| IFM Investors Pty Ltd | 36,440 | $303.3 萬 | 0.03% | +4,799+15.2% | 加碼 |
| Quantbot Technologies LP | 36,526 | $304.0 萬 | 0.15% | +24,791+211.3% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 36,819 | $306.4 萬 | 0.01% | +700+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 37,019 | $308.1 萬 | 0.01% | +10,306+38.6% | 加碼 |
| Baker Avenue Asset Management, LP | 37,293 | $310.4 萬 | 0.11% | −5,707−13.3% | 減碼 |
| Cunning Capital Partners, LP | 37,835 | $314.9 萬 | 1.79% | 00.0% | 不變 |
| Comprehensive Financial Management LLC | 39,000 | $324.6 萬 | 0.11% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 39,245 | $326.5 萬 | 0.02% | +39,106+28,133.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 39,547 | $329.1 萬 | 0.01% | +39,547 | 新進 |
| Ibex Wealth Advisors | 39,902 | $332.1 萬 | 0.52% | +39,902 | 新進 |
| Handelsbanken Fonder AB | 40,100 | $333.7 萬 | 0.01% | +2,500+6.6% | 加碼 |
| Toroso Investments, LLC | 40,169 | $334.3 萬 | 0.05% | +36,762+1,079.0% | 加碼 |
| CIBC World Markets Inc. | 41,310 | $343.8 萬 | 0.01% | −47,914−53.7% | 減碼 |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 41,400 | $344.5 萬 | 0.04% | +41,400 | 新進 |
| Glenmede Trust Co NA | 41,844 | $348.2 萬 | 0.02% | −36,469−46.6% | 減碼 |
| HSBC Holdings PLC | 42,225 | $350.7 萬 | 0.00% | −127,772−75.2% | 減碼 |
| EPIQ Capital Group, LLC | 43,469 | $361.7 萬 | 1.27% | −31,313−41.9% | 減碼 |
| TrimTabs Asset Management, LLC | 44,517 | $370.5 萬 | 0.92% | −656−1.5% | 減碼 |
| Xponance, Inc. | 45,159 | $375.8 萬 | 0.04% | +21,495+90.8% | 加碼 |
| Forsta Ap-Fonden | 46,000 | $382.8 萬 | 0.03% | −2,600−5.3% | 減碼 |