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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 46,548 | $387.4 萬 | 0.01% | −6,083−11.6% | 減碼 |
| Harvest Investment Services, LLC | 46,679 | $388.5 萬 | 1.54% | +16,110+52.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 47,832 | $398.1 萬 | 0.01% | −20,731−30.2% | 減碼 |
| LGT Group Foundation | 48,109 | $400.4 萬 | 0.06% | +48,109 | 新進 |
| Dakota Wealth Management | 48,856 | $406.6 萬 | 0.10% | −9,731−16.6% | 減碼 |
| Arizona State Retirement System | 49,368 | $410.8 萬 | 0.03% | +100+0.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 49,389 | $411.0 萬 | 0.00% | +9,508+23.8% | 加碼 |
| US Bancorp | 50,215 | $417.9 萬 | 0.01% | +39,043+349.5% | 加碼 |
| Janney Montgomery Scott LLC | 51,130 | $425.5 萬 | 0.01% | +34,984+216.7% | 加碼 |
| Globeflex Capital L P | 52,591 | $437.7 萬 | 0.46% | 00.0% | 不變 |
| Resona Asset Management Co.,Ltd. | 54,534 | $453.8 萬 | 0.03% | +2,223+4.2% | 加碼 |
| AXA S.A. | 54,807 | $456.1 萬 | 0.01% | +13,671+33.2% | 加碼 |
| Occudo Quantitative Strategies LP | 55,883 | $465.1 萬 | 0.82% | +34,461+160.9% | 加碼 |
| FIL Ltd | 56,657 | $471.5 萬 | 0.00% | +56,657 | 新進 |
| Summit Partners Public Asset Management, LLC | 57,000 | $474.4 萬 | 0.22% | +57,000 | 新進 |
| Ieq Capital, LLC | 57,009 | $474.4 萬 | 0.06% | +1,105+2.0% | 加碼 |
| ClariVest Asset Management LLC | 57,210 | $476.1 萬 | 0.49% | −5,774−9.2% | 減碼 |
| L2 Asset Management, LLC | 58,370 | $485.8 萬 | 1.46% | +5,194+9.8% | 加碼 |
| MML Investors Services, LLC | 58,657 | $488.1 萬 | 0.02% | +58,657 | 新進 |
| Allianz Asset Management GmbH | 59,385 | $494.2 萬 | 0.01% | +11,296+23.5% | 加碼 |
| Exchange Traded Concepts, LLC | 60,187 | $500.9 萬 | 0.13% | +6,060+11.2% | 加碼 |
| Marsico Capital Management LLC | 60,577 | $504.1 萬 | 0.15% | +60,577 | 新進 |
| Bridgewater Associates, LP | 60,647 | $504.7 萬 | 0.03% | +60,647 | 新進 |
| Man Group plc | 62,420 | $519.5 萬 | 0.01% | +33,747+117.7% | 加碼 |
| Asset Management One Co.,Ltd. | 62,579 | $520.8 萬 | 0.02% | +4,404+7.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 62,600 | $521.0 萬 | 0.04% | −1,600−2.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 66,330 | $551.6 萬 | 0.10% | +15,476+30.4% | 加碼 |
| Pictet Asset Management Holding SA | 66,571 | $554.0 萬 | 0.01% | +2,278+3.5% | 加碼 |
| Omers Administration Corp | 67,075 | $558.2 萬 | 0.05% | +26,975+67.3% | 加碼 |
| Perigon Wealth Management, LLC | 67,268 | $559.8 萬 | 0.16% | +4,003+6.3% | 加碼 |
| Storebrand Asset Management AS | 67,501 | $561.7 萬 | 0.02% | +42,740+172.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 67,691 | $563.3 萬 | 0.02% | −26,093−27.8% | 減碼 |
| Verition Fund Management LLC | 69,111 | $575.1 萬 | 0.04% | −4,278−5.8% | 減碼 |
| Achmea Investment Management B.V. | 69,161 | $575.5 萬 | 0.10% | +69,161 | 新進 |
| Aviva PLC | 69,415 | $577.7 萬 | 0.02% | −86,002−55.3% | 減碼 |
| Ensign Peak Advisors, Inc | 70,939 | $590.4 萬 | 0.01% | +10,700+17.8% | 加碼 |
| Vinva Investment Management Ltd | 71,786 | $597.5 萬 | 0.31% | +34,030+90.1% | 加碼 |
| Twin Tree Management, LP | 73,108 | $608.4 萬 | 0.18% | +73,108 | 新進 |
| FORA Capital, LLC | 73,919 | $615.2 萬 | 0.75% | +52,453+244.4% | 加碼 |
| Advisor Group Holdings, Inc. | 74,564 | $620.5 萬 | 0.01% | +14,683+24.5% | 加碼 |
| Polar Asset Management Partners Inc. | 74,687 | $621.5 萬 | 0.16% | −40,513−35.2% | 減碼 |
| Macquarie Group Ltd | 74,990 | $624.1 萬 | 0.01% | +13,114+21.2% | 加碼 |
| Swedbank AB | 77,355 | $643.7 萬 | 0.01% | +64,793+515.8% | 加碼 |
| Nordea Investment Management AB | 78,081 | $648.6 萬 | 0.01% | +69,123+771.6% | 加碼 |
| Nomura Asset Management Co Ltd | 77,945 | $648.7 萬 | 0.02% | +30,035+62.7% | 加碼 |
| Pacer Advisors, Inc. | 88,761 | $738.7 萬 | 0.02% | +55,437+166.4% | 加碼 |
| Los Angeles Capital Management LLC | 89,643 | $746.0 萬 | 0.03% | −325,858−78.4% | 減碼 |
| Creative Planning | 91,255 | $759.4 萬 | 0.01% | +2,455+2.8% | 加碼 |
| LPL Financial LLC | 93,512 | $778.2 萬 | 0.00% | +72,571+346.5% | 加碼 |
| Colony Group, LLC | 93,976 | $782.1 萬 | 0.03% | +46,232+96.8% | 加碼 |
| PEAK6 Investments LLC | 99,422 | $827.4 萬 | 0.38% | +99,422 | 新進 |
| Alta Fox Capital Management, LLC | 102,500 | $853.0 萬 | 5.42% | +102,500 | 新進 |
| Illinois Municipal Retirement Fund | 106,657 | $887.6 萬 | 0.13% | −48,468−31.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 107,842 | $897.5 萬 | 0.15% | +75,403+232.4% | 加碼 |
| Daiwa Securities Group Inc. | 110,615 | $920.5 萬 | 0.05% | −56,678−33.9% | 減碼 |
| Stifel Financial Corp | 111,313 | $926.3 萬 | 0.01% | +16,340+17.2% | 加碼 |
| MAI Capital Management | 112,754 | $938.3 萬 | 0.09% | +112,754 | 新進 |
| Logan Capital Management Inc | 113,032 | $940.7 萬 | 0.41% | +45,880+68.3% | 加碼 |
| Wells Fargo & Company | 114,151 | $950.0 萬 | 0.00% | +43,310+61.1% | 加碼 |
| Eos Management, L.P. | 114,686 | $954.4 萬 | 3.72% | −1,301−1.1% | 減碼 |
| Alliancebernstein L.P. | 115,093 | $957.8 萬 | 0.00% | −182,597−61.3% | 減碼 |
| Public Employees Retirement System of Ohio | 116,536 | $969.8 萬 | 0.04% | +17,819+18.1% | 加碼 |
| Pinebridge Investments, L.P. | 116,772 | $971.6 萬 | 0.08% | −42,638−26.7% | 減碼 |
| Employees Retirement System of Texas | 118,589 | $986.9 萬 | 0.09% | −433−0.4% | 減碼 |
| Bridgeway Capital Management, LLC | 118,700 | $987.8 萬 | 0.23% | −133,400−52.9% | 減碼 |
| Quadrature Capital Ltd | 120,590 | $1,004 萬 | 0.17% | −85,405−41.5% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 121,032 | $1,007 萬 | 0.02% | +121,032 | 新進 |
| Davidson Kempner Capital Management LP | 125,000 | $1,040 萬 | 0.17% | +75,000+150.0% | 加碼 |
| Treasurer of the State of North Carolina | 125,778 | $1,047 萬 | 0.04% | +29,702+30.9% | 加碼 |
| RBF Capital, LLC | 129,955 | $1,081 萬 | 0.63% | 00.0% | 不變 |
| Picton Mahoney Asset Management | 130,079 | $1,083 萬 | 0.46% | −10,805−7.7% | 減碼 |
| Voya Investment Management LLC | 130,211 | $1,084 萬 | 0.01% | +90,448+227.5% | 加碼 |
| Danske Bank A/S | 130,274 | $1,084 萬 | 0.04% | +55,574+74.4% | 加碼 |
| Wellington Management Group LLP | 131,668 | $1,096 萬 | 0.00% | −8,657−6.2% | 減碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 136,794 | $1,138 萬 | 0.34% | −29,773−17.9% | 減碼 |
| Cresset Asset Management, LLC | 138,774 | $1,155 萬 | 0.05% | +2,758+2.0% | 加碼 |
| Hiddenite Capital Partners LP | 145,000 | $1,207 萬 | 14.61% | −15,000−9.4% | 減碼 |
| WT Asset Management Ltd | 149,400 | $1,243 萬 | 1.21% | +149,400 | 新進 |
| Moore Capital Management, LP | 149,900 | $1,247 萬 | 0.27% | −559,512−78.9% | 減碼 |
| State of Wisconsin Investment Board | 150,237 | $1,250 萬 | 0.03% | +16,684+12.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 151,981 | $1,265 萬 | 0.02% | −33,306−18.0% | 減碼 |
| Metavasi Capital LP | 154,221 | $1,283 萬 | 7.06% | −5,096−3.2% | 減碼 |
| Thrivent Financial for Lutherans | 159,799 | $1,330 萬 | 0.03% | +109,947+220.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 161,973 | $1,348 萬 | 0.03% | +85,633+112.2% | 加碼 |
| Contrarius Investment Management Ltd | 162,534 | $1,353 萬 | 0.85% | −47,958−22.8% | 減碼 |
| Blair William & Co | 163,705 | $1,362 萬 | 0.04% | −14,365−8.1% | 減碼 |
| DekaBank Deutsche Girozentrale | 165,821 | $1,374 萬 | 0.02% | +37,599+29.3% | 加碼 |
| Barclays PLC | 165,744 | $1,379 萬 | 0.01% | +47,791+40.5% | 加碼 |
| Comerica Bank | 167,900 | $1,397 萬 | 0.06% | −7,983−4.5% | 減碼 |
| New York State Common Retirement Fund | 171,809 | $1,430 萬 | 0.02% | +34,989+25.6% | 加碼 |
| Captrust Financial Advisors | 173,420 | $1,443 萬 | 0.05% | +22,270+14.7% | 加碼 |
| Principal Financial Group Inc | 179,114 | $1,491 萬 | 0.01% | +161,107+894.7% | 加碼 |
| Natixis Advisors, L.P. | 185,138 | $1,541 萬 | 0.03% | +114,198+161.0% | 加碼 |
| Massachusetts Financial Services Co | 186,395 | $1,551 萬 | 0.00% | +5,483+3.0% | 加碼 |
| Broad Bay Capital Management, LP | 190,700 | $1,587 萬 | 2.17% | +190,700 | 新進 |
| Brighton Jones LLC | 195,631 | $1,628 萬 | 0.54% | −55,492−22.1% | 減碼 |
| Ardmore Road Asset Management LP | 200,000 | $1,664 萬 | 2.56% | −150,000−42.9% | 減碼 |
| Seven Grand Managers, LLC | 200,000 | $1,664 萬 | 7.52% | +200,000 | 新進 |
| Annex Advisory Services, LLC | 200,146 | $1,666 萬 | 0.59% | +31,912+19.0% | 加碼 |
| CI Private Wealth, LLC | 202,505 | $1,685 萬 | 0.03% | +101,273+100.0% | 加碼 |