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 3 季 13F 持有人
AppLovin Corp 在 2024/9/30 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
- 704
- 較 2024 年第 2 季 +100 家
- 持有股數
- 1.86 億
- 較 2024 年第 2 季 +1,938 萬 (+11.6%)
- 總市值
- $244.2 億
- 較 2024 年第 2 季 +$105.2 億 (+75.7%)
- 新進機構
- 167
- 另有 293 家加碼
- 清倉機構
- 67
- 另有 205 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 23,259,800 | $30.4 億 | 0.05% | +4,156,570+21.8% | 加碼 |
| BlackRock, Inc. | 14,414,203 | $18.8 億 | 0.04% | +14,414,203 | 新進 |
| WCM Investment Management, LLC | 10,820,409 | $13.8 億 | 3.13% | +1,029,009+10.5% | 加碼 |
| GQG Partners LLC | 9,604,336 | $12.5 億 | 1.97% | −3,684,700−27.7% | 減碼 |
| FMR LLC | 7,893,237 | $10.3 億 | 0.06% | +6,801,138+622.8% | 加碼 |
| State Street Corp | 5,388,023 | $7.03 億 | 0.03% | +428,419+8.6% | 加碼 |
| Price T Rowe Associates Inc | 5,222,043 | $6.82 億 | 0.08% | +3,961,109+314.1% | 加碼 |
| Bank of America Corp | 4,619,862 | $6.03 億 | 0.05% | +579,433+14.3% | 加碼 |
| Geode Capital Management, LLC | 3,946,135 | $5.14 億 | 0.04% | +449,241+12.8% | 加碼 |
| Spruce House Investment Management LLC | 3,600,000 | $4.70 億 | 23.04% | 00.0% | 不變 |
| Fred Alger Management, LLC | 3,539,467 | $4.62 億 | 2.24% | +46,854+1.3% | 加碼 |
| Jericho Capital Asset Management L.P. | 3,331,792 | $4.35 億 | 10.49% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 3,188,624 | $4.16 億 | 0.08% | +1,522,447+91.4% | 加碼 |
| Whale Rock Capital Management LLC | 2,965,513 | $3.87 億 | 5.43% | −244,839−7.6% | 減碼 |
| JPMorgan Chase & Co | 2,961,324 | $3.87 億 | 0.03% | +1,704,039+135.5% | 加碼 |
| Kensico Capital Management Corp | 2,551,000 | $3.33 億 | 8.85% | +449,200+21.4% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 2,369,866 | $3.09 億 | 2.31% | −3,332,572−58.4% | 減碼 |
| Morgan Stanley | 2,365,474 | $3.09 億 | 0.02% | −99,163−4.0% | 減碼 |
| Janus Henderson Group PLC | 2,350,802 | $3.07 億 | 0.16% | +560,560+31.3% | 加碼 |
| Norges Bank | 2,282,417 | $2.98 億 | 0.04% | −87,891−3.7% | 減碼 |
| Coatue Management LLC大師Coatue | 1,993,596 | $2.60 億 | 0.97% | −294,807−12.9% | 減碼 |
| 1832 Asset Management L.P. | 1,879,140 | $2.45 億 | 0.41% | +382,840+25.6% | 加碼 |
| Invesco Ltd. | 1,796,916 | $2.35 億 | 0.05% | +822,411+84.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,716,724 | $2.24 億 | 0.05% | +222,208+14.9% | 加碼 |
| Northern Trust Corp | 1,557,896 | $2.03 億 | 0.03% | +294,970+23.4% | 加碼 |
| Sapient Capital LLC | 1,552,580 | $2.03 億 | 4.07% | −1,387,654−47.2% | 減碼 |
| Two Sigma Investments, LP | 1,466,845 | $1.91 億 | 0.43% | −1,061,833−42.0% | 減碼 |
| Two Sigma Advisers, LP | 1,466,014 | $1.91 億 | 0.45% | −1,887,400−56.3% | 減碼 |
| Lord, Abbett & Co. LLC | 1,350,399 | $1.76 億 | 0.56% | −146,286−9.8% | 減碼 |
| Panview Asian Equity Master Fund | 1,224,000 | $1.60 億 | 37.19% | −251,000−17.0% | 減碼 |
| First Trust Advisors LP | 1,198,259 | $1.56 億 | 0.15% | −129,022−9.7% | 減碼 |
| Eagle Asset Management Inc | 523,149 | $1.52 億 | 0.77% | +500,407+2,200.4% | 加碼 |
| Franklin Resources Inc | 996,996 | $1.45 億 | 0.04% | +269,134+37.0% | 加碼 |
| Legal & General Group Plc | 1,052,787 | $1.37 億 | 0.04% | +560,185+113.7% | 加碼 |
| Raymond James & Associates | 1,038,139 | $1.36 億 | 0.08% | −45,727−4.2% | 減碼 |
| Bank of New York Mellon Corp | 1,002,161 | $1.31 億 | 0.02% | +38,093+4.0% | 加碼 |
| American Century Companies Inc | 1,000,278 | $1.31 億 | 0.08% | +767,900+330.5% | 加碼 |
| UBS Asset Management Americas Inc | 982,038 | $1.28 億 | 0.03% | +237,146+31.8% | 加碼 |
| Charles Schwab Investment Management Inc | 950,940 | $1.24 億 | 0.02% | −374,972−28.3% | 減碼 |
| Alliancebernstein L.P. | 928,074 | $1.21 億 | 0.04% | +812,981+706.4% | 加碼 |
| Federated Hermes, Inc. | 924,118 | $1.21 億 | 0.26% | +130,232+16.4% | 加碼 |
| Clearbridge Investments, LLC | 886,490 | $1.16 億 | 0.09% | −6,854−0.8% | 減碼 |
| Spyglass Capital Management LLC | 818,109 | $1.07 億 | 7.01% | −230,130−22.0% | 減碼 |
| Greenstone Partners & Co., LLC | 796,837 | $1.04 億 | 36.30% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 786,928 | $1.03 億 | 0.17% | +563,655+252.5% | 加碼 |
| Nuveen Asset Management, LLC | 784,856 | $1.02 億 | 0.03% | +18,517+2.4% | 加碼 |
| Ameriprise Financial Inc | 762,950 | $9,960 萬 | 0.03% | +271,272+55.2% | 加碼 |
| Schroder Investment Management Group | 766,253 | $9,789 萬 | 0.10% | +29,337+4.0% | 加碼 |
| No Street GP LP | 735,000 | $9,595 萬 | 7.40% | −115,000−13.5% | 減碼 |
| KBC Group NV | 728,016 | $9,504 萬 | 0.29% | +189,313+35.1% | 加碼 |
| Millennium Management LLC | 710,408 | $9,274 萬 | 0.08% | +213,096+42.8% | 加碼 |
| Envestnet Asset Management Inc | 708,276 | $9,247 萬 | 0.03% | +158,823+28.9% | 加碼 |
| Dorsey Asset Management, LLC大師多爾西資產管理 | 698,796 | $9,123 萬 | 9.83% | +698,796 | 新進 |
| Perpetual Ltd | 661,680 | $8,638 萬 | 0.94% | −89,871−12.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 639,383 | $8,347 萬 | 0.11% | +592,835+1,273.6% | 加碼 |
| Qube Research & Technologies Ltd | 628,094 | $8,200 萬 | 0.15% | −619,587−49.7% | 減碼 |
| Swiss National Bank | 606,290 | $7,915 萬 | 0.05% | +74,200+13.9% | 加碼 |
| Keenan Capital, LLC | 562,290 | $7,341 萬 | 16.25% | −196,000−25.8% | 減碼 |
| Voya Investment Management LLC | 539,310 | $7,041 萬 | 0.07% | +409,099+314.2% | 加碼 |
| SEI Investments Co | 536,563 | $7,005 萬 | 0.09% | +20,898+4.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 519,263 | $6,779 萬 | 0.06% | +195,101+60.2% | 加碼 |
| National Pension Service | 506,167 | $6,608 萬 | 0.06% | +158,267+45.5% | 加碼 |
| Van Eck Associates Corp | 412,431 | $6,574 萬 | 0.08% | −50,504−10.9% | 減碼 |
| NetEase, Inc. | 500,000 | $6,528 萬 | 84.44% | −1,443,257−74.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 498,534 | $6,508 萬 | 0.05% | +134,645+37.0% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 487,376 | $6,363 萬 | 0.13% | +14,274+3.0% | 加碼 |
| California Public Employees Retirement System | 482,621 | $6,301 萬 | 0.04% | +2,751+0.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 473,268 | $6,179 萬 | 2.28% | −64,201−11.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 401,318 | $5,831 萬 | 0.52% | +160,115+66.4% | 加碼 |
| AQR Capital Management LLC | 447,137 | $5,777 萬 | 0.08% | +195,295+77.5% | 加碼 |
| Polar Capital Holdings Plc | 424,353 | $5,540 萬 | 0.33% | +424,353 | 新進 |
| UBS Group AG | 421,594 | $5,504 萬 | 0.02% | −199,377−32.1% | 減碼 |
| Rhumbline Advisers | 416,038 | $5,431 萬 | 0.05% | +88,240+26.9% | 加碼 |
| Amundi | 361,227 | $5,184 萬 | 0.02% | −235,548−39.5% | 減碼 |
| Smith Group Asset Management, LLC | 388,446 | $5,071 萬 | 4.21% | +5,642+1.5% | 加碼 |
| Steadview Capital Management LLC | 387,000 | $5,052 萬 | 15.56% | +60,900+18.7% | 加碼 |
| Victory Capital Management Inc | 374,892 | $4,894 萬 | 0.05% | +117,186+45.5% | 加碼 |
| Augustine Asset Management Inc | 345,304 | $4,508 萬 | 15.74% | −27,195−7.3% | 減碼 |
| Citigroup Inc | 335,255 | $4,377 萬 | 0.04% | +63,246+23.3% | 加碼 |
| Russell Investments Group, Ltd. | 333,164 | $4,349 萬 | 0.06% | −49,255−12.9% | 減碼 |
| MGB Wealth Management, LLC | 331,924 | $4,333 萬 | 15.82% | −17,210−4.9% | 減碼 |
| California State Teachers Retirement System | 323,724 | $4,226 萬 | 0.05% | +27,578+9.3% | 加碼 |
| Barclays PLC | 318,992 | $4,164 萬 | 0.02% | +153,248+92.5% | 加碼 |
| Scout Investments, Inc. | 279,672 | $4,111 萬 | 1.08% | −155,534−35.7% | 減碼 |
| Renaissance Group LLC | 308,085 | $4,022 萬 | 1.66% | +308,085 | 新進 |
| Andra AP-fonden | 305,700 | $3,991 萬 | 0.59% | +305,700 | 新進 |
| Kinetic Partners Management, LP | 279,254 | $3,646 萬 | 2.53% | +279,254 | 新進 |
| Braun Stacey Associates Inc | 277,501 | $3,623 萬 | 1.38% | +11,121+4.2% | 加碼 |
| Deutsche Bank AG | 277,046 | $3,617 萬 | 0.01% | +34,075+14.0% | 加碼 |
| Royal Bank of Canada | 267,940 | $3,498 萬 | 0.01% | +40,752+17.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 266,071 | $3,474 萬 | 0.07% | +104,098+64.3% | 加碼 |
| Bridgewater Associates, LP | 265,590 | $3,467 萬 | 0.20% | +204,943+337.9% | 加碼 |
| Neuberger Berman Group LLC | 256,304 | $3,346 萬 | 0.03% | −153,595−37.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 252,278 | $3,293 萬 | 0.08% | −699−0.3% | 減碼 |
| Wells Fargo & Company | 250,824 | $3,275 萬 | 0.01% | +136,673+119.7% | 加碼 |
| 3G Capital Partners LP | 250,000 | $3,264 萬 | 11.01% | +15,000+6.4% | 加碼 |
| Discovery Capital Management, LLC | 243,200 | $3,175 萬 | 3.87% | +12,700+5.5% | 加碼 |
| Annex Advisory Services, LLC | 242,219 | $3,162 萬 | 1.01% | +42,073+21.0% | 加碼 |
| Korea Investment CORP | 241,637 | $3,155 萬 | 0.07% | −80,673−25.0% | 減碼 |
| Voloridge Investment Management, LLC | 236,624 | $3,089 萬 | 0.11% | −356,968−60.1% | 減碼 |