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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 17,366 | $226.7 萬 | 0.04% | +17,366 | 新進 |
| Amalgamated Bank | 17,401 | $227.2 萬 | 0.02% | −324−1.8% | 減碼 |
| CastleKnight Management LP | 17,500 | $228.5 萬 | 0.27% | +3,200+22.4% | 加碼 |
| Shelton Capital Management | 17,600 | $229.8 萬 | 0.06% | −4,900−21.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 17,614 | $230.0 萬 | 0.01% | 00.0% | 不變 |
| Linden Thomas Advisory Services, LLC | 18,083 | $236.1 萬 | 0.32% | +743+4.3% | 加碼 |
| Cerity Partners LLC | 18,120 | $236.6 萬 | 0.01% | +4,822+36.3% | 加碼 |
| Elo Mutual Pension Insurance Co | 18,145 | $236.9 萬 | 0.05% | +1,978+12.2% | 加碼 |
| Guggenheim Capital LLC | 18,302 | $238.9 萬 | 0.02% | −861−4.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 18,359 | $239.7 萬 | 0.00% | −31,030−62.8% | 減碼 |
| Diversify Advisory Services, LLC | 15,549 | $247.2 萬 | 0.13% | +3,823+32.6% | 加碼 |
| Cumberland Partners Ltd | 19,000 | $248.0 萬 | 0.17% | −3,000−13.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 19,000 | $248.0 萬 | 0.27% | +19,000 | 新進 |
| Mount Yale Investment Advisors, LLC | 19,310 | $252.1 萬 | 0.24% | −1,591−7.6% | 減碼 |
| Pallas Capital Advisors LLC | 15,916 | $253.1 萬 | 0.11% | +459+3.0% | 加碼 |
| Nisa Investment Advisors, LLC | 19,649 | $256.5 萬 | 0.02% | −1,418−6.7% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,757 | $257.9 萬 | 0.03% | +4,287+27.7% | 加碼 |
| Los Angeles Capital Management LLC | 19,819 | $258.7 萬 | 0.01% | −69,824−77.9% | 減碼 |
| Convergence Investment Partners, LLC | 19,837 | $259.0 萬 | 0.70% | −13,679−40.8% | 減碼 |
| Pathstone Holdings, LLC | 19,866 | $259.4 萬 | 0.01% | +1,042+5.5% | 加碼 |
| GWM Advisors LLC | 19,874 | $259.5 萬 | 0.02% | −1,302−6.1% | 減碼 |
| Altshuler Shaham Ltd | 20,475 | $267.3 萬 | 0.16% | −7,678−27.3% | 減碼 |
| Highland Capital Management, LLC | 20,780 | $271.3 萬 | 0.15% | −3,326−13.8% | 減碼 |
| Cohen Capital Management, Inc. | 21,036 | $274.6 萬 | 0.45% | −96−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 21,166 | $276.3 萬 | 0.01% | +3,971+23.1% | 加碼 |
| Scientech Research LLC | 21,805 | $284.7 萬 | 0.57% | +21,805 | 新進 |
| Intech Investment Management LLC | 21,925 | $286.2 萬 | 0.03% | −854−3.7% | 減碼 |
| Main Management ETF Advisors, LLC | 22,504 | $293.8 萬 | 0.14% | +22,504 | 新進 |
| Cloverfields Capital Group, LP | 22,797 | $297.6 萬 | 0.96% | +22,797 | 新進 |
| Brinker Capital Investments, LLC | 22,933 | $299.4 萬 | 0.03% | +6,058+35.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 22,933 | $299.4 萬 | 0.03% | +6,058+35.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 22,970 | $299.9 萬 | 0.05% | +3,486+17.9% | 加碼 |
| Quinn Opportunity Partners LLC | 23,000 | $300.3 萬 | 0.30% | +23,000 | 新進 |
| Strategic Global Advisors, LLC | 23,253 | $303.6 萬 | 0.60% | −194−0.8% | 減碼 |
| Plato Investment Management Ltd | 23,423 | $305.5 萬 | 0.25% | −2,843−10.8% | 減碼 |
| Virtu Financial LLC | 24,595 | $321.1 萬 | 0.18% | +24,595 | 新進 |
| Nissay Asset Management Corp | 24,713 | $322.6 萬 | 0.02% | +3,495+16.5% | 加碼 |
| Oppenheimer & Co Inc | 25,055 | $327.1 萬 | 0.05% | −1,060−4.1% | 減碼 |
| Toronto Dominion Bank | 25,174 | $328.6 萬 | 0.01% | +7,039+38.8% | 加碼 |
| Thrivent Financial for Lutherans | 25,810 | $337.0 萬 | 0.01% | −133,989−83.8% | 減碼 |
| QRG Capital Management, Inc. | 25,880 | $337.9 萬 | 0.04% | +16,149+166.0% | 加碼 |
| Nomura Holdings Inc | 26,274 | $343.0 萬 | 0.03% | +26,274 | 新進 |
| Oppenheimer Asset Management Inc. | 26,351 | $344.0 萬 | 0.04% | +2,385+10.0% | 加碼 |
| Centaurus Financial, Inc. | 26,604 | $347.3 萬 | 0.22% | +500+1.9% | 加碼 |
| Toroso Investments, LLC | 26,754 | $349.3 萬 | 0.04% | −13,415−33.4% | 減碼 |
| JustInvest LLC | 27,012 | $352.6 萬 | 0.06% | +2,061+8.3% | 加碼 |
| Tredje AP-fonden | 27,179 | $354.8 萬 | 0.03% | 00.0% | 不變 |
| Squarepoint Ops LLC | 27,245 | $355.7 萬 | 0.01% | +27,245 | 新進 |
| Fort Point Capital Partners LLC | 27,326 | $356.7 萬 | 0.45% | −7,937−22.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 27,586 | $360.1 萬 | 0.00% | +5,367+24.2% | 加碼 |
| Pitcairn Co | 28,637 | $373.9 萬 | 0.22% | +7,769+37.2% | 加碼 |
| XTX Topco Ltd | 28,765 | $375.5 萬 | 0.27% | +28,765 | 新進 |
| Harvest Investment Services, LLC | 28,837 | $376.5 萬 | 1.20% | −17,842−38.2% | 減碼 |
| Seascape Capital Management | 29,518 | $385.4 萬 | 1.37% | +29,518 | 新進 |
| CAPROCK Group, Inc. | 29,646 | $387.0 萬 | 0.14% | +15,340+107.2% | 加碼 |
| La Banque Postale Asset Management SA | 31,399 | $409.9 萬 | 0.06% | +31,399 | 新進 |
| Savant Capital, LLC | 31,498 | $411.2 萬 | 0.03% | +1,576+5.3% | 加碼 |
| Quadrature Capital Ltd | 31,516 | $411.3 萬 | 0.09% | −89,074−73.9% | 減碼 |
| Baker Avenue Asset Management, LP | 31,799 | $415.1 萬 | 0.13% | −5,494−14.7% | 減碼 |
| Horizon Investment Services, LLC | 32,242 | $420.9 萬 | 1.80% | +3,421+11.9% | 加碼 |
| Estate Counselors, LLC | 32,485 | $424.1 萬 | 0.44% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 12,789 | $426.3 萬 | 0.03% | +9,891+341.3% | 加碼 |
| Second Line Capital, LLC | 33,313 | $434.9 萬 | 1.19% | 00.0% | 不變 |
| Summit Global Investments | 33,425 | $436.4 萬 | 0.28% | +33,425 | 新進 |
| Aptus Capital Advisors, LLC | 33,478 | $437.1 萬 | 0.07% | +104+0.3% | 加碼 |
| Prudential Financial Inc | 33,590 | $438.5 萬 | 0.01% | +1,544+4.8% | 加碼 |
| Glenmede Trust Co NA | 33,867 | $442.1 萬 | 0.02% | −7,977−19.1% | 減碼 |
| British Columbia Investment Management Corp | 34,084 | $445.0 萬 | 0.03% | −335−1.0% | 減碼 |
| California First Leasing Corp | 34,137 | $445.7 萬 | 1.94% | +21,816+177.1% | 加碼 |
| DnB Asset Management AS | 34,371 | $448.7 萬 | 0.02% | +7,329+27.1% | 加碼 |
| AXA S.A. | 34,897 | $455.6 萬 | 0.01% | −19,910−36.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 35,963 | $469.4 萬 | 0.30% | +5,432+17.8% | 加碼 |
| ClariVest Asset Management LLC | 57,210 | $476.1 萬 | 0.49% | 00.0% | 不變 |
| M&T Bank Corp | 36,799 | $480.5 萬 | 0.02% | +12,901+54.0% | 加碼 |
| Perigon Wealth Management, LLC | 37,461 | $489.1 萬 | 0.13% | −29,807−44.3% | 減碼 |
| Cunning Capital Partners, LP | 37,835 | $493.9 萬 | 2.62% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 38,165 | $498.2 萬 | 1.16% | −6,352−14.3% | 減碼 |
| Cetera Investment Advisers | 38,369 | $500.9 萬 | 0.01% | +7,750+25.3% | 加碼 |
| Silvant Capital Management LLC | 38,579 | $503.6 萬 | 0.22% | +38,579 | 新進 |
| Truist Financial Corp | 38,674 | $504.9 萬 | 0.01% | +10,977+39.6% | 加碼 |
| Entropy Technologies, LP | 38,676 | $504.9 萬 | 0.53% | +14,567+60.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 38,786 | $506.3 萬 | 0.03% | −459−1.2% | 減碼 |
| Comprehensive Financial Management LLC | 39,000 | $509.2 萬 | 0.14% | 00.0% | 不變 |
| Watts Gwilliam & Co., LLC | 35,613 | $511.1 萬 | 1.12% | +35,613 | 新進 |
| Algert Global LLC | 39,865 | $520.4 萬 | 0.14% | +33,129+491.8% | 加碼 |
| IFM Investors Pty Ltd | 40,439 | $527.9 萬 | 0.05% | +3,999+11.0% | 加碼 |
| HighTower Advisors, LLC | 41,853 | $545.4 萬 | 0.01% | +18,546+79.6% | 加碼 |
| Venture Visionary Partners LLC | 41,895 | $546.9 萬 | 0.24% | +30,189+257.9% | 加碼 |
| Handelsbanken Fonder AB | 42,000 | $548.3 萬 | 0.02% | +1,900+4.7% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 42,237 | $551.4 萬 | 0.02% | +2,690+6.8% | 加碼 |
| EPIQ Capital Group, LLC | 43,282 | $565.0 萬 | 1.63% | −187−0.4% | 減碼 |
| Xponance, Inc. | 44,019 | $574.7 萬 | 0.06% | −1,140−2.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,178 | $576.7 萬 | 0.06% | +44,178 | 新進 |
| Bessemer Group Inc | 44,187 | $576.9 萬 | 0.01% | +35,096+386.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,657 | $583.0 萬 | 0.02% | +7,638+20.6% | 加碼 |
| Mercer Global Advisors Inc | 44,651 | $583.4 萬 | 0.01% | +33,299+293.3% | 加碼 |
| Macquarie Group Ltd | 46,215 | $603.3 萬 | 0.01% | −28,775−38.4% | 減碼 |
| Dakota Wealth Management | 46,521 | $607.3 萬 | 0.14% | −2,335−4.8% | 減碼 |
| Canada Pension Plan Investment Board | 46,527 | $607.4 萬 | 0.01% | +15,127+48.2% | 加碼 |
| Colony Group, LLC | 46,645 | $609.0 萬 | 0.02% | −47,331−50.4% | 減碼 |