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 |
|---|---|---|---|---|---|
| Ibex Wealth Advisors | 128,949 | $3,005 萬 | 9.66% | +89,047+223.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 225,007 | $2,937 萬 | 0.06% | +6,000+2.7% | 加碼 |
| Natixis Advisors, L.P. | 223,856 | $2,922 萬 | 0.06% | +38,718+20.9% | 加碼 |
| Mariner, LLC | 210,735 | $2,750 萬 | 0.05% | −227−0.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 203,305 | $2,654 萬 | 0.04% | −80,474−28.4% | 減碼 |
| Renaissance Technologies LLC | 194,200 | $2,535 萬 | 0.04% | −173,100−47.1% | 減碼 |
| LPL Financial LLC | 192,776 | $2,517 萬 | 0.01% | +99,264+106.2% | 加碼 |
| Captrust Financial Advisors | 183,211 | $2,392 萬 | 0.07% | +9,791+5.6% | 加碼 |
| Polar Asset Management Partners Inc. | 174,400 | $2,277 萬 | 0.54% | +99,713+133.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 173,535 | $2,265 萬 | 0.02% | +21,554+14.2% | 加碼 |
| Danske Bank A/S | 170,674 | $2,228 萬 | 0.07% | +40,400+31.0% | 加碼 |
| Jane Street Group, LLC | 167,502 | $2,187 萬 | 0.04% | −504,565−75.1% | 減碼 |
| Blair William & Co | 166,210 | $2,170 萬 | 0.06% | +2,505+1.5% | 加碼 |
| Principal Financial Group Inc | 163,719 | $2,137 萬 | 0.01% | −15,395−8.6% | 減碼 |
| Gotham Asset Management, LLC | 163,015 | $2,128 萬 | 0.22% | −49,878−23.4% | 減碼 |
| Massachusetts Financial Services Co | 163,003 | $2,128 萬 | 0.01% | −23,392−12.5% | 減碼 |
| TD Asset Management Inc | 165,705 | $2,117 萬 | 0.02% | +151,970+1,106.4% | 加碼 |
| Comerica Bank | 158,819 | $2,073 萬 | 0.08% | −9,081−5.4% | 減碼 |
| State of Wisconsin Investment Board | 154,740 | $2,020 萬 | 0.05% | +4,503+3.0% | 加碼 |
| Blue Grotto Capital, LLC | 150,000 | $1,958 萬 | 3.64% | −101,752−40.4% | 減碼 |
| New York State Common Retirement Fund | 147,835 | $1,930 萬 | 0.03% | −23,974−14.0% | 減碼 |
| Picton Mahoney Asset Management | 138,624 | $1,810 萬 | 0.70% | +8,545+6.6% | 加碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 136,794 | $1,786 萬 | 0.24% | 00.0% | 不變 |
| Ci Investments Inc. | 135,253 | $1,766 萬 | 0.07% | −140,878−51.0% | 減碼 |
| Cresset Asset Management, LLC | 134,992 | $1,762 萬 | 0.07% | −3,782−2.7% | 減碼 |
| Treasurer of the State of North Carolina | 133,898 | $1,748 萬 | 0.07% | +8,120+6.5% | 加碼 |
| Broad Bay Capital Management, LP | 133,650 | $1,745 萬 | 2.40% | −57,050−29.9% | 減碼 |
| Bank of Montreal | 133,279 | $1,703 萬 | 0.01% | +115,400+645.4% | 加碼 |
| Walleye Capital LLC | 130,001 | $1,697 萬 | 0.18% | +130,001 | 新進 |
| RBF Capital, LLC | 129,955 | $1,697 萬 | 0.87% | 00.0% | 不變 |
| Metavasi Capital LP | 129,721 | $1,694 萬 | 8.89% | −24,500−15.9% | 減碼 |
| Man Group plc | 129,531 | $1,691 萬 | 0.05% | +67,111+107.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 130,549 | $1,675 萬 | 0.03% | −35,272−21.3% | 減碼 |
| Seven Grand Managers, LLC | 125,000 | $1,632 萬 | 3.64% | −75,000−37.5% | 減碼 |
| Stifel Financial Corp | 117,501 | $1,534 萬 | 0.02% | +6,188+5.6% | 加碼 |
| Pinebridge Investments, L.P. | 117,190 | $1,530 萬 | 0.12% | +418+0.4% | 加碼 |
| FORA Capital, LLC | 115,380 | $1,506 萬 | 1.77% | +41,461+56.1% | 加碼 |
| MAI Capital Management | 115,173 | $1,504 萬 | 0.14% | +2,419+2.1% | 加碼 |
| Hiddenite Capital Partners LP | 115,000 | $1,501 萬 | 15.46% | −30,000−20.7% | 減碼 |
| Logan Capital Management Inc | 112,967 | $1,475 萬 | 0.61% | −65−0.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 111,169 | $1,451 萬 | 0.25% | +3,327+3.1% | 加碼 |
| Zacks Investment Management | 106,121 | $1,385 萬 | 0.12% | +81,331+328.1% | 加碼 |
| Achmea Investment Management B.V. | 106,113 | $1,385 萬 | 0.23% | +36,952+53.4% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 103,132 | $1,346 萬 | 0.03% | +55,300+115.6% | 加碼 |
| Davidson Kempner Capital Management LP | 100,000 | $1,305 萬 | 0.28% | −25,000−20.0% | 減碼 |
| Royal London Asset Management Ltd | 99,976 | $1,305 萬 | 0.03% | +99,976 | 新進 |
| Storebrand Asset Management AS | 97,634 | $1,275 萬 | 0.04% | +30,133+44.6% | 加碼 |
| Illinois Municipal Retirement Fund | 96,526 | $1,260 萬 | 0.18% | −10,131−9.5% | 減碼 |
| Swedbank AB | 96,455 | $1,259 萬 | 0.02% | +19,100+24.7% | 加碼 |
| Creative Planning | 144,883 | $1,252 萬 | 0.01% | +53,628+58.8% | 加碼 |
| Public Employees Retirement System of Ohio | 95,706 | $1,249 萬 | 0.05% | −20,830−17.9% | 減碼 |
| Hampton Road Capital Management LP | 95,000 | $1,240 萬 | 2.12% | +95,000 | 新進 |
| Eos Management, L.P. | 93,232 | $1,217 萬 | 4.26% | −21,454−18.7% | 減碼 |
| Forsta Ap-Fonden | 92,000 | $1,201 萬 | 0.09% | +46,000+100.0% | 加碼 |
| Empowered Funds, LLC | 89,635 | $1,170 萬 | 0.18% | +71,514+394.6% | 加碼 |
| Nomura Asset Management Co Ltd | 87,475 | $1,142 萬 | 0.04% | +9,530+12.2% | 加碼 |
| Nordea Investment Management AB | 87,691 | $1,136 萬 | 0.01% | +9,610+12.3% | 加碼 |
| Moore Capital Management, LP | 85,658 | $1,118 萬 | 0.32% | −64,242−42.9% | 減碼 |
| Employees Retirement System of Texas | 85,612 | $1,118 萬 | 0.10% | −32,977−27.8% | 減碼 |
| Vinva Investment Management Ltd | 85,251 | $1,089 萬 | 0.47% | +13,465+18.8% | 加碼 |
| Ensign Peak Advisors, Inc | 82,389 | $1,076 萬 | 0.02% | +11,450+16.1% | 加碼 |
| Contrarius Investment Management Ltd | 81,756 | $1,067 萬 | 0.61% | −80,778−49.7% | 減碼 |
| Daiwa Securities Group Inc. | 81,306 | $1,061 萬 | 0.05% | −29,309−26.5% | 減碼 |
| Aviva PLC | 81,121 | $1,059 萬 | 0.03% | +11,706+16.9% | 加碼 |
| Advisor Group Holdings, Inc. | 81,003 | $1,057 萬 | 0.02% | +6,439+8.6% | 加碼 |
| HSBC Holdings PLC | 80,080 | $1,045 萬 | 0.01% | +37,855+89.7% | 加碼 |
| Pictet Asset Management Holding SA | 76,437 | $997.9 萬 | 0.01% | +9,866+14.8% | 加碼 |
| STRS Ohio | 76,326 | $996.4 萬 | 0.04% | +67,459+760.8% | 加碼 |
| Brighton Jones LLC | 75,578 | $986.7 萬 | 0.37% | −120,053−61.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 75,194 | $981.7 萬 | 0.04% | +7,503+11.1% | 加碼 |
| Baillie Gifford & Co | 73,976 | $965.8 萬 | 0.01% | +73,976 | 新進 |
| Jacobson & Schmitt Advisors, LLC | 73,838 | $964.0 萬 | 1.98% | +73,838 | 新進 |
| Alta Park Capital, LP | 72,942 | $952.3 萬 | 1.33% | +72,942 | 新進 |
| L2 Asset Management, LLC | 72,097 | $941.2 萬 | 2.56% | +13,727+23.5% | 加碼 |
| Lazard Asset Management LLC | 71,487 | $933.1 萬 | 0.01% | −172,920−70.8% | 減碼 |
| Asset Management One Co.,Ltd. | 70,698 | $923.0 萬 | 0.03% | +8,119+13.0% | 加碼 |
| Tiaa Trust, National Association | 70,380 | $918.8 萬 | 0.03% | +70,380 | 新進 |
| Citadel Advisors LLC | 69,087 | $901.9 萬 | 0.01% | −743,912−91.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 68,793 | $898.1 萬 | 0.04% | +31,974+86.8% | 加碼 |
| Marsico Capital Management LLC | 68,656 | $896.3 萬 | 0.25% | +8,079+13.3% | 加碼 |
| MML Investors Services, LLC | 67,606 | $882.6 萬 | 0.03% | +8,949+15.3% | 加碼 |
| Castellan Group, LLC | 67,396 | $879.9 萬 | 3.71% | +67,396 | 新進 |
| Pacer Advisors, Inc. | 62,933 | $821.6 萬 | 0.02% | −25,828−29.1% | 減碼 |
| CIBC World Markets Inc. | 62,117 | $810.9 萬 | 0.02% | +20,807+50.4% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 61,100 | $797.7 萬 | 0.06% | −1,500−2.4% | 減碼 |
| Resona Asset Management Co.,Ltd. | 59,673 | $777.0 萬 | 0.05% | +5,139+9.4% | 加碼 |
| FIL Ltd | 58,570 | $764.6 萬 | 0.01% | +1,913+3.4% | 加碼 |
| Arizona State Retirement System | 58,523 | $764.0 萬 | 0.05% | +9,155+18.5% | 加碼 |
| Bridgeway Capital Management, LLC | 58,300 | $761.1 萬 | 0.16% | −60,400−50.9% | 減碼 |
| Allianz Asset Management GmbH | 58,022 | $757.5 萬 | 0.01% | −1,363−2.3% | 減碼 |
| Mediolanum International Funds Ltd | 56,156 | $716.2 萬 | 0.10% | +18,686+49.9% | 加碼 |
| Smithbridge Asset Management Inc | 54,276 | $708.6 萬 | 1.22% | +54,276 | 新進 |
| US Bancorp | 53,986 | $704.8 萬 | 0.01% | +3,771+7.5% | 加碼 |
| Janney Montgomery Scott LLC | 52,214 | $681.7 萬 | 0.02% | +1,084+2.1% | 加碼 |
| Verition Fund Management LLC | 52,067 | $679.7 萬 | 0.05% | −17,044−24.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,900 | $664.5 萬 | 0.07% | +50,900 | 新進 |
| Harel Insurance Investments & Financial Services Ltd. | 50,654 | $661.3 萬 | 0.11% | −15,676−23.6% | 減碼 |
| Ardmore Road Asset Management LP | 50,000 | $652.8 萬 | 0.84% | −150,000−75.0% | 減碼 |
| Standard Life Aberdeen plc | 49,691 | $648.7 萬 | 0.01% | +44,071+784.2% | 加碼 |
| Omers Administration Corp | 48,275 | $630.2 萬 | 0.06% | −18,800−28.0% | 減碼 |