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 4 季 13F 持有人
AppLovin Corp 在 2024/12/31 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
- 993
- 較 2024 年第 3 季 +305 家
- 持有股數
- 2.04 億
- 較 2024 年第 3 季 +2,091 萬 (+11.4%)
- 總市值
- $661.5 億
- 較 2024 年第 3 季 +$422.4 億 (+176.7%)
- 新進機構
- 354
- 另有 254 家加碼
- 清倉機構
- 49
- 另有 362 家減碼
另有 16 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 20,283,183 | $65.7 億 | 0.13% | +5,868,980+40.7% | 加碼 |
| Vanguard Group Inc | 16,617,139 | $53.8 億 | 0.09% | −6,642,661−28.6% | 減碼 |
| FMR LLC | 13,851,122 | $44.9 億 | 0.27% | +5,957,885+75.5% | 加碼 |
| GQG Partners LLC | 8,438,557 | $27.3 億 | 4.06% | −1,165,779−12.1% | 減碼 |
| WCM Investment Management, LLC | 6,927,558 | $23.2 億 | 5.46% | −3,892,851−36.0% | 減碼 |
| JPMorgan Chase & Co | 6,584,244 | $21.3 億 | 0.17% | +3,622,920+122.3% | 加碼 |
| Boston Private Wealth LLC | 5,502,645 | $17.8 億 | 33.29% | +5,502,645 | 新進 |
| State Street Corp | 5,393,922 | $17.5 億 | 0.07% | +5,899+0.1% | 加碼 |
| Price T Rowe Associates Inc | 4,819,083 | $15.6 億 | 0.18% | −402,960−7.7% | 減碼 |
| Geode Capital Management, LLC | 4,519,445 | $14.6 億 | 0.11% | +573,310+14.5% | 加碼 |
| Baillie Gifford & Co | 4,084,496 | $13.2 億 | 1.02% | +4,010,520+5,421.4% | 加碼 |
| Morgan Stanley | 3,387,089 | $11.0 億 | 0.08% | +1,021,615+43.2% | 加碼 |
| Spruce House Investment Management LLC | 3,107,024 | $10.1 億 | 36.98% | −492,976−13.7% | 減碼 |
| Invesco Ltd. | 3,018,990 | $9.78 億 | 0.18% | +1,222,074+68.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,893,148 | $9.37 億 | 0.75% | +2,373,885+457.2% | 加碼 |
| Jericho Capital Asset Management L.P. | 2,793,759 | $9.05 億 | 12.92% | −538,033−16.1% | 減碼 |
| Alliancebernstein L.P. | 2,725,101 | $8.82 億 | 0.30% | +1,797,027+193.6% | 加碼 |
| Norges Bank | 2,557,323 | $8.28 億 | 0.11% | +274,906+12.0% | 加碼 |
| Kensico Capital Management Corp | 2,551,000 | $8.26 億 | 18.87% | 00.0% | 不變 |
| Fred Alger Management, LLC | 2,530,729 | $8.20 億 | 3.91% | −1,008,738−28.5% | 減碼 |
| Bank of America Corp | 2,460,915 | $7.97 億 | 0.07% | −2,158,947−46.7% | 減碼 |
| Goldman Sachs Group Inc | 2,364,982 | $7.66 億 | 0.15% | −823,642−25.8% | 減碼 |
| Coatue Management LLC大師Coatue | 2,297,938 | $7.44 億 | 2.51% | +304,342+15.3% | 加碼 |
| Janus Henderson Group PLC | 2,241,664 | $7.26 億 | 0.37% | −109,138−4.6% | 減碼 |
| Whale Rock Capital Management LLC | 1,796,826 | $5.82 億 | 6.89% | −1,168,687−39.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,777,946 | $5.76 億 | 0.14% | +61,222+3.6% | 加碼 |
| UBS Group AG | 1,662,242 | $5.38 億 | 0.12% | +1,240,648+294.3% | 加碼 |
| Raymond James Financial Inc | 1,652,318 | $5.35 億 | 0.20% | +1,652,318 | 新進 |
| Northern Trust Corp | 1,612,978 | $5.22 億 | 0.07% | +55,082+3.5% | 加碼 |
| Millennium Management LLC | 1,519,381 | $4.92 億 | 0.43% | +808,973+113.9% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,441,117 | $4.67 億 | 0.51% | +801,734+125.4% | 加碼 |
| Wellington Management Group LLP | 1,313,387 | $4.25 億 | 0.08% | +1,297,035+7,932.0% | 加碼 |
| Legal & General Group Plc | 1,312,703 | $4.25 億 | 0.11% | +259,916+24.7% | 加碼 |
| Capital World Investors | 1,301,517 | $4.21 億 | 0.06% | +1,301,517 | 新進 |
| Jennison Associates LLC | 1,279,876 | $4.14 億 | 0.25% | +1,279,876 | 新進 |
| Sapient Capital LLC | 1,188,446 | $3.85 億 | 7.35% | −364,134−23.5% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,085,113 | $3.51 億 | 2.61% | −1,284,753−54.2% | 減碼 |
| Franklin Resources Inc | 1,084,957 | $3.51 億 | 0.10% | +87,961+8.8% | 加碼 |
| First Trust Advisors LP | 1,045,288 | $3.38 億 | 0.30% | −152,971−12.8% | 減碼 |
| Bank of New York Mellon Corp | 1,032,315 | $3.34 億 | 0.06% | +30,154+3.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,020,479 | $3.30 億 | 0.08% | +38,441+3.9% | 加碼 |
| American Century Companies Inc | 996,779 | $3.23 億 | 0.19% | −3,499−0.3% | 減碼 |
| Charles Schwab Investment Management Inc | 965,178 | $3.13 億 | 0.06% | +14,238+1.5% | 加碼 |
| Clearbridge Investments, LLC | 947,642 | $3.07 億 | 0.25% | +61,152+6.9% | 加碼 |
| Royal Bank of Canada | 890,396 | $2.88 億 | 0.06% | +622,456+232.3% | 加碼 |
| HRT Financial LP | 881,690 | $2.86 億 | 1.47% | +881,690 | 新進 |
| Citadel Advisors LLC | 852,126 | $2.76 億 | 0.26% | +783,039+1,133.4% | 加碼 |
| Sands Capital Management, LLC | 826,394 | $2.68 億 | 0.79% | +826,394 | 新進 |
| 1832 Asset Management L.P. | 794,136 | $2.57 億 | 0.46% | −1,085,004−57.7% | 減碼 |
| Nuveen Asset Management, LLC | 702,255 | $2.27 億 | 0.06% | −82,601−10.5% | 減碼 |
| Voya Investment Management LLC | 694,264 | $2.25 億 | 0.23% | +154,954+28.7% | 加碼 |
| Greenstone Partners & Co., LLC | 692,439 | $2.24 億 | 52.61% | −104,398−13.1% | 減碼 |
| Panview Capital Ltd | 661,100 | $2.14 億 | 45.67% | +661,100 | 新進 |
| Castle Hook Partners LP | 633,641 | $2.05 億 | 4.36% | +633,641 | 新進 |
| Amundi | 603,766 | $1.99 億 | 0.07% | +242,539+67.1% | 加碼 |
| Lord, Abbett & Co. LLC | 587,710 | $1.90 億 | 0.60% | −762,689−56.5% | 減碼 |
| Swiss National Bank | 587,390 | $1.90 億 | 0.13% | −18,900−3.1% | 減碼 |
| Envestnet Asset Management Inc | 579,497 | $1.88 億 | 0.06% | −128,779−18.2% | 減碼 |
| Two Sigma Investments, LP | 576,524 | $1.87 億 | 0.43% | −890,321−60.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 544,301 | $1.76 億 | 0.12% | +45,767+9.2% | 加碼 |
| Renaissance Technologies LLC | 522,400 | $1.69 億 | 0.25% | +328,200+169.0% | 加碼 |
| Two Sigma Advisers, LP | 507,814 | $1.64 億 | 0.38% | −958,200−65.4% | 減碼 |
| Susquehanna International Group, LLP | 505,664 | $1.64 億 | 0.24% | −281,264−35.7% | 減碼 |
| Bridgewater Associates, LP | 492,860 | $1.60 億 | 0.73% | +227,270+85.6% | 加碼 |
| Schroder Investment Management Group | 475,534 | $1.59 億 | 0.15% | −290,719−37.9% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 481,000 | $1.56 億 | 2.59% | +481,000 | 新進 |
| Federated Hermes, Inc. | 472,407 | $1.53 億 | 0.34% | −451,711−48.9% | 減碼 |
| Deutsche Bank AG | 455,496 | $1.48 億 | 0.06% | +178,450+64.4% | 加碼 |
| Jane Street Group, LLC | 449,266 | $1.45 億 | 0.23% | +281,764+168.2% | 加碼 |
| National Pension Service | 443,667 | $1.44 億 | 0.14% | −62,500−12.3% | 減碼 |
| Rhumbline Advisers | 440,489 | $1.43 億 | 0.13% | +24,451+5.9% | 加碼 |
| California Public Employees Retirement System | 438,586 | $1.42 億 | 0.09% | −44,035−9.1% | 減碼 |
| Mane Global Capital Management LP | 437,073 | $1.42 億 | 6.47% | +437,073 | 新進 |
| No Street GP LP | 430,000 | $1.39 億 | 9.40% | −305,000−41.5% | 減碼 |
| Steadfast Capital Management LP | 422,442 | $1.37 億 | 2.90% | +422,442 | 新進 |
| Neuberger Berman Group LLC | 410,545 | $1.33 億 | 0.11% | +154,241+60.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 410,435 | $1.33 億 | 4.73% | −62,833−13.3% | 減碼 |
| Citigroup Inc | 408,391 | $1.32 億 | 0.13% | +73,136+21.8% | 加碼 |
| Russell Investments Group, Ltd. | 407,390 | $1.32 億 | 0.18% | +74,226+22.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 406,405 | $1.32 億 | 1.12% | +5,087+1.3% | 加碼 |
| Barclays PLC | 394,426 | $1.28 億 | 0.06% | +75,434+23.6% | 加碼 |
| SEI Investments Co | 390,307 | $1.26 億 | 0.16% | −146,256−27.3% | 減碼 |
| Frontier Capital Management Co LLC | 363,178 | $1.18 億 | 1.12% | +363,178 | 新進 |
| Primecap Management Co | 348,100 | $1.13 億 | 0.09% | +348,100 | 新進 |
| Westfield Capital Management Co LP | 347,908 | $1.13 億 | 0.49% | +347,908 | 新進 |
| Victory Capital Management Inc | 340,709 | $1.10 億 | 0.11% | −34,183−9.1% | 減碼 |
| ProShare Advisors LLC | 338,942 | $1.10 億 | 0.25% | +338,942 | 新進 |
| California State Teachers Retirement System | 329,832 | $1.07 億 | 0.12% | +6,108+1.9% | 加碼 |
| Balyasny Asset Management LLC | 327,845 | $1.06 億 | 0.25% | +317,563+3,088.5% | 加碼 |
| Spyglass Capital Management LLC | 315,061 | $1.02 億 | 5.74% | −503,048−61.5% | 減碼 |
| Augustine Asset Management Inc | 302,022 | $9,780 萬 | 25.70% | −43,282−12.5% | 減碼 |
| Wells Fargo & Company | 293,992 | $9,520 萬 | 0.02% | +43,168+17.2% | 加碼 |
| Polar Capital Holdings Plc | 287,039 | $9,295 萬 | 0.52% | −137,314−32.4% | 減碼 |
| Steadview Capital Management LLC | 283,550 | $9,182 萬 | 19.00% | −103,450−26.7% | 減碼 |
| AQR Capital Management LLC | 277,720 | $8,993 萬 | 0.12% | −169,417−37.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 274,958 | $8,904 萬 | 0.21% | +22,680+9.0% | 加碼 |
| TimesSquare Capital Management, LLC | 273,276 | $8,849 萬 | 1.29% | +273,276 | 新進 |
| TD Asset Management Inc | 260,206 | $8,426 萬 | 0.07% | +94,501+57.0% | 加碼 |
| Ameriprise Financial Inc | 250,396 | $8,109 萬 | 0.02% | −512,554−67.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 249,027 | $8,064 萬 | 0.15% | +24,020+10.7% | 加碼 |