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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 季與 2024 年第 3 季比較

持有 AppLovin Corp 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

APP 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數70316992+305
股數1.86 億332.6 萬2.04 億+2,091 萬 (+11.4%)
市值$244.2 億$5.20 億$661.5 億+$422.4 億 (+176.7%)

16 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(354 家)

2024 年第 4 季季末持有 AppLovin Corp、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 354 家。

2024 年第 4 季新進 APP 的機構
機構股數市值佔組合 %
Boston Private Wealth LLC5,502,645$17.8 億33.29%
Raymond James Financial Inc1,652,318$5.35 億0.20%
Capital World Investors1,301,517$4.21 億0.06%
Jennison Associates LLC1,279,876$4.14 億0.25%
HRT Financial LP881,690$2.86 億1.47%
Sands Capital Management, LLC826,394$2.68 億0.79%
Panview Capital Ltd661,100$2.14 億45.67%
Castle Hook Partners LP633,641$2.05 億4.36%
D1 Capital Partners L.P.大師D1 資本481,000$1.56 億2.59%
Mane Global Capital Management LP437,073$1.42 億6.47%
Steadfast Capital Management LP422,442$1.37 億2.90%
Frontier Capital Management Co LLC363,178$1.18 億1.12%
Primecap Management Co348,100$1.13 億0.09%
Westfield Capital Management Co LP347,908$1.13 億0.49%
ProShare Advisors LLC338,942$1.10 億0.25%
TimesSquare Capital Management, LLC273,276$8,849 萬1.29%
BNP Paribas Arbitrage, SA221,054$7,158 萬0.06%
Universal- Beteiligungs- und Servicegesellschaft mbH213,084$6,900 萬0.14%
Maplelane Capital, LLC209,190$6,774 萬7.36%
Anomaly Capital Management, LP199,164$6,450 萬1.91%
Viking Global Investors LP大師維京全球投資148,965$4,824 萬0.16%
Scopus Asset Management, L.P.115,250$3,732 萬1.38%
Wolverine Trading, LLC107,835$3,617 萬0.81%
Trivest Advisors Ltd109,950$3,561 萬1.62%
Science & Technology Partners, L.P.94,521$3,061 萬9.30%
Forest Avenue Capital Management LP91,700$2,970 萬2.79%
TFJ Management, LLC85,522$2,769 萬24.94%
Healthcare of Ontario Pension Plan Trust Fund83,744$2,712 萬0.06%
KLP Kapitalforvaltning AS80,350$2,602 萬0.12%
BOCHK Asset Management Ltd77,370$2,505 萬7.67%
Zweig-DiMenna Associates LLC73,500$2,380 萬2.01%
Roberts Foundation68,941$2,233 萬10.69%
Lansforsakringar Fondforvaltning AB (publ)67,331$2,180 萬0.12%
Newbrook Capital Advisors LP67,279$2,179 萬2.79%
Holocene Advisors, LP61,546$1,993 萬0.06%
Teacher Retirement System of Texas60,393$1,956 萬0.07%
GF Fund Management Co. Ltd.58,400$1,891 萬0.41%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main54,977$1,780 萬0.02%
Nishkama Capital, LLC47,191$1,528 萬2.50%
Maestria Partners LLC43,943$1,423 萬5.64%
Twinbeech Capital LP43,236$1,400 萬0.24%
ExodusPoint Capital Management, LP41,179$1,334 萬0.14%
Brevan Howard Capital Management LP39,601$1,282 萬0.32%
Jain Global LLC39,171$1,268 萬0.38%
USS Investment Management Ltd38,895$1,260 萬0.09%
Police & Firemen's Retirement System of New Jersey38,211$1,237 萬0.12%
Rafferty Asset Management, LLC37,689$1,220 萬0.04%
Bank Julius Baer & Co. Ltd, Zurich35,241$1,212 萬0.04%
Catalyst Funds Management Pty Ltd35,800$1,159 萬2.86%
Varma Mutual Pension Insurance Co34,200$1,107 萬0.08%
Soros Capital Management LLC33,100$1,072 萬1.68%
Wealth High Governance Capital Ltda31,000$1,004 萬3.60%
Honeycomb Asset Management LP28,500$922.9 萬3.44%
Panagora Asset Management Inc27,971$905.8 萬0.04%
CenterBook Partners LP27,877$902.7 萬0.54%
Dark Forest Capital Management LP27,308$884.3 萬1.30%
Capstone Investment Advisors, LLC24,847$804.6 萬0.08%
Profund Advisors LLC22,405$725.5 萬0.26%
Louisiana State Employees Retirement System21,800$705.9 萬0.13%
NEOS Investment Management LLC19,337$626.2 萬0.15%
BW Gestao de Investimentos Ltda.19,000$615.3 萬0.29%
Beck Bode, LLC18,794$608.6 萬1.11%
Oak Ridge Investments LLC17,825$577.2 萬0.45%
PDT Partners, LLC14,004$453.5 萬0.40%
Peregrine Asset Advisers, Inc.13,850$448.5 萬1.66%
Candriam Luxembourg S.C.A.13,457$435.8 萬0.03%
Q Fund Management (Hong Kong) Ltd13,300$430.7 萬4.52%
Rockefeller Capital Management L.P.12,344$399.6 萬0.01%
Broadleaf Partners, LLC12,251$396.7 萬0.93%
Independent Solutions Wealth Management, LLC12,156$393.6 萬0.86%
Pinnbrook Capital Management LP12,106$392.0 萬1.38%
Optimize Financial Inc11,551$374.1 萬2.80%
Symmetry Investments LP11,400$369.2 萬0.22%
Erste Asset Management GmbH10,000$335.2 萬0.04%
Sheets Smith Investment Management10,074$326.2 萬2.76%
Proem Advisors LLC10,000$323.8 萬1.48%
Delta Global Management LP9,781$316.7 萬0.26%
Ameritas Investment Partners, Inc.9,502$307.7 萬0.10%
Franchise Capital Ltd8,682$281.1 萬1.30%
Next Century Growth Investors LLC8,573$277.6 萬0.21%
Maytus Capital Management, LLC8,500$275.3 萬0.96%
Pinnacle Wealth Management, LLC8,187$265.1 萬2.95%
Aware Super Pty Ltd as trustee of Aware Super8,075$261.5 萬0.04%
Morgens Waterfall Vintiadis & Co Inc8,000$259.1 萬1.98%
Laurion Capital Management LP7,568$245.1 萬0.15%
Retireful, LLC7,548$244.4 萬1.38%
Dai-Ichi Life Insurance Company, Ltd7,206$233.4 萬0.06%
Cache Advisors, LLC6,936$224.6 萬0.94%
Range Financial Group LLC6,909$223.7 萬1.03%
Nations Financial Group Inc,6,800$220.2 萬0.16%
Concentric Capital Strategies, LP6,696$216.8 萬0.14%
Board of the Pension Protection Fund6,600$213.7 萬2.47%
APG Asset Management US Inc.6,546$212.0 萬0.02%
Liontrust Investment Partners LLP6,515$211.0 萬0.03%
Tokio Marine Asset Management Co Ltd6,415$207.7 萬0.07%
Allstate Corp6,151$199.2 萬0.06%
Armistice Capital, LLC6,146$199.0 萬0.05%
Reliant Investment Partners, LLC5,843$189.2 萬1.68%
Everence Capital Management Inc5,600$181.3 萬0.12%
Insight Holdings Group, LLC5,000$161.9 萬0.10%

清倉機構(49 家)

2024 年第 3 季季末持有 AppLovin Corp、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 APP 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Dorsey Asset Management, LLC大師多爾西資產管理698,796$9,123 萬
Perpetual Ltd661,680$8,638 萬
Qube Research & Technologies Ltd628,094$8,200 萬
NetEase, Inc.500,000$6,528 萬
Voloridge Investment Management, LLC236,624$3,089 萬
Kohlberg Kravis Roberts & Co. L.P.136,794$1,786 萬
Seven Grand Managers, LLC125,000$1,632 萬
Davidson Kempner Capital Management LP100,000$1,305 萬
Ardmore Road Asset Management LP50,000$652.8 萬
Comprehensive Financial Management LLC39,000$509.2 萬
XTX Topco Ltd28,765$375.5 萬
Quinn Opportunity Partners LLC23,000$300.3 萬
Cohen Capital Management, Inc.21,036$274.6 萬
Redwood Investment Management, LLC17,378$222.0 萬
Hussman Strategic Advisors, Inc.16,800$219.3 萬
Caxton Associates LP14,902$194.5 萬
Bayesian Capital Management, LP11,900$155.4 萬
Crestline Management, LP10,162$132.7 萬
Thrive Capital Management, LLC6,507$84.9 萬
Dynamic Advisor Solutions LLC5,553$72.5 萬
Icapital Wealth LLC5,133$67.0 萬
Impact Partnership Wealth, LLC5,062$66.1 萬
National Philanthropic Trust5,015$65.5 萬
Hillsdale Investment Management Inc.4,950$64.6 萬
Winton Group Ltd4,926$64.3 萬
Samalin Investment Counsel, LLC4,922$64.3 萬
Quantbot Technologies LP4,582$59.8 萬
WT Asset Management Ltd4,000$52.2 萬
Oak Thistle LLC3,755$49.0 萬
Fifth Lane Capital, LP3,475$45.4 萬
Veriti Management LLC2,268$29.6 萬
Siemens Fonds Invest GmbH2,208$28.8 萬
Counterpoint Mutual Funds LLC1,999$26.1 萬
Eqis Capital Management, Inc.1,767$23.1 萬
Diametric Capital, LP1,760$23.0 萬
Total Clarity Wealth Management, Inc.1,731$22.6 萬
Gries Financial LLC1,535$20.0 萬
Hoey Investments, Inc2,300$19.1 萬
ORG Wealth Partners, LLC324$4.23 萬
nVerses Capital, LLC300$3.92 萬
Raleigh Capital Management Inc.224$2.92 萬
Capital Performance Advisors LLP191$2.49 萬
Golden State Equity Partners140$1.83 萬
Macroview Investment Management LLC132$1.72 萬
Baldwin Brothers Inc66$8,616
REAP Financial Group, LLC64$8,355
Jaffetilchin Investment Partners, LLC21$2,742
Claris Advisors, LLC7$914
Mendota Financial Group, LLC1$131

尚未申報 2024 年第 4 季的機構(16 家)

2024 年第 3 季季末持有 AppLovin Corp、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 APP、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Panview Asian Equity Master Fund1,224,000$1.60 億
Eagle Asset Management Inc523,149$1.52 億
Raymond James & Associates1,038,139$1.36 億
Scout Investments, Inc.279,672$4,111 萬
Contrarius Investment Management Ltd81,756$1,067 萬
Smithbridge Asset Management Inc54,276$708.6 萬
ClariVest Asset Management LLC57,210$476.1 萬
Raymond James Financial Services Advisors, Inc.27,586$360.1 萬
First Trust Investment Solutions L.P.17,203$224.6 萬
Seaport Global Advisors, LLC10,066$131.4 萬
B. Metzler seel. Sohn & Co. Holding AG5,468$71.4 萬
Rakuten Investment Management, Inc.3,737$47.7 萬
Raymond James Trust N.A.3,279$42.8 萬
FinTrust Capital Advisors, LLC378$4.93 萬
Abich Financial Wealth Management LLC71$9,269
First Personal Financial Services2$262