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 |
|---|---|---|---|---|---|
| Valliance Asset Management Ltd | 5,000 | $161.9 萬 | 2.91% | +5,000 | 新進 |
| Change Path, LLC | 5,032 | $163.0 萬 | 0.05% | −1,924−27.7% | 減碼 |
| Diversified Trust Co | 5,034 | $163.0 萬 | 0.04% | +1,072+27.1% | 加碼 |
| Emerald Advisers, LLC | 5,186 | $167.9 萬 | 0.07% | +1,853+55.6% | 加碼 |
| Truvestments Capital LLC | 5,236 | $169.6 萬 | 0.44% | +38+0.7% | 加碼 |
| Burney Co | 5,261 | $170.4 萬 | 0.06% | −156−2.9% | 減碼 |
| Kathmere Capital Management, LLC | 5,303 | $171.7 萬 | 0.15% | +218+4.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 5,307 | $171.9 萬 | 0.02% | −161−2.9% | 減碼 |
| Legacy Advisors, LLC | 5,370 | $173.9 萬 | 0.17% | −1,468−21.5% | 減碼 |
| Lake Street Advisors Group, LLC | 5,425 | $175.7 萬 | 0.08% | +177+3.4% | 加碼 |
| SG Americas Securities, LLC | 5,477 | $177.4 萬 | 0.01% | −10,077−64.8% | 減碼 |
| Mount Lucas Management LP | 5,544 | $179.5 萬 | 0.63% | −1,173−17.5% | 減碼 |
| Ascent Group, LLC | 5,553 | $179.8 萬 | 0.14% | +1,416+34.2% | 加碼 |
| Entropy Technologies, LP | 5,560 | $180.0 萬 | 0.19% | −33,116−85.6% | 減碼 |
| Everence Capital Management Inc | 5,600 | $181.3 萬 | 0.12% | +5,600 | 新進 |
| Axxcess Wealth Management, LLC | 5,694 | $184.4 萬 | 0.05% | +1,316+30.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,255 | $184.7 萬 | 0.02% | +1,108+26.7% | 加碼 |
| Polymer Capital Management (HK) LTD | 5,800 | $187.8 萬 | 0.33% | −5,700−49.6% | 減碼 |
| Reliant Investment Partners, LLC | 5,843 | $189.2 萬 | 1.68% | +5,843 | 新進 |
| Principal Securities, Inc. | 5,899 | $191.0 萬 | 0.04% | +165+2.9% | 加碼 |
| GeoWealth Management, LLC | 5,982 | $193.7 萬 | 0.06% | −898−13.1% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 6,000 | $194.3 萬 | 0.10% | −600−9.1% | 減碼 |
| Shelton Wealth Management, LLC | 6,021 | $195.0 萬 | 1.07% | −10,158−62.8% | 減碼 |
| New York State Teachers Retirement System | 6,139 | $198.8 萬 | 0.00% | −8,711−58.7% | 減碼 |
| Trilogy Capital Inc. | 6,145 | $199.0 萬 | 0.10% | −5,903−49.0% | 減碼 |
| Armistice Capital, LLC | 6,146 | $199.0 萬 | 0.05% | +6,146 | 新進 |
| Allstate Corp | 6,151 | $199.2 萬 | 0.06% | +6,151 | 新進 |
| Brown Advisory Inc | 6,198 | $200.7 萬 | 0.00% | +701+12.8% | 加碼 |
| Wedmont Private Capital | 6,322 | $201.3 萬 | 0.11% | +277+4.6% | 加碼 |
| Altfest L J & Co Inc | 6,291 | $203.7 萬 | 0.26% | −2,135−25.3% | 減碼 |
| Donoghue Forlines LLC | 6,317 | $204.6 萬 | 0.68% | +1,399+28.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 6,415 | $207.7 萬 | 0.07% | +6,415 | 新進 |
| Gilder Gagnon Howe & Co LLC | 6,422 | $208.0 萬 | 0.02% | −179−2.7% | 減碼 |
| Cumberland Partners Ltd | 6,500 | $210.5 萬 | 0.15% | −12,500−65.8% | 減碼 |
| Liontrust Investment Partners LLP | 6,515 | $211.0 萬 | 0.03% | +6,515 | 新進 |
| Alpha DNA Investment Management LLC | 6,541 | $211.8 萬 | 1.16% | +529+8.8% | 加碼 |
| APG Asset Management US Inc. | 6,546 | $212.0 萬 | 0.02% | +6,546 | 新進 |
| Board of the Pension Protection Fund | 6,600 | $213.7 萬 | 2.47% | +6,600 | 新進 |
| Concentric Capital Strategies, LP | 6,696 | $216.8 萬 | 0.14% | +6,696 | 新進 |
| Altshuler Shaham Ltd | 6,754 | $218.7 萬 | 0.07% | −13,721−67.0% | 減碼 |
| Nations Financial Group Inc, | 6,800 | $220.2 萬 | 0.16% | +6,800 | 新進 |
| GLOBALT Investments LLC | 6,904 | $223.6 萬 | 0.09% | −4,491−39.4% | 減碼 |
| Range Financial Group LLC | 6,909 | $223.7 萬 | 1.03% | +6,909 | 新進 |
| Shell Asset Management Co | 6,912 | $223.8 萬 | 0.10% | +2,463+55.4% | 加碼 |
| Virtus ETF Advisers LLC | 6,927 | $224.3 萬 | 0.92% | −4,493−39.3% | 減碼 |
| Cache Advisors, LLC | 6,936 | $224.6 萬 | 0.94% | +6,936 | 新進 |
| Highland Capital Management, LLC | 6,999 | $226.6 萬 | 0.13% | −13,781−66.3% | 減碼 |
| Independent Financial Group, LLC | 7,185 | $232.7 萬 | 0.08% | +4,764+196.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 7,206 | $233.4 萬 | 0.06% | +7,206 | 新進 |
| Stephens Inc | 7,224 | $233.9 萬 | 0.03% | +604+9.1% | 加碼 |
| United Capital Financial Advisers, LLC | 7,359 | $238.3 萬 | 0.02% | +3,026+69.8% | 加碼 |
| Invst, LLC | 7,363 | $238.4 萬 | 0.29% | +551+8.1% | 加碼 |
| Ossiam | 7,421 | $240.3 萬 | 0.04% | +5,826+365.3% | 加碼 |
| Blackhawk Capital Partners LLC. | 7,478 | $242.2 萬 | 1.25% | +5,143+220.3% | 加碼 |
| Kestra Advisory Services, LLC | 7,498 | $242.8 萬 | 0.01% | +1,191+18.9% | 加碼 |
| Atria Investments LLC | 7,507 | $243.1 萬 | 0.03% | +3,108+70.7% | 加碼 |
| Retireful, LLC | 7,548 | $244.4 萬 | 1.38% | +7,548 | 新進 |
| Laurion Capital Management LP | 7,568 | $245.1 萬 | 0.15% | +7,568 | 新進 |
| Prudential PLC | 7,731 | $250.4 萬 | 0.01% | −2,801−26.6% | 減碼 |
| Prelude Capital Management, LLC | 7,766 | $251.5 萬 | 0.21% | −2,225−22.3% | 減碼 |
| Graham Capital Management, L.P. | 7,811 | $252.9 萬 | 0.08% | −4,443−36.3% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,856 | $254.4 萬 | 0.01% | +263+3.5% | 加碼 |
| LMG Wealth Partners, LLC | 7,992 | $258.8 萬 | 0.56% | −4,480−35.9% | 減碼 |
| Morgens Waterfall Vintiadis & Co Inc | 8,000 | $259.1 萬 | 1.98% | +8,000 | 新進 |
| Aware Super Pty Ltd as trustee of Aware Super | 8,075 | $261.5 萬 | 0.04% | +8,075 | 新進 |
| Stratos Wealth Partners, LTD. | 8,160 | $264.2 萬 | 0.04% | −2,250−21.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,182 | $265.0 萬 | 0.00% | +464+6.0% | 加碼 |
| Pinnacle Wealth Management, LLC | 8,187 | $265.1 萬 | 2.95% | +8,187 | 新進 |
| Ballentine Partners, LLC | 8,409 | $272.3 萬 | 0.05% | +305+3.8% | 加碼 |
| Fulton Bank, N.A. | 8,429 | $273.0 萬 | 0.11% | +908+12.1% | 加碼 |
| Maytus Capital Management, LLC | 8,500 | $275.3 萬 | 0.96% | +8,500 | 新進 |
| Williamson Legacy Group, LLC | 8,509 | $275.5 萬 | 1.84% | −734−7.9% | 減碼 |
| Cookson Peirce & Co Inc | 8,554 | $277.0 萬 | 0.13% | +3,030+54.9% | 加碼 |
| Next Century Growth Investors LLC | 8,573 | $277.6 萬 | 0.21% | +8,573 | 新進 |
| Franchise Capital Ltd | 8,682 | $281.1 萬 | 1.30% | +8,682 | 新進 |
| Vident Advisory, LLC | 8,885 | $287.7 萬 | 0.05% | −205−2.3% | 減碼 |
| Bleakley Financial Group, LLC | 8,936 | $289.4 萬 | 0.09% | −712−7.4% | 減碼 |
| Bokf, NA | 9,223 | $293.7 萬 | 0.05% | +1,680+22.3% | 加碼 |
| DeDora Capital, Inc. | 9,300 | $301.2 萬 | 0.82% | 00.0% | 不變 |
| CFO4Life Group, LLC | 9,328 | $302.1 萬 | 0.53% | −765−7.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 9,502 | $307.7 萬 | 0.10% | +9,502 | 新進 |
| EP Wealth Advisors, LLC | 9,545 | $309.1 萬 | 0.03% | −3,868−28.8% | 減碼 |
| Ethic Inc. | 9,657 | $312.7 萬 | 0.06% | −1,966−16.9% | 減碼 |
| Calamos Advisors LLC | 9,663 | $312.9 萬 | 0.01% | −7,454−43.5% | 減碼 |
| Delta Global Management LP | 9,781 | $316.7 萬 | 0.26% | +9,781 | 新進 |
| Rakuten Securities, Inc. | 9,823 | $318.1 萬 | 1.25% | +8,981+1,066.6% | 加碼 |
| Verdence Capital Advisors LLC | 9,874 | $319.7 萬 | 0.26% | −1,148−10.4% | 減碼 |
| Alps Advisors Inc | 9,937 | $321.8 萬 | 0.02% | −6,991−41.3% | 減碼 |
| Proem Advisors LLC | 10,000 | $323.8 萬 | 1.48% | +10,000 | 新進 |
| Sheets Smith Investment Management | 10,074 | $326.2 萬 | 2.76% | +10,074 | 新進 |
| Private Advisor Group, LLC | 10,120 | $327.7 萬 | 0.02% | −1,171−10.4% | 減碼 |
| GSG Advisors LLC | 10,221 | $331.0 萬 | 1.04% | +31+0.3% | 加碼 |
| Erste Asset Management GmbH | 10,000 | $335.2 萬 | 0.04% | +10,000 | 新進 |
| APG Asset Management N.V. | 11,080 | $346.5 萬 | 0.01% | +347+3.2% | 加碼 |
| Dana Investment Advisors, Inc. | 10,811 | $350.1 萬 | 0.12% | −853−7.3% | 減碼 |
| Acadian Asset Management LLC | 10,847 | $350.9 萬 | 0.01% | −2,668−19.7% | 減碼 |
| Vontobel Holding Ltd. | 10,961 | $355.0 萬 | 0.01% | −2,217−16.8% | 減碼 |
| Adviser Investments LLC | 10,997 | $356.1 萬 | 0.04% | −3,339−23.3% | 減碼 |
| Symmetry Investments LP | 11,400 | $369.2 萬 | 0.22% | +11,400 | 新進 |
| Proequities, Inc. | 10,278 | $371.8 萬 | 0.21% | −5,283−34.0% | 減碼 |