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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 27,601 | $893.8 萬 | 0.55% | +997+3.7% | 加碼 |
| Squarepoint Ops LLC | 27,668 | $896.0 萬 | 0.02% | +423+1.6% | 加碼 |
| CenterBook Partners LP | 27,877 | $902.7 萬 | 0.54% | +27,877 | 新進 |
| Panagora Asset Management Inc | 27,971 | $905.8 萬 | 0.04% | +27,971 | 新進 |
| Honeycomb Asset Management LP | 28,500 | $922.9 萬 | 3.44% | +28,500 | 新進 |
| La Banque Postale Asset Management SA | 28,671 | $928.5 萬 | 0.13% | −2,728−8.7% | 減碼 |
| Exchange Traded Concepts, LLC | 28,848 | $934.2 萬 | 0.19% | +17,410+152.2% | 加碼 |
| Dakota Wealth Management | 28,864 | $934.7 萬 | 0.22% | −17,657−38.0% | 減碼 |
| Castellan Group, LLC | 28,969 | $938.1 萬 | 4.06% | −38,427−57.0% | 減碼 |
| JustInvest LLC | 28,994 | $938.9 萬 | 0.14% | +1,982+7.3% | 加碼 |
| TD Waterhouse Canada Inc. | 29,013 | $939.7 萬 | 0.08% | +17,922+161.6% | 加碼 |
| China Universal Asset Management Co., Ltd. | 29,361 | $950.8 萬 | 0.89% | +10,361+54.5% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 29,785 | $964.5 萬 | 0.03% | −12,452−29.5% | 減碼 |
| Sterling Capital Management LLC | 29,974 | $970.6 萬 | 0.13% | +25,200+527.9% | 加碼 |
| Silvant Capital Management LLC | 30,368 | $983.4 萬 | 0.41% | −8,211−21.3% | 減碼 |
| Quantinno Capital Management LP | 30,383 | $983.9 萬 | 0.10% | +23,971+373.8% | 加碼 |
| Mackenzie Financial Corp | 30,499 | $987.6 萬 | 0.01% | +21,419+235.9% | 加碼 |
| Toronto Dominion Bank | 30,705 | $994.3 萬 | 0.02% | +5,531+22.0% | 加碼 |
| Horizon Investment Services, LLC | 30,886 | $1,000 萬 | 4.25% | −1,356−4.2% | 減碼 |
| Wealth High Governance Capital Ltda | 31,000 | $1,004 萬 | 3.60% | +31,000 | 新進 |
| Pitcairn Co | 31,110 | $1,007 萬 | 0.59% | +2,473+8.6% | 加碼 |
| Empowered Funds, LLC | 31,131 | $1,008 萬 | 0.15% | −58,504−65.3% | 減碼 |
| California First Leasing Corp | 31,937 | $1,034 萬 | 4.26% | −2,200−6.4% | 減碼 |
| HighTower Advisors, LLC | 32,153 | $1,041 萬 | 0.01% | −9,700−23.2% | 減碼 |
| Estate Counselors, LLC | 32,167 | $1,042 萬 | 1.11% | −318−1.0% | 減碼 |
| Soros Capital Management LLC | 33,100 | $1,072 萬 | 1.68% | +33,100 | 新進 |
| Truist Financial Corp | 33,608 | $1,088 萬 | 0.02% | −5,066−13.1% | 減碼 |
| Cunning Capital Partners, LP | 33,690 | $1,091 萬 | 6.73% | −4,145−11.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 34,412 | $1,098 萬 | 0.51% | +17,392+102.2% | 加碼 |
| Cetera Investment Advisers | 33,966 | $1,100 萬 | 0.02% | −4,403−11.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 34,200 | $1,107 萬 | 0.08% | +34,200 | 新進 |
| Thoroughbred Financial Services, LLC | 34,708 | $1,124 萬 | 0.69% | −1,255−3.5% | 減碼 |
| Berkshire Capital Holdings Inc | 35,590 | $1,153 萬 | 4.16% | +35,580+355,800.0% | 加碼 |
| Vinva Investment Management Ltd | 34,509 | $1,157 萬 | 0.45% | −50,742−59.5% | 減碼 |
| Catalyst Funds Management Pty Ltd | 35,800 | $1,159 萬 | 2.86% | +35,800 | 新進 |
| Perigon Wealth Management, LLC | 34,996 | $1,162 萬 | 0.29% | −2,465−6.6% | 減碼 |
| DnB Asset Management AS | 36,052 | $1,167 萬 | 0.05% | +1,681+4.9% | 加碼 |
| iA Global Asset Management Inc. | 36,437 | $1,180 萬 | 0.21% | +28,366+351.5% | 加碼 |
| Cozad Asset Management Inc | 37,096 | $1,201 萬 | 1.12% | +28,706+342.1% | 加碼 |
| M&T Bank Corp | 37,368 | $1,210 萬 | 0.04% | +569+1.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 35,241 | $1,212 萬 | 0.04% | +35,241 | 新進 |
| Rafferty Asset Management, LLC | 37,689 | $1,220 萬 | 0.04% | +37,689 | 新進 |
| FORA Capital, LLC | 37,718 | $1,221 萬 | 1.40% | −77,662−67.3% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 38,211 | $1,237 萬 | 0.12% | +38,211 | 新進 |
| USS Investment Management Ltd | 38,895 | $1,260 萬 | 0.09% | +38,895 | 新進 |
| IFM Investors Pty Ltd | 39,122 | $1,267 萬 | 0.13% | −1,317−3.3% | 減碼 |
| Jain Global LLC | 39,171 | $1,268 萬 | 0.38% | +39,171 | 新進 |
| Janney Montgomery Scott LLC | 39,464 | $1,278 萬 | 0.04% | −12,750−24.4% | 減碼 |
| Ieq Capital, LLC | 39,562 | $1,281 萬 | 0.12% | −7,718−16.3% | 減碼 |
| EPIQ Capital Group, LLC | 39,564 | $1,281 萬 | 3.34% | −3,718−8.6% | 減碼 |
| Brevan Howard Capital Management LP | 39,601 | $1,282 萬 | 0.32% | +39,601 | 新進 |
| Standard Life Aberdeen plc | 39,725 | $1,286 萬 | 0.02% | −9,966−20.1% | 減碼 |
| British Columbia Investment Management Corp | 39,818 | $1,289 萬 | 0.08% | +5,734+16.8% | 加碼 |
| Blue Grotto Capital, LLC | 40,000 | $1,295 萬 | 2.37% | −110,000−73.3% | 減碼 |
| Los Angeles Capital Management LLC | 40,362 | $1,307 萬 | 0.05% | +20,543+103.7% | 加碼 |
| Discovery Capital Management, LLC | 40,740 | $1,319 萬 | 0.90% | −202,460−83.2% | 減碼 |
| ExodusPoint Capital Management, LP | 41,179 | $1,334 萬 | 0.14% | +41,179 | 新進 |
| CAPROCK Group, Inc. | 42,146 | $1,365 萬 | 0.45% | +12,500+42.2% | 加碼 |
| Bessemer Group Inc | 42,217 | $1,367 萬 | 0.02% | −1,970−4.5% | 減碼 |
| Ibex Wealth Advisors | 42,263 | $1,369 萬 | 1.61% | −86,686−67.2% | 減碼 |
| Twinbeech Capital LP | 43,236 | $1,400 萬 | 0.24% | +43,236 | 新進 |
| US Bancorp | 43,870 | $1,421 萬 | 0.02% | −10,116−18.7% | 減碼 |
| Maestria Partners LLC | 43,943 | $1,423 萬 | 5.64% | +43,943 | 新進 |
| Utah Retirement Systems | 44,100 | $1,428 萬 | 0.16% | +30,000+212.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 44,609 | $1,445 萬 | 0.04% | −48−0.1% | 減碼 |
| Brighton Jones LLC | 44,889 | $1,454 萬 | 0.42% | −30,689−40.6% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,016 | $1,458 萬 | 0.15% | +838+1.9% | 加碼 |
| Shelton Capital Management | 46,237 | $1,497 萬 | 0.37% | +28,637+162.7% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 47,100 | $1,525 萬 | 0.15% | −3,800−7.5% | 減碼 |
| Illinois Municipal Retirement Fund | 47,145 | $1,527 萬 | 0.22% | −49,381−51.2% | 減碼 |
| Nishkama Capital, LLC | 47,191 | $1,528 萬 | 2.50% | +47,191 | 新進 |
| Xponance, Inc. | 47,224 | $1,529 萬 | 0.14% | +3,205+7.3% | 加碼 |
| National Bank of Canada | 47,350 | $1,533 萬 | 0.02% | +46,347+4,620.8% | 加碼 |
| Investment House LLC | 47,405 | $1,535 萬 | 0.84% | −510−1.1% | 減碼 |
| Mediolanum International Funds Ltd | 46,504 | $1,556 萬 | 0.20% | −9,652−17.2% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 50,309 | $1,629 萬 | 3.15% | −23,529−31.9% | 減碼 |
| Eos Management, L.P. | 50,713 | $1,642 萬 | 6.92% | −42,519−45.6% | 減碼 |
| Colony Group, LLC | 54,364 | $1,760 萬 | 0.05% | +7,719+16.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 54,977 | $1,780 萬 | 0.02% | +54,977 | 新進 |
| Metavasi Capital LP | 55,721 | $1,804 萬 | 9.54% | −74,000−57.0% | 減碼 |
| TrimTabs Asset Management, LLC | 55,897 | $1,810 萬 | 2.38% | +17,732+46.5% | 加碼 |
| Lazard Asset Management LLC | 56,855 | $1,841 萬 | 0.03% | −14,632−20.5% | 減碼 |
| Nissay Asset Management Corp | 55,663 | $1,866 萬 | 0.11% | +30,950+125.2% | 加碼 |
| Achmea Investment Management B.V. | 57,816 | $1,872 萬 | 0.31% | −48,297−45.5% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 55,972 | $1,877 萬 | 0.08% | −12,821−18.6% | 減碼 |
| Engineers Gate Manager LP | 58,042 | $1,880 萬 | 0.33% | +40,676+234.2% | 加碼 |
| GF Fund Management Co. Ltd. | 58,400 | $1,891 萬 | 0.41% | +58,400 | 新進 |
| Resona Asset Management Co.,Ltd. | 58,422 | $1,900 萬 | 0.11% | −1,251−2.1% | 減碼 |
| Principal Financial Group Inc | 59,106 | $1,914 萬 | 0.01% | −104,613−63.9% | 減碼 |
| Picton Mahoney Asset Management | 59,862 | $1,938 萬 | 0.74% | −78,762−56.8% | 減碼 |
| Arizona State Retirement System | 60,358 | $1,955 萬 | 0.12% | +1,835+3.1% | 加碼 |
| Teacher Retirement System of Texas | 60,393 | $1,956 萬 | 0.07% | +60,393 | 新進 |
| Nomura Holdings Inc | 61,067 | $1,978 萬 | 0.10% | +34,793+132.4% | 加碼 |
| Holocene Advisors, LP | 61,546 | $1,993 萬 | 0.06% | +61,546 | 新進 |
| CIBC Asset Management Inc | 61,618 | $1,995 萬 | 0.07% | +53,841+692.3% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 62,100 | $2,011 萬 | 0.14% | +1,000+1.6% | 加碼 |
| Mercer Global Advisors Inc | 62,397 | $2,021 萬 | 0.05% | +17,746+39.7% | 加碼 |
| Advisor Group Holdings, Inc. | 65,161 | $2,058 萬 | 0.05% | −15,842−19.6% | 減碼 |
| MML Investors Services, LLC | 63,846 | $2,068 萬 | 0.07% | −3,760−5.6% | 減碼 |
| Newbrook Capital Advisors LP | 67,279 | $2,179 萬 | 2.79% | +67,279 | 新進 |