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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 242,297 | $7,846 萬 | 0.15% | −23,774−8.9% | 減碼 |
| Ensign Peak Advisors, Inc | 242,068 | $7,839 萬 | 0.14% | +159,679+193.8% | 加碼 |
| MGB Wealth Management, LLC | 239,616 | $7,760 萬 | 24.08% | −92,308−27.8% | 減碼 |
| Kinetic Partners Management, LP | 237,954 | $7,706 萬 | 5.07% | −41,300−14.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 228,434 | $7,397 萬 | 0.47% | +181,292+384.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 221,054 | $7,158 萬 | 0.06% | +221,054 | 新進 |
| Marsico Capital Management LLC | 213,918 | $6,927 萬 | 1.88% | +145,262+211.6% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 213,084 | $6,900 萬 | 0.14% | +213,084 | 新進 |
| LPL Financial LLC | 210,530 | $6,818 萬 | 0.03% | +17,754+9.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 193,288 | $6,778 萬 | 0.07% | +19,753+11.4% | 加碼 |
| Maplelane Capital, LLC | 209,190 | $6,774 萬 | 7.36% | +209,190 | 新進 |
| Andra AP-fonden | 206,200 | $6,677 萬 | 1.07% | −99,500−32.5% | 減碼 |
| Van Eck Associates Corp | 202,129 | $6,546 萬 | 0.08% | −210,302−51.0% | 減碼 |
| Anomaly Capital Management, LP | 199,164 | $6,450 萬 | 1.91% | +199,164 | 新進 |
| Pinebridge Investments, L.P. | 197,295 | $6,389 萬 | 0.49% | +80,105+68.4% | 加碼 |
| Mariner, LLC | 186,198 | $6,030 萬 | 0.10% | −24,537−11.6% | 減碼 |
| Braun Stacey Associates Inc | 184,870 | $5,987 萬 | 2.24% | −92,631−33.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 183,670 | $5,949 萬 | 0.13% | +181,040+6,883.7% | 加碼 |
| KBC Group NV | 182,098 | $5,897 萬 | 0.16% | −545,918−75.0% | 減碼 |
| AustralianSuper Pty Ltd | 180,420 | $5,843 萬 | 0.28% | +173,750+2,604.9% | 加碼 |
| Keenan Capital, LLC | 179,727 | $5,820 萬 | 11.76% | −382,563−68.0% | 減碼 |
| Natixis Advisors, L.P. | 173,181 | $5,608 萬 | 0.10% | −50,675−22.6% | 減碼 |
| Korea Investment CORP | 170,873 | $5,533 萬 | 0.13% | −70,764−29.3% | 減碼 |
| Quadrature Capital Ltd | 168,803 | $5,468 萬 | 1.10% | +137,287+435.6% | 加碼 |
| Annex Advisory Services, LLC | 168,069 | $5,443 萬 | 1.64% | −74,150−30.6% | 減碼 |
| FIL Ltd | 159,750 | $5,173 萬 | 0.05% | +101,180+172.8% | 加碼 |
| Blair William & Co | 157,186 | $5,090 萬 | 0.15% | −9,024−5.4% | 減碼 |
| HSBC Holdings PLC | 154,590 | $5,008 萬 | 0.03% | +74,510+93.0% | 加碼 |
| Smith Group Asset Management, LLC | 152,233 | $4,930 萬 | 3.63% | −236,213−60.8% | 減碼 |
| CIBC Private Wealth Group, LLC | 148,323 | $4,883 萬 | 0.09% | +147,777+27,065.4% | 加碼 |
| New York State Common Retirement Fund | 150,535 | $4,875 萬 | 0.07% | +2,700+1.8% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 148,965 | $4,824 萬 | 0.16% | +148,965 | 新進 |
| Captrust Financial Advisors | 143,783 | $4,656 萬 | 0.13% | −39,428−21.5% | 減碼 |
| Comerica Bank | 140,835 | $4,561 萬 | 0.18% | −17,984−11.3% | 減碼 |
| Nordea Investment Management AB | 138,619 | $4,490 萬 | 0.05% | +50,928+58.1% | 加碼 |
| State of Wisconsin Investment Board | 132,397 | $4,287 萬 | 0.11% | −22,343−14.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 130,549 | $4,261 萬 | 0.08% | 00.0% | 不變 |
| RBF Capital, LLC | 129,955 | $4,208 萬 | 2.19% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 128,301 | $4,155 萬 | 0.16% | −5,597−4.2% | 減碼 |
| STRS Ohio | 128,182 | $4,151 萬 | 0.16% | +51,856+67.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 119,292 | $4,047 萬 | 0.06% | −84,013−41.3% | 減碼 |
| Ci Investments Inc. | 124,927 | $4,046 萬 | 0.15% | −10,326−7.6% | 減碼 |
| Stifel Financial Corp | 120,253 | $3,894 萬 | 0.04% | +2,752+2.3% | 加碼 |
| Moore Capital Management, LP | 116,811 | $3,783 萬 | 0.71% | +31,153+36.4% | 加碼 |
| Scopus Asset Management, L.P. | 115,250 | $3,732 萬 | 1.38% | +115,250 | 新進 |
| Cresset Asset Management, LLC | 114,081 | $3,694 萬 | 0.18% | −20,911−15.5% | 減碼 |
| Hampton Road Capital Management LP | 114,081 | $3,694 萬 | 6.46% | +19,081+20.1% | 加碼 |
| Danske Bank A/S | 112,216 | $3,634 萬 | 0.11% | −58,458−34.3% | 減碼 |
| MAI Capital Management | 111,803 | $3,621 萬 | 0.27% | −3,370−2.9% | 減碼 |
| Wolverine Trading, LLC | 107,835 | $3,617 萬 | 0.81% | +107,835 | 新進 |
| Royal London Asset Management Ltd | 110,065 | $3,564 萬 | 0.09% | +10,089+10.1% | 加碼 |
| Handelsbanken Fonder AB | 110,022 | $3,563 萬 | 0.14% | +68,022+162.0% | 加碼 |
| Renaissance Group LLC | 110,020 | $3,563 萬 | 1.48% | −198,065−64.3% | 減碼 |
| Trivest Advisors Ltd | 109,950 | $3,561 萬 | 1.62% | +109,950 | 新進 |
| Logan Capital Management Inc | 109,772 | $3,555 萬 | 1.49% | −3,195−2.8% | 減碼 |
| Swedbank AB | 109,708 | $3,553 萬 | 0.04% | +13,253+13.7% | 加碼 |
| Bank of Montreal | 108,091 | $3,500 萬 | 0.02% | −25,188−18.9% | 減碼 |
| Storebrand Asset Management AS | 107,388 | $3,478 萬 | 0.11% | +9,754+10.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 105,925 | $3,430 萬 | 0.07% | +2,793+2.7% | 加碼 |
| Creative Planning | 100,701 | $3,261 萬 | 0.03% | −44,182−30.5% | 減碼 |
| Verition Fund Management LLC | 99,990 | $3,238 萬 | 0.16% | +47,923+92.0% | 加碼 |
| Public Employees Retirement System of Ohio | 98,696 | $3,196 萬 | 0.11% | +2,990+3.1% | 加碼 |
| 3G Capital Partners LP | 95,000 | $3,076 萬 | 8.82% | −155,000−62.0% | 減碼 |
| Alta Park Capital, LP | 94,846 | $3,071 萬 | 4.02% | +21,904+30.0% | 加碼 |
| Science & Technology Partners, L.P. | 94,521 | $3,061 萬 | 9.30% | +94,521 | 新進 |
| Man Group plc | 93,100 | $3,015 萬 | 0.09% | −36,431−28.1% | 減碼 |
| Forest Avenue Capital Management LP | 91,700 | $2,970 萬 | 2.79% | +91,700 | 新進 |
| Polar Asset Management Partners Inc. | 88,200 | $2,856 萬 | 0.42% | −86,200−49.4% | 減碼 |
| TFJ Management, LLC | 85,522 | $2,769 萬 | 24.94% | +85,522 | 新進 |
| Guggenheim Capital LLC | 84,522 | $2,737 萬 | 0.23% | +66,220+361.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 83,744 | $2,712 萬 | 0.06% | +83,744 | 新進 |
| Daiwa Securities Group Inc. | 83,633 | $2,708 萬 | 0.12% | +2,327+2.9% | 加碼 |
| KLP Kapitalforvaltning AS | 80,350 | $2,602 萬 | 0.12% | +80,350 | 新進 |
| Hiddenite Capital Partners LP | 80,000 | $2,591 萬 | 17.81% | −35,000−30.4% | 減碼 |
| Pictet Asset Management Holding SA | 79,609 | $2,578 萬 | 0.03% | +3,172+4.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 75,560 | $2,533 萬 | 0.10% | +61,933+454.5% | 加碼 |
| Gotham Asset Management, LLC | 78,045 | $2,527 萬 | 0.24% | −84,970−52.1% | 減碼 |
| Asset Management One Co.,Ltd. | 75,030 | $2,515 萬 | 0.09% | +4,332+6.1% | 加碼 |
| BOCHK Asset Management Ltd | 77,370 | $2,505 萬 | 7.67% | +77,370 | 新進 |
| State of New Jersey Common Pension Fund D | 76,751 | $2,485 萬 | 0.10% | +1,557+2.1% | 加碼 |
| Massachusetts Financial Services Co | 75,503 | $2,445 萬 | 0.01% | −87,500−53.7% | 減碼 |
| Zweig-DiMenna Associates LLC | 73,500 | $2,380 萬 | 2.01% | +73,500 | 新進 |
| QRG Capital Management, Inc. | 72,959 | $2,363 萬 | 0.24% | +47,079+181.9% | 加碼 |
| Broad Bay Capital Management, LP | 72,210 | $2,338 萬 | 3.78% | −61,440−46.0% | 減碼 |
| Aviva PLC | 71,118 | $2,303 萬 | 0.06% | −10,003−12.3% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 70,675 | $2,289 萬 | 0.24% | −40,494−36.4% | 減碼 |
| Forsta Ap-Fonden | 70,500 | $2,283 萬 | 0.16% | −21,500−23.4% | 減碼 |
| Roberts Foundation | 68,941 | $2,233 萬 | 10.69% | +68,941 | 新進 |
| Employees Retirement System of Texas | 68,760 | $2,227 萬 | 0.19% | −16,852−19.7% | 減碼 |
| Pacer Advisors, Inc. | 68,133 | $2,206 萬 | 0.05% | +5,200+8.3% | 加碼 |
| Intech Investment Management LLC | 67,945 | $2,200 萬 | 0.21% | +46,020+209.9% | 加碼 |
| Nomura Asset Management Co Ltd | 67,369 | $2,182 萬 | 0.07% | −20,106−23.0% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 67,331 | $2,180 萬 | 0.12% | +67,331 | 新進 |
| Newbrook Capital Advisors LP | 67,279 | $2,179 萬 | 2.79% | +67,279 | 新進 |
| MML Investors Services, LLC | 63,846 | $2,068 萬 | 0.07% | −3,760−5.6% | 減碼 |
| Advisor Group Holdings, Inc. | 65,161 | $2,058 萬 | 0.05% | −15,842−19.6% | 減碼 |
| Mercer Global Advisors Inc | 62,397 | $2,021 萬 | 0.05% | +17,746+39.7% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 62,100 | $2,011 萬 | 0.14% | +1,000+1.6% | 加碼 |
| CIBC Asset Management Inc | 61,618 | $1,995 萬 | 0.07% | +53,841+692.3% | 加碼 |
| Holocene Advisors, LP | 61,546 | $1,993 萬 | 0.06% | +61,546 | 新進 |