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。
2025 年第 1 季 13F 持有人
AppLovin Corp 在 2025/3/31 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
- 1,018
- 較 2024 年第 4 季 +43 家
- 持有股數
- 2.09 億
- 較 2024 年第 4 季 +571.8 萬 (+2.8%)
- 總市值
- $546.7 億
- 較 2024 年第 4 季 −$111.9 億 (−17.0%)
- 新進機構
- 197
- 另有 414 家加碼
- 清倉機構
- 154
- 另有 362 家減碼
另有 18 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 21,096,639 | $55.9 億 | 0.12% | +813,456+4.0% | 加碼 |
| Vanguard Group Inc | 17,830,675 | $47.2 億 | 0.09% | +1,213,536+7.3% | 加碼 |
| FMR LLC | 14,885,338 | $39.4 億 | 0.25% | +1,034,216+7.5% | 加碼 |
| JPMorgan Chase & Co | 8,189,774 | $21.7 億 | 0.17% | +1,605,530+24.4% | 加碼 |
| WCM Investment Management, LLC | 6,425,507 | $17.5 億 | 4.50% | −502,051−7.2% | 減碼 |
| Price T Rowe Associates Inc | 6,588,483 | $17.5 億 | 0.22% | +1,769,400+36.7% | 加碼 |
| Morgan Stanley | 5,567,283 | $14.8 億 | 0.11% | +2,180,194+64.4% | 加碼 |
| State Street Corp | 5,482,013 | $14.5 億 | 0.06% | +88,091+1.6% | 加碼 |
| Baillie Gifford & Co | 5,270,355 | $14.0 億 | 1.22% | +1,185,859+29.0% | 加碼 |
| Geode Capital Management, LLC | 4,448,196 | $11.8 億 | 0.09% | −71,249−1.6% | 減碼 |
| Invesco Ltd. | 4,011,306 | $10.6 億 | 0.20% | +992,316+32.9% | 加碼 |
| Boston Private Wealth LLC | 3,501,904 | $9.28 億 | 38.13% | −2,000,741−36.4% | 減碼 |
| Bank of America Corp | 3,002,947 | $7.96 億 | 0.07% | +542,032+22.0% | 加碼 |
| Kensico Capital Management Corp | 2,879,000 | $7.63 億 | 17.19% | +328,000+12.9% | 加碼 |
| Fred Alger Management, LLC | 2,833,792 | $7.51 億 | 4.28% | +303,063+12.0% | 加碼 |
| Jericho Capital Asset Management L.P. | 2,793,759 | $7.40 億 | 13.47% | 00.0% | 不變 |
| Jennison Associates LLC | 2,386,980 | $6.32 億 | 0.44% | +1,107,104+86.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 2,384,041 | $6.32 億 | 0.51% | −509,107−17.6% | 減碼 |
| Janus Henderson Group PLC | 2,275,468 | $6.20 億 | 0.34% | +33,804+1.5% | 加碼 |
| Goldman Sachs Group Inc | 2,196,973 | $5.82 億 | 0.11% | −168,009−7.1% | 減碼 |
| Norges Bank | 2,170,144 | $5.75 億 | 0.08% | −387,179−15.1% | 減碼 |
| Coatue Management LLC大師Coatue | 2,096,154 | $5.55 億 | 2.45% | −201,784−8.8% | 減碼 |
| Sands Capital Management, LLC | 2,058,193 | $5.45 億 | 1.86% | +1,231,799+149.1% | 加碼 |
| Spruce House Investment Management LLC | 2,057,024 | $5.45 億 | 28.30% | −1,050,000−33.8% | 減碼 |
| Franklin Resources Inc | 2,029,810 | $5.38 億 | 0.16% | +944,853+87.1% | 加碼 |
| Alliancebernstein L.P. | 1,843,323 | $4.88 億 | 0.18% | −881,778−32.4% | 減碼 |
| Whale Rock Capital Management LLC | 1,839,128 | $4.87 億 | 8.46% | +42,302+2.4% | 加碼 |
| Dimensional Fund Advisors LP | 1,739,148 | $4.61 億 | 0.11% | −38,798−2.2% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 1,668,240 | $4.42 億 | 1.66% | +1,668,240 | 新進 |
| Northern Trust Corp | 1,642,122 | $4.35 億 | 0.06% | +29,144+1.8% | 加碼 |
| UBS Group AG | 1,593,982 | $4.22 億 | 0.09% | −68,260−4.1% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,593,928 | $4.22 億 | 3.70% | +508,815+46.9% | 加碼 |
| Capital World Investors | 1,444,348 | $3.83 億 | 0.06% | +142,831+11.0% | 加碼 |
| Royal Bank of Canada | 1,434,503 | $3.80 億 | 0.09% | +544,107+61.1% | 加碼 |
| Legal & General Group Plc | 1,407,488 | $3.73 億 | 0.10% | +94,785+7.2% | 加碼 |
| Sapient Capital LLC | 1,284,035 | $3.40 億 | 6.71% | +95,589+8.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,243,384 | $3.29 億 | 0.08% | +222,905+21.8% | 加碼 |
| American Century Companies Inc | 1,134,842 | $3.01 億 | 0.18% | +138,063+13.9% | 加碼 |
| Clearbridge Investments, LLC | 1,125,552 | $2.98 億 | 0.26% | +177,910+18.8% | 加碼 |
| Wellington Management Group LLP | 1,115,025 | $2.95 億 | 0.06% | −198,362−15.1% | 減碼 |
| Amundi | 1,103,586 | $2.89 億 | 0.11% | +499,820+82.8% | 加碼 |
| Bank of New York Mellon Corp | 1,062,544 | $2.82 億 | 0.06% | +30,229+2.9% | 加碼 |
| Raymond James Financial Inc | 1,032,811 | $2.74 億 | 0.10% | −619,507−37.5% | 減碼 |
| Charles Schwab Investment Management Inc | 1,015,522 | $2.69 億 | 0.05% | +50,344+5.2% | 加碼 |
| First Trust Advisors LP | 899,158 | $2.38 億 | 0.21% | −146,130−14.0% | 減碼 |
| Renaissance Technologies LLC | 879,200 | $2.33 億 | 0.35% | +356,800+68.3% | 加碼 |
| HRT Financial LP | 828,280 | $2.19 億 | 1.39% | −53,410−6.1% | 減碼 |
| Massachusetts Financial Services Co | 804,254 | $2.13 億 | 0.07% | +728,751+965.2% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 790,000 | $2.09 億 | 3.21% | +309,000+64.2% | 加碼 |
| Nuveen, LLC | 747,442 | $1.98 億 | 0.06% | +747,442 | 新進 |
| 1832 Asset Management L.P. | 675,676 | $1.79 億 | 0.34% | −118,460−14.9% | 減碼 |
| Voya Investment Management LLC | 647,128 | $1.71 億 | 0.19% | −47,136−6.8% | 減碼 |
| Deutsche Bank AG | 602,787 | $1.60 億 | 0.06% | +147,291+32.3% | 加碼 |
| Swiss National Bank | 589,690 | $1.56 億 | 0.11% | +2,300+0.4% | 加碼 |
| Macquarie Group Ltd | 583,493 | $1.55 億 | 0.19% | +567,244+3,490.9% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 557,269 | $1.48 億 | 0.10% | +12,968+2.4% | 加碼 |
| Envestnet Asset Management Inc | 545,418 | $1.45 億 | 0.05% | −34,079−5.9% | 減碼 |
| Wells Fargo & Company | 529,529 | $1.40 億 | 0.03% | +235,537+80.1% | 加碼 |
| SEI Investments Co | 511,641 | $1.36 億 | 0.17% | +121,334+31.1% | 加碼 |
| Natixis | 478,096 | $1.26 億 | 0.74% | +478,096 | 新進 |
| Steadfast Capital Management LP | 469,244 | $1.24 億 | 3.53% | +46,802+11.1% | 加碼 |
| Schroder Investment Management Group | 456,618 | $1.21 億 | 0.12% | −18,916−4.0% | 減碼 |
| Rhumbline Advisers | 455,702 | $1.21 億 | 0.11% | +15,213+3.5% | 加碼 |
| No Street GP LP | 438,000 | $1.16 億 | 9.08% | +8,000+1.9% | 加碼 |
| National Pension Service | 433,828 | $1.15 億 | 0.11% | −9,839−2.2% | 減碼 |
| Barclays PLC | 432,546 | $1.15 億 | 0.05% | +38,120+9.7% | 加碼 |
| Capital International Investors | 429,600 | $1.14 億 | 0.02% | +429,600 | 新進 |
| California Public Employees Retirement System | 426,107 | $1.13 億 | 0.08% | −12,479−2.8% | 減碼 |
| Victory Capital Management Inc | 420,725 | $1.11 億 | 0.11% | +80,016+23.5% | 加碼 |
| Federated Hermes, Inc. | 410,025 | $1.09 億 | 0.23% | −62,382−13.2% | 減碼 |
| ProShare Advisors LLC | 405,085 | $1.07 億 | 0.24% | +66,143+19.5% | 加碼 |
| Greenstone Partners & Co., LLC | 404,315 | $1.07 億 | 28.44% | −288,124−41.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 403,061 | $1.07 億 | 4.00% | −7,374−1.8% | 減碼 |
| Primecap Management Co | 395,100 | $1.05 億 | 0.09% | +47,000+13.5% | 加碼 |
| Ameriprise Financial Inc | 377,560 | $1.00 億 | 0.03% | +127,164+50.8% | 加碼 |
| Citigroup Inc | 367,886 | $9,748 萬 | 0.07% | −40,505−9.9% | 減碼 |
| Neuberger Berman Group LLC | 353,158 | $9,358 萬 | 0.08% | −57,387−14.0% | 減碼 |
| Durable Capital Partners LP | 335,558 | $8,891 萬 | 0.79% | +335,558 | 新進 |
| California State Teachers Retirement System | 328,808 | $8,712 萬 | 0.11% | −1,024−0.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 327,800 | $8,688 萬 | 0.19% | +144,130+78.5% | 加碼 |
| STRS Ohio | 325,217 | $8,617 萬 | 0.36% | +197,035+153.7% | 加碼 |
| Maplelane Capital, LLC | 325,000 | $8,612 萬 | 8.03% | +115,810+55.4% | 加碼 |
| Lord, Abbett & Co. LLC | 323,225 | $8,565 萬 | 0.31% | −264,485−45.0% | 減碼 |
| TimesSquare Capital Management, LLC | 321,375 | $8,515 萬 | 1.37% | +48,099+17.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 308,026 | $8,162 萬 | 0.21% | +33,068+12.0% | 加碼 |
| Spyglass Capital Management LLC | 302,224 | $8,008 萬 | 5.50% | −12,837−4.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 281,868 | $7,968 萬 | 0.14% | +162,576+136.3% | 加碼 |
| Westfield Capital Management Co LP | 297,188 | $7,875 萬 | 0.38% | −50,720−14.6% | 減碼 |
| Van Eck Associates Corp | 296,046 | $7,844 萬 | 0.10% | +93,917+46.5% | 加碼 |
| Millennium Management LLC | 282,814 | $7,494 萬 | 0.07% | −1,236,567−81.4% | 減碼 |
| Augustine Asset Management Inc | 280,980 | $7,445 萬 | 21.76% | −21,042−7.0% | 減碼 |
| Susquehanna International Group, LLP | 274,251 | $7,267 萬 | 0.12% | −231,413−45.8% | 減碼 |
| Keenan Capital, LLC | 265,510 | $7,035 萬 | 16.18% | +85,783+47.7% | 加碼 |
| Castle Hook Partners LP | 264,006 | $6,995 萬 | 1.84% | −369,635−58.3% | 減碼 |
| Mane Global Capital Management LP | 262,443 | $6,954 萬 | 5.53% | −174,630−40.0% | 減碼 |
| Panview Capital Ltd | 262,218 | $6,948 萬 | 26.31% | −398,882−60.3% | 減碼 |
| Frontier Capital Management Co LLC | 258,896 | $6,860 萬 | 0.75% | −104,282−28.7% | 減碼 |
| FIL Ltd | 255,487 | $6,770 萬 | 0.06% | +95,737+59.9% | 加碼 |
| Citadel Advisors LLC | 255,174 | $6,761 萬 | 0.07% | −596,952−70.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 251,247 | $6,657 萬 | 0.13% | +2,220+0.9% | 加碼 |