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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 1,466 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 季與 2024 年第 4 季比較

持有 AppLovin Corp 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

APP 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數992181,017+43
股數2.04 億87.8 萬2.09 億+571.9 萬 (+2.8%)
市值$661.5 億$2.84 億$546.7 億−$111.9 億 (−17.0%)

18 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(197 家)

2025 年第 1 季季末持有 AppLovin Corp、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 197 家。

2025 年第 1 季新進 APP 的機構
機構股數市值佔組合 %
Tiger Global Management LLC大師老虎環球1,668,240$4.42 億1.66%
Nuveen, LLC747,442$1.98 億0.06%
Natixis478,096$1.26 億0.74%
Capital International Investors429,600$1.14 億0.02%
Durable Capital Partners LP335,558$8,891 萬0.79%
Winslow Capital Management, LLC238,616$6,323 萬0.25%
Dorsal Capital Management, LLC180,000$4,769 萬1.54%
Contour Asset Management LLC170,862$4,527 萬1.89%
Davis Selected Advisers163,011$4,319 萬0.25%
Point72 Asset Management, L.P.134,580$3,566 萬0.10%
ING Groep NV120,659$3,197 萬0.22%
TOMS Capital Investment Management LP113,000$2,994 萬2.22%
WT Asset Management Ltd91,863$2,434 萬2.84%
Tudor Investment Corp Et Al73,692$1,953 萬0.17%
Freshford Capital Management, LLC69,893$1,852 萬5.14%
Parnassus Investments68,447$1,814 萬0.04%
Ratan Capital Management LP52,730$1,397 萬4.51%
Smithbridge Asset Management Inc51,233$1,358 萬2.52%
Davidson Kempner Capital Management LP50,000$1,325 萬0.19%
Alyeska Investment Group, L.P.49,085$1,301 萬0.05%
Freestone Grove Partners LP45,962$1,218 萬0.13%
Ogborne Capital Management, LLC45,000$1,192 萬4.58%
Meridiem Capital Partners LP43,530$1,153 萬1.26%
Duquesne Family Office LLC大師杜肯家族辦公室40,200$1,065 萬0.36%
LMR Partners LLP36,179$958.6 萬0.19%
Maxi Investments CY Ltd35,805$948.7 萬1.89%
Capital Impact Advisors, LLC33,804$895.7 萬3.43%
UNICOM Systems, Inc.31,900$845.3 萬1.72%
Quantitative Investment Management, LLC28,530$755.9 萬0.70%
OP Asset Management Ltd26,838$711.1 萬0.12%
Navellier & Associates Inc23,017$694.7 萬0.96%
Sculptor Capital LP25,800$683.6 萬0.15%
Generali Asset Management SPA SGR24,299$643.9 萬0.16%
Hudson Bay Capital Management LP24,175$640.6 萬0.04%
Kentucky Retirement Systems17,906$474.5 萬0.14%
Rakuten Investment Management, Inc.17,067$464.9 萬0.02%
Point72 Italy, S.r.l.17,500$463.7 萬4.57%
ASR Vermogensbeheer N.V.17,405$461.1 萬0.07%
PKO Investment Management Joint-Stock Co17,000$450.4 萬0.51%
EULAV Asset Management15,012$397.8 萬0.10%
Alberta Investment Management Corp14,300$378.9 萬0.03%
Point72 Asia (Singapore) Pte. Ltd.13,287$352.1 萬0.92%
Cantor Fitzgerald, L. P.13,092$346.9 萬0.13%
Advisors Capital Management, LLC12,731$337.3 萬0.05%
St. Louis Financial Planners Asset Management, LLC12,304$326.0 萬2.44%
AG2R la Mondiale Gestion D'Actifs8,052$316.4 萬0.17%
Mission Hills Financial Advisory, LLC11,941$316.4 萬2.20%
Bosman Wealth Management, LLC11,799$312.6 萬3.18%
Lee Johnson Capital Management, LLC10,958$290.4 萬1.54%
Diversify Wealth Management, LLC9,009$260.3 萬0.19%
Valeo Financial Advisors, LLC9,085$240.7 萬0.07%
Point72 (DIFC) Ltd9,004$238.6 萬0.23%
Donaldson Capital Management, LLC8,230$218.1 萬0.08%
Copperwynd Financial, LLC8,043$213.1 萬0.59%
CWM Advisors, LLC8,000$212.0 萬0.25%
Kentucky Retirement Systems Insurance Trust Fund7,626$202.1 萬0.14%
Sora Investors LLC7,143$189.3 萬0.23%
EFG Asset Management (North America) Corp.7,079$187.4 萬0.31%
Sender Co & Partners, Inc.6,950$184.2 萬1.37%
Syquant Capital SAS6,929$183.6 萬1.30%
Foundations Investment Advisors, LLC6,737$178.5 萬0.03%
M&G Plc6,610$175.2 萬0.01%
TB Alternative Assets Ltd.6,418$170.1 萬0.40%
Caitong International Asset Management Co., Ltd6,095$161.5 萬1.20%
Congress Wealth Management LLC5,844$153.1 萬0.02%
Mach-1 Financial Group, Inc.5,558$147.3 萬0.44%
Twin Capital Management Inc5,482$145.3 萬0.17%
Siemens Fonds Invest GmbH4,684$124.1 萬0.09%
Advisor Resource Council4,621$111.1 萬0.09%
Sherbrooke Park Advisers LLC4,145$109.8 萬0.51%
Allianz SE4,030$106.8 萬0.03%
Shay Capital LLC3,750$99.4 萬0.29%
Yarbrough Capital, LLC3,708$98.3 萬0.04%
ESG Planning3,641$96.5 萬0.64%
Synovus Financial Corp3,488$92.4 萬0.01%
Banco Santander, S.A.3,035$80.4 萬0.01%
QVT Financial LP2,889$76.5 萬0.07%
XTX Topco Ltd2,704$71.6 萬0.04%
Oxford Asset Management LLP2,580$68.4 萬0.31%
LB Partners LLC2,500$66.6 萬0.48%
WD Rutherford LLC2,582$63.4 萬0.34%
Kesler, Norman & Wride, LLC2,362$62.6 萬0.12%
Nicholas Investment Partners, LP2,318$61.4 萬0.06%
Capital Advisors Inc2,273$60.2 萬0.01%
Sowell Financial Services LLC2,222$58.9 萬0.03%
Oak Thistle LLC2,208$58.5 萬0.12%
Roberts Capital Advisors, LLC2,164$57.3 萬0.50%
Royal Fund Management, LLC2,100$55.6 萬0.07%
Inspire Advisors, LLC2,022$53.6 萬0.06%
Pacific Point Advisors, LLC2,000$53.0 萬0.30%
Raiffeisen Bank International AG1,928$52.5 萬0.01%
Fox Run Management, L.L.C.1,952$51.7 萬0.08%
Fieldview Capital Management, LLC1,940$51.4 萬0.07%
Hel Ved Capital Management Ltd1,938$51.4 萬0.26%
TCG Advisory Services, LLC1,798$47.6 萬0.02%
Thrive Capital Management, LLC1,738$46.1 萬0.28%
Capital Investment Advisory Services, LLC1,687$44.7 萬0.04%
Almanack Investment Partners, LLC.1,650$43.7 萬0.09%
Diversified Enterprises, LLC1,398$37.0 萬0.03%
SummitTX Capital, L.P.1,388$36.8 萬0.02%

清倉機構(154 家)

2024 年第 4 季季末持有 AppLovin Corp、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 154 家。

2025 年第 1 季清倉 APP 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Polar Capital Holdings Plc287,039$9,295 萬
Marsico Capital Management LLC213,918$6,927 萬
RBF Capital, LLC129,955$4,208 萬
Hampton Road Capital Management LP114,081$3,694 萬
Wolverine Trading, LLC107,835$3,617 萬
Trivest Advisors Ltd109,950$3,561 萬
Forest Avenue Capital Management LP91,700$2,970 萬
Broad Bay Capital Management, LP72,210$2,338 萬
Roberts Foundation68,941$2,233 萬
Employees Retirement System of Texas68,760$2,227 萬
Maestria Partners LLC43,943$1,423 萬
ExodusPoint Capital Management, LP41,179$1,334 萬
Blue Grotto Capital, LLC40,000$1,295 萬
Brevan Howard Capital Management LP39,601$1,282 萬
Jain Global LLC39,171$1,268 萬
Soros Capital Management LLC33,100$1,072 萬
California First Leasing Corp31,937$1,034 萬
Honeycomb Asset Management LP28,500$922.9 萬
CenterBook Partners LP27,877$902.7 萬
Glenmede Trust Co NA24,850$804.7 萬
O'Neil Global Advisors, Inc.16,428$532.0 萬
Condor Capital Management15,375$497.9 萬
Peregrine Asset Advisers, Inc.13,850$448.5 萬
Rockefeller Capital Management L.P.12,344$399.6 萬
Pinnbrook Capital Management LP12,106$392.0 萬
Proequities, Inc.10,278$371.8 萬
Proem Advisors LLC10,000$323.8 萬
Bleakley Financial Group, LLC8,936$289.4 萬
Franchise Capital Ltd8,682$281.1 萬
Morgens Waterfall Vintiadis & Co Inc8,000$259.1 萬
Laurion Capital Management LP7,568$245.1 萬
Retireful, LLC7,548$244.4 萬
Blackhawk Capital Partners LLC.7,478$242.2 萬
Virtus ETF Advisers LLC6,927$224.3 萬
Nations Financial Group Inc,6,800$220.2 萬
Concentric Capital Strategies, LP6,696$216.8 萬
Alpha DNA Investment Management LLC6,541$211.8 萬
Donoghue Forlines LLC6,317$204.6 萬
Legacy Advisors, LLC5,370$173.9 萬
Valliance Asset Management Ltd5,000$161.9 萬
Centiva Capital, LP4,591$148.7 萬
Applied Finance Capital Management, LLC4,420$143.1 萬
DRW Securities, LLC4,240$137.3 萬
Summit Global Investments4,059$131.4 萬
Ashton Thomas Securities, LLC3,909$126.6 萬
Oxford Financial Group Ltd3,632$117.6 萬
WESPAC Advisors, LLC3,568$115.5 萬
Militia Capital Partners, LP3,560$115.3 萬
Jupiter Asset Management Ltd3,541$114.7 萬
111 Capital3,525$114.2 萬
Virtu Financial LLC3,379$109.4 萬
Groupama Asset Managment3,247$108.9 萬
Kadensa Capital Ltd3,047$98.7 萬
Silverleafe Capital Partners, LLC2,974$96.3 萬
American Trust2,728$88.3 萬
Pensionmark Financial Group, LLC2,615$84.7 萬
Chung Wu Investment Group, LLC2,580$83.5 萬
Nierenberg Investment Management Company, Inc.2,555$82.7 萬
Menard Financial Group LLC2,482$80.4 萬
Titleist Asset Management, LLC2,368$76.7 萬
Cambria Investment Management, L.P.2,356$76.3 萬
Lingohr & Partner Asset Management GmbH2,135$71.6 萬
Wesbanco Bank Inc2,000$64.8 萬
Oak Harvest Investment Services2,000$64.8 萬
West Michigan Advisors, LLC1,970$63.8 萬
Jackson Creek Investment Advisors LLC1,791$58.0 萬
Corsair Capital Management, L.P.1,750$56.7 萬
Essex Financial Services, Inc.1,732$56.1 萬
Fedenia Advisers LLC1,731$56.1 萬
Bryce Point Capital, LLC1,729$56.0 萬
Moors & Cabot, Inc.1,688$54.7 萬
Geneva Partners, LLC1,632$52.9 萬
Weiss Asset Management LP1,609$52.1 萬
Edgestream Partners, L.P.1,580$51.2 萬
Driehaus Capital Management LLC1,551$50.2 萬
Avidian Wealth Solutions, LLC1,537$49.8 萬
Okabena Investment Services Inc1,501$48.6 萬
Yeomans Consulting Group, Inc.1,480$47.9 萬
Gsa Capital Partners LLP1,410$45.7 萬
Baron Wealth Management LLC1,382$44.8 萬
Triumph Capital Management1,380$44.7 萬
Mandatum Life Insurance Co Ltd1,330$43.1 萬
Flow Traders U.S. LLC1,310$42.4 萬
Rench Wealth Management, Inc.1,285$41.6 萬
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,269$41.1 萬
Aigen Investment Management, LP1,225$39.7 萬
AMG National Trust Bank1,224$39.6 萬
Pennington Partners & Co., LLC1,190$38.5 萬
Ariadne Wealth Management, LP953$36.6 萬
Birch Hill Investment Advisors LLC1,127$36.5 萬
Catalina Capital Group, LLC1,079$34.9 萬
Pinkerton Retirement Specialists, LLC1,070$34.6 萬
MIG Capital, LLC1,053$34.1 萬
Norris Financial Group, LLC1,025$33.2 萬
Banco BTG Pactual S.A.963$32.9 萬
Calamos Wealth Management LLC1,003$32.5 萬
HBW Advisory Services LLC998$32.3 萬
Waldron Private Wealth LLC996$32.3 萬
Signet Financial Management, LLC979$31.7 萬
denkapparat Operations GmbH970$31.4 萬

尚未申報 2025 年第 1 季的機構(18 家)

2024 年第 4 季季末持有 AppLovin Corp、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 APP、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC702,255$2.27 億
Swedbank AB109,708$3,553 萬
EPIQ Capital Group, LLC39,564$1,281 萬
Lake Street Advisors Group, LLC5,425$175.7 萬
Fernwood Investment Management, LLC4,316$139.8 萬
Wetherby Asset Management Inc3,545$114.8 萬
Vise Technologies, Inc.3,260$105.6 萬
GG Group Ventures, LLC1,933$62.6 萬
Global Retirement Partners, LLC1,738$56.3 萬
SignalPoint Asset Management, LLC1,703$55.1 萬
Sherman Porfolios, LLC1,402$45.4 萬
AlphaCentric Advisors LLC833$27.0 萬
Lakeview Capital Partners, LLC737$23.9 萬
Mosley Wealth Management548$20.1 萬
Chiron Investment Management, LLC598$19.4 萬
Oliver Lagore Vanvalin Investment Group299$9.68 萬
WR Wealth Planners, LLC22$7,124
Cassady Schiller Wealth Management, LLC13$4,210