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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 2,384,041 | $6.32 億 | 0.51% | −509,107−17.6% | 減碼 |
| Jennison Associates LLC | 2,386,980 | $6.32 億 | 0.44% | +1,107,104+86.5% | 加碼 |
| Jericho Capital Asset Management L.P. | 2,793,759 | $7.40 億 | 13.47% | 00.0% | 不變 |
| Fred Alger Management, LLC | 2,833,792 | $7.51 億 | 4.28% | +303,063+12.0% | 加碼 |
| Kensico Capital Management Corp | 2,879,000 | $7.63 億 | 17.19% | +328,000+12.9% | 加碼 |
| Bank of America Corp | 3,002,947 | $7.96 億 | 0.07% | +542,032+22.0% | 加碼 |
| Boston Private Wealth LLC | 3,501,904 | $9.28 億 | 38.13% | −2,000,741−36.4% | 減碼 |
| Invesco Ltd. | 4,011,306 | $10.6 億 | 0.20% | +992,316+32.9% | 加碼 |
| Geode Capital Management, LLC | 4,448,196 | $11.8 億 | 0.09% | −71,249−1.6% | 減碼 |
| Baillie Gifford & Co | 5,270,355 | $14.0 億 | 1.22% | +1,185,859+29.0% | 加碼 |
| State Street Corp | 5,482,013 | $14.5 億 | 0.06% | +88,091+1.6% | 加碼 |
| Morgan Stanley | 5,567,283 | $14.8 億 | 0.11% | +2,180,194+64.4% | 加碼 |
| Price T Rowe Associates Inc | 6,588,483 | $17.5 億 | 0.22% | +1,769,400+36.7% | 加碼 |
| WCM Investment Management, LLC | 6,425,507 | $17.5 億 | 4.50% | −502,051−7.2% | 減碼 |
| JPMorgan Chase & Co | 8,189,774 | $21.7 億 | 0.17% | +1,605,530+24.4% | 加碼 |
| FMR LLC | 14,885,338 | $39.4 億 | 0.25% | +1,034,216+7.5% | 加碼 |
| Vanguard Group Inc | 17,830,675 | $47.2 億 | 0.09% | +1,213,536+7.3% | 加碼 |
| BlackRock, Inc. | 21,096,639 | $55.9 億 | 0.12% | +813,456+4.0% | 加碼 |
| Proequities, Inc. | 0 | $0 | 0.00% | −10,278−100.0% | 清倉 |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −240−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −287,039−100.0% | 清倉 |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −213,918−100.0% | 清倉 |
| RBF Capital, LLC | 0 | $0 | 0.00% | −129,955−100.0% | 清倉 |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −114,081−100.0% | 清倉 |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −107,835−100.0% | 清倉 |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −109,950−100.0% | 清倉 |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −91,700−100.0% | 清倉 |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −72,210−100.0% | 清倉 |
| Roberts Foundation | 0 | $0 | 0.00% | −68,941−100.0% | 清倉 |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −68,760−100.0% | 清倉 |
| Maestria Partners LLC | 0 | $0 | 0.00% | −43,943−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −41,179−100.0% | 清倉 |
| Blue Grotto Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −39,601−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −39,171−100.0% | 清倉 |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −33,100−100.0% | 清倉 |
| California First Leasing Corp | 0 | $0 | 0.00% | −31,937−100.0% | 清倉 |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −28,500−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −27,877−100.0% | 清倉 |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −24,850−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −16,428−100.0% | 清倉 |
| Condor Capital Management | 0 | $0 | 0.00% | −15,375−100.0% | 清倉 |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −13,850−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,344−100.0% | 清倉 |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −12,106−100.0% | 清倉 |
| Proem Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | 清倉 |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −8,936−100.0% | 清倉 |
| Franchise Capital Ltd | 0 | $0 | 0.00% | −8,682−100.0% | 清倉 |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −8,000−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,568−100.0% | 清倉 |
| Retireful, LLC | 0 | $0 | 0.00% | −7,548−100.0% | 清倉 |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −7,478−100.0% | 清倉 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,927−100.0% | 清倉 |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −6,800−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −6,696−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −6,541−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −6,317−100.0% | 清倉 |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −5,370−100.0% | 清倉 |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,591−100.0% | 清倉 |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,420−100.0% | 清倉 |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,240−100.0% | 清倉 |
| Summit Global Investments | 0 | $0 | 0.00% | −4,059−100.0% | 清倉 |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −3,909−100.0% | 清倉 |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −3,632−100.0% | 清倉 |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −3,568−100.0% | 清倉 |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −3,560−100.0% | 清倉 |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −3,541−100.0% | 清倉 |
| 111 Capital | 0 | $0 | 0.00% | −3,525−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,379−100.0% | 清倉 |
| Groupama Asset Managment | 0 | $0 | 0.00% | −3,247−100.0% | 清倉 |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −3,047−100.0% | 清倉 |
| Silverleafe Capital Partners, LLC | 0 | $0 | 0.00% | −2,974−100.0% | 清倉 |
| American Trust | 0 | $0 | 0.00% | −2,728−100.0% | 清倉 |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −2,615−100.0% | 清倉 |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −2,580−100.0% | 清倉 |
| Nierenberg Investment Management Company, Inc. | 0 | $0 | 0.00% | −2,555−100.0% | 清倉 |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −2,482−100.0% | 清倉 |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −2,368−100.0% | 清倉 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −2,356−100.0% | 清倉 |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −2,135−100.0% | 清倉 |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −1,970−100.0% | 清倉 |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −1,791−100.0% | 清倉 |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −1,732−100.0% | 清倉 |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −1,731−100.0% | 清倉 |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −1,729−100.0% | 清倉 |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −1,688−100.0% | 清倉 |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −1,632−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,609−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,580−100.0% | 清倉 |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,551−100.0% | 清倉 |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −1,537−100.0% | 清倉 |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −1,501−100.0% | 清倉 |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −1,480−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,410−100.0% | 清倉 |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −1,382−100.0% | 清倉 |
| Triumph Capital Management | 0 | $0 | 0.00% | −1,380−100.0% | 清倉 |