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 |
|---|---|---|---|---|---|
| C M Bidwell & Associates Ltd | 2,659 | $70.5 萬 | 0.42% | +513+23.9% | 加碼 |
| Summit Trail Advisors, LLC | 2,685 | $71.1 萬 | 0.02% | −460−14.6% | 減碼 |
| Meeder Advisory Services, Inc. | 2,685 | $71.1 萬 | 0.04% | +390+17.0% | 加碼 |
| XTX Topco Ltd | 2,704 | $71.6 萬 | 0.04% | +2,704 | 新進 |
| Sivia Capital Partners, LLC | 2,713 | $71.9 萬 | 0.34% | −168−5.8% | 減碼 |
| WPG Advisers, LLC | 2,724 | $72.2 萬 | 0.67% | −62−2.2% | 減碼 |
| Steel Peak Wealth Management LLC | 2,724 | $72.2 萬 | 0.03% | +435+19.0% | 加碼 |
| Berbice Capital Management LLC | 2,725 | $72.2 萬 | 0.62% | +775+39.7% | 加碼 |
| Man Group plc | 2,798 | $74.1 萬 | 0.00% | −90,302−97.0% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,814 | $74.6 萬 | 0.01% | +793+39.2% | 加碼 |
| HighPoint Advisor Group LLC | 2,620 | $75.7 萬 | 0.04% | +798+43.8% | 加碼 |
| Farther Finance Advisors, LLC | 2,679 | $75.7 萬 | 0.02% | +327+13.9% | 加碼 |
| Keybank National Association | 2,882 | $76.4 萬 | 0.00% | −615−17.6% | 減碼 |
| QVT Financial LP | 2,889 | $76.5 萬 | 0.07% | +2,889 | 新進 |
| Resources Investment Advisors, LLC. | 2,906 | $77.0 萬 | 0.01% | +790+37.3% | 加碼 |
| Fiduciary Trust Co | 2,929 | $77.6 萬 | 0.01% | +753+34.6% | 加碼 |
| Interchange Capital Partners, LLC | 2,939 | $77.9 萬 | 0.22% | −359−10.9% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,980 | $79.0 萬 | 0.03% | +20+0.7% | 加碼 |
| Callan Family Office, LLC | 2,983 | $79.0 萬 | 0.06% | +1,278+75.0% | 加碼 |
| United Bank | 3,000 | $79.5 萬 | 0.10% | 00.0% | 不變 |
| Private Advisory Group LLC | 3,012 | $79.8 萬 | 0.09% | +2,131+241.9% | 加碼 |
| Sigma Planning Corp | 3,026 | $80.2 萬 | 0.03% | +519+20.7% | 加碼 |
| Banco Santander, S.A. | 3,035 | $80.4 萬 | 0.01% | +3,035 | 新進 |
| Cornercap Investment Counsel Inc | 3,062 | $81.1 萬 | 0.43% | −28−0.9% | 減碼 |
| Central Pacific Bank - Trust Division | 3,097 | $82.1 萬 | 0.11% | +9+0.3% | 加碼 |
| Watts Gwilliam & Co., LLC | 3,099 | $82.1 萬 | 0.18% | −24−0.8% | 減碼 |
| PFG Advisors | 3,166 | $83.9 萬 | 0.05% | −686−17.8% | 減碼 |
| Boothbay Fund Management, LLC | 3,172 | $84.0 萬 | 0.03% | −1,827−36.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,174 | $84.1 萬 | 0.01% | +31+1.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,184 | $84.4 萬 | 0.02% | +551+20.9% | 加碼 |
| Prakash Investment Advisors LLC | 3,195 | $84.7 萬 | 0.94% | +2,500+359.7% | 加碼 |
| Friedenthal Financial | 3,214 | $85.2 萬 | 0.51% | +785+32.3% | 加碼 |
| BluePath Capital Management, LLC | 3,226 | $85.5 萬 | 0.89% | +2,007+164.6% | 加碼 |
| AXS Investments LLC | 3,234 | $85.7 萬 | 0.24% | −176−5.2% | 減碼 |
| Cyndeo Wealth Partners, LLC | 3,252 | $86.2 萬 | 0.06% | +1,355+71.4% | 加碼 |
| Scotia Capital Inc. | 3,256 | $86.3 萬 | 0.00% | +2,062+172.7% | 加碼 |
| HB Wealth Management, LLC | 3,259 | $86.4 萬 | 0.01% | +879+36.9% | 加碼 |
| Altfest L J & Co Inc | 3,267 | $86.6 萬 | 0.11% | −3,024−48.1% | 減碼 |
| Snowden Capital Advisors LLC | 3,323 | $88.0 萬 | 0.03% | +49+1.5% | 加碼 |
| Wright Investors Service Inc | 3,332 | $88.3 萬 | 0.29% | −1,488−30.9% | 減碼 |
| Polymer Capital Management (HK) LTD | 3,342 | $88.6 萬 | 0.15% | −2,458−42.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 3,365 | $89.2 萬 | 0.01% | +105+3.2% | 加碼 |
| Veracity Capital LLC | 3,412 | $90.4 萬 | 0.36% | −39−1.1% | 減碼 |
| GTS Securities LLC | 3,452 | $91.5 萬 | 0.04% | +2,084+152.3% | 加碼 |
| Benjamin Edwards Inc | 3,480 | $92.2 萬 | 0.01% | +363+11.6% | 加碼 |
| Synovus Financial Corp | 3,488 | $92.4 萬 | 0.01% | +3,488 | 新進 |
| Polianta Ltd | 3,500 | $92.7 萬 | 0.45% | −200−5.4% | 減碼 |
| Peak Retirement Planning, Inc. | 3,508 | $93.0 萬 | 0.52% | +526+17.6% | 加碼 |
| Catalytic Wealth RIA, LLC | 3,524 | $93.4 萬 | 0.17% | −626−15.1% | 減碼 |
| Signaturefd, LLC | 3,530 | $93.5 萬 | 0.02% | +128+3.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 3,532 | $93.6 萬 | 0.02% | +409+13.1% | 加碼 |
| Yousif Capital Management, LLC | 3,544 | $93.9 萬 | 0.01% | +119+3.5% | 加碼 |
| Munro Partners | 3,590 | $95.1 萬 | 0.05% | +170+5.0% | 加碼 |
| ESG Planning | 3,641 | $96.5 萬 | 0.64% | +3,641 | 新進 |
| Loomis Sayles & Co L P | 3,685 | $97.6 萬 | 0.00% | −915−19.9% | 減碼 |
| Yarbrough Capital, LLC | 3,708 | $98.3 萬 | 0.04% | +3,708 | 新進 |
| Shay Capital LLC | 3,750 | $99.4 萬 | 0.29% | +3,750 | 新進 |
| FDx Advisors, Inc. | 3,759 | $99.6 萬 | 0.32% | +714+23.4% | 加碼 |
| Forum Financial Management, LP | 3,774 | $100.0 萬 | 0.02% | −2−0.1% | 減碼 |
| Independent Financial Group, LLC | 3,779 | $100.1 萬 | 0.03% | −3,406−47.4% | 減碼 |
| Leonteq Securities AG | 3,824 | $101.1 萬 | 0.08% | +3,665+2,305.0% | 加碼 |
| Entropy Technologies, LP | 3,824 | $101.3 萬 | 0.10% | −1,736−31.2% | 減碼 |
| Voleon Capital Management LP | 3,838 | $101.7 萬 | 0.08% | −17−0.4% | 減碼 |
| Whipplewood Advisors, LLC | 3,750 | $102.1 萬 | 0.60% | −540−12.6% | 減碼 |
| Kathmere Capital Management, LLC | 3,876 | $102.7 萬 | 0.09% | −1,427−26.9% | 減碼 |
| State of Michigan Retirement System | 3,900 | $103.3 萬 | 0.01% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 3,748 | $103.4 萬 | 0.07% | +919+32.5% | 加碼 |
| Occudo Quantitative Strategies LP | 3,808 | $103.7 萬 | 0.14% | +642+20.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 3,938 | $104.3 萬 | 0.28% | +3,448+703.7% | 加碼 |
| Ronald Blue Trust, Inc. | 3,965 | $105.1 萬 | 0.01% | −336−7.8% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 3,966 | $105.1 萬 | 0.14% | +77+2.0% | 加碼 |
| Coldstream Capital Management Inc | 3,991 | $105.8 萬 | 0.02% | −198−4.7% | 減碼 |
| National Asset Management, Inc. | 3,992 | $105.8 萬 | 0.03% | −67−1.7% | 減碼 |
| UniSuper Management Pty Ltd | 4,000 | $106.0 萬 | 0.01% | 00.0% | 不變 |
| Allianz SE | 4,030 | $106.8 萬 | 0.03% | +4,030 | 新進 |
| GQG Partners LLC | 4,036 | $106.9 萬 | 0.00% | −8,434,521−100.0% | 減碼 |
| Invst, LLC | 4,083 | $108.2 萬 | 0.15% | −3,280−44.5% | 減碼 |
| Vestcor Inc | 4,108 | $108.8 萬 | 0.04% | +33+0.8% | 加碼 |
| Apollon Wealth Management, LLC | 4,141 | $109.7 萬 | 0.02% | +1,073+35.0% | 加碼 |
| Sherbrooke Park Advisers LLC | 4,145 | $109.8 萬 | 0.51% | +4,145 | 新進 |
| Assenagon Asset Management S.A. | 4,173 | $110.6 萬 | 0.00% | +121+3.0% | 加碼 |
| STF Management LP | 4,186 | $110.9 萬 | 0.53% | −37−0.9% | 減碼 |
| Advisor Resource Council | 4,621 | $111.1 萬 | 0.09% | +4,621 | 新進 |
| Ossiam | 4,224 | $111.9 萬 | 0.02% | −3,197−43.1% | 減碼 |
| X-Square Capital, LLC | 4,249 | $112.6 萬 | 0.48% | +250+6.3% | 加碼 |
| Geneos Wealth Management Inc. | 4,398 | $116.5 萬 | 0.04% | +3,258+285.8% | 加碼 |
| Truvestments Capital LLC | 4,408 | $116.8 萬 | 0.25% | −828−15.8% | 減碼 |
| Williamson Legacy Group, LLC | 4,498 | $119.2 萬 | 1.13% | −4,011−47.1% | 減碼 |
| CWM, LLC | 4,513 | $119.6 萬 | 0.00% | −38−0.8% | 減碼 |
| Lido Advisors, LLC | 4,525 | $119.9 萬 | 0.01% | −58−1.3% | 減碼 |
| Affinity Investment Advisors, LLC | 4,540 | $120.3 萬 | 0.98% | +756+20.0% | 加碼 |
| Optimize Financial Inc | 4,542 | $120.3 萬 | 0.45% | −7,009−60.7% | 減碼 |
| RSM US Wealth Management LLC | 4,627 | $122.6 萬 | 0.02% | −16−0.3% | 減碼 |
| Siemens Fonds Invest GmbH | 4,684 | $124.1 萬 | 0.09% | +4,684 | 新進 |
| Change Path, LLC | 4,684 | $124.1 萬 | 0.04% | −348−6.9% | 減碼 |
| Metis Global Partners, LLC | 4,698 | $124.5 萬 | 0.04% | +1,820+63.2% | 加碼 |
| GeoWealth Management, LLC | 4,734 | $125.4 萬 | 0.05% | −1,248−20.9% | 減碼 |
| Verdence Capital Advisors LLC | 4,777 | $126.6 萬 | 0.10% | −5,097−51.6% | 減碼 |
| Jones Financial Companies LLLP | 4,738 | $129.1 萬 | 0.00% | +2,835+149.0% | 加碼 |
| Ascent Group, LLC | 4,963 | $131.5 萬 | 0.06% | −590−10.6% | 減碼 |