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 |
|---|---|---|---|---|---|
| Cache Advisors, LLC | 10,436 | $276.5 萬 | 1.06% | +3,500+50.5% | 加碼 |
| Churchill Management Corp | 10,551 | $279.6 萬 | 0.04% | +7,835+288.5% | 加碼 |
| Highland Capital Management, LLC | 10,589 | $280.6 萬 | 0.17% | +3,590+51.3% | 加碼 |
| Prospera Financial Services Inc | 10,596 | $280.7 萬 | 0.06% | −3,857−26.7% | 減碼 |
| Private Advisor Group, LLC | 10,641 | $282.0 萬 | 0.02% | +521+5.1% | 加碼 |
| GSG Advisors LLC | 10,256 | $282.0 萬 | 0.93% | +35+0.3% | 加碼 |
| Axxcess Wealth Management, LLC | 10,643 | $282.0 萬 | 0.08% | +4,949+86.9% | 加碼 |
| Bokf, NA | 10,725 | $284.2 萬 | 0.05% | +1,502+16.3% | 加碼 |
| Venture Visionary Partners LLC | 10,864 | $287.9 萬 | 0.12% | −10,494−49.1% | 減碼 |
| Bridgeway Capital Management, LLC | 10,920 | $289.3 萬 | 0.07% | −10,770−49.7% | 減碼 |
| Lee Johnson Capital Management, LLC | 10,958 | $290.4 萬 | 1.54% | +10,958 | 新進 |
| Pallas Capital Advisors LLC | 11,246 | $298.0 萬 | 0.12% | −2,968−20.9% | 減碼 |
| E Fund Management Co., Ltd. | 11,340 | $300.5 萬 | 0.14% | +7,610+204.0% | 加碼 |
| BW Gestao de Investimentos Ltda. | 11,400 | $302.1 萬 | 0.34% | −7,600−40.0% | 減碼 |
| Allen Investment Management LLC | 11,420 | $302.6 萬 | 0.04% | −2,710−19.2% | 減碼 |
| Bosman Wealth Management, LLC | 11,799 | $312.6 萬 | 3.18% | +11,799 | 新進 |
| Atria Investments LLC | 11,833 | $313.5 萬 | 0.04% | +4,326+57.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,899 | $315.2 萬 | 0.01% | +4,043+51.5% | 加碼 |
| Mission Hills Financial Advisory, LLC | 11,941 | $316.4 萬 | 2.20% | +11,941 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 8,052 | $316.4 萬 | 0.17% | +8,052 | 新進 |
| Independent Solutions Wealth Management, LLC | 11,967 | $317.1 萬 | 0.71% | −189−1.6% | 減碼 |
| Broadleaf Partners, LLC | 12,075 | $320.0 萬 | 0.84% | −176−1.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 12,155 | $322.0 萬 | 0.11% | −3,282−21.3% | 減碼 |
| Rakuten Securities, Inc. | 12,191 | $323.0 萬 | 1.63% | +2,368+24.1% | 加碼 |
| Maryland State Retirement & Pension System | 12,260 | $324.9 萬 | 0.08% | −1,872−13.2% | 減碼 |
| Estate Counselors, LLC | 12,290 | $325.6 萬 | 0.34% | −19,877−61.8% | 減碼 |
| St. Louis Financial Planners Asset Management, LLC | 12,304 | $326.0 萬 | 2.44% | +12,304 | 新進 |
| Prudential Financial Inc | 11,788 | $335.5 萬 | 0.00% | −10,977−48.2% | 減碼 |
| Advisors Capital Management, LLC | 12,731 | $337.3 萬 | 0.05% | +12,731 | 新進 |
| Next Century Growth Investors LLC | 12,735 | $337.4 萬 | 0.30% | +4,162+48.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 12,750 | $337.8 萬 | 0.29% | +1,065+9.1% | 加碼 |
| Tiaa Trust, National Association | 12,923 | $342.4 萬 | 0.01% | −4,618−26.3% | 減碼 |
| Cantor Fitzgerald, L. P. | 13,092 | $346.9 萬 | 0.13% | +13,092 | 新進 |
| CI Private Wealth, LLC | 13,205 | $349.9 萬 | 0.01% | −6,351−32.5% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 13,287 | $352.1 萬 | 0.92% | +13,287 | 新進 |
| Zacks Investment Management | 13,441 | $356.1 萬 | 0.03% | +245+1.9% | 加碼 |
| Candriam Luxembourg S.C.A. | 13,474 | $357.0 萬 | 0.02% | +17+0.1% | 加碼 |
| Tredje AP-fonden | 13,590 | $360.1 萬 | 0.03% | 00.0% | 不變 |
| GWM Advisors LLC | 13,741 | $364.1 萬 | 0.02% | −549−3.8% | 減碼 |
| Coastal Bridge Advisors, LLC | 13,751 | $364.4 萬 | 0.52% | +578+4.4% | 加碼 |
| Insight Holdings Group, LLC | 13,900 | $368.3 萬 | 0.29% | +8,900+178.0% | 加碼 |
| Diversify Advisory Services, LLC | 13,031 | $376.4 萬 | 0.24% | −222−1.7% | 減碼 |
| Alberta Investment Management Corp | 14,300 | $378.9 萬 | 0.03% | +14,300 | 新進 |
| Strategic Global Advisors, LLC | 14,798 | $392.1 萬 | 0.78% | −490−3.2% | 減碼 |
| Westpac Banking Corp | 14,852 | $393.5 萬 | 0.29% | +12,330+488.9% | 加碼 |
| Thrivent Financial for Lutherans | 13,747 | $396.2 萬 | 0.01% | −2,193−13.8% | 減碼 |
| Balboa Wealth Partners | 14,983 | $397.0 萬 | 0.96% | −389−2.5% | 減碼 |
| EULAV Asset Management | 15,012 | $397.8 萬 | 0.10% | +15,012 | 新進 |
| Sanctuary Advisors, LLC | 15,222 | $403.3 萬 | 0.03% | +1,561+11.4% | 加碼 |
| Seascape Capital Management | 15,372 | $407.3 萬 | 1.42% | −10,872−41.4% | 減碼 |
| Segment Wealth Management, LLC | 15,401 | $408.1 萬 | 0.28% | −574−3.6% | 減碼 |
| Commonwealth Equity Services, LLC | 15,693 | $415.8 萬 | 0.01% | +2,944+23.1% | 加碼 |
| Anomaly Capital Management, LP | 15,754 | $417.4 萬 | 0.19% | −183,410−92.1% | 減碼 |
| Avantax Advisory Services, Inc. | 15,926 | $422.0 萬 | 0.03% | +2,120+15.4% | 加碼 |
| Park Avenue Securities LLC | 16,000 | $424.0 萬 | 0.05% | +1,652+11.5% | 加碼 |
| MetLife Investment Management | 16,132 | $427.4 萬 | 0.02% | −36−0.2% | 減碼 |
| Altshuler Shaham Ltd | 16,253 | $430.7 萬 | 0.10% | +9,499+140.6% | 加碼 |
| Harvest Investment Services, LLC | 16,415 | $434.9 萬 | 1.22% | −6,983−29.8% | 減碼 |
| NewEdge Wealth, LLC | 16,846 | $446.4 萬 | 0.08% | −1,682−9.1% | 減碼 |
| FORA Capital, LLC | 16,963 | $449.5 萬 | 0.46% | −20,755−55.0% | 減碼 |
| PKO Investment Management Joint-Stock Co | 17,000 | $450.4 萬 | 0.51% | +17,000 | 新進 |
| Federation des caisses Desjardins du Quebec | 17,123 | $453.7 萬 | 0.02% | +4,541+36.1% | 加碼 |
| Baker Avenue Asset Management, LP | 17,340 | $459.5 萬 | 0.14% | −1,719−9.0% | 減碼 |
| ASR Vermogensbeheer N.V. | 17,405 | $461.1 萬 | 0.07% | +17,405 | 新進 |
| Point72 Italy, S.r.l. | 17,500 | $463.7 萬 | 4.57% | +17,500 | 新進 |
| Rakuten Investment Management, Inc. | 17,067 | $464.9 萬 | 0.02% | +17,067 | 新進 |
| Ritholtz Wealth Management | 17,564 | $465.4 萬 | 0.14% | −2,308−11.6% | 減碼 |
| LGT Group Foundation | 17,611 | $466.6 萬 | 0.06% | −290−1.6% | 減碼 |
| Bessemer Group Inc | 17,642 | $467.5 萬 | 0.01% | −24,575−58.2% | 減碼 |
| Two Sigma Advisers, LP | 17,800 | $471.6 萬 | 0.01% | −490,014−96.5% | 減碼 |
| Kentucky Retirement Systems | 17,906 | $474.5 萬 | 0.14% | +17,906 | 新進 |
| Acadian Asset Management LLC | 17,960 | $475.2 萬 | 0.01% | +7,113+65.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 17,937 | $475.3 萬 | 0.02% | −11,848−39.8% | 減碼 |
| Manufacturers Life Insurance Company, The | 17,999 | $476.9 萬 | 0.00% | +2,811+18.5% | 加碼 |
| Maytus Capital Management, LLC | 18,000 | $476.9 萬 | 1.47% | +9,500+111.8% | 加碼 |
| Assetmark, Inc | 18,328 | $485.6 萬 | 0.01% | +4,906+36.6% | 加碼 |
| Amalgamated Bank | 18,578 | $492.3 萬 | 0.04% | +959+5.4% | 加碼 |
| Wealth High Governance Capital Ltda | 18,600 | $492.8 萬 | 3.22% | −12,400−40.0% | 減碼 |
| HighTower Advisors, LLC | 18,615 | $493.3 萬 | 0.01% | −13,538−42.1% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 18,669 | $494.7 萬 | 0.08% | +10,594+131.2% | 加碼 |
| Vinva Investment Management Ltd | 18,329 | $499.2 萬 | 0.20% | −16,180−46.9% | 減碼 |
| Oppenheimer & Co Inc | 18,944 | $502.0 萬 | 0.08% | +694+3.8% | 加碼 |
| CWA Asset Management Group, LLC | 19,223 | $509.4 萬 | 0.24% | +2,455+14.6% | 加碼 |
| Centaurus Financial, Inc. | 19,263 | $510.4 萬 | 0.31% | −8,338−30.2% | 減碼 |
| Pathstone Holdings, LLC | 19,308 | $511.6 萬 | 0.02% | +1,347+7.5% | 加碼 |
| Beck Bode, LLC | 19,495 | $516.6 萬 | 0.96% | +701+3.7% | 加碼 |
| Nisa Investment Advisors, LLC | 19,510 | $517.0 萬 | 0.03% | +5,926+43.6% | 加碼 |
| Dakota Wealth Management | 19,557 | $518.2 萬 | 0.12% | −9,307−32.2% | 減碼 |
| Oak Ridge Investments LLC | 19,807 | $524.8 萬 | 0.44% | +1,982+11.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 19,808 | $524.9 萬 | 0.05% | +824+4.3% | 加碼 |
| Horizon Investment Services, LLC | 19,883 | $526.8 萬 | 2.56% | −11,003−35.6% | 減碼 |
| Sterling Capital Management LLC | 19,967 | $529.1 萬 | 0.08% | −10,007−33.4% | 減碼 |
| Profund Advisors LLC | 20,085 | $532.2 萬 | 0.23% | −2,320−10.4% | 減碼 |
| Swiss Life Asset Management Ltd | 20,123 | $533.2 萬 | 0.04% | +7,838+63.8% | 加碼 |
| Eos Management, L.P. | 20,331 | $538.7 萬 | 2.41% | −30,382−59.9% | 減碼 |
| Linden Thomas Advisory Services, LLC | 20,491 | $543.0 萬 | 0.70% | +1,097+5.7% | 加碼 |
| Brinker Capital Investments, LLC | 20,817 | $551.6 萬 | 0.05% | −1,315−5.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 20,817 | $551.6 萬 | 0.05% | −1,315−5.9% | 減碼 |
| Cerity Partners LLC | 20,960 | $555.4 萬 | 0.01% | +3,300+18.7% | 加碼 |
| Benchmark Investment Advisors LLC | 21,019 | $556.9 萬 | 3.61% | +4,006+23.5% | 加碼 |