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 |
|---|---|---|---|---|---|
| Twinbeech Capital LP | 248,576 | $6,587 萬 | 1.20% | +205,340+474.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 247,269 | $6,552 萬 | 0.53% | −159,136−39.2% | 減碼 |
| Jane Street Group, LLC | 246,070 | $6,520 萬 | 0.12% | −203,196−45.2% | 減碼 |
| AustralianSuper Pty Ltd | 243,884 | $6,462 萬 | 0.37% | +63,464+35.2% | 加碼 |
| Ensign Peak Advisors, Inc | 243,430 | $6,450 萬 | 0.12% | +1,362+0.6% | 加碼 |
| Winslow Capital Management, LLC | 238,616 | $6,323 萬 | 0.25% | +238,616 | 新進 |
| D. E. Shaw & Co., Inc. | 235,389 | $6,237 萬 | 0.07% | −1,205,728−83.7% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 231,390 | $6,131 萬 | 0.12% | +18,306+8.6% | 加碼 |
| Russell Investments Group, Ltd. | 228,417 | $6,056 萬 | 0.08% | −178,973−43.9% | 減碼 |
| Schonfeld Strategic Advisors LLC | 228,463 | $6,054 萬 | 0.41% | +290.0% | 加碼 |
| Steadview Capital Management LLC | 226,680 | $6,006 萬 | 13.05% | −56,870−20.1% | 減碼 |
| Balyasny Asset Management LLC | 226,351 | $5,998 萬 | 0.15% | −101,494−31.0% | 減碼 |
| HSBC Holdings PLC | 220,195 | $5,805 萬 | 0.04% | +65,605+42.4% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215,112 | $5,700 萬 | 0.05% | +21,824+11.3% | 加碼 |
| New York State Common Retirement Fund | 213,335 | $5,653 萬 | 0.08% | +62,800+41.7% | 加碼 |
| Korea Investment CORP | 210,723 | $5,584 萬 | 0.14% | +39,850+23.3% | 加碼 |
| Allianz Asset Management GmbH | 208,034 | $5,512 萬 | 0.08% | +181,105+672.5% | 加碼 |
| TD Asset Management Inc | 199,882 | $5,296 萬 | 0.05% | −60,324−23.2% | 減碼 |
| BNP Paribas Arbitrage, SA | 190,317 | $5,043 萬 | 0.04% | −30,737−13.9% | 減碼 |
| Pacer Advisors, Inc. | 187,199 | $4,960 萬 | 0.12% | +119,066+174.8% | 加碼 |
| AQR Capital Management LLC | 194,783 | $4,895 萬 | 0.05% | −82,937−29.9% | 減碼 |
| Dorsal Capital Management, LLC | 180,000 | $4,769 萬 | 1.54% | +180,000 | 新進 |
| Nordea Investment Management AB | 183,993 | $4,713 萬 | 0.05% | +45,374+32.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 172,378 | $4,568 萬 | 0.09% | +66,453+62.7% | 加碼 |
| Contour Asset Management LLC | 170,862 | $4,527 萬 | 1.89% | +170,862 | 新進 |
| Davis Selected Advisers | 163,011 | $4,319 萬 | 0.25% | +163,011 | 新進 |
| Andra AP-fonden | 162,600 | $4,308 萬 | 0.71% | −43,600−21.1% | 減碼 |
| Natixis Advisors, L.P. | 160,681 | $4,258 萬 | 0.08% | −12,500−7.2% | 減碼 |
| LPL Financial LLC | 158,480 | $4,199 萬 | 0.02% | −52,050−24.7% | 減碼 |
| Quadrature Capital Ltd | 155,937 | $4,130 萬 | 0.92% | −12,866−7.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 147,910 | $3,919 萬 | 0.08% | −94,387−39.0% | 減碼 |
| Kinetic Partners Management, LP | 144,754 | $3,836 萬 | 2.75% | −93,200−39.2% | 減碼 |
| Canada Pension Plan Investment Board | 139,652 | $3,700 萬 | 0.04% | +118,633+564.4% | 加碼 |
| KBC Group NV | 137,764 | $3,650 萬 | 0.11% | −44,334−24.3% | 減碼 |
| Braun Stacey Associates Inc | 137,735 | $3,650 萬 | 1.49% | −47,135−25.5% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 137,093 | $3,633 萬 | 0.12% | −11,872−8.0% | 減碼 |
| Point72 Asset Management, L.P. | 134,580 | $3,566 萬 | 0.10% | +134,580 | 新進 |
| Zweig-DiMenna Associates LLC | 132,635 | $3,514 萬 | 5.63% | +59,135+80.5% | 加碼 |
| State of Wisconsin Investment Board | 132,474 | $3,510 萬 | 0.09% | +77+0.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 131,853 | $3,494 萬 | 0.08% | +48,109+57.4% | 加碼 |
| Treasurer of the State of North Carolina | 129,809 | $3,440 萬 | 0.14% | +1,508+1.2% | 加碼 |
| Danske Bank A/S | 129,727 | $3,437 萬 | 0.11% | +17,511+15.6% | 加碼 |
| Royal London Asset Management Ltd | 124,063 | $3,287 萬 | 0.08% | +13,998+12.7% | 加碼 |
| Ci Investments Inc. | 122,908 | $3,257 萬 | 0.14% | −2,019−1.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 128,222 | $3,241 萬 | 0.06% | −2,327−1.8% | 減碼 |
| Stifel Financial Corp | 121,457 | $3,218 萬 | 0.03% | +1,204+1.0% | 加碼 |
| Nomura Holdings Inc | 121,061 | $3,208 萬 | 0.17% | +59,994+98.2% | 加碼 |
| Aviva PLC | 120,771 | $3,200 萬 | 0.08% | +49,653+69.8% | 加碼 |
| ING Groep NV | 120,659 | $3,197 萬 | 0.22% | +120,659 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 115,726 | $3,137 萬 | 0.13% | +40,166+53.2% | 加碼 |
| Storebrand Asset Management AS | 117,359 | $3,110 萬 | 0.10% | +9,971+9.3% | 加碼 |
| Scopus Asset Management, L.P. | 115,000 | $3,047 萬 | 1.10% | −250−0.2% | 減碼 |
| TOMS Capital Investment Management LP | 113,000 | $2,994 萬 | 2.22% | +113,000 | 新進 |
| Jump Financial, LLC | 112,123 | $2,971 萬 | 0.45% | +108,289+2,824.4% | 加碼 |
| Alta Park Capital, LP | 109,682 | $2,906 萬 | 5.64% | +14,836+15.6% | 加碼 |
| MGB Wealth Management, LLC | 109,616 | $2,905 萬 | 10.51% | −130,000−54.3% | 減碼 |
| Bank of Nova Scotia | 109,159 | $2,892 萬 | 0.06% | +104,689+2,342.0% | 加碼 |
| Smith Group Asset Management, LLC | 108,710 | $2,880 萬 | 2.16% | −43,523−28.6% | 減碼 |
| MAI Capital Management | 108,358 | $2,871 萬 | 0.22% | −3,445−3.1% | 減碼 |
| Standard Life Aberdeen plc | 107,179 | $2,840 萬 | 0.06% | +67,454+169.8% | 加碼 |
| Northwestern Mutual Wealth Management Co | 106,764 | $2,829 萬 | 0.02% | +105,630+9,314.8% | 加碼 |
| Squarepoint Ops LLC | 105,609 | $2,798 萬 | 0.07% | +77,941+281.7% | 加碼 |
| Renaissance Group LLC | 104,864 | $2,779 萬 | 1.23% | −5,156−4.7% | 減碼 |
| Logan Capital Management Inc | 101,359 | $2,686 萬 | 1.22% | −8,413−7.7% | 減碼 |
| Handelsbanken Fonder AB | 99,998 | $2,650 萬 | 0.11% | −10,024−9.1% | 減碼 |
| Holocene Advisors, LP | 99,970 | $2,649 萬 | 0.08% | +38,424+62.4% | 加碼 |
| Mariner, LLC | 97,435 | $2,582 萬 | 0.04% | −88,763−47.7% | 減碼 |
| CIBC Asset Management Inc | 96,739 | $2,563 萬 | 0.09% | +35,121+57.0% | 加碼 |
| Blair William & Co | 96,596 | $2,559 萬 | 0.08% | −60,590−38.5% | 減碼 |
| Engineers Gate Manager LP | 95,983 | $2,543 萬 | 0.43% | +37,941+65.4% | 加碼 |
| 3G Capital Partners LP | 95,000 | $2,517 萬 | 7.23% | 00.0% | 不變 |
| Ieq Capital, LLC | 94,633 | $2,507 萬 | 0.20% | +55,071+139.2% | 加碼 |
| Public Employees Retirement System of Ohio | 94,613 | $2,507 萬 | 0.09% | −4,083−4.1% | 減碼 |
| Los Angeles Capital Management LLC | 93,154 | $2,468 萬 | 0.11% | +52,792+130.8% | 加碼 |
| WT Asset Management Ltd | 91,863 | $2,434 萬 | 2.84% | +91,863 | 新進 |
| Newbrook Capital Advisors LP | 90,891 | $2,408 萬 | 3.80% | +23,612+35.1% | 加碼 |
| Pictet Asset Management Holding SA | 87,511 | $2,319 萬 | 0.03% | +7,902+9.9% | 加碼 |
| Teacher Retirement System of Texas | 87,120 | $2,308 萬 | 0.10% | +26,727+44.3% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 86,073 | $2,281 萬 | 0.26% | +15,398+21.8% | 加碼 |
| Intech Investment Management LLC | 84,364 | $2,235 萬 | 0.23% | +16,419+24.2% | 加碼 |
| KLP Kapitalforvaltning AS | 81,150 | $2,150 萬 | 0.11% | +800+1.0% | 加碼 |
| Gotham Asset Management, LLC | 80,803 | $2,141 萬 | 0.18% | +2,758+3.5% | 加碼 |
| BOCHK Asset Management Ltd | 80,281 | $2,127 萬 | 11.98% | +2,911+3.8% | 加碼 |
| Asset Management One Co.,Ltd. | 79,802 | $2,115 萬 | 0.07% | +4,772+6.4% | 加碼 |
| Principal Financial Group Inc | 78,928 | $2,091 萬 | 0.01% | +19,822+33.5% | 加碼 |
| Bank of Montreal | 78,665 | $2,084 萬 | 0.01% | −29,426−27.2% | 減碼 |
| TFJ Management, LLC | 77,843 | $2,063 萬 | 19.53% | −7,679−9.0% | 減碼 |
| Delta Global Management LP | 77,138 | $2,044 萬 | 1.47% | +67,357+688.7% | 加碼 |
| Creative Planning | 76,805 | $2,035 萬 | 0.02% | −23,896−23.7% | 減碼 |
| Science & Technology Partners, L.P. | 76,125 | $2,017 萬 | 7.99% | −18,396−19.5% | 減碼 |
| Tudor Investment Corp Et Al | 73,692 | $1,953 萬 | 0.17% | +73,692 | 新進 |
| Nishkama Capital, LLC | 72,799 | $1,929 萬 | 8.09% | +25,608+54.3% | 加碼 |
| Nomura Asset Management Co Ltd | 71,309 | $1,889 萬 | 0.06% | +3,940+5.8% | 加碼 |
| State of New Jersey Common Pension Fund D | 70,739 | $1,874 萬 | 0.08% | −6,012−7.8% | 減碼 |
| Freshford Capital Management, LLC | 69,893 | $1,852 萬 | 5.14% | +69,893 | 新進 |
| Guggenheim Capital LLC | 69,843 | $1,851 萬 | 0.17% | −14,679−17.4% | 減碼 |
| Forsta Ap-Fonden | 69,100 | $1,831 萬 | 0.14% | −1,400−2.0% | 減碼 |
| Achmea Investment Management B.V. | 68,750 | $1,822 萬 | 0.27% | +10,934+18.9% | 加碼 |
| Parnassus Investments | 68,447 | $1,814 萬 | 0.04% | +68,447 | 新進 |
| Steward Partners Investment Advisory, LLC | 67,318 | $1,784 萬 | 0.16% | +65,599+3,816.1% | 加碼 |