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 |
|---|---|---|---|---|---|
| Lansforsakringar Fondforvaltning AB (publ) | 66,965 | $1,774 萬 | 0.11% | −366−0.5% | 減碼 |
| iA Global Asset Management Inc. | 64,535 | $1,710 萬 | 0.29% | +28,098+77.1% | 加碼 |
| Resona Asset Management Co.,Ltd. | 63,512 | $1,689 萬 | 0.10% | +5,090+8.7% | 加碼 |
| Nissay Asset Management Corp | 63,608 | $1,685 萬 | 0.11% | +7,945+14.3% | 加碼 |
| Panagora Asset Management Inc | 62,484 | $1,656 萬 | 0.08% | +34,513+123.4% | 加碼 |
| Arizona State Retirement System | 61,270 | $1,623 萬 | 0.10% | +912+1.5% | 加碼 |
| MML Investors Services, LLC | 60,194 | $1,595 萬 | 0.05% | −3,652−5.7% | 減碼 |
| GF Fund Management Co. Ltd. | 59,796 | $1,584 萬 | 0.37% | +1,396+2.4% | 加碼 |
| Daiwa Securities Group Inc. | 59,576 | $1,579 萬 | 0.07% | −24,057−28.8% | 減碼 |
| Captrust Financial Advisors | 59,557 | $1,578 萬 | 0.04% | −84,226−58.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 58,000 | $1,537 萬 | 0.12% | −4,100−6.6% | 減碼 |
| Quantinno Capital Management LP | 57,101 | $1,513 萬 | 0.10% | +26,718+87.9% | 加碼 |
| TrimTabs Asset Management, LLC | 57,017 | $1,511 萬 | 2.37% | +1,120+2.0% | 加碼 |
| Verition Fund Management LLC | 56,344 | $1,493 萬 | 0.09% | −43,646−43.7% | 減碼 |
| Metavasi Capital LP | 55,721 | $1,476 萬 | 9.38% | 00.0% | 不變 |
| CIBC World Markets Inc. | 55,319 | $1,466 萬 | 0.03% | +38,636+231.6% | 加碼 |
| Cresset Asset Management, LLC | 54,498 | $1,444 萬 | 0.07% | −59,583−52.2% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 54,472 | $1,443 萬 | 0.07% | −1,500−2.7% | 減碼 |
| Ratan Capital Management LP | 52,730 | $1,397 萬 | 4.51% | +52,730 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,806 | $1,373 萬 | 0.04% | +7,197+16.1% | 加碼 |
| Smithbridge Asset Management Inc | 51,233 | $1,358 萬 | 2.52% | +51,233 | 新進 |
| AXA S.A. | 51,156 | $1,355 萬 | 0.04% | +28,837+129.2% | 加碼 |
| Davidson Kempner Capital Management LP | 50,000 | $1,325 萬 | 0.19% | +50,000 | 新進 |
| Comerica Bank | 49,955 | $1,324 萬 | 0.06% | −90,880−64.5% | 減碼 |
| Cetera Investment Advisers | 49,116 | $1,301 萬 | 0.03% | +15,150+44.6% | 加碼 |
| Alyeska Investment Group, L.P. | 49,085 | $1,301 萬 | 0.05% | +49,085 | 新進 |
| Advisor Group Holdings, Inc. | 48,913 | $1,296 萬 | 0.03% | −16,248−24.9% | 減碼 |
| Walleye Capital LLC | 48,852 | $1,294 萬 | 0.14% | +21,827+80.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 48,196 | $1,279 萬 | 0.13% | +3,180+7.1% | 加碼 |
| Xponance, Inc. | 47,817 | $1,267 萬 | 0.12% | +593+1.3% | 加碼 |
| Polar Asset Management Partners Inc. | 47,500 | $1,259 萬 | 0.42% | −40,700−46.1% | 減碼 |
| Investment House LLC | 46,900 | $1,243 萬 | 0.71% | −505−1.1% | 減碼 |
| Illinois Municipal Retirement Fund | 46,272 | $1,226 萬 | 0.18% | −873−1.9% | 減碼 |
| QRG Capital Management, Inc. | 46,147 | $1,223 萬 | 0.13% | −26,812−36.7% | 減碼 |
| Freestone Grove Partners LP | 45,962 | $1,218 萬 | 0.13% | +45,962 | 新進 |
| Ogborne Capital Management, LLC | 45,000 | $1,192 萬 | 4.58% | +45,000 | 新進 |
| Mercer Global Advisors Inc | 44,907 | $1,187 萬 | 0.03% | −17,490−28.0% | 減碼 |
| Mediolanum International Funds Ltd | 43,564 | $1,187 萬 | 0.16% | −2,940−6.3% | 減碼 |
| Ibex Wealth Advisors | 44,087 | $1,168 萬 | 1.55% | +1,824+4.3% | 加碼 |
| Meridiem Capital Partners LP | 43,530 | $1,153 萬 | 1.26% | +43,530 | 新進 |
| Utah Retirement Systems | 43,446 | $1,151 萬 | 0.13% | −654−1.5% | 減碼 |
| Shelton Capital Management | 41,973 | $1,112 萬 | 0.27% | −4,264−9.2% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 41,900 | $1,110 萬 | 0.13% | −5,200−11.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 41,283 | $1,094 萬 | 0.19% | +39,351+2,036.8% | 加碼 |
| Cozad Asset Management Inc | 40,933 | $1,085 萬 | 1.08% | +3,837+10.3% | 加碼 |
| Toroso Investments, LLC | 40,828 | $1,082 萬 | 0.09% | +19,763+93.8% | 加碼 |
| ICONIQ Capital, LLC | 40,793 | $1,081 萬 | 0.19% | +39,976+4,893.0% | 加碼 |
| Rafferty Asset Management, LLC | 40,437 | $1,071 萬 | 0.05% | +2,748+7.3% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 40,200 | $1,065 萬 | 0.36% | +40,200 | 新進 |
| Toronto Dominion Bank | 40,071 | $1,062 萬 | 0.03% | +9,366+30.5% | 加碼 |
| British Columbia Investment Management Corp | 39,982 | $1,059 萬 | 0.07% | +164+0.4% | 加碼 |
| Janney Montgomery Scott LLC | 39,460 | $1,046 萬 | 0.03% | −40.0% | 減碼 |
| IFM Investors Pty Ltd | 39,105 | $1,036 萬 | 0.11% | −170.0% | 減碼 |
| USS Investment Management Ltd | 38,896 | $1,030 萬 | 0.08% | +10.0% | 加碼 |
| Silvant Capital Management LLC | 38,696 | $1,025 萬 | 0.47% | +8,328+27.4% | 加碼 |
| Berkshire Capital Holdings Inc | 38,650 | $1,024 萬 | 4.90% | +3,060+8.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 38,211 | $1,012 萬 | 0.10% | 00.0% | 不變 |
| Castellan Group, LLC | 38,037 | $1,008 萬 | 2.82% | +9,068+31.3% | 加碼 |
| Hiddenite Capital Partners LP | 37,500 | $993.6 萬 | 8.29% | −42,500−53.1% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 37,218 | $986.2 萬 | 2.02% | −13,091−26.0% | 減碼 |
| CAPROCK Group, Inc. | 36,946 | $979.0 萬 | 0.30% | −5,200−12.3% | 減碼 |
| US Bancorp | 36,812 | $975.4 萬 | 0.01% | −7,058−16.1% | 減碼 |
| Harvest Fund Management Co., Ltd | 36,659 | $970.3 萬 | 0.48% | +2,247+6.5% | 加碼 |
| LMR Partners LLP | 36,179 | $958.6 萬 | 0.19% | +36,179 | 新進 |
| DnB Asset Management AS | 36,052 | $955.3 萬 | 0.04% | 00.0% | 不變 |
| Maxi Investments CY Ltd | 35,805 | $948.7 萬 | 1.89% | +35,805 | 新進 |
| Bank Julius Baer & Co. Ltd, Zurich | 34,956 | $939.9 萬 | 0.03% | −285−0.8% | 減碼 |
| Truist Financial Corp | 35,196 | $932.6 萬 | 0.01% | +1,588+4.7% | 加碼 |
| Perigon Wealth Management, LLC | 35,135 | $931.0 萬 | 0.24% | +139+0.4% | 加碼 |
| M&T Bank Corp | 34,817 | $922.6 萬 | 0.03% | −2,551−6.8% | 減碼 |
| Capstone Investment Advisors, LLC | 34,432 | $912.3 萬 | 0.08% | +9,585+38.6% | 加碼 |
| PGGM Investments | 33,862 | $897.2 萬 | 0.12% | +14,886+78.4% | 加碼 |
| Capital Impact Advisors, LLC | 33,804 | $895.7 萬 | 3.43% | +33,804 | 新進 |
| Cunning Capital Partners, LP | 33,497 | $887.6 萬 | 5.66% | −193−0.6% | 減碼 |
| Armistice Capital, LLC | 33,138 | $878.1 萬 | 0.23% | +26,992+439.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 32,358 | $857.3 萬 | 0.54% | −2,350−6.8% | 減碼 |
| UNICOM Systems, Inc. | 31,900 | $845.3 萬 | 1.72% | +31,900 | 新進 |
| Two Sigma Investments, LP | 31,700 | $840.0 萬 | 0.02% | −544,824−94.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 31,600 | $837.3 萬 | 0.07% | −2,600−7.6% | 減碼 |
| JustInvest LLC | 31,128 | $824.8 萬 | 0.12% | +2,134+7.4% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 31,042 | $822.5 萬 | 0.02% | +26,337+559.8% | 加碼 |
| NEOS Investment Management LLC | 30,627 | $811.5 萬 | 0.15% | +11,290+58.4% | 加碼 |
| Discovery Capital Management, LLC | 29,040 | $769.5 萬 | 0.92% | −11,700−28.7% | 減碼 |
| Pinebridge Investments, L.P. | 28,923 | $766.4 萬 | 0.06% | −168,372−85.3% | 減碼 |
| Q Fund Management (Hong Kong) Ltd | 28,900 | $765.8 萬 | 10.47% | +15,600+117.3% | 加碼 |
| Quantitative Investment Management, LLC | 28,530 | $755.9 萬 | 0.70% | +28,530 | 新進 |
| Public Employees Retirement Association of Colorado | 28,336 | $750.8 萬 | 0.03% | +7,413+35.4% | 加碼 |
| Symmetry Investments LP | 28,077 | $744.0 萬 | 0.67% | +16,677+146.3% | 加碼 |
| Aptus Capital Advisors, LLC | 27,204 | $720.8 萬 | 0.08% | +127+0.5% | 加碼 |
| Fort Point Capital Partners LLC | 27,060 | $717.0 萬 | 0.80% | −165−0.6% | 減碼 |
| Lazard Asset Management LLC | 27,047 | $716.6 萬 | 0.01% | −29,808−52.4% | 減碼 |
| Second Line Capital, LLC | 27,019 | $715.9 萬 | 1.84% | +175+0.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 26,939 | $713.8 萬 | 0.66% | −2,422−8.2% | 減碼 |
| OP Asset Management Ltd | 26,838 | $711.1 萬 | 0.12% | +26,838 | 新進 |
| Navellier & Associates Inc | 23,017 | $694.7 萬 | 0.96% | +23,017 | 新進 |
| Sculptor Capital LP | 25,800 | $683.6 萬 | 0.15% | +25,800 | 新進 |
| Advisory Services Network, LLC | 25,305 | $670.5 萬 | 0.13% | +1,751+7.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,105 | $665.2 萬 | 0.02% | +7,778+44.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 24,871 | $659.0 萬 | 0.01% | −30,106−54.8% | 減碼 |
| La Banque Postale Asset Management SA | 24,378 | $645.9 萬 | 0.10% | −4,293−15.0% | 減碼 |