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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,899 | $315.2 萬 | 0.01% | +4,043+51.5% | 加碼 |
| Atria Investments LLC | 11,833 | $313.5 萬 | 0.04% | +4,326+57.6% | 加碼 |
| Bosman Wealth Management, LLC | 11,799 | $312.6 萬 | 3.18% | +11,799 | 新進 |
| Allen Investment Management LLC | 11,420 | $302.6 萬 | 0.04% | −2,710−19.2% | 減碼 |
| BW Gestao de Investimentos Ltda. | 11,400 | $302.1 萬 | 0.34% | −7,600−40.0% | 減碼 |
| E Fund Management Co., Ltd. | 11,340 | $300.5 萬 | 0.14% | +7,610+204.0% | 加碼 |
| Pallas Capital Advisors LLC | 11,246 | $298.0 萬 | 0.12% | −2,968−20.9% | 減碼 |
| Lee Johnson Capital Management, LLC | 10,958 | $290.4 萬 | 1.54% | +10,958 | 新進 |
| Bridgeway Capital Management, LLC | 10,920 | $289.3 萬 | 0.07% | −10,770−49.7% | 減碼 |
| Venture Visionary Partners LLC | 10,864 | $287.9 萬 | 0.12% | −10,494−49.1% | 減碼 |
| Bokf, NA | 10,725 | $284.2 萬 | 0.05% | +1,502+16.3% | 加碼 |
| Axxcess Wealth Management, LLC | 10,643 | $282.0 萬 | 0.08% | +4,949+86.9% | 加碼 |
| GSG Advisors LLC | 10,256 | $282.0 萬 | 0.93% | +35+0.3% | 加碼 |
| Private Advisor Group, LLC | 10,641 | $282.0 萬 | 0.02% | +521+5.1% | 加碼 |
| Prospera Financial Services Inc | 10,596 | $280.7 萬 | 0.06% | −3,857−26.7% | 減碼 |
| Highland Capital Management, LLC | 10,589 | $280.6 萬 | 0.17% | +3,590+51.3% | 加碼 |
| Churchill Management Corp | 10,551 | $279.6 萬 | 0.04% | +7,835+288.5% | 加碼 |
| Cache Advisors, LLC | 10,436 | $276.5 萬 | 1.06% | +3,500+50.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 10,424 | $276.2 萬 | 0.08% | −4,244−28.9% | 減碼 |
| Erste Asset Management GmbH | 10,000 | $272.4 萬 | 0.03% | 00.0% | 不變 |
| Calamos Advisors LLC | 10,203 | $270.3 萬 | 0.01% | +540+5.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 10,123 | $268.2 萬 | 0.09% | +621+6.5% | 加碼 |
| Diversify Wealth Management, LLC | 9,009 | $260.3 萬 | 0.19% | +9,009 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 9,809 | $259.9 萬 | 0.18% | +8,552+680.4% | 加碼 |
| Dana Investment Advisors, Inc. | 9,718 | $257.5 萬 | 0.09% | −1,093−10.1% | 減碼 |
| CIBC World Markets Corp | 9,513 | $252.1 萬 | 0.02% | −6,514−40.6% | 減碼 |
| Left Brain Wealth Management, LLC | 9,472 | $251.0 萬 | 1.10% | −6,805−41.8% | 減碼 |
| Convergence Investment Partners, LLC | 9,407 | $249.3 萬 | 0.69% | −4,185−30.8% | 減碼 |
| DeDora Capital, Inc. | 9,300 | $246.4 萬 | 0.71% | 00.0% | 不變 |
| Plato Investment Management Ltd | 9,163 | $245.4 萬 | 0.21% | −4,127−31.1% | 減碼 |
| Alps Advisors Inc | 9,161 | $242.7 萬 | 0.01% | −776−7.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 9,094 | $241.0 萬 | 0.00% | +912+11.1% | 加碼 |
| Valeo Financial Advisors, LLC | 9,085 | $240.7 萬 | 0.07% | +9,085 | 新進 |
| Point72 (DIFC) Ltd | 9,004 | $238.6 萬 | 0.23% | +9,004 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 8,906 | $236.0 萬 | 0.07% | +1,700+23.6% | 加碼 |
| Prelude Capital Management, LLC | 8,855 | $234.6 萬 | 0.24% | +1,089+14.0% | 加碼 |
| CFO4Life Group, LLC | 8,838 | $234.2 萬 | 0.39% | −490−5.3% | 減碼 |
| Scientech Research LLC | 8,822 | $233.8 萬 | 0.62% | +8,192+1,300.3% | 加碼 |
| Omers Administration Corp | 8,785 | $232.8 萬 | 0.02% | −5,500−38.5% | 減碼 |
| Ballentine Partners, LLC | 8,686 | $230.2 萬 | 0.04% | +277+3.3% | 加碼 |
| Cloverfields Capital Group, LP | 8,652 | $229.3 萬 | 0.76% | −12,158−58.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 8,601 | $227.9 萬 | 0.03% | +441+5.4% | 加碼 |
| Exchange Traded Concepts, LLC | 8,495 | $225.1 萬 | 0.04% | −20,353−70.6% | 減碼 |
| EP Wealth Advisors, LLC | 8,441 | $223.6 萬 | 0.02% | −1,104−11.6% | 減碼 |
| Norinchukin Bank, The | 8,402 | $222.6 萬 | 0.04% | +5,413+181.1% | 加碼 |
| Donaldson Capital Management, LLC | 8,230 | $218.1 萬 | 0.08% | +8,230 | 新進 |
| Graham Capital Management, L.P. | 8,228 | $218.0 萬 | 0.07% | +417+5.3% | 加碼 |
| Western Financial Corp | 8,141 | $215.7 萬 | 1.25% | +6,497+395.2% | 加碼 |
| Copperwynd Financial, LLC | 8,043 | $213.1 萬 | 0.59% | +8,043 | 新進 |
| Fulton Bank, N.A. | 8,011 | $212.3 萬 | 0.09% | −418−5.0% | 減碼 |
| Stephens Inc | 8,004 | $212.1 萬 | 0.03% | +780+10.8% | 加碼 |
| CWM Advisors, LLC | 8,000 | $212.0 萬 | 0.25% | +8,000 | 新進 |
| Moore Capital Management, LP | 7,975 | $211.3 萬 | 0.07% | −108,836−93.2% | 減碼 |
| LMG Wealth Partners, LLC | 7,902 | $209.4 萬 | 0.47% | −90−1.1% | 減碼 |
| Versor Investments LP | 7,898 | $209.3 萬 | 0.34% | +5,698+259.0% | 加碼 |
| Spire Wealth Management | 7,741 | $205.1 萬 | 0.07% | +3,327+75.4% | 加碼 |
| Adviser Investments LLC | 7,647 | $202.6 萬 | 0.03% | −3,350−30.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,626 | $202.1 萬 | 0.14% | +7,626 | 新進 |
| Allstate Corp | 7,537 | $199.7 萬 | 0.06% | +1,386+22.5% | 加碼 |
| SG Americas Securities, LLC | 7,493 | $198.5 萬 | 0.01% | +2,016+36.8% | 加碼 |
| Ethic Inc. | 6,966 | $196.9 萬 | 0.04% | −2,691−27.9% | 減碼 |
| Range Financial Group LLC | 7,398 | $196.0 萬 | 0.87% | +489+7.1% | 加碼 |
| Dark Forest Capital Management LP | 7,274 | $192.7 萬 | 0.09% | −20,034−73.4% | 減碼 |
| Principal Securities, Inc. | 5,899 | $191.0 萬 | 0.04% | 00.0% | 不變 |
| Merit Financial Group, LLC | 7,147 | $189.4 萬 | 0.03% | +6,203+657.1% | 加碼 |
| Sora Investors LLC | 7,143 | $189.3 萬 | 0.23% | +7,143 | 新進 |
| Everence Capital Management Inc | 7,140 | $189.2 萬 | 0.13% | +1,540+27.5% | 加碼 |
| Cookson Peirce & Co Inc | 7,081 | $187.6 萬 | 0.09% | −1,473−17.2% | 減碼 |
| United Capital Financial Advisers, LLC | 7,076 | $187.5 萬 | 0.02% | −283−3.8% | 減碼 |
| EFG Asset Management (North America) Corp. | 7,079 | $187.4 萬 | 0.31% | +7,079 | 新進 |
| Vestmark Advisory Solutions, Inc. | 7,042 | $186.6 萬 | 0.05% | +5,343+314.5% | 加碼 |
| APG Asset Management US Inc. | 6,546 | $185.1 萬 | 0.01% | 00.0% | 不變 |
| Sender Co & Partners, Inc. | 6,950 | $184.2 萬 | 1.37% | +6,950 | 新進 |
| Syquant Capital SAS | 6,929 | $183.6 萬 | 1.30% | +6,929 | 新進 |
| APG Asset Management N.V. | 7,427 | $182.2 萬 | 0.01% | −3,653−33.0% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 6,854 | $181.6 萬 | 0.31% | +2,577+60.3% | 加碼 |
| Kestra Private Wealth Services, LLC | 6,810 | $180.4 萬 | 0.03% | −13,626−66.7% | 減碼 |
| Penserra Capital Management LLC | 6,807 | $180.3 萬 | 0.03% | +5,165+314.6% | 加碼 |
| Catalyst Funds Management Pty Ltd | 6,800 | $180.2 萬 | 0.47% | −29,000−81.0% | 減碼 |
| Foundations Investment Advisors, LLC | 6,737 | $178.5 萬 | 0.03% | +6,737 | 新進 |
| Wedmont Private Capital | 7,095 | $177.3 萬 | 0.09% | +773+12.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 6,647 | $176.1 萬 | 0.06% | +232+3.6% | 加碼 |
| M&G Plc | 6,610 | $175.2 萬 | 0.01% | +6,610 | 新進 |
| Liontrust Investment Partners LLP | 6,606 | $175.0 萬 | 0.03% | +91+1.4% | 加碼 |
| Empowered Funds, LLC | 6,551 | $173.6 萬 | 0.02% | −24,580−79.0% | 減碼 |
| Mount Lucas Management LP | 6,530 | $173.0 萬 | 0.81% | +986+17.8% | 加碼 |
| Main Management ETF Advisors, LLC | 6,489 | $171.9 萬 | 0.11% | −14,159−68.6% | 減碼 |
| Trilogy Capital Inc. | 6,421 | $170.1 萬 | 0.09% | +276+4.5% | 加碼 |
| TB Alternative Assets Ltd. | 6,418 | $170.1 萬 | 0.40% | +6,418 | 新進 |
| Bridgewater Associates, LP | 6,417 | $170.0 萬 | 0.01% | −486,443−98.7% | 減碼 |
| Colonial River Wealth Management, LLC | 6,407 | $169.8 萬 | 0.93% | +1,778+38.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 6,399 | $169.6 萬 | 0.02% | +1,092+20.6% | 加碼 |
| SBI Securities Co., Ltd. | 6,328 | $167.7 萬 | 0.06% | +1,688+36.4% | 加碼 |
| GLOBALT Investments LLC | 6,232 | $165.1 萬 | 0.07% | −672−9.7% | 減碼 |
| Caitong International Asset Management Co., Ltd | 6,095 | $161.5 萬 | 1.20% | +6,095 | 新進 |
| Lecap Asset Management Ltd | 6,083 | $161.2 萬 | 0.38% | +2,070+51.6% | 加碼 |
| Investment Management Corp of Ontario | 5,900 | $156.3 萬 | 0.03% | −9,498−61.7% | 減碼 |
| Brown Advisory Inc | 5,841 | $154.8 萬 | 0.00% | −357−5.8% | 減碼 |
| Kestra Advisory Services, LLC | 5,824 | $154.3 萬 | 0.01% | −1,674−22.3% | 減碼 |
| Congress Wealth Management LLC | 5,844 | $153.1 萬 | 0.02% | +5,844 | 新進 |