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 2 季 13F 持有人
AppLovin Corp 在 2025/6/30 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
- 1,201
- 較 2025 年第 1 季 +193 家
- 持有股數
- 2.00 億
- 較 2025 年第 1 季 −817.9 萬 (−3.9%)
- 總市值
- $699.7 億
- 較 2025 年第 1 季 +$153.3 億 (+28.1%)
- 新進機構
- 286
- 另有 442 家加碼
- 清倉機構
- 93
- 另有 416 家減碼
另有 10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,940,754 | $66.3 億 | 0.13% | −2,155,885−10.2% | 減碼 |
| Vanguard Group Inc | 17,902,795 | $62.7 億 | 0.10% | +72,120+0.4% | 加碼 |
| FMR LLC | 14,388,019 | $50.4 億 | 0.28% | −497,319−3.3% | 減碼 |
| Baillie Gifford & Co | 6,400,229 | $22.4 億 | 1.67% | +1,129,874+21.4% | 加碼 |
| Price T Rowe Associates Inc | 5,672,522 | $19.9 億 | 0.22% | −915,961−13.9% | 減碼 |
| State Street Corp | 5,615,415 | $19.7 億 | 0.07% | +133,402+2.4% | 加碼 |
| WCM Investment Management, LLC | 5,859,423 | $19.6 億 | 4.46% | −566,084−8.8% | 減碼 |
| Morgan Stanley | 5,164,058 | $18.1 億 | 0.12% | −403,225−7.2% | 減碼 |
| JPMorgan Chase & Co | 4,749,043 | $16.6 億 | 0.11% | −3,440,731−42.0% | 減碼 |
| Invesco Ltd. | 3,925,669 | $13.7 億 | 0.23% | −85,637−2.1% | 減碼 |
| Geode Capital Management, LLC | 3,332,008 | $11.6 億 | 0.08% | −1,116,188−25.1% | 減碼 |
| Bank of America Corp | 3,240,195 | $11.3 億 | 0.09% | +237,248+7.9% | 加碼 |
| Kensico Capital Management Corp | 3,023,500 | $10.6 億 | 20.35% | +144,500+5.0% | 加碼 |
| Janus Henderson Group PLC | 2,733,837 | $9.57 億 | 0.47% | +458,369+20.1% | 加碼 |
| Norges Bank | 2,718,067 | $9.52 億 | 0.12% | +547,923+25.2% | 加碼 |
| Capital World Investors | 2,626,324 | $9.19 億 | 0.13% | +1,181,976+81.8% | 加碼 |
| Millennium Management LLC | 2,597,928 | $9.09 億 | 0.82% | +2,315,114+818.6% | 加碼 |
| Jennison Associates LLC | 2,504,180 | $8.77 億 | 0.52% | +117,200+4.9% | 加碼 |
| Fred Alger Management, LLC | 2,327,644 | $8.15 億 | 3.65% | −506,148−17.9% | 減碼 |
| Jericho Capital Asset Management L.P. | 2,095,319 | $7.34 億 | 9.77% | −698,440−25.0% | 減碼 |
| Spruce House Investment Management LLC | 2,057,024 | $7.20 億 | 26.57% | 00.0% | 不變 |
| Tiger Global Management LLC大師老虎環球 | 2,002,989 | $7.01 億 | 2.06% | +334,749+20.1% | 加碼 |
| Goldman Sachs Group Inc | 1,969,427 | $6.89 億 | 0.11% | −227,546−10.4% | 減碼 |
| Franklin Resources Inc | 1,954,958 | $6.84 億 | 0.18% | −74,852−3.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,908,870 | $6.68 億 | 0.47% | −475,171−19.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,865,752 | $6.53 億 | 0.65% | +1,630,363+692.6% | 加碼 |
| Coatue Management LLC大師Coatue | 1,815,815 | $6.36 億 | 1.77% | −280,339−13.4% | 減碼 |
| Dimensional Fund Advisors LP | 1,753,247 | $6.14 億 | 0.14% | +14,099+0.8% | 加碼 |
| Alliancebernstein L.P. | 1,724,934 | $6.04 億 | 0.20% | −118,389−6.4% | 減碼 |
| Northern Trust Corp | 1,617,800 | $5.66 億 | 0.08% | −24,322−1.5% | 減碼 |
| UBS Asset Management Americas Inc | 1,604,547 | $5.62 億 | 0.11% | +361,163+29.0% | 加碼 |
| HRT Financial LP | 1,577,072 | $5.52 億 | 2.43% | +748,792+90.4% | 加碼 |
| Legal & General Group Plc | 1,417,199 | $4.96 億 | 0.12% | +9,711+0.7% | 加碼 |
| Renaissance Technologies LLC | 1,380,832 | $4.83 億 | 0.64% | +501,632+57.1% | 加碼 |
| Sapient Capital LLC | 1,280,491 | $4.48 億 | 8.03% | −3,544−0.3% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,261,334 | $4.42 億 | 3.20% | −332,594−20.9% | 減碼 |
| Amundi | 1,299,140 | $4.37 億 | 0.15% | +195,554+17.7% | 加碼 |
| Royal Bank of Canada | 1,236,470 | $4.33 億 | 0.08% | −198,033−13.8% | 減碼 |
| Whale Rock Capital Management LLC | 1,224,524 | $4.29 億 | 5.95% | −614,604−33.4% | 減碼 |
| UBS Group AG | 1,060,864 | $3.71 億 | 0.08% | −533,118−33.4% | 減碼 |
| Bank of New York Mellon Corp | 989,153 | $3.46 億 | 0.07% | −73,391−6.9% | 減碼 |
| Charles Schwab Investment Management Inc | 985,320 | $3.45 億 | 0.06% | −30,202−3.0% | 減碼 |
| Citadel Advisors LLC | 978,559 | $3.43 億 | 0.30% | +723,385+283.5% | 加碼 |
| Clearbridge Investments, LLC | 932,631 | $3.26 億 | 0.27% | −192,921−17.1% | 減碼 |
| Deutsche Bank AG | 904,382 | $3.17 億 | 0.12% | +301,595+50.0% | 加碼 |
| Wells Fargo & Company | 892,099 | $3.12 億 | 0.07% | +362,570+68.5% | 加碼 |
| American Century Companies Inc | 855,136 | $2.99 億 | 0.16% | −279,706−24.6% | 減碼 |
| Qube Research & Technologies Ltd | 845,092 | $2.96 億 | 0.41% | +845,092 | 新進 |
| Sands Capital Management, LLC | 817,346 | $2.86 億 | 0.82% | −1,240,847−60.3% | 減碼 |
| Capital International Investors | 811,904 | $2.84 億 | 0.05% | +382,304+89.0% | 加碼 |
| National Pension Service | 790,271 | $2.77 億 | 0.24% | +356,443+82.2% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 789,982 | $2.77 億 | 3.84% | −180.0% | 減碼 |
| Massachusetts Financial Services Co | 772,737 | $2.71 億 | 0.09% | −31,517−3.9% | 減碼 |
| First Trust Advisors LP | 720,407 | $2.52 億 | 0.20% | −178,751−19.9% | 減碼 |
| Swiss National Bank | 702,190 | $2.46 億 | 0.15% | +112,500+19.1% | 加碼 |
| Susquehanna International Group, LLP | 619,183 | $2.17 億 | 0.33% | +344,932+125.8% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 608,274 | $2.13 億 | 0.13% | +51,005+9.2% | 加碼 |
| Barclays PLC | 569,473 | $1.99 億 | 0.08% | +136,927+31.7% | 加碼 |
| Envestnet Asset Management Inc | 507,430 | $1.78 億 | 0.05% | −37,988−7.0% | 減碼 |
| Nuveen, LLC | 503,283 | $1.76 億 | 0.05% | −244,159−32.7% | 減碼 |
| Federated Hermes, Inc. | 499,002 | $1.75 億 | 0.33% | +88,977+21.7% | 加碼 |
| 1832 Asset Management L.P. | 471,884 | $1.65 億 | 0.29% | −203,792−30.2% | 減碼 |
| Canada Pension Plan Investment Board | 425,622 | $1.49 億 | 0.13% | +285,970+204.8% | 加碼 |
| Wellington Management Group LLP | 425,394 | $1.49 億 | 0.03% | −689,631−61.8% | 減碼 |
| Victory Capital Management Inc | 420,434 | $1.47 億 | 0.09% | −291−0.1% | 減碼 |
| ProShare Advisors LLC | 419,080 | $1.47 億 | 0.29% | +13,995+3.5% | 加碼 |
| SEI Investments Co | 416,756 | $1.46 億 | 0.17% | −94,885−18.5% | 減碼 |
| California Public Employees Retirement System | 416,666 | $1.46 億 | 0.09% | −9,441−2.2% | 減碼 |
| Lord, Abbett & Co. LLC | 410,276 | $1.44 億 | 0.46% | +87,051+26.9% | 加碼 |
| Primecap Management Co | 407,525 | $1.43 億 | 0.11% | +12,425+3.1% | 加碼 |
| Ensign Peak Advisors, Inc | 405,747 | $1.42 億 | 0.24% | +162,317+66.7% | 加碼 |
| Citigroup Inc | 395,094 | $1.38 億 | 0.10% | +27,208+7.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 391,585 | $1.37 億 | 4.75% | −11,476−2.8% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 372,973 | $1.31 億 | 0.38% | +235,880+172.1% | 加碼 |
| Schroder Investment Management Group | 371,541 | $1.30 億 | 0.11% | −85,077−18.6% | 減碼 |
| California State Teachers Retirement System | 362,589 | $1.27 億 | 0.14% | +33,781+10.3% | 加碼 |
| STRS Ohio | 357,924 | $1.25 億 | 0.47% | +32,707+10.1% | 加碼 |
| TD Asset Management Inc | 355,689 | $1.25 億 | 0.11% | +155,807+77.9% | 加碼 |
| Jane Street Group, LLC | 352,647 | $1.23 億 | 0.20% | +106,577+43.3% | 加碼 |
| Greenstone Partners & Co., LLC | 348,515 | $1.22 億 | 28.59% | −55,800−13.8% | 減碼 |
| New York State Common Retirement Fund | 346,441 | $1.21 億 | 0.16% | +133,106+62.4% | 加碼 |
| No Street GP LP | 340,000 | $1.19 億 | 8.90% | −98,000−22.4% | 減碼 |
| BNP Paribas Arbitrage, SA | 337,629 | $1.18 億 | 0.09% | +147,312+77.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 331,411 | $1.16 億 | 0.27% | +23,385+7.6% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 322,797 | $1.13 億 | 0.22% | −5,003−1.5% | 減碼 |
| Raymond James Financial Inc | 305,566 | $1.07 億 | 0.04% | −727,245−70.4% | 減碼 |
| Macquarie Group Ltd | 302,760 | $1.06 億 | 0.13% | −280,733−48.1% | 減碼 |
| Neuberger Berman Group LLC | 302,149 | $1.06 億 | 0.08% | −51,009−14.4% | 減碼 |
| Rhumbline Advisers | 288,650 | $1.01 億 | 0.09% | −167,052−36.7% | 減碼 |
| Ameriprise Financial Inc | 284,238 | $9,949 萬 | 0.02% | −93,322−24.7% | 減碼 |
| Augustine Asset Management Inc | 276,685 | $9,686 萬 | 25.91% | −4,295−1.5% | 減碼 |
| Andra AP-fonden | 276,600 | $9,683 萬 | 1.35% | +114,000+70.1% | 加碼 |
| AustralianSuper Pty Ltd | 272,611 | $9,544 萬 | 0.48% | +28,727+11.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 271,636 | $9,509 萬 | 0.17% | +40,246+17.4% | 加碼 |
| Keenan Capital, LLC | 266,510 | $9,330 萬 | 21.79% | +1,000+0.4% | 加碼 |
| Brevan Howard Capital Management LP | 263,755 | $9,234 萬 | 1.02% | +263,755 | 新進 |
| TimesSquare Capital Management, LLC | 259,661 | $9,090 萬 | 1.31% | −61,714−19.2% | 減碼 |
| FIL Ltd | 257,335 | $9,009 萬 | 0.08% | +1,848+0.7% | 加碼 |
| Steadfast Capital Management LP | 255,911 | $8,959 萬 | 1.67% | −213,333−45.5% | 減碼 |
| Trivest Advisors Ltd | 255,700 | $8,952 萬 | 3.48% | +255,700 | 新進 |