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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 季與 2025 年第 1 季比較

持有 AppLovin Corp 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

APP 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數1,018101,201+193
股數2.09 億12.1 萬2.00 億−817.9 萬 (−3.9%)
市值$546.7 億$3,226 萬$699.7 億+$153.3 億 (+28.1%)

10 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（286 家）

2025 年第 2 季季末持有 AppLovin Corp、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 286 家。

2025 年第 2 季新進 APP 的機構
機構股數市值佔組合 %
Qube Research & Technologies Ltd845,092$2.96 億0.41%
Brevan Howard Capital Management LP263,755$9,234 萬1.02%
Trivest Advisors Ltd255,700$8,952 萬3.48%
Swedbank AB193,160$6,762 萬0.08%
Palestra Capital Management LLC185,000$6,476 萬1.92%
Voloridge Investment Management, LLC181,803$6,365 萬0.23%
ExodusPoint Capital Management, LP168,710$5,906 萬0.72%
Epoch Investment Partners, Inc.142,446$4,987 萬0.26%
Worldquant Millennium Advisors LLC140,863$4,931 萬0.24%
Marshall Wace, LLP140,538$4,920 萬0.06%
RBF Capital, LLC114,955$4,024 萬1.99%
Jain Global LLC114,940$4,024 萬0.63%
FengHe Fund Management Pte. Ltd.92,234$3,229 萬5.29%
Jupiter Asset Management Ltd83,027$2,907 萬0.24%
Clear Street LLC68,673$2,404 萬0.14%
Pacific Heights Asset Management LLC67,000$2,346 萬1.25%
Vestor Capital, LLC236,571$2,006 萬1.95%
IMC-Chicago, LLC56,241$1,969 萬0.49%
Public Sector Pension Investment Board52,724$1,846 萬0.08%
Ardmore Road Asset Management LP49,900$1,747 萬1.45%
Weiss Asset Management LP48,121$1,685 萬0.27%
Marsico Capital Management LLC43,658$1,528 萬0.41%
PEAK6 LLC43,412$1,520 萬0.52%
Fernbridge Capital Management LP40,488$1,417 萬0.68%
Proem Advisors LLC30,000$1,050 萬2.78%
Wolverine Trading, LLC31,293$1,044 萬0.27%
Virtu Financial LLC28,126$984.6 萬0.50%
Lighthouse Investment Partners, LLC27,199$952.2 萬0.41%
Trexquant Investment LP22,032$771.3 萬0.09%
Beacon Harbor Wealth Advisors, Inc.21,993$769.9 萬1.92%
Contrarius Group Holdings Ltd20,258$709.2 萬0.40%
Dilation Capital Management LP20,220$707.9 萬3.77%
Freestone Capital Holdings, LLC17,507$612.9 萬0.21%
Quantessence Capital LLC16,933$592.8 萬1.75%
Laurion Capital Management LP16,037$561.4 萬0.65%
Union Bancaire Privee, UBP SA21,023$561.1 萬0.09%
Employees Retirement System of Texas15,730$550.7 萬0.04%
Baird Financial Group, Inc.14,949$523.3 萬0.01%
Aster Capital Management (DIFC) Ltd14,710$515.0 萬1.17%
Nwi Management LP14,400$504.1 萬0.46%
Patton Albertson Miller Group, LLC13,931$487.7 萬0.64%
Teachers Retirement System of the State of Kentucky13,538$474.0 萬0.04%
Concentric Capital Strategies, LP11,464$401.3 萬0.23%
Decatur Capital Management, Inc.11,406$399.3 萬1.75%
Bayesian Capital Management, LP10,800$378.1 萬0.60%
Caxton Associates LLP10,443$365.6 萬0.09%
Del-Sette Capital Management, LLC10,303$360.7 萬2.51%
F/M Investments LLC10,236$358.3 萬0.13%
Cubist Systematic Strategies, LLC9,673$338.6 萬0.04%
CTC Alternative Strategies, Ltd.9,600$336.1 萬2.94%
Vise Technologies, Inc.9,104$318.7 萬0.13%
Mitchell Capital Management Co8,711$317.5 萬0.59%
Calamos Wealth Management LLC8,784$307.5 萬0.13%
AMF Pensionsforsakring AB8,724$305.4 萬0.02%
HBW Advisory Services LLC8,629$302.1 萬0.37%
VestGen Advisors, LLC8,378$293.3 萬0.12%
Quantbot Technologies LP8,181$286.4 萬0.07%
Selkirk Management LLC8,100$283.6 萬0.84%
Ardsley Advisory Partners LP8,000$280.1 萬0.46%
Thames Capital Management LLC7,777$272.3 萬0.62%
Avenir Tech Ltd7,600$266.1 萬0.23%
Donoghue Forlines LLC7,050$246.8 萬0.70%
BLI - Banque de Luxembourg Investments7,000$233.6 萬0.07%
Winton Group Ltd6,578$230.3 萬0.12%
K2 Principal Fund, L.P.6,167$215.9 萬0.40%
Nebula Research & Development LLC6,094$213.3 萬0.18%
DRW Securities, LLC6,055$212.0 萬0.15%
Westerkirk Capital Inc.5,990$209.7 萬0.26%
Marietta Investment Partners LLC5,816$203.6 萬0.45%
First Foundation Advisors5,682$198.9 萬0.07%
Centiva Capital, LP5,542$194.0 萬0.13%
Lifestyle Asset Management, Inc.5,193$181.8 萬0.85%
Aigen Investment Management, LP5,178$181.3 萬0.25%
Financial Engines Advisors L.L.C.5,046$176.7 萬0.00%
Flputnam Investment Management Co5,028$176.0 萬0.03%
Norris Financial Group, LLC4,989$174.7 萬0.72%
Equitable Holdings, Inc.4,840$169.4 萬0.01%
AE Wealth Management LLC4,730$165.6 萬0.01%
111 Capital4,642$162.5 萬0.28%
Cannon Advisors, Inc.4,622$161.8 萬1.30%
Global Assets Advisory, LLC4,772$160.7 萬0.63%
Northstar Advisory Group, LLC4,573$160.1 萬0.78%
Militia Capital Partners, LP4,500$157.5 萬0.74%
Applied Finance Capital Management, LLC4,432$155.2 萬0.11%
Legal Advantage Investments, Inc.4,350$152.3 萬0.71%
Qsemble Capital Management, LP3,932$137.7 萬0.13%
Fedenia Advisers LLC3,670$128.5 萬0.61%
Darden Wealth Group Inc3,528$123.5 萬0.74%
Summit Financial, LLC3,472$121.5 萬0.03%
Wetherby Asset Management Inc3,370$118.0 萬0.05%
Headlands Technologies LLC3,084$108.0 萬0.13%
Pinkerton Retirement Specialists, LLC3,013$105.5 萬0.13%
Oak Associates, Ltd3,000$105.0 萬0.07%
Grantham, Mayo, Van Otterloo & Co. LLC2,886$101.0 萬0.00%
Bridgefront Capital, LLC2,804$98.2 萬0.26%
IronOak Wealth LLC.2,752$96.3 萬0.94%
Integrated Quantitative Investments LLC2,536$88.8 萬0.26%
Gladstone Institutional Advisory LLC2,386$83.5 萬0.03%
FCG Investment Co2,173$76.1 萬0.40%
R Squared Ltd2,064$72.3 萬0.40%

清倉機構（93 家）

2025 年第 1 季季末持有 AppLovin Corp、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 APP 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Boston Private Wealth LLC3,501,904$9.28 億
Winslow Capital Management, LLC238,616$6,323 萬
Balyasny Asset Management LLC226,351$5,998 萬
Contour Asset Management LLC170,862$4,527 萬
Point72 Asset Management, L.P.134,580$3,566 萬
TOMS Capital Investment Management LP113,000$2,994 萬
Achmea Investment Management B.V.68,750$1,822 萬
Davidson Kempner Capital Management LP50,000$1,325 萬
Polar Asset Management Partners Inc.47,500$1,259 萬
Mercer Global Advisors Inc44,907$1,187 萬
Castellan Group, LLC38,037$1,008 萬
LMR Partners LLP36,179$958.6 萬
Maxi Investments CY Ltd35,805$948.7 萬
PGGM Investments33,862$897.2 萬
Two Sigma Investments, LP31,700$840.0 萬
Symmetry Investments LP28,077$744.0 萬
Sculptor Capital LP25,800$683.6 萬
Corebridge Financial, Inc.24,139$639.6 萬
Wealth High Governance Capital Ltda18,600$492.8 萬
FORA Capital, LLC16,963$449.5 萬
Anomaly Capital Management, LP15,754$417.4 萬
Tredje AP-fonden13,590$360.1 萬
St. Louis Financial Planners Asset Management, LLC12,304$326.0 萬
Estate Counselors, LLC12,290$325.6 萬
Bosman Wealth Management, LLC11,799$312.6 萬
BW Gestao de Investimentos Ltda.11,400$302.1 萬
Versor Investments LP7,898$209.3 萬
Allstate Corp7,537$199.7 萬
APG Asset Management US Inc.6,546$185.1 萬
APG Asset Management N.V.7,427$182.2 萬
University of Texas/Texas Am Investment Managment Co6,854$181.6 萬
TB Alternative Assets Ltd.6,418$170.1 萬
Lecap Asset Management Ltd6,083$161.2 萬
Emerald Advisers, LLC4,993$132.3 萬
Advisor Resource Council4,621$111.1 萬
Occudo Quantitative Strategies LP3,808$103.7 萬
Entropy Technologies, LP3,824$101.3 萬
Munro Partners3,590$95.1 萬
Polymer Capital Management (HK) LTD3,342$88.6 萬
Banco Santander, S.A.3,035$80.4 萬
Oxford Asset Management LLP2,580$68.4 萬
American Alpha Advisors, LLC2,565$68.0 萬
Winnow Wealth LLC2,556$67.7 萬
LB Partners LLC2,500$66.6 萬
One Wealth Advisors, LLC2,437$64.6 萬
Axq Capital, LP2,025$53.7 萬
Pacific Point Advisors, LLC2,000$53.0 萬
Fieldview Capital Management, LLC1,940$51.4 萬
Simon Quick Advisors, LLC1,854$49.1 萬
Alta Wealth Advisors LLC1,826$48.4 萬
Sugar Maple Asset Management, LLC1,688$44.7 萬
Bridges Investment Management Inc1,678$44.5 萬
Almanack Investment Partners, LLC.1,650$43.7 萬
Tocqueville Asset Management L.P.1,429$37.9 萬
IHT Wealth Management, LLC1,414$37.5 萬
CSS LLC1,330$35.2 萬
City National Bank of Florida1,303$34.5 萬
Algert Global LLC1,289$34.2 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,256$33.3 萬
Marathon Trading Investment Management LLC1,200$31.8 萬
Options Solutions, LLC1,152$30.5 萬
Jacobs Levy Equity Management, Inc1,147$30.4 萬
Hamilton Wealth, LLC1,100$29.1 萬
Arcus Capital Partners, LLC920$24.4 萬
Texas Bank & Trust Co850$22.5 萬
Forefront Wealth Partners, LLC829$22.0 萬
Axim Planning & Wealth813$21.5 萬
Optivise Advisory Services LLC768$20.3 萬
Integrity Investment Advisors, LLC760$20.1 萬
Maven Securities LTD756$20.0 萬
Gables Capital Management Inc.700$18.5 萬
Quadrant Capital Group LLC532$14.1 萬
Quent Capital, LLC430$11.4 萬
Wayfinding Financial, LLC294$7.70 萬
Zions Bancorporation, National Association178$4.72 萬
Mather Group, LLC.163$4.31 萬
New Age Alpha Advisors, LLC121$3.21 萬
Atala Financial Inc100$2.65 萬
Kiker Wealth Management, LLC96$2.54 萬
Saudi Central Bank82$2.17 萬
Hexagon Capital Partners LLC73$1.93 萬
Belvedere Trading LLC61$1.62 萬
Laurel Wealth Advisors LLC41$1.09 萬
Carolinas Wealth Consulting LLC41$1.09 萬
Signature Resources Capital Management, LLC40$1.06 萬
Global Financial Private Client, LLC28$7,419
Marshall Investment Management, LLC10$2,650
Brown, Lisle/Cummings, Inc.8$2,120
Beacon Capital Management, LLC4$1,060
Halbert Hargrove Global Advisors, LLC3$795
Continuum Advisory, LLC3$795
Bear Mountain Capital, Inc.2$578
American National Bank1$262

尚未申報 2025 年第 2 季的機構（10 家）

2025 年第 1 季季末持有 AppLovin Corp、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 APP、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
CAPROCK Group, Inc.36,946$979.0 萬
Credit Agricole S A21,061$558.1 萬
Benchmark Investment Advisors LLC21,019$556.9 萬
Orion Portfolio Solutions, LLC20,817$551.6 萬
Rakuten Investment Management, Inc.17,067$464.9 萬
Lindbrook Capital, LLC1,641$43.5 萬
Sheaff Brock Investment Advisors, LLC1,440$38.2 萬
Mission Financial Group, LLC659$26.2 萬
Sandy Spring Bank293$7.76 萬
Sofos Investments, Inc.4$1,060