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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 27,510 | $963.1 萬 | 0.10% | +306+1.1% | 加碼 |
| Vinva Investment Management Ltd | 28,898 | $964.6 萬 | 0.26% | +10,569+57.7% | 加碼 |
| Discovery Capital Management, LLC | 27,740 | $971.1 萬 | 0.76% | −1,300−4.5% | 減碼 |
| Comerica Bank | 27,895 | $976.6 萬 | 0.04% | −22,060−44.2% | 減碼 |
| Virtu Financial LLC | 28,126 | $984.6 萬 | 0.50% | +28,126 | 新進 |
| TrimTabs Asset Management, LLC | 28,701 | $1,005 萬 | 1.41% | −28,316−49.7% | 減碼 |
| Advisory Services Network, LLC | 26,340 | $1,029 萬 | 0.17% | +1,035+4.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 29,442 | $1,031 萬 | 0.03% | +17,543+147.4% | 加碼 |
| OP Asset Management Ltd | 29,822 | $1,044 萬 | 0.15% | +2,984+11.1% | 加碼 |
| Wolverine Trading, LLC | 31,293 | $1,044 萬 | 0.27% | +31,293 | 新進 |
| Proem Advisors LLC | 30,000 | $1,050 萬 | 2.78% | +30,000 | 新進 |
| Public Employees Retirement Association of Colorado | 30,822 | $1,079 萬 | 0.04% | +2,486+8.8% | 加碼 |
| Swiss Life Asset Management Ltd | 31,146 | $1,090 萬 | 0.06% | +11,023+54.8% | 加碼 |
| Alyeska Investment Group, L.P. | 31,173 | $1,091 萬 | 0.04% | −17,912−36.5% | 減碼 |
| Principal Financial Group Inc | 31,246 | $1,094 萬 | 0.01% | −47,682−60.4% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 31,301 | $1,096 萬 | 0.03% | −3,655−10.5% | 減碼 |
| CIBC World Markets Corp | 31,582 | $1,106 萬 | 0.07% | +22,069+232.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 31,732 | $1,111 萬 | 0.06% | +18,258+135.5% | 加碼 |
| UNICOM Systems, Inc. | 31,900 | $1,117 萬 | 1.55% | 00.0% | 不變 |
| Meridiem Capital Partners LP | 32,098 | $1,124 萬 | 0.81% | −11,432−26.3% | 減碼 |
| Berkshire Capital Holdings Inc | 32,810 | $1,149 萬 | 4.02% | −5,840−15.1% | 減碼 |
| Lazard Asset Management LLC | 33,046 | $1,157 萬 | 0.02% | +5,999+22.2% | 加碼 |
| JustInvest LLC | 33,183 | $1,162 萬 | 0.13% | +2,055+6.6% | 加碼 |
| Hudson Bay Capital Management LP | 33,323 | $1,167 萬 | 0.08% | +9,148+37.8% | 加碼 |
| US Bancorp | 33,440 | $1,171 萬 | 0.01% | −3,372−9.2% | 減碼 |
| Truist Financial Corp | 33,476 | $1,172 萬 | 0.02% | −1,720−4.9% | 減碼 |
| Cunning Capital Partners, LP | 33,497 | $1,173 萬 | 6.11% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 33,500 | $1,173 萬 | 0.09% | +1,900+6.0% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 33,704 | $1,180 萬 | 2.09% | −3,514−9.4% | 減碼 |
| M&T Bank Corp | 34,685 | $1,214 萬 | 0.04% | −132−0.4% | 減碼 |
| Harvest Fund Management Co., Ltd | 35,956 | $1,257 萬 | 0.59% | −703−1.9% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 36,206 | $1,267 萬 | 0.12% | −2,005−5.2% | 減碼 |
| Rafferty Asset Management, LLC | 36,276 | $1,270 萬 | 0.04% | −4,161−10.3% | 減碼 |
| British Columbia Investment Management Corp | 36,495 | $1,278 萬 | 0.07% | −3,487−8.7% | 減碼 |
| Capital Impact Advisors, LLC | 37,759 | $1,335 萬 | 4.02% | +3,955+11.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,545 | $1,349 萬 | 0.04% | +13,440+53.5% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 40,460 | $1,416 萬 | 0.01% | +15,589+62.7% | 加碼 |
| Fernbridge Capital Management LP | 40,488 | $1,417 萬 | 0.68% | +40,488 | 新進 |
| Shelton Capital Management | 41,013 | $1,436 萬 | 0.33% | −960−2.3% | 減碼 |
| Prudential PLC | 41,206 | $1,443 萬 | 0.09% | +17,266+72.1% | 加碼 |
| Pinebridge Investments, L.P. | 41,485 | $1,452 萬 | 0.12% | +12,562+43.4% | 加碼 |
| Utah Retirement Systems | 41,949 | $1,469 萬 | 0.15% | −1,497−3.4% | 減碼 |
| Mediolanum International Funds Ltd | 44,226 | $1,476 萬 | 0.18% | +662+1.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 42,393 | $1,484 萬 | 0.40% | +31,969+306.7% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 42,458 | $1,486 萬 | 0.22% | +23,789+127.4% | 加碼 |
| USS Investment Management Ltd | 42,553 | $1,489 萬 | 0.09% | +3,657+9.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 43,114 | $1,509 萬 | 0.37% | +33,305+339.5% | 加碼 |
| PEAK6 LLC | 43,412 | $1,520 萬 | 0.52% | +43,412 | 新進 |
| Cozad Asset Management Inc | 43,459 | $1,521 萬 | 1.33% | +2,526+6.2% | 加碼 |
| Marsico Capital Management LLC | 43,658 | $1,528 萬 | 0.41% | +43,658 | 新進 |
| Hiddenite Capital Partners LP | 43,900 | $1,537 萬 | 9.18% | +6,400+17.1% | 加碼 |
| Delta Global Management LP | 44,192 | $1,547 萬 | 1.03% | −32,946−42.7% | 減碼 |
| DnB Asset Management AS | 44,389 | $1,554 萬 | 0.06% | +8,337+23.1% | 加碼 |
| Ibex Wealth Advisors | 45,005 | $1,576 萬 | 1.68% | +918+2.1% | 加碼 |
| IFM Investors Pty Ltd | 45,209 | $1,583 萬 | 0.15% | +6,104+15.6% | 加碼 |
| Ratan Capital Management LP | 58,730 | $1,607 萬 | 7.88% | +6,000+11.4% | 加碼 |
| Xponance, Inc. | 47,598 | $1,666 萬 | 0.14% | −219−0.5% | 減碼 |
| Weiss Asset Management LP | 48,121 | $1,685 萬 | 0.27% | +48,121 | 新進 |
| Ardmore Road Asset Management LP | 49,900 | $1,747 萬 | 1.45% | +49,900 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 50,000 | $1,750 萬 | 0.16% | +8,100+19.3% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 50,203 | $1,757 萬 | 0.16% | +2,007+4.2% | 加碼 |
| Investment House LLC | 50,362 | $1,763 萬 | 0.89% | +3,462+7.4% | 加碼 |
| Nishkama Capital, LLC | 50,426 | $1,765 萬 | 2.89% | −22,373−30.7% | 減碼 |
| Janney Montgomery Scott LLC | 50,653 | $1,773 萬 | 0.05% | +11,193+28.4% | 加碼 |
| Public Sector Pension Investment Board | 52,724 | $1,846 萬 | 0.08% | +52,724 | 新進 |
| NEOS Investment Management LLC | 53,187 | $1,862 萬 | 0.23% | +22,560+73.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 53,443 | $1,871 萬 | 0.08% | −1,029−1.9% | 減碼 |
| Erste Asset Management GmbH | 57,080 | $1,906 萬 | 0.16% | +47,080+470.8% | 加碼 |
| Ieq Capital, LLC | 55,290 | $1,936 萬 | 0.12% | −39,343−41.6% | 減碼 |
| Marex Group plc | 56,044 | $1,962 萬 | 0.37% | +51,042+1,020.4% | 加碼 |
| IMC-Chicago, LLC | 56,241 | $1,969 萬 | 0.49% | +56,241 | 新進 |
| Holocene Advisors, LP | 56,274 | $1,970 萬 | 0.05% | −43,696−43.7% | 減碼 |
| Freestone Grove Partners LP | 56,707 | $1,985 萬 | 0.15% | +10,745+23.4% | 加碼 |
| Vestor Capital, LLC | 236,571 | $2,006 萬 | 1.95% | +236,571 | 新進 |
| Alta Park Capital, LP | 57,477 | $2,012 萬 | 2.48% | −52,205−47.6% | 減碼 |
| Captrust Financial Advisors | 57,901 | $2,027 萬 | 0.05% | −1,656−2.8% | 減碼 |
| GF Fund Management Co. Ltd. | 58,388 | $2,044 萬 | 0.41% | −1,408−2.4% | 減碼 |
| EULAV Asset Management | 59,011 | $2,066 萬 | 0.49% | +43,999+293.1% | 加碼 |
| Illinois Municipal Retirement Fund | 59,101 | $2,069 萬 | 0.28% | +12,829+27.7% | 加碼 |
| Cetera Investment Advisers | 59,696 | $2,090 萬 | 0.04% | +10,580+21.5% | 加碼 |
| iA Global Asset Management Inc. | 61,194 | $2,142 萬 | 0.32% | −3,341−5.2% | 減碼 |
| Empowered Funds, LLC | 62,161 | $2,176 萬 | 0.25% | +55,610+848.9% | 加碼 |
| Engineers Gate Manager LP | 62,898 | $2,202 萬 | 0.27% | −33,085−34.5% | 減碼 |
| QRG Capital Management, Inc. | 62,908 | $2,202 萬 | 0.19% | +16,761+36.3% | 加碼 |
| MAI Capital Management | 65,330 | $2,287 萬 | 0.16% | −43,028−39.7% | 減碼 |
| Newbrook Capital Advisors LP | 66,899 | $2,342 萬 | 2.95% | −23,992−26.4% | 減碼 |
| Pacific Heights Asset Management LLC | 67,000 | $2,346 萬 | 1.25% | +67,000 | 新進 |
| MML Investors Services, LLC | 67,571 | $2,366 萬 | 0.07% | +7,377+12.3% | 加碼 |
| Arizona State Retirement System | 67,726 | $2,371 萬 | 0.14% | +6,456+10.5% | 加碼 |
| Clear Street LLC | 68,673 | $2,404 萬 | 0.14% | +68,673 | 新進 |
| Advisor Group Holdings, Inc. | 68,859 | $2,405 萬 | 0.04% | +19,946+40.8% | 加碼 |
| Verition Fund Management LLC | 68,960 | $2,414 萬 | 0.14% | +12,616+22.4% | 加碼 |
| Nissay Asset Management Corp | 69,061 | $2,418 萬 | 0.14% | +5,453+8.6% | 加碼 |
| Panagora Asset Management Inc | 69,191 | $2,422 萬 | 0.11% | +6,707+10.7% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 70,265 | $2,460 萬 | 0.14% | +3,300+4.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 70,845 | $2,480 萬 | 0.24% | −15,228−17.7% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,676 | $2,509 萬 | 0.06% | +19,870+38.4% | 加碼 |
| Resona Asset Management Co.,Ltd. | 73,454 | $2,556 萬 | 0.13% | +9,942+15.7% | 加碼 |
| Metavasi Capital LP | 73,195 | $2,562 萬 | 11.39% | +17,474+31.4% | 加碼 |
| Daiwa Securities Group Inc. | 73,808 | $2,584 萬 | 0.10% | +14,232+23.9% | 加碼 |