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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 74,768 | $2,617 萬 | 0.21% | +4,925+7.1% | 加碼 |
| Bank of Montreal | 75,327 | $2,637 萬 | 0.01% | −3,338−4.2% | 減碼 |
| Man Group plc | 77,307 | $2,706 萬 | 0.06% | +74,509+2,662.9% | 加碼 |
| TFJ Management, LLC | 77,843 | $2,725 萬 | 21.27% | 00.0% | 不變 |
| Freshford Capital Management, LLC | 78,082 | $2,733 萬 | 6.61% | +8,189+11.7% | 加碼 |
| State of New Jersey Common Pension Fund D | 78,365 | $2,743 萬 | 0.11% | +7,626+10.8% | 加碼 |
| Gotham Asset Management, LLC | 80,670 | $2,824 萬 | 0.17% | −133−0.2% | 減碼 |
| Creative Planning | 82,037 | $2,872 萬 | 0.02% | +5,232+6.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 82,920 | $2,903 萬 | 0.20% | −164,349−66.5% | 減碼 |
| Jupiter Asset Management Ltd | 83,027 | $2,907 萬 | 0.24% | +83,027 | 新進 |
| Nomura Asset Management Co Ltd | 83,524 | $2,924 萬 | 0.08% | +12,215+17.1% | 加碼 |
| Science & Technology Partners, L.P. | 85,000 | $2,976 萬 | 7.80% | +8,875+11.7% | 加碼 |
| CIBC World Markets Inc. | 85,665 | $2,999 萬 | 0.07% | +30,346+54.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 86,700 | $3,035 萬 | 0.21% | +28,700+49.5% | 加碼 |
| WT Asset Management Ltd | 86,800 | $3,039 萬 | 2.13% | −5,063−5.5% | 減碼 |
| Forsta Ap-Fonden | 87,400 | $3,060 萬 | 0.20% | +18,300+26.5% | 加碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 89,458 | $3,132 萬 | 0.80% | +49,258+122.5% | 加碼 |
| Intech Investment Management LLC | 89,482 | $3,133 萬 | 0.29% | +5,118+6.1% | 加碼 |
| Asset Management One Co.,Ltd. | 89,536 | $3,134 萬 | 0.10% | +9,734+12.2% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 92,234 | $3,229 萬 | 5.29% | +92,234 | 新進 |
| Logan Capital Management Inc | 92,377 | $3,234 萬 | 1.50% | −8,982−8.9% | 減碼 |
| KBC Group NV | 93,272 | $3,265 萬 | 0.09% | −44,492−32.3% | 減碼 |
| 3G Capital Partners LP | 95,000 | $3,326 萬 | 8.16% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 95,092 | $3,329 萬 | 0.12% | −20,634−17.8% | 減碼 |
| Stifel Financial Corp | 97,025 | $3,397 萬 | 0.03% | −24,432−20.1% | 減碼 |
| MGB Wealth Management, LLC | 98,346 | $3,443 萬 | 11.34% | −11,270−10.3% | 減碼 |
| Quantinno Capital Management LP | 99,344 | $3,478 萬 | 0.15% | +42,243+74.0% | 加碼 |
| Public Employees Retirement System of Ohio | 99,619 | $3,487 萬 | 0.12% | +5,006+5.3% | 加碼 |
| Dorsal Capital Management, LLC | 100,000 | $3,501 萬 | 1.00% | −80,000−44.4% | 減碼 |
| Pacer Advisors, Inc. | 101,240 | $3,544 萬 | 0.09% | −85,959−45.9% | 減碼 |
| Pictet Asset Management Holding SA | 101,777 | $3,561 萬 | 0.04% | +14,266+16.3% | 加碼 |
| CIBC Asset Management Inc | 102,052 | $3,573 萬 | 0.11% | +5,313+5.5% | 加碼 |
| Renaissance Group LLC | 102,955 | $3,604 萬 | 1.40% | −1,909−1.8% | 減碼 |
| Tudor Investment Corp Et Al | 104,990 | $3,675 萬 | 0.28% | +31,298+42.5% | 加碼 |
| KLP Kapitalforvaltning AS | 109,850 | $3,846 萬 | 0.17% | +28,700+35.4% | 加碼 |
| AXA S.A. | 110,774 | $3,878 萬 | 0.11% | +59,618+116.5% | 加碼 |
| Prudential Financial Inc | 132,002 | $3,885 萬 | 0.05% | +120,214+1,019.8% | 加碼 |
| Smith Group Asset Management, LLC | 112,933 | $3,954 萬 | 2.59% | +4,223+3.9% | 加碼 |
| Standard Life Aberdeen plc | 114,180 | $3,997 萬 | 0.07% | +7,001+6.5% | 加碼 |
| Jain Global LLC | 114,940 | $4,024 萬 | 0.63% | +114,940 | 新進 |
| RBF Capital, LLC | 114,955 | $4,024 萬 | 1.99% | +114,955 | 新進 |
| Maplelane Capital, LLC | 115,290 | $4,036 萬 | 2.49% | −209,710−64.5% | 減碼 |
| Mariner, LLC | 117,004 | $4,094 萬 | 0.06% | +19,569+20.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 118,779 | $4,158 萬 | 0.07% | −29,131−19.7% | 減碼 |
| Kinetic Partners Management, LP | 119,176 | $4,172 萬 | 2.28% | −25,578−17.7% | 減碼 |
| Jump Financial, LLC | 119,483 | $4,183 萬 | 0.51% | +7,360+6.6% | 加碼 |
| Zweig-DiMenna Associates LLC | 119,625 | $4,188 萬 | 4.30% | −13,010−9.8% | 減碼 |
| Toroso Investments, LLC | 121,389 | $4,250 萬 | 0.28% | +80,561+197.3% | 加碼 |
| Moore Capital Management, LP | 121,426 | $4,251 萬 | 0.85% | +113,451+1,422.6% | 加碼 |
| Ci Investments Inc. | 126,037 | $4,412 萬 | 0.17% | +3,129+2.5% | 加碼 |
| Handelsbanken Fonder AB | 126,157 | $4,417 萬 | 0.16% | +26,159+26.2% | 加碼 |
| DekaBank Deutsche Girozentrale | 130,549 | $4,467 萬 | 0.08% | +2,327+1.8% | 加碼 |
| Royal London Asset Management Ltd | 129,930 | $4,549 萬 | 0.10% | +5,867+4.7% | 加碼 |
| Twinbeech Capital LP | 131,761 | $4,613 萬 | 1.04% | −116,815−47.0% | 減碼 |
| State of Wisconsin Investment Board | 131,959 | $4,620 萬 | 0.11% | −515−0.4% | 減碼 |
| Braun Stacey Associates Inc | 134,846 | $4,721 萬 | 1.71% | −2,889−2.1% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 134,976 | $4,725 萬 | 0.09% | +3,123+2.4% | 加碼 |
| Los Angeles Capital Management LLC | 137,581 | $4,816 萬 | 0.18% | +44,427+47.7% | 加碼 |
| Natixis Advisors, L.P. | 137,700 | $4,821 萬 | 0.08% | −22,981−14.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 141,380 | $4,830 萬 | 0.08% | −30,998−18.0% | 減碼 |
| Treasurer of the State of North Carolina | 139,189 | $4,873 萬 | 0.16% | +9,380+7.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 139,426 | $4,881 萬 | 0.04% | +32,662+30.6% | 加碼 |
| Marshall Wace, LLP | 140,538 | $4,920 萬 | 0.06% | +140,538 | 新進 |
| Worldquant Millennium Advisors LLC | 140,863 | $4,931 萬 | 0.24% | +140,863 | 新進 |
| Epoch Investment Partners, Inc. | 142,446 | $4,987 萬 | 0.26% | +142,446 | 新進 |
| Voya Investment Management LLC | 148,012 | $5,182 萬 | 0.05% | −499,116−77.1% | 減碼 |
| Storebrand Asset Management AS | 151,716 | $5,311 萬 | 0.15% | +34,357+29.3% | 加碼 |
| Blair William & Co | 153,178 | $5,362 萬 | 0.15% | +56,582+58.6% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 154,939 | $5,424 萬 | 0.12% | +123,897+399.1% | 加碼 |
| Scopus Asset Management, L.P. | 155,000 | $5,426 萬 | 1.45% | +40,000+34.8% | 加碼 |
| Teacher Retirement System of Texas | 159,868 | $5,597 萬 | 0.23% | +72,748+83.5% | 加碼 |
| ExodusPoint Capital Management, LP | 168,710 | $5,906 萬 | 0.72% | +168,710 | 新進 |
| Allianz Asset Management GmbH | 172,143 | $6,026 萬 | 0.08% | −35,891−17.3% | 減碼 |
| Frontier Capital Management Co LLC | 172,398 | $6,035 萬 | 0.56% | −86,498−33.4% | 減碼 |
| Toronto Dominion Bank | 172,427 | $6,036 萬 | 0.13% | +132,356+330.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 179,671 | $6,049 萬 | 0.10% | −102,197−36.3% | 減碼 |
| National Bank of Canada | 173,365 | $6,069 萬 | 0.07% | +172,060+13,184.7% | 加碼 |
| Aviva PLC | 174,904 | $6,123 萬 | 0.13% | +54,133+44.8% | 加碼 |
| Voloridge Investment Management, LLC | 181,803 | $6,365 萬 | 0.23% | +181,803 | 新進 |
| Palestra Capital Management LLC | 185,000 | $6,476 萬 | 1.92% | +185,000 | 新進 |
| Natixis | 187,445 | $6,562 萬 | 0.33% | −290,651−60.8% | 減碼 |
| Durable Capital Partners LP | 187,836 | $6,576 萬 | 0.50% | −147,722−44.0% | 減碼 |
| Swedbank AB | 193,160 | $6,762 萬 | 0.08% | +193,160 | 新進 |
| HSBC Holdings PLC | 203,955 | $7,086 萬 | 0.05% | −16,240−7.4% | 減碼 |
| Danske Bank A/S | 212,339 | $7,434 萬 | 0.18% | +82,612+63.7% | 加碼 |
| Davis Selected Advisers | 215,073 | $7,529 萬 | 0.40% | +52,062+31.9% | 加碼 |
| AQR Capital Management LLC | 219,052 | $7,669 萬 | 0.06% | +24,269+12.5% | 加碼 |
| Nordea Investment Management AB | 213,855 | $7,685 萬 | 0.07% | +29,862+16.2% | 加碼 |
| Steadview Capital Management LLC | 219,680 | $7,691 萬 | 11.11% | −7,000−3.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 224,506 | $7,860 萬 | 0.59% | −3,957−1.7% | 減碼 |
| Castle Hook Partners LP | 226,171 | $7,918 萬 | 1.16% | −37,835−14.3% | 減碼 |
| Russell Investments Group, Ltd. | 230,053 | $8,030 萬 | 0.10% | +1,636+0.7% | 加碼 |
| Squarepoint Ops LLC | 233,306 | $8,168 萬 | 0.18% | +127,697+120.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 237,971 | $8,331 萬 | 0.07% | +22,859+10.6% | 加碼 |
| State Board of Administration of Florida Retirement System | 243,280 | $8,517 萬 | 0.15% | −7,967−3.2% | 減碼 |
| LPL Financial LLC | 243,302 | $8,518 萬 | 0.03% | +84,822+53.5% | 加碼 |
| Van Eck Associates Corp | 248,475 | $8,699 萬 | 0.10% | −47,571−16.1% | 減碼 |
| Mane Global Capital Management LP | 248,564 | $8,702 萬 | 3.96% | −13,879−5.3% | 減碼 |
| Spyglass Capital Management LLC | 255,187 | $8,934 萬 | 5.27% | −47,037−15.6% | 減碼 |
| Panview Capital Ltd | 255,218 | $8,935 萬 | 28.43% | −7,000−2.7% | 減碼 |