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 |
|---|---|---|---|---|---|
| ICICI Prudential Asset Management Co Ltd | 3,856 | $135.0 萬 | 0.17% | −110−2.8% | 減碼 |
| Summit Trail Advisors, LLC | 3,885 | $136.0 萬 | 0.02% | +1,200+44.7% | 加碼 |
| Peak Retirement Planning, Inc. | 3,891 | $136.2 萬 | 0.55% | +383+10.9% | 加碼 |
| Qsemble Capital Management, LP | 3,932 | $137.7 萬 | 0.13% | +3,932 | 新進 |
| RSM US Wealth Management LLC | 3,952 | $138.3 萬 | 0.02% | −675−14.6% | 減碼 |
| CWM, LLC | 4,000 | $140.0 萬 | 0.00% | −513−11.4% | 減碼 |
| Cumberland Partners Ltd | 4,000 | $140.0 萬 | 0.10% | −1,000−20.0% | 減碼 |
| UniSuper Management Pty Ltd | 4,000 | $140.0 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 4,086 | $143.1 萬 | 0.01% | +912+28.7% | 加碼 |
| ING Groep NV | 4,101 | $143.6 萬 | 0.01% | −116,558−96.6% | 減碼 |
| AXS Investments LLC | 4,129 | $144.5 萬 | 0.59% | +895+27.7% | 加碼 |
| Bank of Nova Scotia | 4,198 | $147.0 萬 | 0.00% | −104,961−96.2% | 減碼 |
| State of Michigan Retirement System | 4,200 | $147.0 萬 | 0.01% | +300+7.7% | 加碼 |
| CastleKnight Management LP | 4,200 | $147.0 萬 | 0.10% | +3,100+281.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,214 | $147.5 萬 | 0.02% | +849+25.2% | 加碼 |
| Range Financial Group LLC | 4,219 | $147.7 萬 | 0.58% | −3,179−43.0% | 減碼 |
| Metis Global Partners, LLC | 4,235 | $148.3 萬 | 0.04% | −463−9.9% | 減碼 |
| Leonteq Securities AG | 4,238 | $148.4 萬 | 0.09% | +414+10.8% | 加碼 |
| Optiver Holding B.V. | 4,247 | $148.7 萬 | 0.04% | +3,571+528.3% | 加碼 |
| STF Management LP | 4,296 | $150.4 萬 | 0.59% | +110+2.6% | 加碼 |
| HB Wealth Management, LLC | 4,346 | $152.2 萬 | 0.01% | +1,087+33.4% | 加碼 |
| Legal Advantage Investments, Inc. | 4,350 | $152.3 萬 | 0.71% | +4,350 | 新進 |
| Truvestments Capital LLC | 4,355 | $152.5 萬 | 0.30% | −53−1.2% | 減碼 |
| Sigma Planning Corp | 4,372 | $153.1 萬 | 0.05% | +1,346+44.5% | 加碼 |
| Geneos Wealth Management Inc. | 4,431 | $155.1 萬 | 0.04% | +33+0.8% | 加碼 |
| Applied Finance Capital Management, LLC | 4,432 | $155.2 萬 | 0.11% | +4,432 | 新進 |
| Steel Peak Wealth Management LLC | 4,453 | $155.9 萬 | 0.06% | +1,729+63.5% | 加碼 |
| Militia Capital Partners, LP | 4,500 | $157.5 萬 | 0.74% | +4,500 | 新進 |
| Optimize Financial Inc | 4,510 | $157.9 萬 | 0.97% | −32−0.7% | 減碼 |
| Williamson Legacy Group, LLC | 4,554 | $159.4 萬 | 1.34% | +56+1.2% | 加碼 |
| Northstar Advisory Group, LLC | 4,573 | $160.1 萬 | 0.78% | +4,573 | 新進 |
| Banque Cantonale Vaudoise | 4,581 | $160.4 萬 | 0.07% | +3,215+235.4% | 加碼 |
| Global Assets Advisory, LLC | 4,772 | $160.7 萬 | 0.63% | +4,772 | 新進 |
| Cannon Advisors, Inc. | 4,622 | $161.8 萬 | 1.30% | +4,622 | 新進 |
| 111 Capital | 4,642 | $162.5 萬 | 0.28% | +4,642 | 新進 |
| Concurrent Investment Advisors, LLC | 4,646 | $162.7 萬 | 0.03% | +1,114+31.5% | 加碼 |
| AE Wealth Management LLC | 4,730 | $165.6 萬 | 0.01% | +4,730 | 新進 |
| Azzad Asset Management Inc | 4,746 | $166.1 萬 | 0.18% | +3,391+250.3% | 加碼 |
| QVT Financial LP | 4,793 | $167.8 萬 | 0.23% | +1,904+65.9% | 加碼 |
| Rakuten Securities, Inc. | 4,835 | $169.3 萬 | 0.66% | −7,356−60.3% | 減碼 |
| Equitable Holdings, Inc. | 4,840 | $169.4 萬 | 0.01% | +4,840 | 新進 |
| Ossiam | 4,869 | $170.5 萬 | 0.02% | +645+15.3% | 加碼 |
| Graham Capital Management, L.P. | 4,906 | $171.7 萬 | 0.05% | −3,322−40.4% | 減碼 |
| Thrive Capital Management, LLC | 4,937 | $172.8 萬 | 0.54% | +3,199+184.1% | 加碼 |
| Norris Financial Group, LLC | 4,989 | $174.7 萬 | 0.72% | +4,989 | 新進 |
| Virtus Investment Advisers, Inc. | 5,008 | $175.3 萬 | 0.59% | +1,070+27.2% | 加碼 |
| Flputnam Investment Management Co | 5,028 | $176.0 萬 | 0.03% | +5,028 | 新進 |
| Financial Engines Advisors L.L.C. | 5,046 | $176.7 萬 | 0.00% | +5,046 | 新進 |
| EP Wealth Advisors, LLC | 5,053 | $176.9 萬 | 0.01% | −3,388−40.1% | 減碼 |
| New York State Teachers Retirement System | 5,063 | $177.2 萬 | 0.00% | 00.0% | 不變 |
| Diversified Trust Co | 5,078 | $177.8 萬 | 0.04% | −15−0.3% | 減碼 |
| Ronald Blue Trust, Inc. | 5,132 | $179.7 萬 | 0.02% | +1,167+29.4% | 加碼 |
| Aigen Investment Management, LP | 5,178 | $181.3 萬 | 0.25% | +5,178 | 新進 |
| Lifestyle Asset Management, Inc. | 5,193 | $181.8 萬 | 0.85% | +5,193 | 新進 |
| Dana Investment Advisors, Inc. | 5,230 | $183.1 萬 | 0.06% | −4,488−46.2% | 減碼 |
| Reliant Investment Partners, LLC | 5,304 | $185.7 萬 | 1.62% | −100−1.9% | 減碼 |
| Burney Co | 5,355 | $187.5 萬 | 0.06% | +373+7.5% | 加碼 |
| Shelton Wealth Management, LLC | 5,385 | $188.5 萬 | 0.95% | −39−0.7% | 減碼 |
| Mach-1 Financial Group, Inc. | 5,426 | $190.0 萬 | 0.55% | −132−2.4% | 減碼 |
| Highland Capital Management, LLC | 5,532 | $193.7 萬 | 0.10% | −5,057−47.8% | 減碼 |
| Centiva Capital, LP | 5,542 | $194.0 萬 | 0.13% | +5,542 | 新進 |
| Siemens Fonds Invest GmbH | 5,570 | $195.0 萬 | 0.11% | +886+18.9% | 加碼 |
| Board of the Pension Protection Fund | 5,600 | $196.0 萬 | 2.12% | +5,500+5,500.0% | 加碼 |
| Twin Capital Management Inc | 5,612 | $196.5 萬 | 0.21% | +130+2.4% | 加碼 |
| Scientech Research LLC | 5,649 | $197.8 萬 | 0.48% | −3,173−36.0% | 減碼 |
| Sheets Smith Investment Management | 5,661 | $198.2 萬 | 1.74% | +65+1.2% | 加碼 |
| First Foundation Advisors | 5,682 | $198.9 萬 | 0.07% | +5,682 | 新進 |
| Assenagon Asset Management S.A. | 5,752 | $201.4 萬 | 0.00% | +1,579+37.8% | 加碼 |
| Marietta Investment Partners LLC | 5,816 | $203.6 萬 | 0.45% | +5,816 | 新進 |
| Change Path, LLC | 5,905 | $206.7 萬 | 0.05% | +1,221+26.1% | 加碼 |
| Brown Advisory Inc | 5,918 | $207.2 萬 | 0.00% | +77+1.3% | 加碼 |
| Pitcairn Co | 5,975 | $209.2 萬 | 0.14% | −16,063−72.9% | 減碼 |
| Quadrature Capital Ltd | 5,989 | $209.7 萬 | 0.04% | −149,948−96.2% | 減碼 |
| Westerkirk Capital Inc. | 5,990 | $209.7 萬 | 0.26% | +5,990 | 新進 |
| DRW Securities, LLC | 6,055 | $212.0 萬 | 0.15% | +6,055 | 新進 |
| Nebula Research & Development LLC | 6,094 | $213.3 萬 | 0.18% | +6,094 | 新進 |
| K2 Principal Fund, L.P. | 6,167 | $215.9 萬 | 0.40% | +6,167 | 新進 |
| Principal Securities, Inc. | 6,199 | $217.0 萬 | 0.04% | +300+5.1% | 加碼 |
| Spire Wealth Management | 6,278 | $217.7 萬 | 0.08% | −1,463−18.9% | 減碼 |
| GLOBALT Investments LLC | 6,303 | $220.7 萬 | 0.08% | +71+1.1% | 加碼 |
| Loomis Sayles & Co L P | 6,423 | $224.9 萬 | 0.00% | +2,738+74.3% | 加碼 |
| CFO4Life Group, LLC | 6,438 | $225.4 萬 | 0.35% | −2,400−27.2% | 減碼 |
| Colonial River Wealth Management, LLC | 6,559 | $227.2 萬 | 0.98% | +152+2.4% | 加碼 |
| Farther Finance Advisors, LLC | 6,504 | $227.7 萬 | 0.05% | +3,825+142.8% | 加碼 |
| SBI Securities Co., Ltd. | 6,514 | $228.0 萬 | 0.07% | +186+2.9% | 加碼 |
| Winton Group Ltd | 6,578 | $230.3 萬 | 0.12% | +6,578 | 新進 |
| Main Management ETF Advisors, LLC | 6,597 | $230.9 萬 | 0.10% | +108+1.7% | 加碼 |
| M&G Plc | 6,622 | $231.8 萬 | 0.01% | +12+0.2% | 加碼 |
| Ethic Inc. | 6,970 | $232.6 萬 | 0.04% | +4+0.1% | 加碼 |
| Penserra Capital Management LLC | 6,650 | $232.7 萬 | 0.03% | −157−2.3% | 減碼 |
| Everence Capital Management Inc | 6,660 | $233.2 萬 | 0.15% | −480−6.7% | 減碼 |
| BLI - Banque de Luxembourg Investments | 7,000 | $233.6 萬 | 0.07% | +7,000 | 新進 |
| Merit Financial Group, LLC | 6,691 | $234.3 萬 | 0.03% | −456−6.4% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 6,698 | $234.5 萬 | 0.42% | −6,589−49.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 6,827 | $239.0 萬 | 0.01% | +5,802+566.0% | 加碼 |
| Bridgeway Capital Management, LLC | 6,860 | $240.2 萬 | 0.06% | −4,060−37.2% | 減碼 |
| Abn Amro Investment Solutions | 6,867 | $240.4 萬 | 0.05% | +4,213+158.7% | 加碼 |
| Shell Asset Management Co | 6,921 | $242.3 萬 | 0.08% | +1,326+23.7% | 加碼 |
| Wedmont Private Capital | 6,919 | $244.1 萬 | 0.10% | −176−2.5% | 減碼 |
| PKO Investment Management Joint-Stock Co | 7,000 | $245.1 萬 | 0.26% | −10,000−58.8% | 減碼 |