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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 7,000 | $245.1 萬 | 0.03% | +4,186+148.8% | 加碼 |
| SummitTX Capital, L.P. | 7,044 | $246.6 萬 | 0.11% | +5,656+407.5% | 加碼 |
| Umb Bank N A | 7,048 | $246.7 萬 | 0.04% | +6,163+696.4% | 加碼 |
| Donoghue Forlines LLC | 7,050 | $246.8 萬 | 0.70% | +7,050 | 新進 |
| Foundations Investment Advisors, LLC | 7,122 | $249.3 萬 | 0.04% | +385+5.7% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 7,132 | $249.7 萬 | 0.17% | −494−6.5% | 減碼 |
| Syquant Capital SAS | 7,180 | $251.4 萬 | 0.83% | +251+3.6% | 加碼 |
| Kestra Advisory Services, LLC | 7,267 | $254.4 萬 | 0.01% | +1,443+24.8% | 加碼 |
| Parallax Volatility Advisers, L.P. | 7,395 | $258.9 萬 | 0.10% | +7,392+246,400.0% | 加碼 |
| Trilogy Capital Inc. | 7,412 | $259.5 萬 | 0.13% | +991+15.4% | 加碼 |
| Bridgewater Associates, LP | 7,415 | $259.6 萬 | 0.01% | +998+15.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 7,459 | $260.9 萬 | 0.02% | +2,216+42.3% | 加碼 |
| United Capital Financial Advisers, LLC | 7,478 | $261.8 萬 | 0.02% | +402+5.7% | 加碼 |
| Plato Investment Management Ltd | 7,532 | $262.7 萬 | 0.20% | −1,631−17.8% | 減碼 |
| Convergence Investment Partners, LLC | 7,546 | $264.2 萬 | 0.67% | −1,861−19.8% | 減碼 |
| Avenir Tech Ltd | 7,600 | $266.1 萬 | 0.23% | +7,600 | 新進 |
| Cookson Peirce & Co Inc | 7,664 | $268.3 萬 | 0.12% | +583+8.2% | 加碼 |
| Evergreen Capital Management LLC | 7,678 | $268.8 萬 | 0.08% | +5,179+207.2% | 加碼 |
| Adviser Investments LLC | 7,680 | $268.9 萬 | 0.03% | +33+0.4% | 加碼 |
| Thames Capital Management LLC | 7,777 | $272.3 萬 | 0.62% | +7,777 | 新進 |
| Exchange Traded Concepts, LLC | 7,839 | $274.4 萬 | 0.04% | −656−7.7% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 7,921 | $277.3 萬 | 0.11% | +1,274+19.2% | 加碼 |
| Jones Financial Companies LLLP | 8,314 | $277.5 萬 | 0.00% | +3,576+75.5% | 加碼 |
| LMG Wealth Partners, LLC | 7,941 | $278.0 萬 | 0.57% | +39+0.5% | 加碼 |
| Ardsley Advisory Partners LP | 8,000 | $280.1 萬 | 0.46% | +8,000 | 新進 |
| DeDora Capital, Inc. | 8,067 | $282.4 萬 | 0.74% | −1,233−13.3% | 減碼 |
| Selkirk Management LLC | 8,100 | $283.6 萬 | 0.84% | +8,100 | 新進 |
| Investment Management Corp of Ontario | 8,160 | $285.7 萬 | 0.04% | +2,260+38.3% | 加碼 |
| Quantbot Technologies LP | 8,181 | $286.4 萬 | 0.07% | +8,181 | 新進 |
| Yarbrough Capital, LLC | 8,198 | $287.0 萬 | 0.10% | +4,490+121.1% | 加碼 |
| Hunting Hill Global Capital, LLC | 8,200 | $287.1 萬 | 1.55% | +5,988+270.7% | 加碼 |
| Fulton Bank, N.A. | 8,243 | $288.6 萬 | 0.11% | +232+2.9% | 加碼 |
| ICONIQ Capital, LLC | 72,497 | $289.3 萬 | 0.05% | +31,704+77.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 8,266 | $289.4 萬 | 0.00% | −828−9.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 8,273 | $289.6 萬 | 0.04% | +1,463+21.5% | 加碼 |
| Ballentine Partners, LLC | 8,279 | $289.8 萬 | 0.04% | −407−4.7% | 減碼 |
| Allianz SE | 8,308 | $290.8 萬 | 0.07% | +4,278+106.2% | 加碼 |
| Next Century Growth Investors LLC | 8,320 | $291.3 萬 | 0.23% | −4,415−34.7% | 減碼 |
| Pinnacle Wealth Management, LLC | 8,324 | $291.4 萬 | 2.44% | +3,116+59.8% | 加碼 |
| Alps Advisors Inc | 8,329 | $291.6 萬 | 0.02% | −832−9.1% | 減碼 |
| VestGen Advisors, LLC | 8,378 | $293.3 萬 | 0.12% | +8,378 | 新進 |
| Copperwynd Financial, LLC | 8,434 | $295.3 萬 | 0.74% | +391+4.9% | 加碼 |
| Callan Family Office, LLC | 8,521 | $298.3 萬 | 0.09% | +5,538+185.7% | 加碼 |
| Stephens Inc | 8,586 | $300.6 萬 | 0.04% | +582+7.3% | 加碼 |
| Bessemer Group Inc | 8,600 | $301.0 萬 | 0.00% | −9,042−51.3% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 8,617 | $301.7 萬 | 0.03% | +2,218+34.7% | 加碼 |
| Cloverfields Capital Group, LP | 8,624 | $301.9 萬 | 0.90% | −28−0.3% | 減碼 |
| HBW Advisory Services LLC | 8,629 | $302.1 萬 | 0.37% | +8,629 | 新進 |
| AMF Pensionsforsakring AB | 8,724 | $305.4 萬 | 0.02% | +8,724 | 新進 |
| AG2R la Mondiale Gestion D'Actifs | 8,731 | $305.7 萬 | 0.16% | +679+8.4% | 加碼 |
| Calamos Wealth Management LLC | 8,784 | $307.5 萬 | 0.13% | +8,784 | 新進 |
| Bokf, NA | 9,006 | $315.3 萬 | 0.05% | −1,719−16.0% | 減碼 |
| Mitchell Capital Management Co | 8,711 | $317.5 萬 | 0.59% | +8,711 | 新進 |
| Vise Technologies, Inc. | 9,104 | $318.7 萬 | 0.13% | +9,104 | 新進 |
| Thrivent Financial for Lutherans | 9,473 | $318.9 萬 | 0.01% | −4,274−31.1% | 減碼 |
| Norinchukin Bank, The | 9,169 | $321.0 萬 | 0.05% | +767+9.1% | 加碼 |
| X-Square Capital, LLC | 9,364 | $327.8 萬 | 1.18% | +5,115+120.4% | 加碼 |
| Commerce Bank | 9,372 | $328.1 萬 | 0.02% | −14,287−60.4% | 減碼 |
| Congress Wealth Management LLC | 9,564 | $332.6 萬 | 0.03% | +3,720+63.7% | 加碼 |
| Axxcess Wealth Management, LLC | 9,541 | $334.0 萬 | 0.08% | −1,102−10.4% | 減碼 |
| CTC Alternative Strategies, Ltd. | 9,600 | $336.1 萬 | 2.94% | +9,600 | 新進 |
| Cubist Systematic Strategies, LLC | 9,673 | $338.6 萬 | 0.04% | +9,673 | 新進 |
| Maytus Capital Management, LLC | 9,800 | $343.1 萬 | 0.63% | −8,200−45.6% | 減碼 |
| Atria Investments LLC | 9,833 | $344.2 萬 | 0.04% | −2,000−16.9% | 減碼 |
| Tiaa Trust, National Association | 9,920 | $347.3 萬 | 0.01% | −3,003−23.2% | 減碼 |
| Boothbay Fund Management, LLC | 10,073 | $352.6 萬 | 0.11% | +6,901+217.6% | 加碼 |
| Ameritas Investment Partners, Inc. | 10,080 | $352.9 萬 | 0.11% | −43−0.4% | 減碼 |
| Nisa Investment Advisors, LLC | 10,086 | $353.1 萬 | 0.02% | −9,424−48.3% | 減碼 |
| L2 Asset Management, LLC | 10,178 | $356.3 萬 | 0.58% | −11,102−52.2% | 減碼 |
| F/M Investments LLC | 10,236 | $358.3 萬 | 0.13% | +10,236 | 新進 |
| GSG Advisors LLC | 10,271 | $359.6 萬 | 1.04% | +15+0.1% | 加碼 |
| Del-Sette Capital Management, LLC | 10,303 | $360.7 萬 | 2.51% | +10,303 | 新進 |
| E Fund Management Co., Ltd. | 10,368 | $363.0 萬 | 0.17% | −972−8.6% | 減碼 |
| Cache Advisors, LLC | 10,436 | $365.3 萬 | 0.99% | 00.0% | 不變 |
| Caxton Associates LLP | 10,443 | $365.6 萬 | 0.09% | +10,443 | 新進 |
| Churchill Management Corp | 10,492 | $367.3 萬 | 0.04% | −59−0.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,775 | $377.2 萬 | 0.11% | +1,869+21.0% | 加碼 |
| Donaldson Capital Management, LLC | 10,775 | $377.2 萬 | 0.14% | +2,545+30.9% | 加碼 |
| Bayesian Capital Management, LP | 10,800 | $378.1 萬 | 0.60% | +10,800 | 新進 |
| Independent Financial Group, LLC | 10,956 | $383.5 萬 | 0.11% | +7,177+189.9% | 加碼 |
| Pallas Capital Advisors LLC | 11,203 | $392.2 萬 | 0.15% | −43−0.4% | 減碼 |
| Omers Administration Corp | 11,285 | $395.1 萬 | 0.03% | +2,500+28.5% | 加碼 |
| Decatur Capital Management, Inc. | 11,406 | $399.3 萬 | 1.75% | +11,406 | 新進 |
| Allen Investment Management LLC | 11,420 | $399.8 萬 | 0.04% | 00.0% | 不變 |
| Concentric Capital Strategies, LP | 11,464 | $401.3 萬 | 0.23% | +11,464 | 新進 |
| Mount Yale Investment Advisors, LLC | 11,509 | $402.9 萬 | 0.31% | −1,241−9.7% | 減碼 |
| Independent Solutions Wealth Management, LLC | 11,585 | $405.6 萬 | 0.79% | −382−3.2% | 減碼 |
| Maryland State Retirement & Pension System | 11,588 | $405.7 萬 | 0.09% | −672−5.5% | 減碼 |
| Ritholtz Wealth Management | 11,691 | $409.3 萬 | 0.09% | −5,873−33.4% | 減碼 |
| Advisors Capital Management, LLC | 11,722 | $410.4 萬 | 0.06% | −1,009−7.9% | 減碼 |
| Sterling Capital Management LLC | 11,753 | $411.4 萬 | 0.06% | −8,214−41.1% | 減碼 |
| Calamos Advisors LLC | 11,793 | $412.8 萬 | 0.02% | +1,590+15.6% | 加碼 |
| Gulf International Bank (UK) Ltd | 11,907 | $416.8 萬 | 0.15% | −248−2.0% | 減碼 |
| Mission Hills Financial Advisory, LLC | 11,941 | $418.0 萬 | 2.59% | 00.0% | 不變 |
| Private Advisor Group, LLC | 12,057 | $422.1 萬 | 0.02% | +1,416+13.3% | 加碼 |
| Broadleaf Partners, LLC | 12,057 | $422.1 萬 | 0.93% | −18−0.1% | 減碼 |
| Liontrust Investment Partners LLP | 12,363 | $432.8 萬 | 0.06% | +5,757+87.1% | 加碼 |
| Lee Johnson Capital Management, LLC | 12,449 | $435.8 萬 | 1.50% | +1,491+13.6% | 加碼 |
| TownSquare Capital, LLC | 12,492 | $437.3 萬 | 0.43% | −9,729−43.8% | 減碼 |
| Diversify Wealth Management, LLC | 9,431 | $440.4 萬 | 0.27% | +422+4.7% | 加碼 |