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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 12,731 | $445.7 萬 | 0.10% | +11,973+1,579.6% | 加碼 |
| Altshuler Shaham Ltd | 12,800 | $448.1 萬 | 0.14% | −3,453−21.2% | 減碼 |
| Zacks Investment Management | 13,280 | $464.9 萬 | 0.04% | −161−1.2% | 減碼 |
| NewEdge Wealth, LLC | 10,726 | $469.1 萬 | 0.07% | −6,120−36.3% | 減碼 |
| Harvest Investment Services, LLC | 13,418 | $469.7 萬 | 1.05% | −2,997−18.3% | 減碼 |
| Lido Advisors, LLC | 13,508 | $472.9 萬 | 0.02% | +8,983+198.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 13,538 | $474.0 萬 | 0.04% | +13,538 | 新進 |
| Vestcor Inc | 13,551 | $474.4 萬 | 0.14% | +9,443+229.9% | 加碼 |
| Coastal Bridge Advisors, LLC | 13,760 | $481.7 萬 | 0.40% | +9+0.1% | 加碼 |
| Balboa Wealth Partners | 13,815 | $483.6 萬 | 0.97% | −1,168−7.8% | 減碼 |
| Insight Holdings Group, LLC | 13,900 | $486.6 萬 | 0.20% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 13,931 | $487.7 萬 | 0.64% | +13,931 | 新進 |
| CWM Advisors, LLC | 13,965 | $488.9 萬 | 0.53% | +5,965+74.6% | 加碼 |
| Silvant Capital Management LLC | 14,042 | $491.6 萬 | 0.19% | −24,654−63.7% | 減碼 |
| Prospera Financial Services Inc | 14,271 | $499.6 萬 | 0.09% | +3,675+34.7% | 加碼 |
| Nwi Management LP | 14,400 | $504.1 萬 | 0.46% | +14,400 | 新進 |
| GWM Advisors LLC | 14,523 | $508.4 萬 | 0.03% | +782+5.7% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 14,710 | $515.0 萬 | 1.17% | +14,710 | 新進 |
| MetLife Investment Management | 14,825 | $519.0 萬 | 0.03% | −1,307−8.1% | 減碼 |
| Baird Financial Group, Inc. | 14,949 | $523.3 萬 | 0.01% | +14,949 | 新進 |
| Left Brain Wealth Management, LLC | 14,972 | $524.1 萬 | 1.85% | +5,500+58.1% | 加碼 |
| Seascape Capital Management | 15,001 | $525.2 萬 | 1.66% | −371−2.4% | 減碼 |
| Armistice Capital, LLC | 15,070 | $527.6 萬 | 0.20% | −18,068−54.5% | 減碼 |
| CWA Asset Management Group, LLC | 15,317 | $536.2 萬 | 0.23% | −3,906−20.3% | 減碼 |
| Segment Wealth Management, LLC | 15,518 | $543.3 萬 | 0.34% | +117+0.8% | 加碼 |
| Employees Retirement System of Texas | 15,730 | $550.7 萬 | 0.04% | +15,730 | 新進 |
| Strategic Global Advisors, LLC | 15,783 | $552.5 萬 | 0.90% | +985+6.7% | 加碼 |
| Westpac Banking Corp | 15,866 | $555.4 萬 | 0.37% | +1,014+6.8% | 加碼 |
| LGT Group Foundation | 16,003 | $560.2 萬 | 0.07% | −1,608−9.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 21,023 | $561.1 萬 | 0.09% | +21,023 | 新進 |
| Laurion Capital Management LP | 16,037 | $561.4 萬 | 0.65% | +16,037 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 16,286 | $570.1 萬 | 0.02% | −1,651−9.2% | 減碼 |
| Avantax Advisory Services, Inc. | 16,603 | $581.2 萬 | 0.03% | +677+4.3% | 加碼 |
| Kentucky Retirement Systems | 16,804 | $588.3 萬 | 0.17% | −1,102−6.2% | 減碼 |
| HighTower Advisors, LLC | 16,930 | $592.7 萬 | 0.01% | −1,685−9.1% | 減碼 |
| Quantessence Capital LLC | 16,933 | $592.8 萬 | 1.75% | +16,933 | 新進 |
| Baker Avenue Asset Management, LP | 17,002 | $595.2 萬 | 0.17% | −338−1.9% | 減碼 |
| Sanctuary Advisors, LLC | 17,383 | $608.5 萬 | 0.04% | +2,161+14.2% | 加碼 |
| Freestone Capital Holdings, LLC | 17,507 | $612.9 萬 | 0.21% | +17,507 | 新進 |
| Vontobel Holding Ltd. | 17,602 | $616.2 萬 | 0.02% | −3,609−17.0% | 減碼 |
| Oak Ridge Investments LLC | 17,618 | $616.8 萬 | 0.44% | −2,189−11.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 17,631 | $617.2 萬 | 0.01% | −368−2.0% | 減碼 |
| Beck Bode, LLC | 17,729 | $620.7 萬 | 1.05% | −1,766−9.1% | 減碼 |
| Vident Advisory, LLC | 17,878 | $625.9 萬 | 0.07% | −3,438−16.1% | 減碼 |
| Amalgamated Bank | 18,070 | $632.6 萬 | 0.05% | −508−2.7% | 減碼 |
| EFG Asset Management (North America) Corp. | 18,141 | $634.8 萬 | 0.90% | +11,062+156.3% | 加碼 |
| Oppenheimer & Co Inc | 18,286 | $640.2 萬 | 0.08% | −658−3.5% | 減碼 |
| Capstone Investment Advisors, LLC | 18,438 | $645.5 萬 | 0.06% | −15,994−46.5% | 減碼 |
| Horizon Investment Services, LLC | 18,482 | $647.0 萬 | 2.83% | −1,401−7.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 18,655 | $653.1 萬 | 0.13% | −2,674−12.5% | 減碼 |
| Acadian Asset Management LLC | 18,809 | $657.7 萬 | 0.01% | +849+4.7% | 加碼 |
| Pathstone Holdings, LLC | 18,895 | $661.5 萬 | 0.03% | −413−2.1% | 減碼 |
| CI Private Wealth, LLC | 19,030 | $666.2 萬 | 0.01% | +5,825+44.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 19,061 | $667.3 萬 | 0.08% | −3,501−15.5% | 減碼 |
| Assetmark, Inc | 19,406 | $679.4 萬 | 0.02% | +1,078+5.9% | 加碼 |
| Dakota Wealth Management | 20,086 | $703.2 萬 | 0.15% | +529+2.7% | 加碼 |
| Dilation Capital Management LP | 20,220 | $707.9 萬 | 3.77% | +20,220 | 新進 |
| Contrarius Group Holdings Ltd | 20,258 | $709.2 萬 | 0.40% | +20,258 | 新進 |
| SG Americas Securities, LLC | 20,284 | $710.1 萬 | 0.03% | +12,791+170.7% | 加碼 |
| Eos Management, L.P. | 20,331 | $711.7 萬 | 3.08% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 20,525 | $718.5 萬 | 0.42% | +1,262+6.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 20,560 | $719.8 萬 | 0.10% | +11,959+139.0% | 加碼 |
| Park Avenue Securities LLC | 20,890 | $731.3 萬 | 0.07% | +4,890+30.6% | 加碼 |
| Cerity Partners LLC | 20,942 | $733.2 萬 | 0.01% | −18−0.1% | 減碼 |
| Linden Thomas Advisory Services, LLC | 21,042 | $736.6 萬 | 0.81% | +551+2.7% | 加碼 |
| China Universal Asset Management Co., Ltd. | 21,086 | $738.2 萬 | 0.69% | −5,853−21.7% | 減碼 |
| Crossmark Global Holdings, Inc. | 21,284 | $745.1 萬 | 0.12% | −19,999−48.4% | 減碼 |
| Nomura Holdings Inc | 21,807 | $763.4 萬 | 0.06% | −99,254−82.0% | 減碼 |
| ASR Vermogensbeheer N.V. | 21,895 | $766.4 萬 | 0.10% | +4,490+25.8% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 21,993 | $769.9 萬 | 1.92% | +21,993 | 新進 |
| Trexquant Investment LP | 22,032 | $771.3 萬 | 0.09% | +22,032 | 新進 |
| Capula Management Ltd | 22,390 | $783.8 萬 | 0.10% | +1,246+5.9% | 加碼 |
| Louisiana State Employees Retirement System | 22,500 | $787.7 萬 | 0.14% | −100−0.4% | 減碼 |
| Parnassus Investments | 22,845 | $799.8 萬 | 0.02% | −45,602−66.6% | 減碼 |
| Profund Advisors LLC | 22,889 | $801.3 萬 | 0.29% | +2,804+14.0% | 加碼 |
| Cresset Asset Management, LLC | 23,059 | $807.2 萬 | 0.04% | −31,439−57.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 23,060 | $807.6 萬 | 0.04% | +5,937+34.7% | 加碼 |
| Venture Visionary Partners LLC | 23,158 | $810.7 萬 | 0.31% | +12,294+113.2% | 加碼 |
| Navellier & Associates Inc | 23,172 | $811.2 萬 | 1.00% | +155+0.7% | 加碼 |
| Generali Asset Management SPA SGR | 23,287 | $815.2 萬 | 0.19% | −1,012−4.2% | 減碼 |
| Diversify Advisory Services, LLC | 17,717 | $827.4 萬 | 0.32% | +4,686+36.0% | 加碼 |
| Colony Group, LLC | 23,649 | $827.9 萬 | 0.02% | +701+3.1% | 加碼 |
| Two Sigma Advisers, LP | 24,000 | $840.2 萬 | 0.02% | +6,200+34.8% | 加碼 |
| La Banque Postale Asset Management SA | 24,044 | $841.7 萬 | 0.12% | −334−1.4% | 減碼 |
| Catalyst Funds Management Pty Ltd | 24,180 | $846.5 萬 | 2.34% | +17,380+255.6% | 加碼 |
| Point72 Italy, S.r.l. | 24,339 | $852.1 萬 | 4.20% | +6,839+39.1% | 加碼 |
| Wealthfront Advisers LLC | 24,530 | $858.7 萬 | 0.02% | +2,400+10.8% | 加碼 |
| Perigon Wealth Management, LLC | 24,627 | $862.2 萬 | 0.20% | −10,508−29.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,769 | $867.1 萬 | 0.08% | +4,961+25.0% | 加碼 |
| Brinker Capital Investments, LLC | 24,891 | $871.4 萬 | 0.07% | +4,074+19.6% | 加碼 |
| Ogborne Capital Management, LLC | 25,000 | $875.2 萬 | 2.17% | −20,000−44.4% | 減碼 |
| Commonwealth Equity Services, LLC | 25,866 | $905.5 萬 | 0.01% | +10,173+64.8% | 加碼 |
| Smithbridge Asset Management Inc | 25,879 | $906.0 萬 | 1.58% | −25,354−49.5% | 減碼 |
| Fort Point Capital Partners LLC | 26,517 | $928.3 萬 | 0.93% | −543−2.0% | 減碼 |
| Mackenzie Financial Corp | 27,056 | $947.2 萬 | 0.01% | +4,391+19.4% | 加碼 |
| Sora Investors LLC | 27,144 | $950.3 萬 | 0.86% | +20,001+280.0% | 加碼 |
| Second Line Capital, LLC | 27,146 | $950.3 萬 | 2.21% | +127+0.5% | 加碼 |
| Lighthouse Investment Partners, LLC | 27,199 | $952.2 萬 | 0.41% | +27,199 | 新進 |
| Walleye Capital LLC | 27,233 | $953.4 萬 | 0.09% | −21,619−44.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 27,368 | $958.1 萬 | 0.67% | −4,990−15.4% | 減碼 |