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 3 季 13F 持有人
AppLovin Corp 在 2025/9/30 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
- 1,452
- 較 2025 年第 2 季 +274 家
- 持有股數
- 2.42 億
- 較 2025 年第 2 季 +4,404 萬 (+22.3%)
- 總市值
- $1,725 億
- 較 2025 年第 2 季 +$1,035 億 (+150.1%)
- 新進機構
- 398
- 另有 528 家加碼
- 清倉機構
- 124
- 另有 433 家減碼
另有 23 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 24,954,458 | $179.3 億 | 0.27% | +7,051,663+39.4% | 加碼 |
| BlackRock, Inc. | 24,929,835 | $179.1 億 | 0.32% | +5,989,081+31.6% | 加碼 |
| Ieq Capital, LLC | 15,779,921 | $113.4 億 | 34.42% | +15,724,631+28,440.3% | 加碼 |
| FMR LLC | 13,706,444 | $98.5 億 | 0.51% | −681,575−4.7% | 減碼 |
| State Street Corp | 11,852,466 | $85.2 億 | 0.30% | +6,237,051+111.1% | 加碼 |
| JPMorgan Chase & Co | 7,682,976 | $55.2 億 | 0.35% | +2,933,933+61.8% | 加碼 |
| Geode Capital Management, LLC | 6,718,998 | $48.1 億 | 0.31% | +3,386,990+101.7% | 加碼 |
| Baillie Gifford & Co | 6,245,960 | $44.9 億 | 3.32% | −154,269−2.4% | 減碼 |
| Price T Rowe Associates Inc | 5,877,386 | $42.2 億 | 0.45% | +204,864+3.6% | 加碼 |
| Morgan Stanley | 5,022,840 | $36.1 億 | 0.22% | −141,218−2.7% | 減碼 |
| WCM Investment Management, LLC | 4,942,079 | $35.2 億 | 7.32% | −917,344−15.7% | 減碼 |
| Invesco Ltd. | 4,292,752 | $30.8 億 | 0.49% | +367,083+9.4% | 加碼 |
| Jennison Associates LLC | 3,886,150 | $27.9 億 | 1.63% | +1,381,970+55.2% | 加碼 |
| Janus Henderson Group PLC | 3,546,576 | $25.5 億 | 1.16% | +812,739+29.7% | 加碼 |
| Goldman Sachs Group Inc | 3,211,586 | $23.1 億 | 0.33% | +1,242,159+63.1% | 加碼 |
| Bank of America Corp | 3,178,724 | $22.8 億 | 0.17% | −61,471−1.9% | 減碼 |
| Kensico Capital Management Corp | 3,118,500 | $22.4 億 | 34.52% | +95,000+3.1% | 加碼 |
| Capital World Investors | 2,635,188 | $18.9 億 | 0.26% | +8,864+0.3% | 加碼 |
| Franklin Resources Inc | 2,442,450 | $17.5 億 | 0.44% | +487,492+24.9% | 加碼 |
| Northern Trust Corp | 2,374,460 | $17.1 億 | 0.22% | +756,660+46.8% | 加碼 |
| Coatue Management LLC大師Coatue | 2,267,855 | $16.3 億 | 4.00% | +452,040+24.9% | 加碼 |
| Jericho Capital Asset Management L.P. | 2,095,319 | $15.1 億 | 15.67% | 00.0% | 不變 |
| Spruce House Investment Management LLC | 2,057,024 | $14.8 億 | 38.18% | 00.0% | 不變 |
| Alliancebernstein L.P. | 2,034,725 | $14.6 億 | 0.46% | +309,791+18.0% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 2,002,989 | $14.4 億 | 4.45% | 00.0% | 不變 |
| Fred Alger Management, LLC | 1,891,942 | $13.6 億 | 5.29% | −435,702−18.7% | 減碼 |
| Charles Schwab Investment Management Inc | 1,858,072 | $13.4 億 | 0.21% | +872,752+88.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,783,722 | $12.8 億 | 0.28% | +30,475+1.7% | 加碼 |
| UBS Group AG | 1,608,615 | $11.6 億 | 0.23% | +547,751+51.6% | 加碼 |
| Legal & General Group Plc | 1,529,734 | $11.0 億 | 0.25% | +112,535+7.9% | 加碼 |
| Bank of New York Mellon Corp | 1,493,494 | $10.7 億 | 0.19% | +504,341+51.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,416,259 | $10.2 億 | 0.22% | −188,288−11.7% | 減碼 |
| Sapient Capital LLC | 1,272,462 | $9.06 億 | 13.95% | −8,029−0.6% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,109,138 | $7.97 億 | 5.80% | −152,196−12.1% | 減碼 |
| Royal Bank of Canada | 1,084,299 | $7.79 億 | 0.14% | −152,171−12.3% | 減碼 |
| Massachusetts Financial Services Co | 1,077,106 | $7.74 億 | 0.24% | +304,369+39.4% | 加碼 |
| Capital Research Global Investors | 1,035,293 | $7.44 億 | 0.14% | +1,035,293 | 新進 |
| Sands Capital Management, LLC | 1,016,959 | $7.31 億 | 2.02% | +199,613+24.4% | 加碼 |
| Renaissance Technologies LLC | 1,001,432 | $7.20 億 | 0.95% | −379,400−27.5% | 減碼 |
| Whale Rock Capital Management LLC | 971,404 | $6.98 億 | 8.22% | −253,120−20.7% | 減碼 |
| Wells Fargo & Company | 957,428 | $6.88 億 | 0.14% | +65,329+7.3% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 942,326 | $6.77 億 | 0.43% | −966,544−50.6% | 減碼 |
| Barclays PLC | 928,062 | $6.67 億 | 0.25% | +358,589+63.0% | 加碼 |
| Deutsche Bank AG | 897,133 | $6.45 億 | 0.22% | −7,249−0.8% | 減碼 |
| Clearbridge Investments, LLC | 862,028 | $6.19 億 | 0.47% | −70,603−7.6% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 836,782 | $6.01 億 | 6.90% | +46,800+5.9% | 加碼 |
| National Pension Service | 832,426 | $5.98 億 | 0.46% | +42,155+5.3% | 加碼 |
| Capital International Investors | 816,561 | $5.87 億 | 0.09% | +4,657+0.6% | 加碼 |
| American Century Companies Inc | 808,703 | $5.81 億 | 0.30% | −46,433−5.4% | 減碼 |
| Rakuten Investment Management, Inc. | 2,026,482 | $5.16 億 | 2.00% | +2,026,482 | 新進 |
| Wellington Management Group LLP | 693,874 | $4.99 億 | 0.09% | +268,480+63.1% | 加碼 |
| Nuveen, LLC | 675,010 | $4.85 億 | 0.13% | +171,727+34.1% | 加碼 |
| Swiss National Bank | 665,290 | $4.78 億 | 0.28% | −36,900−5.3% | 減碼 |
| Amundi | 787,060 | $4.62 億 | 0.15% | −512,080−39.4% | 減碼 |
| Axiom Investors LLC | 620,481 | $4.46 億 | 3.28% | +620,481 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 619,204 | $4.45 億 | 0.26% | +10,930+1.8% | 加碼 |
| Castle Hook Partners LP | 605,019 | $4.35 億 | 6.58% | +378,848+167.5% | 加碼 |
| Susquehanna International Group, LLP | 563,344 | $4.05 億 | 0.59% | −55,839−9.0% | 減碼 |
| First Trust Advisors LP | 562,050 | $4.04 億 | 0.30% | −158,357−22.0% | 減碼 |
| Ensign Peak Advisors, Inc | 559,127 | $4.02 億 | 0.66% | +153,380+37.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 542,113 | $3.90 億 | 0.28% | +304,142+127.8% | 加碼 |
| Lord, Abbett & Co. LLC | 497,273 | $3.57 億 | 1.06% | +86,997+21.2% | 加碼 |
| Voya Investment Management LLC | 496,560 | $3.57 億 | 0.36% | +348,548+235.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 491,222 | $3.53 億 | 0.28% | −1,374,530−73.7% | 減碼 |
| BNP Paribas Arbitrage, SA | 483,534 | $3.47 億 | 0.27% | +145,905+43.2% | 加碼 |
| Envestnet Asset Management Inc | 470,289 | $3.38 億 | 0.10% | −37,141−7.3% | 減碼 |
| Rhumbline Advisers | 462,445 | $3.32 億 | 0.27% | +173,795+60.2% | 加碼 |
| SEI Investments Co | 446,154 | $3.21 億 | 0.34% | +29,398+7.1% | 加碼 |
| TD Asset Management Inc | 446,027 | $3.20 億 | 0.26% | +90,338+25.4% | 加碼 |
| California Public Employees Retirement System | 444,020 | $3.19 億 | 0.19% | +27,354+6.6% | 加碼 |
| 1832 Asset Management L.P. | 421,741 | $3.03 億 | 0.51% | −50,143−10.6% | 減碼 |
| Victory Capital Management Inc | 421,510 | $3.03 億 | 0.19% | +1,076+0.3% | 加碼 |
| HSBC Holdings PLC | 422,474 | $3.03 億 | 0.18% | +218,519+107.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 391,315 | $2.81 億 | 8.49% | −270−0.1% | 減碼 |
| ProShare Advisors LLC | 390,880 | $2.81 億 | 0.59% | −28,200−6.7% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 383,742 | $2.76 億 | 0.44% | +60,945+18.9% | 加碼 |
| Citigroup Inc | 382,865 | $2.75 億 | 0.19% | −12,229−3.1% | 減碼 |
| California State Teachers Retirement System | 363,640 | $2.61 億 | 0.27% | +1,051+0.3% | 加碼 |
| Ameriprise Financial Inc | 361,986 | $2.60 億 | 0.06% | +77,748+27.4% | 加碼 |
| Greenstone Partners & Co., LLC | 344,251 | $2.47 億 | 45.23% | −4,264−1.2% | 減碼 |
| Principal Financial Group Inc | 326,999 | $2.35 億 | 0.12% | +295,753+946.5% | 加碼 |
| New York State Common Retirement Fund | 321,094 | $2.31 億 | 0.30% | −25,347−7.3% | 減碼 |
| Bank of Montreal | 320,997 | $2.31 億 | 0.10% | +245,670+326.1% | 加碼 |
| Schroder Investment Management Group | 318,377 | $2.29 億 | 0.18% | −53,164−14.3% | 減碼 |
| AustralianSuper Pty Ltd | 318,294 | $2.29 億 | 1.08% | +45,683+16.8% | 加碼 |
| Blair William & Co | 316,388 | $2.27 億 | 0.61% | +163,210+106.5% | 加碼 |
| Raymond James Financial Inc | 312,804 | $2.25 億 | 0.07% | +7,238+2.4% | 加碼 |
| Korea Investment CORP | 312,195 | $2.24 億 | 0.46% | +56,819+22.2% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 310,604 | $2.23 億 | 0.49% | −20,807−6.3% | 減碼 |
| STRS Ohio | 306,904 | $2.21 億 | 0.81% | −51,020−14.3% | 減碼 |
| Neuberger Berman Group LLC | 306,646 | $2.20 億 | 0.16% | +4,497+1.5% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 293,112 | $2.11 億 | 0.35% | +21,476+7.9% | 加碼 |
| FIL Ltd | 288,108 | $2.07 億 | 0.16% | +30,773+12.0% | 加碼 |
| Zurich Insurance Group Ltd | 277,975 | $2.00 億 | 1.43% | +277,975 | 新進 |
| Augustine Asset Management Inc | 267,690 | $1.92 億 | 38.70% | −8,995−3.3% | 減碼 |
| LPL Financial LLC | 266,853 | $1.92 億 | 0.06% | +23,551+9.7% | 加碼 |
| Russell Investments Group, Ltd. | 266,656 | $1.91 億 | 0.22% | +36,603+15.9% | 加碼 |
| IMC-Chicago, LLC | 259,198 | $1.86 億 | 3.30% | +202,957+360.9% | 加碼 |
| Andra AP-fonden | 251,600 | $1.81 億 | 2.31% | −25,000−9.0% | 減碼 |
| Toronto Dominion Bank | 251,218 | $1.81 億 | 0.35% | +78,791+45.7% | 加碼 |