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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 季與 2025 年第 2 季比較

持有 AppLovin Corp 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

APP 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數1,201231,452+274
股數2.00 億288.9 萬2.42 億+4,404 萬 (+22.3%)
市值$699.7 億$10.1 億$1,725 億+$1,035 億 (+150.1%)

23 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（398 家）

2025 年第 3 季季末持有 AppLovin Corp、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 398 家。

2025 年第 3 季新進 APP 的機構
機構股數市值佔組合 %
Capital Research Global Investors1,035,293$7.44 億0.14%
Rakuten Investment Management, Inc.2,026,482$5.16 億2.00%
Axiom Investors LLC620,481$4.46 億3.28%
Zurich Insurance Group Ltd277,975$2.00 億1.43%
Adage Capital Partners GP, L.L.C.246,200$1.77 億0.28%
Polar Capital Holdings Plc213,117$1.53 億0.74%
AXA Investment Managers S.A.178,661$1.28 億0.35%
Agf Management Ltd161,855$1.16 億0.51%
Chevy Chase Trust Holdings, Inc.138,381$9,943 萬0.27%
Rheos Capital Works Inc.88,000$6,323 萬3.54%
Clear Street Group Inc.84,579$6,077 萬0.30%
Avala Global LP79,800$5,734 萬2.37%
PointState Capital LP72,266$5,193 萬0.93%
Czech National Bank68,762$4,941 萬0.34%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys65,010$4,671 萬0.23%
Broad Bay Capital Management, LP62,310$4,477 萬5.58%
Blue Whale Capital LLP61,490$4,418 萬2.44%
Retirement Systems of Alabama57,750$4,150 萬0.14%
Hamilton Capital Partners Inc.50,059$3,597 萬1.49%
Davidson Kempner Capital Management LP50,000$3,593 萬0.50%
CIBC Bancorp USA Inc.47,181$3,390 萬0.20%
New York Life Investment Management LLC36,841$2,647 萬0.23%
Virginia Retirement Systems Et Al35,700$2,565 萬0.17%
Credit Agricole S A35,390$2,543 萬0.08%
Mercer Global Advisors Inc34,273$2,458 萬0.04%
Oregon Public Employees Retirement Fund30,902$2,220 萬0.29%
Mutual of America Capital Management LLC29,341$2,108 萬0.22%
State of Alaska, Department of Revenue28,945$2,080 萬0.21%
State of Tennessee, Treasury Department26,450$1,901 萬0.06%
Motley Fool Asset Management LLC23,338$1,677 萬0.69%
Nearwater Capital Markets, Ltd19,700$1,416 萬0.19%
Loup Funds, LLC19,370$1,392 萬5.54%
Mizuho Securities USA LLC19,717$1,281 萬0.26%
Atreides Management, LP17,378$1,249 萬0.32%
FORA Capital, LLC16,793$1,207 萬2.13%
Hartford Investment Management Co15,861$1,140 萬0.34%
Zevenbergen Capital Investments LLC14,862$1,068 萬0.21%
Benchmark Investment Advisors LLC14,576$1,036 萬6.02%
Edgewood Management LLC14,400$1,035 萬0.04%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD13,911$996.8 萬0.67%
Rockefeller Capital Management L.P.13,759$988.7 萬0.02%
Securian Asset Management, Inc13,148$944.7 萬0.25%
CAPROCK Group, Inc.19,542$935.3 萬0.23%
Dnca Finance12,500$898.2 萬0.62%
Gemmer Asset Management LLC12,411$891.8 萬0.72%
New Mexico Educational Retirement Board12,200$876.6 萬0.27%
Genus Capital Management Inc.11,920$856.5 萬0.99%
Bleakley Financial Group, LLC11,824$849.6 萬0.20%
General Equity Holdings LP11,750$844.3 萬5.14%
Sierra Summit Advisors LLC11,585$832.4 萬1.27%
Consolidated Planning Corp11,462$823.6 萬0.87%
Polar Asset Management Partners Inc.10,759$773.1 萬0.16%
Lombard Odier Asset Management (Switzerland) SA10,258$737.1 萬0.34%
Meadowbrook Wealth Management, LLC9,589$689.0 萬7.16%
Entropy Technologies, LP9,238$663.8 萬0.50%
Northwestern Mutual Investment Management Company, LLC8,629$620.0 萬0.09%
Allstate Corp8,432$605.9 萬0.14%
Polymer Capital Management (HK) LTD8,164$586.6 萬0.82%
Hidden Lake Asset Management LP7,721$554.8 萬2.22%
Totem Point Management, LLC7,303$524.7 萬4.68%
MUFG Securities Americas Inc.7,300$524.5 萬0.34%
Elevatus Welath Management6,963$500.3 萬1.44%
TB Alternative Assets Ltd.5,900$423.9 萬0.63%
APG Asset Management N.V.6,900$422.0 萬0.01%
Illumine Investment Management, LLC5,740$412.4 萬2.94%
Pinnbrook Capital Management LP5,618$403.7 萬0.75%
Canada Post Corp Registered Pension Plan5,380$383.2 萬0.17%
MUFG Securities EMEA plc5,182$372.3 萬0.09%
O'Neil Global Advisors, Inc.4,900$352.1 萬0.65%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD4,739$339.6 萬0.70%
KP Management LLC4,500$323.3 萬1.13%
Tema ETFs LLC4,449$319.7 萬0.27%
Castle Rock Wealth Management, LLC4,388$298.0 萬0.66%
Stevens Capital Management LP3,987$286.5 萬0.38%
Alta Wealth Advisors LLC3,901$280.3 萬1.00%
Paragon Advisors, LLC3,875$278.4 萬0.72%
Edgestream Partners, L.P.3,849$276.6 萬0.08%
Geneva Partners, LLC3,778$271.5 萬0.99%
Cadent Capital Advisors, LLC3,757$270.0 萬0.72%
Howard Capital Management Inc.3,675$264.1 萬0.03%
Lazard Freres Gestion S.A.S.3,500$251.4 萬0.05%
WoodTrust Financial Corp3,485$250.4 萬0.30%
CSM Advisors, LLC2,995$215.3 萬0.06%
Caisse des Depots Et Consignations2,604$187.1 萬0.08%
Prosperity Wealth Management, Inc.2,535$182.1 萬0.62%
Anderson Financial Strategies, LLC2,502$179.8 萬1.06%
Triglav Skladi, D.O.O.2,500$179.6 萬0.12%
Dymon Asia Capital (Singapore) Pte. Ltd.2,494$179.2 萬0.72%
Balyasny Asset Management LLC2,425$174.2 萬0.00%
Banco BTG Pactual S.A.2,381$171.1 萬0.25%
Monetta Financial Services Inc2,200$158.1 萬1.11%
Glenmede Investment Management, LP2,097$150.7 萬0.01%
Banco Santander, S.A.2,008$144.3 萬0.01%
Winnow Wealth LLC1,969$141.6 萬1.11%
University of Texas/Texas Am Investment Managment Co1,952$140.3 萬0.20%
Northwest & Ethical Investments L.P.1,919$137.9 萬0.03%
Retireful, LLC1,891$135.9 萬1.31%
Intact Investment Management Inc.1,800$129.3 萬0.04%
Oxford Asset Management LLP1,787$128.4 萬0.42%
RFG Advisory, LLC1,745$125.4 萬0.03%

清倉機構（124 家）

2025 年第 2 季季末持有 AppLovin Corp、2025 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 124 家。

2025 年第 3 季清倉 APP 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
HRT Financial LP1,577,072$5.52 億
Qube Research & Technologies Ltd845,092$2.96 億
Brevan Howard Capital Management LP263,755$9,234 萬
Natixis187,445$6,562 萬
Voloridge Investment Management, LLC181,803$6,365 萬
ExodusPoint Capital Management, LP168,710$5,906 萬
Worldquant Millennium Advisors LLC140,863$4,931 萬
Marshall Wace, LLP140,538$4,920 萬
Twinbeech Capital LP131,761$4,613 萬
Jain Global LLC114,940$4,024 萬
AXA S.A.110,774$3,878 萬
Tudor Investment Corp Et Al104,990$3,675 萬
Duquesne Family Office LLC大師杜肯家族辦公室89,458$3,132 萬
Freestone Grove Partners LP56,707$1,985 萬
Weiss Asset Management LP48,121$1,685 萬
Hiddenite Capital Partners LP43,900$1,537 萬
Y-Intercept (Hong Kong) Ltd43,114$1,509 萬
Hudson Bay Capital Management LP33,323$1,167 萬
Alyeska Investment Group, L.P.31,173$1,091 萬
Lighthouse Investment Partners, LLC27,199$952.2 萬
Fort Point Capital Partners LLC26,517$928.3 萬
Point72 Italy, S.r.l.24,339$852.1 萬
Catalyst Funds Management Pty Ltd24,180$846.5 萬
Trexquant Investment LP22,032$771.3 萬
Capstone Investment Advisors, LLC18,438$645.5 萬
Quantessence Capital LLC16,933$592.8 萬
Laurion Capital Management LP16,037$561.4 萬
Aster Capital Management (DIFC) Ltd14,710$515.0 萬
Nwi Management LP14,400$504.1 萬
Concentric Capital Strategies, LP11,464$401.3 萬
Bayesian Capital Management, LP10,800$378.1 萬
F/M Investments LLC10,236$358.3 萬
Maytus Capital Management, LLC9,800$343.1 萬
Cubist Systematic Strategies, LLC9,673$338.6 萬
CTC Alternative Strategies, Ltd.9,600$336.1 萬
Avenir Tech Ltd7,600$266.1 萬
Syquant Capital SAS7,180$251.4 萬
Donoghue Forlines LLC7,050$246.8 萬
SummitTX Capital, L.P.7,044$246.6 萬
Point72 Asia (Singapore) Pte. Ltd.6,698$234.5 萬
Nebula Research & Development LLC6,094$213.3 萬
Quadrature Capital Ltd5,989$209.7 萬
Board of the Pension Protection Fund5,600$196.0 萬
Centiva Capital, LP5,542$194.0 萬
Highland Capital Management, LLC5,532$193.7 萬
Mach-1 Financial Group, Inc.5,426$190.0 萬
Graham Capital Management, L.P.4,906$171.7 萬
Militia Capital Partners, LP4,500$157.5 萬
Point72 (DIFC) Ltd3,653$127.9 萬
Polianta Ltd3,500$122.5 萬
Altfest L J & Co Inc3,230$113.1 萬
Kesler, Norman & Wride, LLC3,085$108.0 萬
Headlands Technologies LLC3,084$108.0 萬
Pinkerton Retirement Specialists, LLC3,013$105.5 萬
Whipplewood Advisors, LLC3,000$105.0 萬
Grantham, Mayo, Van Otterloo & Co. LLC2,886$101.0 萬
Bridgefront Capital, LLC2,804$98.2 萬
Friedenthal Financial2,544$89.1 萬
Nicholas Investment Partners, LP2,318$81.1 萬
Royal Fund Management, LLC2,200$77.0 萬
Globeflex Capital L P2,175$76.1 萬
Roberts Capital Advisors, LLC2,164$75.8 萬
Cornercap Investment Counsel Inc2,103$73.6 萬
R Squared Ltd2,064$72.3 萬
Diker Management LLC2,000$70.0 萬
III Capital Management2,000$70.0 萬
TradeLink Capital LLC2,000$70.0 萬
Shay Capital LLC1,800$63.0 萬
Campbell & CO Investment Adviser LLC1,770$62.0 萬
Cantor Fitzgerald, L. P.1,715$60.0 萬
Inceptionr LLC1,669$58.4 萬
Alpine Global Management, LLC1,603$56.1 萬
Sherbrooke Park Advisers LLC1,410$49.4 萬
SMART Wealth LLC1,378$48.2 萬
Cambria Investment Management, L.P.1,361$47.6 萬
Jackson Wealth Management, LLC1,307$45.8 萬
Deltec Asset Management LLC1,000$35.0 萬
Gladstone Capital Management LLP1,000$35.0 萬
Lakeridge Wealth Management LLC1,000$35.0 萬
Nwam LLC867$33.9 萬
Farringdon Capital, Ltd.887$31.1 萬
Oak Thistle LLC870$30.5 萬
Sender Co & Partners, Inc.866$30.3 萬
Gabelli & Co Investment Advisers, Inc.800$28.0 萬
Cannon Global Investment Management, LLC800$28.0 萬
Fox Run Management, L.L.C.797$27.9 萬
National Wealth Management Group, LLC742$26.0 萬
Caliber Wealth Management, LLC742$26.0 萬
Main Street Financial Solutions, LLC726$25.4 萬
Neo Ivy Capital Management720$25.2 萬
ASB Consultores, LLC696$24.4 萬
Stonebridge Financial Group, LLC690$24.2 萬
Dynamic Technology Lab Private Ltd675$23.6 萬
Gsa Capital Partners LLP667$23.4 萬
Essex LLC640$22.4 萬
Volterra Technologies LP637$22.3 萬
Park Square Financial Group, LLC548$19.2 萬
Simplex Trading, LLC430$15.0 萬
Hennessy Advisors Inc378$13.2 萬
V-Square Quantitative Management LLC201$7.04 萬

尚未申報 2025 年第 3 季的機構（23 家）

2025 年第 2 季季末持有 AppLovin Corp、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 APP、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank2,718,067$9.52 億
Clear Street LLC68,673$2,404 萬
CIBC World Markets Corp31,582$1,106 萬
Avantax Advisory Services, Inc.16,603$581.2 萬
Churchill Management Corp10,492$367.3 萬
E Fund Management Co., Ltd.10,368$363.0 萬
Congress Wealth Management LLC9,564$332.6 萬
Copperwynd Financial, LLC8,434$295.3 萬
EP Wealth Advisors, LLC5,053$176.9 萬
IronOak Wealth LLC.2,752$96.3 萬
Atria Wealth Solutions, Inc.2,176$75.8 萬
First Horizon Advisors, Inc.2,108$73.8 萬
Graypoint LLC1,265$44.3 萬
Omnitrust Wealth Management, Inc472$24.3 萬
Keudell/Morrison Wealth Management581$20.3 萬
Oliver Lagore Vanvalin Investment Group421$11.2 萬
Atlas Capital Advisors LLC245$8.58 萬
Talon Private Wealth, LLC74$2.59 萬
Legacy Investment Solutions, LLC17$5,952
PrairieView Partners, LLC15$5,000
Parkworth Wealth Management, Inc.9$3,151
Financial Gravity Companies, Inc.4$1,400
Christopher J. Hasenberg, Inc1$350