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 |
|---|---|---|---|---|---|
| Reliant Investment Partners, LLC | 6,042 | $412.5 萬 | 3.23% | +738+13.9% | 加碼 |
| Brown Advisory Inc | 5,742 | $412.6 萬 | 0.01% | −176−3.0% | 減碼 |
| HBW Advisory Services LLC | 5,762 | $414.0 萬 | 0.47% | −2,867−33.2% | 減碼 |
| K2 Principal Fund, L.P. | 5,788 | $415.9 萬 | 0.44% | −379−6.1% | 減碼 |
| AE Wealth Management LLC | 5,827 | $418.7 萬 | 0.03% | +1,097+23.2% | 加碼 |
| Assenagon Asset Management S.A. | 5,834 | $419.2 萬 | 0.01% | +82+1.4% | 加碼 |
| APG Asset Management N.V. | 6,900 | $422.0 萬 | 0.01% | +6,900 | 新進 |
| Change Path, LLC | 5,898 | $423.8 萬 | 0.10% | −7−0.1% | 減碼 |
| TB Alternative Assets Ltd. | 5,900 | $423.9 萬 | 0.63% | +5,900 | 新進 |
| Employees Retirement System of Texas | 5,915 | $425.0 萬 | 0.03% | −9,815−62.4% | 減碼 |
| Mitchell Capital Management Co | 5,929 | $426.0 萬 | 0.73% | −2,782−31.9% | 減碼 |
| Ratan Capital Management LP | 6,000 | $431.1 萬 | 2.33% | −52,730−89.8% | 減碼 |
| Allworth Financial LP | 6,049 | $434.7 萬 | 0.02% | +3,438+131.7% | 加碼 |
| Pinnacle Wealth Management, LLC | 6,074 | $436.4 萬 | 2.95% | −2,250−27.0% | 減碼 |
| Westerkirk Capital Inc. | 6,134 | $440.8 萬 | 0.50% | +144+2.4% | 加碼 |
| Cache Advisors, LLC | 6,203 | $445.7 萬 | 0.78% | −4,233−40.6% | 減碼 |
| Morse Asset Management, Inc | 6,260 | $449.8 萬 | 0.90% | +4,560+268.2% | 加碼 |
| Wedmont Private Capital | 7,128 | $450.4 萬 | 0.17% | +209+3.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,274 | $450.8 萬 | 0.30% | −858−12.0% | 減碼 |
| Norris Financial Group, LLC | 6,326 | $454.5 萬 | 1.66% | +1,337+26.8% | 加碼 |
| Principal Securities, Inc. | 6,331 | $454.9 萬 | 0.07% | +132+2.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,377 | $458.2 萬 | 0.04% | −623−8.9% | 減碼 |
| GTS Securities LLC | 6,455 | $463.8 萬 | 0.18% | +5,531+598.6% | 加碼 |
| SBI Securities Co., Ltd. | 6,465 | $464.5 萬 | 0.12% | −49−0.8% | 減碼 |
| Northstar Advisory Group, LLC | 6,515 | $468.1 萬 | 1.91% | +1,942+42.5% | 加碼 |
| Walleye Capital LLC | 6,588 | $473.4 萬 | 0.04% | −20,645−75.8% | 減碼 |
| Eos Management, L.P. | 6,601 | $474.3 萬 | 1.87% | −13,730−67.5% | 減碼 |
| M&G Plc | 6,622 | $476.1 萬 | 0.03% | 00.0% | 不變 |
| Everence Capital Management Inc | 6,660 | $478.5 萬 | 0.29% | 00.0% | 不變 |
| Merit Financial Group, LLC | 6,859 | $492.9 萬 | 0.05% | +168+2.5% | 加碼 |
| Alps Advisors Inc | 6,887 | $494.9 萬 | 0.03% | −1,442−17.3% | 減碼 |
| Evergreen Capital Management LLC | 6,891 | $495.1 萬 | 0.12% | −787−10.3% | 減碼 |
| Elevatus Welath Management | 6,963 | $500.3 萬 | 1.44% | +6,963 | 新進 |
| Adviser Investments LLC | 6,974 | $501.1 萬 | 0.06% | −706−9.2% | 減碼 |
| Umb Bank N A | 6,984 | $501.8 萬 | 0.07% | −64−0.9% | 減碼 |
| PKO Investment Management Joint-Stock Co | 7,000 | $503.0 萬 | 0.43% | 00.0% | 不變 |
| Meridiem Capital Partners LP | 7,104 | $510.5 萬 | 0.35% | −24,994−77.9% | 減碼 |
| LMG Wealth Partners, LLC | 7,113 | $511.1 萬 | 0.95% | −828−10.4% | 減碼 |
| Convergence Investment Partners, LLC | 7,124 | $511.9 萬 | 1.15% | −422−5.6% | 減碼 |
| CFO4Life Group, LLC | 7,155 | $514.1 萬 | 0.75% | +717+11.1% | 加碼 |
| Squarepoint Ops LLC | 7,221 | $518.9 萬 | 0.01% | −226,085−96.9% | 減碼 |
| Sumitomo Life Insurance Co | 7,223 | $519.0 萬 | 0.16% | +5,224+261.3% | 加碼 |
| MUFG Securities Americas Inc. | 7,300 | $524.5 萬 | 0.34% | +7,300 | 新進 |
| Totem Point Management, LLC | 7,303 | $524.7 萬 | 4.68% | +7,303 | 新進 |
| Marietta Investment Partners LLC | 7,476 | $537.2 萬 | 1.04% | +1,660+28.5% | 加碼 |
| Del-Sette Capital Management, LLC | 7,483 | $537.7 萬 | 3.34% | −2,820−27.4% | 減碼 |
| Jump Financial, LLC | 7,580 | $544.7 萬 | 0.07% | −111,903−93.7% | 減碼 |
| Hidden Lake Asset Management LP | 7,721 | $554.8 萬 | 2.22% | +7,721 | 新進 |
| Plato Investment Management Ltd | 7,836 | $558.8 萬 | 0.38% | +304+4.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 7,818 | $561.8 萬 | 0.05% | −799−9.3% | 減碼 |
| BLI - Banque de Luxembourg Investments | 8,000 | $570.3 萬 | 0.17% | +1,000+14.3% | 加碼 |
| Foundations Investment Advisors, LLC | 7,995 | $574.5 萬 | 0.08% | +873+12.3% | 加碼 |
| Ardsley Advisory Partners LP | 8,000 | $574.8 萬 | 0.88% | 00.0% | 不變 |
| Fulton Bank, N.A. | 8,046 | $578.1 萬 | 0.20% | −197−2.4% | 減碼 |
| DeDora Capital, Inc. | 8,067 | $579.6 萬 | 1.40% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 8,104 | $582.3 萬 | 0.21% | +183+2.3% | 加碼 |
| Trilogy Capital Inc. | 8,122 | $583.6 萬 | 0.27% | +710+9.6% | 加碼 |
| TownSquare Capital, LLC | 8,131 | $584.2 萬 | 0.88% | −4,361−34.9% | 減碼 |
| Polymer Capital Management (HK) LTD | 8,164 | $586.6 萬 | 0.82% | +8,164 | 新進 |
| Farther Finance Advisors, LLC | 8,169 | $587.0 萬 | 0.09% | +1,665+25.6% | 加碼 |
| Colonial River Wealth Management, LLC | 8,180 | $587.8 萬 | 2.17% | +1,621+24.7% | 加碼 |
| Yarbrough Capital, LLC | 8,198 | $589.1 萬 | 0.18% | 00.0% | 不變 |
| Next Century Growth Investors LLC | 8,217 | $590.4 萬 | 0.43% | −103−1.2% | 減碼 |
| Ballentine Partners, LLC | 8,373 | $601.6 萬 | 0.08% | +94+1.1% | 加碼 |
| Diversify Wealth Management, LLC | 9,518 | $601.7 萬 | 0.35% | +87+0.9% | 加碼 |
| Cloverfields Capital Group, LP | 8,376 | $601.8 萬 | 1.88% | −248−2.9% | 減碼 |
| Caxton Associates LLP | 8,410 | $604.3 萬 | 0.17% | −2,033−19.5% | 減碼 |
| Allstate Corp | 8,432 | $605.9 萬 | 0.14% | +8,432 | 新進 |
| Kestra Advisory Services, LLC | 8,451 | $607.2 萬 | 0.03% | +1,184+16.3% | 加碼 |
| Spire Wealth Management | 8,568 | $615.6 萬 | 0.21% | +2,290+36.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,629 | $620.0 萬 | 0.09% | +8,629 | 新進 |
| Abn Amro Investment Solutions | 8,767 | $629.9 萬 | 0.13% | +1,900+27.7% | 加碼 |
| Calamos Wealth Management LLC | 8,811 | $633.1 萬 | 0.23% | +27+0.3% | 加碼 |
| Bessemer Group Inc | 8,985 | $645.6 萬 | 0.01% | +385+4.5% | 加碼 |
| Entropy Technologies, LP | 9,238 | $663.8 萬 | 0.50% | +9,238 | 新進 |
| Liontrust Investment Partners LLP | 9,310 | $669.0 萬 | 0.10% | −3,053−24.7% | 減碼 |
| Bokf, NA | 9,376 | $673.7 萬 | 0.10% | +370+4.1% | 加碼 |
| Meadowbrook Wealth Management, LLC | 9,589 | $689.0 萬 | 7.16% | +9,589 | 新進 |
| BCJ Capital Management, LLC | 9,630 | $692.0 萬 | 0.41% | +8,618+851.6% | 加碼 |
| United Capital Financial Advisers, LLC | 9,663 | $694.3 萬 | 0.05% | +2,185+29.2% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 9,700 | $697.0 萬 | 0.36% | +7,487+338.3% | 加碼 |
| Contrarius Group Holdings Ltd | 9,780 | $702.7 萬 | 0.32% | −10,478−51.7% | 減碼 |
| Citizens Financial Group Inc | 9,941 | $714.3 萬 | 0.10% | +8,499+589.4% | 加碼 |
| Atria Investments LLC | 10,007 | $719.0 萬 | 0.08% | +174+1.8% | 加碼 |
| GSG Advisors LLC | 10,296 | $724.9 萬 | 1.92% | +25+0.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 13,575 | $725.1 萬 | 0.15% | −7,448−35.4% | 減碼 |
| Commerce Bank | 10,093 | $725.2 萬 | 0.04% | +721+7.7% | 加碼 |
| Metis Global Partners, LLC | 10,094 | $725.3 萬 | 0.17% | +5,859+138.3% | 加碼 |
| NewEdge Wealth, LLC | 11,861 | $731.9 萬 | 0.10% | +1,135+10.6% | 加碼 |
| Ritholtz Wealth Management | 10,226 | $734.8 萬 | 0.14% | −1,465−12.5% | 減碼 |
| Sterling Capital Management LLC | 10,244 | $736.1 萬 | 0.11% | −1,509−12.8% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,258 | $737.1 萬 | 0.34% | +10,258 | 新進 |
| Ardmore Road Asset Management LP | 10,500 | $754.5 萬 | 0.49% | −39,400−79.0% | 減碼 |
| Rakuten Securities, Inc. | 10,540 | $757.3 萬 | 2.79% | +5,705+118.0% | 加碼 |
| Callan Family Office, LLC | 10,560 | $758.8 萬 | 0.24% | +2,039+23.9% | 加碼 |
| L2 Asset Management, LLC | 10,628 | $763.7 萬 | 1.11% | +450+4.4% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,738 | $771.6 萬 | 0.19% | −37−0.3% | 減碼 |
| Polar Asset Management Partners Inc. | 10,759 | $773.1 萬 | 0.16% | +10,759 | 新進 |
| Alberta Investment Management Corp | 10,900 | $783.2 萬 | 0.06% | +8,700+395.5% | 加碼 |
| Sora Investors LLC | 10,998 | $790.3 萬 | 0.73% | −16,146−59.5% | 減碼 |