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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 11,005 | $790.8 萬 | 0.01% | −3,944−26.4% | 減碼 |
| Acadian Asset Management LLC | 11,037 | $792.1 萬 | 0.01% | −7,772−41.3% | 減碼 |
| Pallas Capital Advisors LLC | 11,226 | $806.6 萬 | 0.30% | +23+0.2% | 加碼 |
| Omers Administration Corp | 11,285 | $810.9 萬 | 0.06% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 7,377 | $819.6 萬 | 0.05% | −82−1.1% | 減碼 |
| Allen Investment Management LLC | 11,420 | $820.6 萬 | 0.09% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 11,434 | $821.6 萬 | 0.07% | +7,951+228.3% | 加碼 |
| Balboa Wealth Partners | 11,457 | $823.2 萬 | 1.42% | −2,358−17.1% | 減碼 |
| First Foundation Advisors | 11,457 | $823.2 萬 | 0.30% | +5,775+101.6% | 加碼 |
| Verition Fund Management LLC | 11,459 | $823.4 萬 | 0.05% | −57,501−83.4% | 減碼 |
| Consolidated Planning Corp | 11,462 | $823.6 萬 | 0.87% | +11,462 | 新進 |
| Axxcess Wealth Management, LLC | 11,514 | $827.3 萬 | 0.17% | +1,973+20.7% | 加碼 |
| Sierra Summit Advisors LLC | 11,585 | $832.4 萬 | 1.27% | +11,585 | 新進 |
| Gulf International Bank (UK) Ltd | 11,720 | $842.1 萬 | 0.28% | −187−1.6% | 減碼 |
| General Equity Holdings LP | 11,750 | $844.3 萬 | 5.14% | +11,750 | 新進 |
| Bleakley Financial Group, LLC | 11,824 | $849.6 萬 | 0.20% | +11,824 | 新進 |
| Advisors Capital Management, LLC | 11,844 | $851.1 萬 | 0.11% | +122+1.0% | 加碼 |
| Broadleaf Partners, LLC | 11,851 | $851.5 萬 | 1.78% | −206−1.7% | 減碼 |
| Mission Hills Financial Advisory, LLC | 11,897 | $854.8 萬 | 4.54% | −44−0.4% | 減碼 |
| Maryland State Retirement & Pension System | 11,901 | $855.1 萬 | 0.18% | +313+2.7% | 加碼 |
| Genus Capital Management Inc. | 11,920 | $856.5 萬 | 0.99% | +11,920 | 新進 |
| Northwestern Mutual Wealth Management Co | 12,056 | $866.3 萬 | 0.01% | −127,370−91.4% | 減碼 |
| Decker Retirement Planning Inc. | 12,127 | $871.4 萬 | 4.79% | +12,104+52,626.1% | 加碼 |
| Decatur Capital Management, Inc. | 12,138 | $872.2 萬 | 3.46% | +732+6.4% | 加碼 |
| Prakash Investment Advisors LLC | 12,145 | $872.7 萬 | 6.25% | +8,950+280.1% | 加碼 |
| New Mexico Educational Retirement Board | 12,200 | $876.6 萬 | 0.27% | +12,200 | 新進 |
| Jones Financial Companies LLLP | 13,176 | $882.6 萬 | 0.01% | +4,862+58.5% | 加碼 |
| Private Advisor Group, LLC | 12,358 | $888.0 萬 | 0.04% | +301+2.5% | 加碼 |
| Gemmer Asset Management LLC | 12,411 | $891.8 萬 | 0.72% | +12,411 | 新進 |
| Bailard, Inc. | 12,413 | $891.9 萬 | 0.19% | −318−2.5% | 減碼 |
| Independent Solutions Wealth Management, LLC | 12,433 | $893.4 萬 | 1.59% | +848+7.3% | 加碼 |
| Dnca Finance | 12,500 | $898.2 萬 | 0.62% | +12,500 | 新進 |
| Ameritas Investment Partners, Inc. | 12,728 | $914.6 萬 | 0.28% | +2,648+26.3% | 加碼 |
| Vestcor Inc | 12,775 | $917.9 萬 | 0.27% | −776−5.7% | 減碼 |
| CAPROCK Group, Inc. | 19,542 | $935.3 萬 | 0.23% | +19,542 | 新進 |
| Securian Asset Management, Inc | 13,148 | $944.7 萬 | 0.25% | +13,148 | 新進 |
| Coastal Bridge Advisors, LLC | 13,240 | $951.3 萬 | 0.72% | −520−3.8% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 13,362 | $960.1 萬 | 0.04% | −2,924−18.0% | 減碼 |
| Zacks Investment Management | 13,386 | $961.9 萬 | 0.08% | +106+0.8% | 加碼 |
| Jefferies Financial Group Inc. | 13,549 | $973.5 萬 | 0.09% | +10,760+385.8% | 加碼 |
| Stephens Inc | 13,604 | $977.5 萬 | 0.12% | +5,018+58.4% | 加碼 |
| EFG Asset Management (North America) Corp. | 13,672 | $982.3 萬 | 1.27% | −4,469−24.6% | 減碼 |
| Harvest Investment Services, LLC | 13,758 | $988.6 萬 | 1.99% | +340+2.5% | 加碼 |
| Rockefeller Capital Management L.P. | 13,759 | $988.7 萬 | 0.02% | +13,759 | 新進 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 13,911 | $996.8 萬 | 0.67% | +13,911 | 新進 |
| Empower Advisory Group, LLC | 13,959 | $1,003 萬 | 0.03% | +13,180+1,691.9% | 加碼 |
| CWA Asset Management Group, LLC | 14,022 | $1,008 萬 | 0.37% | −1,295−8.5% | 減碼 |
| Donaldson Capital Management, LLC | 14,084 | $1,012 萬 | 0.32% | +3,309+30.7% | 加碼 |
| Perigon Wealth Management, LLC | 14,336 | $1,030 萬 | 0.21% | −10,291−41.8% | 減碼 |
| Edgewood Management LLC | 14,400 | $1,035 萬 | 0.04% | +14,400 | 新進 |
| Benchmark Investment Advisors LLC | 14,576 | $1,036 萬 | 6.02% | +14,576 | 新進 |
| Patton Albertson Miller Group, LLC | 14,851 | $1,067 萬 | 1.29% | +920+6.6% | 加碼 |
| Zevenbergen Capital Investments LLC | 14,862 | $1,068 萬 | 0.21% | +14,862 | 新進 |
| Kentucky Retirement Systems | 14,969 | $1,076 萬 | 0.30% | −1,835−10.9% | 減碼 |
| Penserra Capital Management LLC | 14,982 | $1,076 萬 | 0.13% | +8,332+125.3% | 加碼 |
| Silvant Capital Management LLC | 15,001 | $1,078 萬 | 0.37% | +959+6.8% | 加碼 |
| Lido Advisors, LLC | 15,019 | $1,079 萬 | 0.04% | +1,511+11.2% | 加碼 |
| CWM Advisors, LLC | 15,060 | $1,082 萬 | 1.05% | +1,095+7.8% | 加碼 |
| Jane Street Group, LLC | 15,074 | $1,083 萬 | 0.01% | −337,573−95.7% | 減碼 |
| Segment Wealth Management, LLC | 15,140 | $1,088 萬 | 0.65% | −378−2.4% | 減碼 |
| Dilation Capital Management LP | 15,162 | $1,089 萬 | 5.40% | −5,058−25.0% | 減碼 |
| Diversify Advisory Services, LLC | 17,410 | $1,101 萬 | 0.37% | −307−1.7% | 減碼 |
| Erste Asset Management GmbH | 15,530 | $1,106 萬 | 0.11% | −41,550−72.8% | 減碼 |
| Seascape Capital Management | 15,493 | $1,113 萬 | 3.19% | +492+3.3% | 加碼 |
| Strategic Global Advisors, LLC | 15,525 | $1,116 萬 | 1.69% | −258−1.6% | 減碼 |
| Prospera Financial Services Inc | 15,679 | $1,127 萬 | 0.19% | +1,408+9.9% | 加碼 |
| Hartford Investment Management Co | 15,861 | $1,140 萬 | 0.34% | +15,861 | 新進 |
| Westpac Banking Corp | 16,146 | $1,160 萬 | 0.72% | +280+1.8% | 加碼 |
| LGT Group Foundation | 16,529 | $1,164 萬 | 0.13% | +526+3.3% | 加碼 |
| Beck Bode, LLC | 16,427 | $1,180 萬 | 1.91% | −1,302−7.3% | 減碼 |
| Man Group plc | 16,490 | $1,185 萬 | 0.02% | −60,817−78.7% | 減碼 |
| Thames Capital Management LLC | 16,702 | $1,200 萬 | 1.73% | +8,925+114.8% | 加碼 |
| FORA Capital, LLC | 16,793 | $1,207 萬 | 2.13% | +16,793 | 新進 |
| Insight Holdings Group, LLC | 16,900 | $1,214 萬 | 0.75% | +3,000+21.6% | 加碼 |
| Left Brain Wealth Management, LLC | 17,322 | $1,245 萬 | 3.91% | +2,350+15.7% | 加碼 |
| Atreides Management, LP | 17,378 | $1,249 萬 | 0.32% | +17,378 | 新進 |
| Ethic Inc. | 17,459 | $1,255 萬 | 0.21% | +10,489+150.5% | 加碼 |
| Freestone Capital Holdings, LLC | 17,548 | $1,261 萬 | 0.39% | +41+0.2% | 加碼 |
| Pinebridge Investments, L.P. | 17,569 | $1,262 萬 | 0.09% | −23,916−57.6% | 減碼 |
| The PNC Financial Services Group, Inc. | 17,645 | $1,268 萬 | 0.01% | +9,379+113.5% | 加碼 |
| Mizuho Securities USA LLC | 19,717 | $1,281 萬 | 0.26% | +19,717 | 新進 |
| Oak Ridge Investments LLC | 17,998 | $1,293 萬 | 0.84% | +380+2.2% | 加碼 |
| Horizon Investment Services, LLC | 18,078 | $1,299 萬 | 4.90% | −404−2.2% | 減碼 |
| Park Avenue Securities LLC | 19,176 | $1,378 萬 | 0.11% | −1,714−8.2% | 減碼 |
| Loup Funds, LLC | 19,370 | $1,392 萬 | 5.54% | +19,370 | 新進 |
| Norinchukin Bank, The | 19,389 | $1,393 萬 | 0.19% | +10,220+111.5% | 加碼 |
| Ossiam | 19,487 | $1,400 萬 | 0.18% | +14,618+300.2% | 加碼 |
| Armistice Capital, LLC | 19,520 | $1,403 萬 | 0.44% | +4,450+29.5% | 加碼 |
| Oppenheimer Asset Management Inc. | 19,558 | $1,405 萬 | 0.15% | +497+2.6% | 加碼 |
| Nearwater Capital Markets, Ltd | 19,700 | $1,416 萬 | 0.19% | +19,700 | 新進 |
| Beacon Harbor Wealth Advisors, Inc. | 19,817 | $1,424 萬 | 3.33% | −2,176−9.9% | 減碼 |
| GWM Advisors LLC | 19,889 | $1,429 萬 | 0.06% | +5,366+36.9% | 加碼 |
| Centaurus Financial, Inc. | 20,099 | $1,444 萬 | 0.68% | −426−2.1% | 減碼 |
| Winton Group Ltd | 20,300 | $1,459 萬 | 0.55% | +13,722+208.6% | 加碼 |
| Two Sigma Advisers, LP | 20,500 | $1,473 萬 | 0.03% | −3,500−14.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 20,621 | $1,482 萬 | 1.22% | −465−2.2% | 減碼 |
| Second Line Capital, LLC | 20,813 | $1,495 萬 | 3.10% | −6,333−23.3% | 減碼 |
| TD Waterhouse Canada Inc. | 21,249 | $1,496 萬 | 0.10% | +18,744+748.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 20,969 | $1,507 萬 | 0.11% | −203,537−90.7% | 減碼 |
| MAI Capital Management | 21,017 | $1,510 萬 | 0.09% | −44,313−67.8% | 減碼 |