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
- 1,451
- 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 432 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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 21,388 | $1,537 萬 | 1.56% | +346+1.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 21,439 | $1,540 萬 | 0.25% | +2,784+14.9% | 加碼 |
| Brinker Capital Investments, LLC | 21,466 | $1,542 萬 | 0.12% | −3,425−13.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 21,816 | $1,568 萬 | 0.19% | −79−0.4% | 減碼 |
| Assetmark, Inc | 21,870 | $1,571 萬 | 0.03% | +2,464+12.7% | 加碼 |
| Cerity Partners LLC | 22,260 | $1,599 萬 | 0.03% | +1,318+6.3% | 加碼 |
| Nisa Investment Advisors, LLC | 22,294 | $1,602 萬 | 0.06% | +12,208+121.0% | 加碼 |
| Hancock Whitney Corp | 22,310 | $1,603 萬 | 0.29% | +20,494+1,128.5% | 加碼 |
| Vinva Investment Management Ltd | 22,853 | $1,628 萬 | 0.33% | −6,045−20.9% | 減碼 |
| Parnassus Investments | 22,707 | $1,632 萬 | 0.04% | −138−0.6% | 減碼 |
| Cresset Asset Management, LLC | 22,771 | $1,636 萬 | 0.07% | −288−1.2% | 減碼 |
| Delta Global Management LP | 22,917 | $1,647 萬 | 1.21% | −21,275−48.1% | 減碼 |
| Dakota Wealth Management | 23,055 | $1,657 萬 | 0.33% | +2,969+14.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 23,244 | $1,670 萬 | 0.13% | +9,706+71.7% | 加碼 |
| Millennium Management LLC | 23,299 | $1,674 萬 | 0.01% | −2,574,629−99.1% | 減碼 |
| Generali Asset Management SPA SGR | 23,303 | $1,674 萬 | 0.36% | +16+0.1% | 加碼 |
| Motley Fool Asset Management LLC | 23,338 | $1,677 萬 | 0.69% | +23,338 | 新進 |
| Oppenheimer & Co Inc | 24,115 | $1,733 萬 | 0.21% | +5,829+31.9% | 加碼 |
| Navellier & Associates Inc | 24,135 | $1,734 萬 | 1.76% | +963+4.2% | 加碼 |
| HighTower Advisors, LLC | 24,171 | $1,737 萬 | 0.02% | +7,241+42.8% | 加碼 |
| Bridgewater Associates, LP | 24,454 | $1,757 萬 | 0.07% | +17,039+229.8% | 加碼 |
| Advisory Services Network, LLC | 24,885 | $1,788 萬 | 0.26% | −1,455−5.5% | 減碼 |
| Investment Management Corp of Ontario | 24,928 | $1,791 萬 | 0.27% | +16,768+205.5% | 加碼 |
| Smithbridge Asset Management Inc | 25,379 | $1,824 萬 | 2.65% | −500−1.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 25,819 | $1,855 萬 | 0.28% | +4,535+21.3% | 加碼 |
| Pathstone Holdings, LLC | 26,260 | $1,887 萬 | 0.07% | +7,365+39.0% | 加碼 |
| M&T Bank Corp | 26,329 | $1,892 萬 | 0.06% | −8,356−24.1% | 減碼 |
| State of Tennessee, Treasury Department | 26,450 | $1,901 萬 | 0.06% | +26,450 | 新進 |
| Venture Visionary Partners LLC | 26,585 | $1,910 萬 | 0.66% | +3,427+14.8% | 加碼 |
| Commonwealth Equity Services, LLC | 26,862 | $1,930 萬 | 0.02% | +996+3.9% | 加碼 |
| Vontobel Holding Ltd. | 26,902 | $1,933 萬 | 0.06% | +9,300+52.8% | 加碼 |
| Profund Advisors LLC | 27,164 | $1,952 萬 | 0.63% | +4,275+18.7% | 加碼 |
| Berkshire Capital Holdings Inc | 27,660 | $1,987 萬 | 6.04% | −5,150−15.7% | 減碼 |
| Stratos Wealth Partners, LTD. | 27,831 | $2,000 萬 | 0.24% | +7,271+35.4% | 加碼 |
| Cunning Capital Partners, LP | 28,037 | $2,015 萬 | 9.33% | −5,460−16.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 28,126 | $2,021 萬 | 1.25% | +758+2.8% | 加碼 |
| Calamos Advisors LLC | 28,128 | $2,021 萬 | 0.08% | +16,335+138.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 28,636 | $2,058 萬 | 0.08% | +5,576+24.2% | 加碼 |
| Yousif Capital Management, LLC | 28,774 | $2,068 萬 | 0.22% | +25,579+800.6% | 加碼 |
| State of Alaska, Department of Revenue | 28,945 | $2,080 萬 | 0.21% | +28,945 | 新進 |
| Bank of Nova Scotia | 28,946 | $2,080 萬 | 0.04% | +24,748+589.5% | 加碼 |
| Lazard Asset Management LLC | 29,111 | $2,092 萬 | 0.03% | −3,935−11.9% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 29,242 | $2,101 萬 | 3.61% | −4,462−13.2% | 減碼 |
| Mutual of America Capital Management LLC | 29,341 | $2,108 萬 | 0.22% | +29,341 | 新進 |
| Wolverine Trading, LLC | 29,910 | $2,131 萬 | 0.43% | −1,383−4.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 29,795 | $2,141 萬 | 0.08% | −1,027−3.3% | 減碼 |
| Sanctuary Advisors, LLC | 29,959 | $2,153 萬 | 0.12% | +12,576+72.3% | 加碼 |
| Selkirk Management LLC | 30,100 | $2,163 萬 | 5.93% | +22,000+271.6% | 加碼 |
| Swiss Life Asset Management Ltd | 30,109 | $2,163 萬 | 0.11% | −1,037−3.3% | 減碼 |
| OP Asset Management Ltd | 30,189 | $2,169 萬 | 0.29% | +367+1.2% | 加碼 |
| Discovery Capital Management, LLC | 30,340 | $2,180 萬 | 1.20% | +2,600+9.4% | 加碼 |
| Intech Investment Management LLC | 30,452 | $2,188 萬 | 0.20% | −59,030−66.0% | 減碼 |
| Oregon Public Employees Retirement Fund | 30,902 | $2,220 萬 | 0.29% | +30,902 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 30,918 | $2,222 萬 | 0.06% | −7,627−19.8% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 31,267 | $2,247 萬 | 0.06% | −34−0.1% | 減碼 |
| Independent Financial Group, LLC | 31,738 | $2,281 萬 | 0.55% | +20,782+189.7% | 加碼 |
| UNICOM Systems, Inc. | 31,900 | $2,292 萬 | 2.26% | 00.0% | 不變 |
| US Bancorp | 32,608 | $2,343 萬 | 0.03% | −832−2.5% | 減碼 |
| Public Sector Pension Investment Board | 32,923 | $2,366 萬 | 0.09% | −19,801−37.6% | 減碼 |
| British Columbia Investment Management Corp | 33,204 | $2,386 萬 | 0.14% | −3,291−9.0% | 減碼 |
| Wealthfront Advisers LLC | 33,272 | $2,391 萬 | 0.06% | +8,742+35.6% | 加碼 |
| Toroso Investments, LLC | 33,402 | $2,400 萬 | 0.10% | −87,987−72.5% | 減碼 |
| Kovitz Investment Group Partners, LLC | 33,426 | $2,402 萬 | 0.09% | +26,599+389.6% | 加碼 |
| La Banque Postale Asset Management SA | 33,839 | $2,431 萬 | 0.30% | +9,795+40.7% | 加碼 |
| Mercer Global Advisors Inc | 34,273 | $2,458 萬 | 0.04% | +34,273 | 新進 |
| Candriam Luxembourg S.C.A. | 34,325 | $2,466 萬 | 0.13% | +2,593+8.2% | 加碼 |
| JustInvest LLC | 34,321 | $2,467 萬 | 0.25% | +1,138+3.4% | 加碼 |
| Credit Agricole S A | 35,390 | $2,543 萬 | 0.08% | +35,390 | 新進 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,400 | $2,544 萬 | 0.22% | −14,600−29.2% | 減碼 |
| Shelton Capital Management | 35,452 | $2,547 萬 | 0.55% | −5,561−13.6% | 減碼 |
| Virginia Retirement Systems Et Al | 35,700 | $2,565 萬 | 0.17% | +35,700 | 新進 |
| SG Americas Securities, LLC | 35,943 | $2,583 萬 | 0.09% | +15,659+77.2% | 加碼 |
| TrimTabs Asset Management, LLC | 36,385 | $2,614 萬 | 3.48% | +7,684+26.8% | 加碼 |
| Varma Mutual Pension Insurance Co | 36,400 | $2,615 萬 | 0.17% | +2,900+8.7% | 加碼 |
| Louisiana State Employees Retirement System | 36,600 | $2,630 萬 | 0.44% | +14,100+62.7% | 加碼 |
| Truist Financial Corp | 36,817 | $2,645 萬 | 0.04% | +3,341+10.0% | 加碼 |
| New York Life Investment Management LLC | 36,841 | $2,647 萬 | 0.23% | +36,841 | 新進 |
| Virtu Financial LLC | 38,076 | $2,736 萬 | 1.53% | +9,950+35.4% | 加碼 |
| Janney Montgomery Scott LLC | 38,289 | $2,751 萬 | 0.07% | −12,364−24.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 38,358 | $2,756 萬 | 0.22% | +2,152+5.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 38,363 | $2,757 萬 | 0.04% | −80,416−67.7% | 減碼 |
| Utah Retirement Systems | 39,399 | $2,831 萬 | 0.27% | −2,550−6.1% | 減碼 |
| Capital Impact Advisors, LLC | 39,629 | $2,848 萬 | 6.37% | +1,870+5.0% | 加碼 |
| Harvest Fund Management Co., Ltd | 39,845 | $2,862 萬 | 1.21% | +3,889+10.8% | 加碼 |
| IFM Investors Pty Ltd | 44,815 | $3,002 萬 | 0.26% | −394−0.9% | 減碼 |
| USS Investment Management Ltd | 42,553 | $3,057 萬 | 0.15% | 00.0% | 不變 |
| Aware Super Pty Ltd as trustee of Aware Super | 42,585 | $3,060 萬 | 0.42% | +127+0.3% | 加碼 |
| ING Groep NV | 42,829 | $3,077 萬 | 0.17% | +38,728+944.4% | 加碼 |
| QRG Capital Management, Inc. | 44,726 | $3,214 萬 | 0.39% | −18,182−28.9% | 減碼 |
| Prudential PLC | 44,950 | $3,230 萬 | 0.24% | +3,744+9.1% | 加碼 |
| Cozad Asset Management Inc | 45,079 | $3,239 萬 | 2.58% | +1,620+3.7% | 加碼 |
| Ibex Wealth Advisors | 45,663 | $3,281 萬 | 3.14% | +658+1.5% | 加碼 |
| Vestor Capital, LLC | 46,381 | $3,333 萬 | 2.14% | −190,190−80.4% | 減碼 |
| CIBC Bancorp USA Inc. | 47,181 | $3,390 萬 | 0.20% | +47,181 | 新進 |
| AMF Pensionsforsakring AB | 47,550 | $3,417 萬 | 0.22% | +38,826+445.0% | 加碼 |
| Colony Group, LLC | 47,702 | $3,421 萬 | 0.06% | +24,053+101.7% | 加碼 |
| Proem Advisors LLC | 48,772 | $3,504 萬 | 8.43% | +18,772+62.6% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 49,728 | $3,573 萬 | 0.03% | +9,268+22.9% | 加碼 |
| Ogborne Capital Management, LLC | 50,000 | $3,593 萬 | 9.79% | +25,000+100.0% | 加碼 |
| Davidson Kempner Capital Management LP | 50,000 | $3,593 萬 | 0.50% | +50,000 | 新進 |