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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 50,059 | $3,597 萬 | 1.49% | +50,059 | 新進 |
| UniSuper Management Pty Ltd | 50,542 | $3,632 萬 | 0.22% | +46,542+1,163.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,262 | $3,683 萬 | 0.30% | +26,493+107.0% | 加碼 |
| Investment House LLC | 51,785 | $3,721 萬 | 1.76% | +1,423+2.8% | 加碼 |
| Comerica Bank | 52,136 | $3,746 萬 | 0.14% | +24,241+86.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 52,369 | $3,763 萬 | 0.34% | −18,476−26.1% | 減碼 |
| Moore Capital Management, LP | 52,681 | $3,785 萬 | 0.75% | −68,745−56.6% | 減碼 |
| Tiaa Trust, National Association | 52,749 | $3,790 萬 | 0.09% | +42,829+431.7% | 加碼 |
| TFJ Management, LLC | 54,488 | $3,915 萬 | 26.38% | −23,355−30.0% | 減碼 |
| Newbrook Capital Advisors LP | 54,603 | $3,923 萬 | 4.80% | −12,296−18.4% | 減碼 |
| Xponance, Inc. | 57,034 | $4,098 萬 | 0.32% | +9,436+19.8% | 加碼 |
| Amalgamated Bank | 57,158 | $4,107 萬 | 0.29% | +39,088+216.3% | 加碼 |
| iA Global Asset Management Inc. | 57,383 | $4,123 萬 | 0.56% | −3,811−6.2% | 減碼 |
| Retirement Systems of Alabama | 57,750 | $4,150 萬 | 0.14% | +57,750 | 新進 |
| Nomura Holdings Inc | 57,940 | $4,163 萬 | 0.19% | +36,133+165.7% | 加碼 |
| Captrust Financial Advisors | 58,026 | $4,169 萬 | 0.09% | +125+0.2% | 加碼 |
| Metavasi Capital LP | 58,411 | $4,197 萬 | 14.89% | −14,784−20.2% | 減碼 |
| EULAV Asset Management | 58,501 | $4,204 萬 | 0.98% | −510−0.9% | 減碼 |
| Blue Whale Capital LLP | 61,490 | $4,418 萬 | 2.44% | +61,490 | 新進 |
| Nishkama Capital, LLC | 61,616 | $4,427 萬 | 3.97% | +11,190+22.2% | 加碼 |
| Illinois Municipal Retirement Fund | 61,663 | $4,431 萬 | 0.57% | +2,562+4.3% | 加碼 |
| Standard Life Aberdeen plc | 62,129 | $4,464 萬 | 0.07% | −52,051−45.6% | 減碼 |
| Broad Bay Capital Management, LP | 62,310 | $4,477 萬 | 5.58% | +62,310 | 新進 |
| Skandinaviska Enskilda Banken AB (publ) | 62,705 | $4,506 萬 | 0.18% | +9,262+17.3% | 加碼 |
| MML Investors Services, LLC | 62,773 | $4,510 萬 | 0.12% | −4,798−7.1% | 減碼 |
| Cookson Peirce & Co Inc | 62,800 | $4,512 萬 | 1.85% | +55,136+719.4% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 63,337 | $4,551 萬 | 0.27% | −19,583−23.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,010 | $4,671 萬 | 0.23% | +65,010 | 新進 |
| Freshford Capital Management, LLC | 65,279 | $4,691 萬 | 13.52% | −12,803−16.4% | 減碼 |
| Empowered Funds, LLC | 66,222 | $4,758 萬 | 0.48% | +4,061+6.5% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,462 | $4,776 萬 | 0.12% | +37,020+125.7% | 加碼 |
| Arizona State Retirement System | 67,394 | $4,843 萬 | 0.26% | −332−0.5% | 減碼 |
| Science & Technology Partners, L.P. | 68,450 | $4,918 萬 | 13.96% | −16,550−19.5% | 減碼 |
| Czech National Bank | 68,762 | $4,941 萬 | 0.34% | +68,762 | 新進 |
| Advisor Group Holdings, Inc. | 84,350 | $4,963 萬 | 0.07% | +15,491+22.5% | 加碼 |
| Nissay Asset Management Corp | 70,417 | $5,060 萬 | 0.28% | +1,356+2.0% | 加碼 |
| CIBC World Markets Inc. | 70,631 | $5,075 萬 | 0.11% | −15,034−17.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,729 | $5,082 萬 | 0.12% | −947−1.3% | 減碼 |
| ICONIQ Capital, LLC | 71,370 | $5,128 萬 | 0.64% | −1,127−1.6% | 減碼 |
| Renaissance Group LLC | 71,538 | $5,140 萬 | 1.94% | −31,417−30.5% | 減碼 |
| PointState Capital LP | 72,266 | $5,193 萬 | 0.93% | +72,266 | 新進 |
| Resona Asset Management Co.,Ltd. | 72,462 | $5,199 萬 | 0.25% | −992−1.4% | 減碼 |
| Fernbridge Capital Management LP | 74,099 | $5,324 萬 | 2.59% | +33,611+83.0% | 加碼 |
| GF Fund Management Co. Ltd. | 74,113 | $5,325 萬 | 0.97% | +15,725+26.9% | 加碼 |
| Cetera Investment Advisers | 74,958 | $5,386 萬 | 0.06% | +15,262+25.6% | 加碼 |
| Woodline Partners LP | 75,059 | $5,393 萬 | 0.25% | +73,666+5,288.3% | 加碼 |
| Panview Capital Ltd | 75,681 | $5,438 萬 | 23.13% | −179,537−70.3% | 減碼 |
| Mediolanum International Funds Ltd | 76,736 | $5,466 萬 | 0.58% | +32,510+73.5% | 加碼 |
| State of Michigan Retirement System | 77,400 | $5,561 萬 | 0.27% | +73,200+1,742.9% | 加碼 |
| MetLife Investment Management | 77,922 | $5,599 萬 | 0.27% | +63,097+425.6% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,376 | $5,621 萬 | 0.43% | +28,173+56.1% | 加碼 |
| Guggenheim Capital LLC | 79,111 | $5,684 萬 | 0.42% | +4,343+5.8% | 加碼 |
| Avala Global LP | 79,800 | $5,734 萬 | 2.37% | +79,800 | 新進 |
| State of New Jersey Common Pension Fund D | 80,851 | $5,809 萬 | 0.21% | +2,486+3.2% | 加碼 |
| DnB Asset Management AS | 80,911 | $5,814 萬 | 0.22% | +36,522+82.3% | 加碼 |
| Logan Capital Management Inc | 81,172 | $5,833 萬 | 2.46% | −11,205−12.1% | 減碼 |
| Gotham Asset Management, LLC | 81,703 | $5,871 萬 | 0.26% | +1,033+1.3% | 加碼 |
| Vident Advisory, LLC | 81,970 | $5,890 萬 | 0.58% | +64,092+358.5% | 加碼 |
| Forsta Ap-Fonden | 82,700 | $5,942 萬 | 0.35% | −4,700−5.4% | 減碼 |
| Baker Avenue Asset Management, LP | 83,475 | $5,998 萬 | 1.44% | +66,473+391.0% | 加碼 |
| Flputnam Investment Management Co | 83,491 | $5,999 萬 | 0.90% | +78,463+1,560.5% | 加碼 |
| Alta Park Capital, LP | 84,422 | $6,066 萬 | 6.11% | +26,945+46.9% | 加碼 |
| Clear Street Group Inc. | 84,579 | $6,077 萬 | 0.30% | +84,579 | 新進 |
| Smith Group Asset Management, LLC | 86,327 | $6,203 萬 | 3.56% | −26,606−23.6% | 減碼 |
| Creative Planning | 87,280 | $6,271 萬 | 0.05% | +5,243+6.4% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 87,450 | $6,284 萬 | 0.33% | +17,185+24.5% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 87,700 | $6,302 萬 | 0.41% | +1,000+1.2% | 加碼 |
| Daiwa Securities Group Inc. | 87,738 | $6,304 萬 | 0.21% | +13,930+18.9% | 加碼 |
| Rheos Capital Works Inc. | 88,000 | $6,323 萬 | 3.54% | +88,000 | 新進 |
| Teacher Retirement System of Texas | 88,578 | $6,365 萬 | 0.26% | −71,290−44.6% | 減碼 |
| Dorsal Capital Management, LLC | 90,000 | $6,467 萬 | 1.75% | −10,000−10.0% | 減碼 |
| Nomura Asset Management Co Ltd | 90,190 | $6,481 萬 | 0.17% | +6,666+8.0% | 加碼 |
| MGB Wealth Management, LLC | 90,766 | $6,522 萬 | 18.42% | −7,580−7.7% | 減碼 |
| 3G Capital Partners LP | 95,000 | $6,826 萬 | 16.17% | 00.0% | 不變 |
| KLP Kapitalforvaltning AS | 95,950 | $6,894 萬 | 0.27% | −13,900−12.7% | 減碼 |
| Public Employees Retirement System of Ohio | 97,561 | $7,010 萬 | 0.22% | −2,058−2.1% | 減碼 |
| Federated Hermes, Inc. | 97,662 | $7,017 萬 | 0.12% | −401,340−80.4% | 減碼 |
| Trivest Advisors Ltd | 98,000 | $7,042 萬 | 2.25% | −157,700−61.7% | 減碼 |
| TimesSquare Capital Management, LLC | 98,007 | $7,042 萬 | 1.01% | −161,654−62.3% | 減碼 |
| Mackenzie Financial Corp | 98,037 | $7,044 萬 | 0.09% | +70,981+262.3% | 加碼 |
| Asset Management One Co.,Ltd. | 98,814 | $7,100 萬 | 0.21% | +9,278+10.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 99,144 | $7,124 萬 | 0.13% | −35,832−26.5% | 減碼 |
| Mariner, LLC | 101,931 | $7,324 萬 | 0.09% | −15,073−12.9% | 減碼 |
| Stifel Financial Corp | 102,739 | $7,382 萬 | 0.07% | +5,714+5.9% | 加碼 |
| Pacific Heights Asset Management LLC | 105,000 | $7,545 萬 | 3.34% | +38,000+56.7% | 加碼 |
| Pictet Asset Management Holding SA | 106,618 | $7,661 萬 | 0.07% | +4,841+4.8% | 加碼 |
| Rafferty Asset Management, LLC | 110,131 | $7,913 萬 | 0.26% | +73,855+203.6% | 加碼 |
| Steadfast Capital Management LP | 110,287 | $7,925 萬 | 1.43% | −145,624−56.9% | 減碼 |
| Zweig-DiMenna Associates LLC | 113,200 | $8,134 萬 | 6.32% | −6,425−5.4% | 減碼 |
| RBF Capital, LLC | 114,955 | $8,260 萬 | 3.80% | 00.0% | 不變 |
| Ci Investments Inc. | 115,608 | $8,307 萬 | 0.30% | −10,429−8.3% | 減碼 |
| Holocene Advisors, LP | 115,882 | $8,327 萬 | 0.19% | +59,608+105.9% | 加碼 |
| CIBC Asset Management Inc | 117,126 | $8,416 萬 | 0.24% | +15,074+14.8% | 加碼 |
| KBC Group NV | 118,195 | $8,493 萬 | 0.20% | +24,923+26.7% | 加碼 |
| NEOS Investment Management LLC | 120,894 | $8,687 萬 | 0.65% | +67,707+127.3% | 加碼 |
| Scopus Asset Management, L.P. | 121,000 | $8,694 萬 | 2.07% | −34,000−21.9% | 減碼 |
| Royal London Asset Management Ltd | 122,477 | $8,800 萬 | 0.19% | −7,453−5.7% | 減碼 |
| Handelsbanken Fonder AB | 125,211 | $8,997 萬 | 0.29% | −946−0.7% | 減碼 |
| Braun Stacey Associates Inc | 126,835 | $9,114 萬 | 2.99% | −8,011−5.9% | 減碼 |
| Kinetic Partners Management, LP | 128,106 | $9,205 萬 | 4.46% | +8,930+7.5% | 加碼 |