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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 130,549 | $9,348 萬 | 0.16% | 00.0% | 不變 |
| CI Private Wealth, LLC | 130,308 | $9,363 萬 | 0.15% | +111,278+584.8% | 加碼 |
| State of Wisconsin Investment Board | 130,447 | $9,373 萬 | 0.22% | −1,512−1.1% | 減碼 |
| Treasurer of the State of North Carolina | 132,613 | $9,529 萬 | 0.29% | −6,576−4.7% | 減碼 |
| National Bank of Canada | 134,051 | $9,632 萬 | 0.11% | −39,314−22.7% | 減碼 |
| Marex Group plc | 134,446 | $9,660 萬 | 1.20% | +78,402+139.9% | 加碼 |
| Epoch Investment Partners, Inc. | 136,807 | $9,830 萬 | 0.54% | −5,639−4.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 137,345 | $9,869 萬 | 0.18% | −17,594−11.4% | 減碼 |
| Palestra Capital Management LLC | 138,221 | $9,932 萬 | 3.26% | −46,779−25.3% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 138,381 | $9,943 萬 | 0.27% | +138,381 | 新進 |
| Natixis Advisors, L.P. | 141,245 | $1.01 億 | 0.15% | +3,545+2.6% | 加碼 |
| Los Angeles Capital Management LLC | 142,678 | $1.03 億 | 0.35% | +5,097+3.7% | 加碼 |
| Frontier Capital Management Co LLC | 142,788 | $1.03 億 | 0.92% | −29,610−17.2% | 減碼 |
| Panagora Asset Management Inc | 143,978 | $1.03 億 | 0.42% | +74,787+108.1% | 加碼 |
| Storebrand Asset Management AS | 148,093 | $1.06 億 | 0.28% | −3,623−2.4% | 減碼 |
| Pacer Advisors, Inc. | 151,347 | $1.09 億 | 0.28% | +50,107+49.5% | 加碼 |
| Manufacturers Life Insurance Company, The | 161,138 | $1.16 億 | 0.10% | +143,507+813.9% | 加碼 |
| Danske Bank A/S | 161,523 | $1.16 億 | 0.29% | −50,816−23.9% | 減碼 |
| Agf Management Ltd | 161,855 | $1.16 億 | 0.51% | +161,855 | 新進 |
| Viking Global Investors LP大師維京全球投資 | 162,525 | $1.17 億 | 0.30% | −210,448−56.4% | 減碼 |
| Steadview Capital Management LLC | 165,275 | $1.19 億 | 17.02% | −54,405−24.8% | 減碼 |
| Marsico Capital Management LLC | 166,155 | $1.19 億 | 3.06% | +122,497+280.6% | 加碼 |
| Maplelane Capital, LLC | 167,000 | $1.20 億 | 5.77% | +51,710+44.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 173,838 | $1.25 億 | 0.39% | +78,746+82.8% | 加碼 |
| Primecap Management Co | 174,325 | $1.25 億 | 0.10% | −233,200−57.2% | 減碼 |
| Spyglass Capital Management LLC | 175,917 | $1.26 億 | 6.74% | −79,270−31.1% | 減碼 |
| Mane Global Capital Management LP | 176,319 | $1.27 億 | 5.94% | −72,245−29.1% | 減碼 |
| AXA Investment Managers S.A. | 178,661 | $1.28 億 | 0.35% | +178,661 | 新進 |
| AQR Capital Management LLC | 182,491 | $1.29 億 | 0.08% | −36,561−16.7% | 減碼 |
| Thrivent Financial for Lutherans | 180,016 | $1.29 億 | 0.25% | +170,543+1,800.3% | 加碼 |
| Quantinno Capital Management LP | 180,105 | $1.29 億 | 0.35% | +80,761+81.3% | 加碼 |
| Altshuler Shaham Ltd | 180,333 | $1.30 億 | 2.14% | +167,533+1,308.9% | 加碼 |
| Allianz Asset Management GmbH | 182,319 | $1.31 億 | 0.16% | +10,176+5.9% | 加碼 |
| Aviva PLC | 183,504 | $1.32 億 | 0.24% | +8,600+4.9% | 加碼 |
| Durable Capital Partners LP | 187,836 | $1.35 億 | 1.00% | 00.0% | 不變 |
| Swedbank AB | 193,670 | $1.39 億 | 0.14% | +510+0.3% | 加碼 |
| Citadel Advisors LLC | 198,363 | $1.43 億 | 0.11% | −780,196−79.7% | 減碼 |
| Macquarie Group Ltd | 202,499 | $1.46 億 | 0.17% | −100,261−33.1% | 減碼 |
| No Street GP LP | 205,000 | $1.47 億 | 9.79% | −135,000−39.7% | 減碼 |
| Keenan Capital, LLC | 205,710 | $1.48 億 | 28.85% | −60,800−22.8% | 減碼 |
| WT Asset Management Ltd | 206,800 | $1.49 億 | 6.86% | +120,000+138.2% | 加碼 |
| New York State Teachers Retirement System | 212,539 | $1.53 億 | 0.30% | +207,476+4,097.9% | 加碼 |
| Polar Capital Holdings Plc | 213,117 | $1.53 億 | 0.74% | +213,117 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 249,541 | $1.58 億 | 0.24% | +108,161+76.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 219,566 | $1.58 億 | 0.28% | −23,714−9.7% | 減碼 |
| Davis Selected Advisers | 223,574 | $1.61 億 | 0.84% | +8,501+4.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 231,692 | $1.63 億 | 0.26% | +52,021+29.0% | 加碼 |
| Nordea Investment Management AB | 229,814 | $1.63 億 | 0.14% | +15,959+7.5% | 加碼 |
| Canada Pension Plan Investment Board | 237,014 | $1.70 億 | 0.12% | −188,608−44.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 246,200 | $1.77 億 | 0.28% | +246,200 | 新進 |
| Prudential Financial Inc | 246,970 | $1.77 億 | 0.21% | +114,968+87.1% | 加碼 |
| Toronto Dominion Bank | 251,218 | $1.81 億 | 0.35% | +78,791+45.7% | 加碼 |
| Andra AP-fonden | 251,600 | $1.81 億 | 2.31% | −25,000−9.0% | 減碼 |
| IMC-Chicago, LLC | 259,198 | $1.86 億 | 3.30% | +202,957+360.9% | 加碼 |
| Russell Investments Group, Ltd. | 266,656 | $1.91 億 | 0.22% | +36,603+15.9% | 加碼 |
| LPL Financial LLC | 266,853 | $1.92 億 | 0.06% | +23,551+9.7% | 加碼 |
| Augustine Asset Management Inc | 267,690 | $1.92 億 | 38.70% | −8,995−3.3% | 減碼 |
| Zurich Insurance Group Ltd | 277,975 | $2.00 億 | 1.43% | +277,975 | 新進 |
| FIL Ltd | 288,108 | $2.07 億 | 0.16% | +30,773+12.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 293,112 | $2.11 億 | 0.35% | +21,476+7.9% | 加碼 |
| Neuberger Berman Group LLC | 306,646 | $2.20 億 | 0.16% | +4,497+1.5% | 加碼 |
| STRS Ohio | 306,904 | $2.21 億 | 0.81% | −51,020−14.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 310,604 | $2.23 億 | 0.49% | −20,807−6.3% | 減碼 |
| Korea Investment CORP | 312,195 | $2.24 億 | 0.46% | +56,819+22.2% | 加碼 |
| Raymond James Financial Inc | 312,804 | $2.25 億 | 0.07% | +7,238+2.4% | 加碼 |
| Blair William & Co | 316,388 | $2.27 億 | 0.61% | +163,210+106.5% | 加碼 |
| AustralianSuper Pty Ltd | 318,294 | $2.29 億 | 1.08% | +45,683+16.8% | 加碼 |
| Schroder Investment Management Group | 318,377 | $2.29 億 | 0.18% | −53,164−14.3% | 減碼 |
| Bank of Montreal | 320,997 | $2.31 億 | 0.10% | +245,670+326.1% | 加碼 |
| New York State Common Retirement Fund | 321,094 | $2.31 億 | 0.30% | −25,347−7.3% | 減碼 |
| Principal Financial Group Inc | 326,999 | $2.35 億 | 0.12% | +295,753+946.5% | 加碼 |
| Greenstone Partners & Co., LLC | 344,251 | $2.47 億 | 45.23% | −4,264−1.2% | 減碼 |
| Ameriprise Financial Inc | 361,986 | $2.60 億 | 0.06% | +77,748+27.4% | 加碼 |
| California State Teachers Retirement System | 363,640 | $2.61 億 | 0.27% | +1,051+0.3% | 加碼 |
| Citigroup Inc | 382,865 | $2.75 億 | 0.19% | −12,229−3.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 383,742 | $2.76 億 | 0.44% | +60,945+18.9% | 加碼 |
| ProShare Advisors LLC | 390,880 | $2.81 億 | 0.59% | −28,200−6.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 391,315 | $2.81 億 | 8.49% | −270−0.1% | 減碼 |
| HSBC Holdings PLC | 422,474 | $3.03 億 | 0.18% | +218,519+107.1% | 加碼 |
| Victory Capital Management Inc | 421,510 | $3.03 億 | 0.19% | +1,076+0.3% | 加碼 |
| 1832 Asset Management L.P. | 421,741 | $3.03 億 | 0.51% | −50,143−10.6% | 減碼 |
| California Public Employees Retirement System | 444,020 | $3.19 億 | 0.19% | +27,354+6.6% | 加碼 |
| TD Asset Management Inc | 446,027 | $3.20 億 | 0.26% | +90,338+25.4% | 加碼 |
| SEI Investments Co | 446,154 | $3.21 億 | 0.34% | +29,398+7.1% | 加碼 |
| Rhumbline Advisers | 462,445 | $3.32 億 | 0.27% | +173,795+60.2% | 加碼 |
| Envestnet Asset Management Inc | 470,289 | $3.38 億 | 0.10% | −37,141−7.3% | 減碼 |
| BNP Paribas Arbitrage, SA | 483,534 | $3.47 億 | 0.27% | +145,905+43.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 491,222 | $3.53 億 | 0.28% | −1,374,530−73.7% | 減碼 |
| Voya Investment Management LLC | 496,560 | $3.57 億 | 0.36% | +348,548+235.5% | 加碼 |
| Lord, Abbett & Co. LLC | 497,273 | $3.57 億 | 1.06% | +86,997+21.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 542,113 | $3.90 億 | 0.28% | +304,142+127.8% | 加碼 |
| Ensign Peak Advisors, Inc | 559,127 | $4.02 億 | 0.66% | +153,380+37.8% | 加碼 |
| First Trust Advisors LP | 562,050 | $4.04 億 | 0.30% | −158,357−22.0% | 減碼 |
| Susquehanna International Group, LLP | 563,344 | $4.05 億 | 0.59% | −55,839−9.0% | 減碼 |
| Castle Hook Partners LP | 605,019 | $4.35 億 | 6.58% | +378,848+167.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 619,204 | $4.45 億 | 0.26% | +10,930+1.8% | 加碼 |
| Axiom Investors LLC | 620,481 | $4.46 億 | 3.28% | +620,481 | 新進 |
| Amundi | 787,060 | $4.62 億 | 0.15% | −512,080−39.4% | 減碼 |
| Swiss National Bank | 665,290 | $4.78 億 | 0.28% | −36,900−5.3% | 減碼 |
| Nuveen, LLC | 675,010 | $4.85 億 | 0.13% | +171,727+34.1% | 加碼 |