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 1,466 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 | 1,466 | $1,163 億 |
| 2026 年第 1 季 | 1,394 | $875.9 億 |
| 2025 年第 4 季 | 1,593 | $1,638 億 |
| 2025 年第 3 季 | 1,451 | $1,725 億 |
| 2025 年第 2 季 | 1,200 | $699.7 億 |
| 2025 年第 1 季 | 1,017 | $546.7 億 |
| 2024 年第 4 季 | 992 | $661.5 億 |
| 2024 年第 3 季 | 703 | $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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 693,874 | $4.99 億 | 0.09% | +268,480+63.1% | 加碼 |
| Rakuten Investment Management, Inc. | 2,026,482 | $5.16 億 | 2.00% | +2,026,482 | 新進 |
| American Century Companies Inc | 808,703 | $5.81 億 | 0.30% | −46,433−5.4% | 減碼 |
| Capital International Investors | 816,561 | $5.87 億 | 0.09% | +4,657+0.6% | 加碼 |
| National Pension Service | 832,426 | $5.98 億 | 0.46% | +42,155+5.3% | 加碼 |
| D1 Capital Partners L.P.大師D1 資本 | 836,782 | $6.01 億 | 6.90% | +46,800+5.9% | 加碼 |
| Clearbridge Investments, LLC | 862,028 | $6.19 億 | 0.47% | −70,603−7.6% | 減碼 |
| Deutsche Bank AG | 897,133 | $6.45 億 | 0.22% | −7,249−0.8% | 減碼 |
| Barclays PLC | 928,062 | $6.67 億 | 0.25% | +358,589+63.0% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 942,326 | $6.77 億 | 0.43% | −966,544−50.6% | 減碼 |
| Wells Fargo & Company | 957,428 | $6.88 億 | 0.14% | +65,329+7.3% | 加碼 |
| Whale Rock Capital Management LLC | 971,404 | $6.98 億 | 8.22% | −253,120−20.7% | 減碼 |
| Renaissance Technologies LLC | 1,001,432 | $7.20 億 | 0.95% | −379,400−27.5% | 減碼 |
| Sands Capital Management, LLC | 1,016,959 | $7.31 億 | 2.02% | +199,613+24.4% | 加碼 |
| Capital Research Global Investors | 1,035,293 | $7.44 億 | 0.14% | +1,035,293 | 新進 |
| Massachusetts Financial Services Co | 1,077,106 | $7.74 億 | 0.24% | +304,369+39.4% | 加碼 |
| Royal Bank of Canada | 1,084,299 | $7.79 億 | 0.14% | −152,171−12.3% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,109,138 | $7.97 億 | 5.80% | −152,196−12.1% | 減碼 |
| Sapient Capital LLC | 1,272,462 | $9.06 億 | 13.95% | −8,029−0.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,416,259 | $10.2 億 | 0.22% | −188,288−11.7% | 減碼 |
| Bank of New York Mellon Corp | 1,493,494 | $10.7 億 | 0.19% | +504,341+51.0% | 加碼 |
| Legal & General Group Plc | 1,529,734 | $11.0 億 | 0.25% | +112,535+7.9% | 加碼 |
| UBS Group AG | 1,608,615 | $11.6 億 | 0.23% | +547,751+51.6% | 加碼 |
| Dimensional Fund Advisors LP | 1,783,722 | $12.8 億 | 0.28% | +30,475+1.7% | 加碼 |
| Charles Schwab Investment Management Inc | 1,858,072 | $13.4 億 | 0.21% | +872,752+88.6% | 加碼 |
| Fred Alger Management, LLC | 1,891,942 | $13.6 億 | 5.29% | −435,702−18.7% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 2,002,989 | $14.4 億 | 4.45% | 00.0% | 不變 |
| Alliancebernstein L.P. | 2,034,725 | $14.6 億 | 0.46% | +309,791+18.0% | 加碼 |
| Spruce House Investment Management LLC | 2,057,024 | $14.8 億 | 38.18% | 00.0% | 不變 |
| Jericho Capital Asset Management L.P. | 2,095,319 | $15.1 億 | 15.67% | 00.0% | 不變 |
| Coatue Management LLC大師Coatue | 2,267,855 | $16.3 億 | 4.00% | +452,040+24.9% | 加碼 |
| Northern Trust Corp | 2,374,460 | $17.1 億 | 0.22% | +756,660+46.8% | 加碼 |
| Franklin Resources Inc | 2,442,450 | $17.5 億 | 0.44% | +487,492+24.9% | 加碼 |
| Capital World Investors | 2,635,188 | $18.9 億 | 0.26% | +8,864+0.3% | 加碼 |
| Kensico Capital Management Corp | 3,118,500 | $22.4 億 | 34.52% | +95,000+3.1% | 加碼 |
| Bank of America Corp | 3,178,724 | $22.8 億 | 0.17% | −61,471−1.9% | 減碼 |
| Goldman Sachs Group Inc | 3,211,586 | $23.1 億 | 0.33% | +1,242,159+63.1% | 加碼 |
| Janus Henderson Group PLC | 3,546,576 | $25.5 億 | 1.16% | +812,739+29.7% | 加碼 |
| Jennison Associates LLC | 3,886,150 | $27.9 億 | 1.63% | +1,381,970+55.2% | 加碼 |
| Invesco Ltd. | 4,292,752 | $30.8 億 | 0.49% | +367,083+9.4% | 加碼 |
| WCM Investment Management, LLC | 4,942,079 | $35.2 億 | 7.32% | −917,344−15.7% | 減碼 |
| Morgan Stanley | 5,022,840 | $36.1 億 | 0.22% | −141,218−2.7% | 減碼 |
| Price T Rowe Associates Inc | 5,877,386 | $42.2 億 | 0.45% | +204,864+3.6% | 加碼 |
| Baillie Gifford & Co | 6,245,960 | $44.9 億 | 3.32% | −154,269−2.4% | 減碼 |
| Geode Capital Management, LLC | 6,718,998 | $48.1 億 | 0.31% | +3,386,990+101.7% | 加碼 |
| JPMorgan Chase & Co | 7,682,976 | $55.2 億 | 0.35% | +2,933,933+61.8% | 加碼 |
| State Street Corp | 11,852,466 | $85.2 億 | 0.30% | +6,237,051+111.1% | 加碼 |
| FMR LLC | 13,706,444 | $98.5 億 | 0.51% | −681,575−4.7% | 減碼 |
| Ieq Capital, LLC | 15,779,921 | $113.4 億 | 34.42% | +15,724,631+28,440.3% | 加碼 |
| BlackRock, Inc. | 24,929,835 | $179.1 億 | 0.32% | +5,989,081+31.6% | 加碼 |
| Vanguard Group Inc | 24,954,458 | $179.3 億 | 0.27% | +7,051,663+39.4% | 加碼 |
| HRT Financial LP | 0 | $0 | 0.00% | −1,577,072−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −845,092−100.0% | 清倉 |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −263,755−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −187,445−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −181,803−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −168,710−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −140,863−100.0% | 清倉 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −140,538−100.0% | 清倉 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −131,761−100.0% | 清倉 |
| Jain Global LLC | 0 | $0 | 0.00% | −114,940−100.0% | 清倉 |
| AXA S.A. | 0 | $0 | 0.00% | −110,774−100.0% | 清倉 |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −104,990−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −89,458−100.0% | 清倉 |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −56,707−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,121−100.0% | 清倉 |
| Hiddenite Capital Partners LP | 0 | $0 | 0.00% | −43,900−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −43,114−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −33,323−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −31,173−100.0% | 清倉 |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −27,199−100.0% | 清倉 |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −26,517−100.0% | 清倉 |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −24,339−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −24,180−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −22,032−100.0% | 清倉 |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −18,438−100.0% | 清倉 |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −16,933−100.0% | 清倉 |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −16,037−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −14,710−100.0% | 清倉 |
| Nwi Management LP | 0 | $0 | 0.00% | −14,400−100.0% | 清倉 |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −11,464−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,800−100.0% | 清倉 |
| F/M Investments LLC | 0 | $0 | 0.00% | −10,236−100.0% | 清倉 |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −9,800−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −9,673−100.0% | 清倉 |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −9,600−100.0% | 清倉 |
| Avenir Tech Ltd | 0 | $0 | 0.00% | −7,600−100.0% | 清倉 |
| Syquant Capital SAS | 0 | $0 | 0.00% | −7,180−100.0% | 清倉 |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,050−100.0% | 清倉 |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,044−100.0% | 清倉 |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,698−100.0% | 清倉 |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,094−100.0% | 清倉 |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,989−100.0% | 清倉 |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −5,600−100.0% | 清倉 |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,542−100.0% | 清倉 |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −5,532−100.0% | 清倉 |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −5,426−100.0% | 清倉 |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,906−100.0% | 清倉 |
| Militia Capital Partners, LP | 0 | $0 | 0.00% | −4,500−100.0% | 清倉 |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −3,653−100.0% | 清倉 |