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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 3,515 | $252.6 萬 | 0.20% | +2,314+192.7% | 加碼 |
| BluePath Capital Management, LLC | 3,538 | $254.2 萬 | 1.86% | −50−1.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,551 | $255.2 萬 | 0.05% | −194−5.2% | 減碼 |
| Cannon Advisors, Inc. | 4,346 | $256.3 萬 | 1.72% | −276−6.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 3,588 | $257.8 萬 | 0.07% | +2,563+250.0% | 加碼 |
| Darden Wealth Group Inc | 3,603 | $258.9 萬 | 1.35% | +75+2.1% | 加碼 |
| Independent Advisor Alliance | 3,613 | $259.6 萬 | 0.07% | +486+15.5% | 加碼 |
| Synovus Financial Corp | 3,641 | $261.6 萬 | 0.03% | +43+1.2% | 加碼 |
| Howard Capital Management Inc. | 3,675 | $264.1 萬 | 0.03% | +3,675 | 新進 |
| Berbice Capital Management LLC | 3,680 | $264.4 萬 | 1.63% | +480+15.0% | 加碼 |
| Sunbelt Securities, Inc. | 3,681 | $264.5 萬 | 0.18% | +2,770+304.1% | 加碼 |
| Meeder Advisory Services, Inc. | 3,710 | $266.6 萬 | 0.12% | +432+13.2% | 加碼 |
| Fedenia Advisers LLC | 3,739 | $268.7 萬 | 1.07% | +69+1.9% | 加碼 |
| Invst, LLC | 3,742 | $268.9 萬 | 0.31% | −58−1.5% | 減碼 |
| VGI Partners Ltd | 3,750 | $269.5 萬 | 0.19% | +2,402+178.2% | 加碼 |
| Quantbot Technologies LP | 3,751 | $269.5 萬 | 0.07% | −4,430−54.1% | 減碼 |
| Cadent Capital Advisors, LLC | 3,757 | $270.0 萬 | 0.72% | +3,757 | 新進 |
| Forum Financial Management, LP | 3,771 | $271.0 萬 | 0.04% | +10.0% | 加碼 |
| Summit Financial, LLC | 3,777 | $271.4 萬 | 0.04% | +305+8.8% | 加碼 |
| Geneva Partners, LLC | 3,778 | $271.5 萬 | 0.99% | +3,778 | 新進 |
| Pitcairn Co | 3,784 | $271.9 萬 | 0.21% | −2,191−36.7% | 減碼 |
| Chilton Investment Co LLC | 3,798 | $272.9 萬 | 0.06% | +1,962+106.9% | 加碼 |
| Wetherby Asset Management Inc | 3,823 | $274.7 萬 | 0.11% | +453+13.4% | 加碼 |
| WD Rutherford LLC | 3,832 | $275.3 萬 | 1.17% | +1,123+41.5% | 加碼 |
| Applied Finance Capital Management, LLC | 3,833 | $275.4 萬 | 0.20% | −599−13.5% | 減碼 |
| Edgestream Partners, L.P. | 3,849 | $276.6 萬 | 0.08% | +3,849 | 新進 |
| Paragon Advisors, LLC | 3,875 | $278.4 萬 | 0.72% | +3,875 | 新進 |
| Banque Cantonale Vaudoise | 3,886 | $279.2 萬 | 0.10% | −695−15.2% | 減碼 |
| FCG Investment Co | 3,886 | $279.2 萬 | 1.31% | +1,713+78.8% | 加碼 |
| Alta Wealth Advisors LLC | 3,901 | $280.3 萬 | 1.00% | +3,901 | 新進 |
| VestGen Advisors, LLC | 3,930 | $282.4 萬 | 0.09% | −4,448−53.1% | 減碼 |
| Global Assets Advisory, LLC | 3,969 | $285.2 萬 | 0.85% | −803−16.8% | 減碼 |
| Stevens Capital Management LP | 3,987 | $286.5 萬 | 0.38% | +3,987 | 新進 |
| Cumberland Partners Ltd | 4,000 | $287.4 萬 | 0.19% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,078 | $293.0 萬 | 0.04% | +532+15.0% | 加碼 |
| Signaturefd, LLC | 4,110 | $295.3 萬 | 0.05% | +348+9.3% | 加碼 |
| Lifestyle Asset Management, Inc. | 4,144 | $297.8 萬 | 1.02% | −1,049−20.2% | 減碼 |
| Castle Rock Wealth Management, LLC | 4,388 | $298.0 萬 | 0.66% | +4,388 | 新進 |
| Diversified Trust Co | 4,167 | $299.4 萬 | 0.06% | −911−17.9% | 減碼 |
| GAM Holding AG | 4,195 | $301.4 萬 | 0.19% | +383+10.0% | 加碼 |
| Scotia Capital Inc. | 4,197 | $301.6 萬 | 0.01% | +1,337+46.7% | 加碼 |
| Florida Financial Advisors, LLC | 4,235 | $304.3 萬 | 0.94% | +564+15.4% | 加碼 |
| Meridian Wealth Management, LLC | 4,240 | $304.6 萬 | 0.12% | +1,903+81.4% | 加碼 |
| Legal Advantage Investments, Inc. | 4,250 | $305.4 萬 | 1.37% | −100−2.3% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 8,731 | $305.7 萬 | 0.16% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 4,262 | $306.3 萬 | 0.06% | +613+16.8% | 加碼 |
| RSM US Wealth Management LLC | 4,266 | $306.5 萬 | 0.04% | +314+7.9% | 加碼 |
| STF Management LP | 4,285 | $307.9 萬 | 1.14% | −11−0.3% | 減碼 |
| AXS Investments LLC | 4,302 | $309.1 萬 | 0.97% | +173+4.2% | 加碼 |
| Integrated Financial Solutions, Inc. | 4,360 | $313.3 萬 | 2.16% | +2,323+114.0% | 加碼 |
| Loomis Sayles & Co L P | 4,382 | $314.9 萬 | 0.00% | −2,041−31.8% | 減碼 |
| Truvestments Capital LLC | 4,430 | $318.3 萬 | 0.58% | +75+1.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,439 | $319.0 萬 | 0.09% | −37,954−89.5% | 減碼 |
| Peak Retirement Planning, Inc. | 4,441 | $319.1 萬 | 0.90% | +550+14.1% | 加碼 |
| Lee Johnson Capital Management, LLC | 4,443 | $319.2 萬 | 1.06% | −8,006−64.3% | 減碼 |
| Tema ETFs LLC | 4,449 | $319.7 萬 | 0.27% | +4,449 | 新進 |
| KP Management LLC | 4,500 | $323.3 萬 | 1.13% | +4,500 | 新進 |
| Bridgeway Capital Management, LLC | 4,520 | $324.8 萬 | 0.07% | −2,340−34.1% | 減碼 |
| Benjamin Edwards Inc | 4,530 | $325.5 萬 | 0.04% | +802+21.5% | 加碼 |
| Financial Engines Advisors L.L.C. | 4,568 | $328.2 萬 | 0.01% | −478−9.5% | 減碼 |
| Williamson Legacy Group, LLC | 4,660 | $334.8 萬 | 2.59% | +106+2.3% | 加碼 |
| Azzad Asset Management Inc | 4,682 | $336.4 萬 | 0.33% | −64−1.3% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 4,724 | $339.4 萬 | 0.36% | +868+22.5% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,739 | $339.6 萬 | 0.70% | +4,739 | 新進 |
| Apollon Wealth Management, LLC | 4,760 | $342.0 萬 | 0.06% | +1,142+31.6% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,760 | $342.0 萬 | 0.03% | +546+13.0% | 加碼 |
| We Are One Seven, LLC | 4,828 | $346.9 萬 | 0.08% | +4,048+519.0% | 加碼 |
| Thrive Capital Management, LLC | 4,837 | $347.6 萬 | 0.90% | −100−2.0% | 減碼 |
| Sigma Planning Corp | 4,859 | $349.1 萬 | 0.10% | +487+11.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 4,867 | $349.7 萬 | 0.06% | +221+4.8% | 加碼 |
| ABN AMRO Bank N.V. | 4,896 | $350.6 萬 | 0.03% | +3,178+185.0% | 加碼 |
| O'Neil Global Advisors, Inc. | 4,900 | $352.1 萬 | 0.65% | +4,900 | 新進 |
| Virtus Investment Advisers, Inc. | 4,941 | $355.0 萬 | 1.02% | −67−1.3% | 減碼 |
| Vise Technologies, Inc. | 4,949 | $355.6 萬 | 0.13% | −4,155−45.6% | 減碼 |
| Prelude Capital Management, LLC | 4,968 | $357.0 萬 | 0.28% | +2,780+127.1% | 加碼 |
| CWM, LLC | 5,010 | $360.0 萬 | 0.01% | +1,010+25.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,103 | $366.7 萬 | 0.02% | +1,017+24.9% | 加碼 |
| Oddo BHF Asset Management SAS | 5,127 | $368.4 萬 | 0.14% | +3,913+322.3% | 加碼 |
| Burney Co | 5,128 | $368.5 萬 | 0.12% | −227−4.2% | 減碼 |
| Catalyst Capital Advisors LLC | 5,151 | $370.1 萬 | 0.07% | +4,970+2,745.9% | 加碼 |
| Allianz SE | 5,175 | $371.8 萬 | 0.08% | −3,133−37.7% | 減碼 |
| TCG Advisory Services, LLC | 5,180 | $372.2 萬 | 0.14% | +4,648+873.7% | 加碼 |
| MUFG Securities EMEA plc | 5,182 | $372.3 萬 | 0.09% | +5,182 | 新進 |
| Phoenix Holdings Ltd. | 5,209 | $374.4 萬 | 0.05% | +4,439+576.5% | 加碼 |
| Horizon Investments, LLC | 5,232 | $375.9 萬 | 0.05% | +4,773+1,039.9% | 加碼 |
| Western Financial Corp | 5,256 | $377.7 萬 | 1.64% | +3,550+208.1% | 加碼 |
| GLOBALT Investments LLC | 5,301 | $380.9 萬 | 0.14% | −1,002−15.9% | 減碼 |
| Ronald Blue Trust, Inc. | 5,314 | $381.8 萬 | 0.04% | +182+3.5% | 加碼 |
| Canada Post Corp Registered Pension Plan | 5,380 | $383.2 萬 | 0.17% | +5,380 | 新進 |
| Kestra Private Wealth Services, LLC | 5,445 | $391.2 萬 | 0.05% | −2,828−34.2% | 減碼 |
| Hunting Hill Global Capital, LLC | 5,500 | $395.2 萬 | 1.49% | −2,700−32.9% | 減碼 |
| Sheets Smith Investment Management | 5,501 | $395.3 萬 | 2.56% | −160−2.8% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 5,505 | $395.6 萬 | 0.36% | −86,729−94.0% | 減碼 |
| Siemens Fonds Invest GmbH | 5,533 | $397.6 萬 | 0.22% | −37−0.7% | 減碼 |
| HB Wealth Management, LLC | 5,562 | $399.7 萬 | 0.03% | +1,216+28.0% | 加碼 |
| Pinnbrook Capital Management LP | 5,618 | $403.7 萬 | 0.75% | +5,618 | 新進 |
| Shelton Wealth Management, LLC | 5,620 | $403.8 萬 | 1.88% | +235+4.4% | 加碼 |
| Summit Trail Advisors, LLC | 5,631 | $404.6 萬 | 0.06% | +1,746+44.9% | 加碼 |
| Picton Mahoney Asset Management | 5,730 | $411.9 萬 | 0.05% | +2,307+67.4% | 加碼 |
| Illumine Investment Management, LLC | 5,740 | $412.4 萬 | 2.94% | +5,740 | 新進 |