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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 246,970 | $1.77 億 | 0.21% | +114,968+87.1% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 246,200 | $1.77 億 | 0.28% | +246,200 | 新進 |
| Canada Pension Plan Investment Board | 237,014 | $1.70 億 | 0.12% | −188,608−44.3% | 減碼 |
| Nordea Investment Management AB | 229,814 | $1.63 億 | 0.14% | +15,959+7.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 231,692 | $1.63 億 | 0.26% | +52,021+29.0% | 加碼 |
| Davis Selected Advisers | 223,574 | $1.61 億 | 0.84% | +8,501+4.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 219,566 | $1.58 億 | 0.28% | −23,714−9.7% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 249,541 | $1.58 億 | 0.24% | +108,161+76.5% | 加碼 |
| Polar Capital Holdings Plc | 213,117 | $1.53 億 | 0.74% | +213,117 | 新進 |
| New York State Teachers Retirement System | 212,539 | $1.53 億 | 0.30% | +207,476+4,097.9% | 加碼 |
| WT Asset Management Ltd | 206,800 | $1.49 億 | 6.86% | +120,000+138.2% | 加碼 |
| Keenan Capital, LLC | 205,710 | $1.48 億 | 28.85% | −60,800−22.8% | 減碼 |
| No Street GP LP | 205,000 | $1.47 億 | 9.79% | −135,000−39.7% | 減碼 |
| Macquarie Group Ltd | 202,499 | $1.46 億 | 0.17% | −100,261−33.1% | 減碼 |
| Citadel Advisors LLC | 198,363 | $1.43 億 | 0.11% | −780,196−79.7% | 減碼 |
| Swedbank AB | 193,670 | $1.39 億 | 0.14% | +510+0.3% | 加碼 |
| Durable Capital Partners LP | 187,836 | $1.35 億 | 1.00% | 00.0% | 不變 |
| Aviva PLC | 183,504 | $1.32 億 | 0.24% | +8,600+4.9% | 加碼 |
| Allianz Asset Management GmbH | 182,319 | $1.31 億 | 0.16% | +10,176+5.9% | 加碼 |
| Altshuler Shaham Ltd | 180,333 | $1.30 億 | 2.14% | +167,533+1,308.9% | 加碼 |
| Quantinno Capital Management LP | 180,105 | $1.29 億 | 0.35% | +80,761+81.3% | 加碼 |
| Thrivent Financial for Lutherans | 180,016 | $1.29 億 | 0.25% | +170,543+1,800.3% | 加碼 |
| AQR Capital Management LLC | 182,491 | $1.29 億 | 0.08% | −36,561−16.7% | 減碼 |
| AXA Investment Managers S.A. | 178,661 | $1.28 億 | 0.35% | +178,661 | 新進 |
| Mane Global Capital Management LP | 176,319 | $1.27 億 | 5.94% | −72,245−29.1% | 減碼 |
| Spyglass Capital Management LLC | 175,917 | $1.26 億 | 6.74% | −79,270−31.1% | 減碼 |
| Primecap Management Co | 174,325 | $1.25 億 | 0.10% | −233,200−57.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 173,838 | $1.25 億 | 0.39% | +78,746+82.8% | 加碼 |
| Maplelane Capital, LLC | 167,000 | $1.20 億 | 5.77% | +51,710+44.9% | 加碼 |
| Marsico Capital Management LLC | 166,155 | $1.19 億 | 3.06% | +122,497+280.6% | 加碼 |
| Steadview Capital Management LLC | 165,275 | $1.19 億 | 17.02% | −54,405−24.8% | 減碼 |
| 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 |
| Agf Management Ltd | 161,855 | $1.16 億 | 0.51% | +161,855 | 新進 |
| Danske Bank A/S | 161,523 | $1.16 億 | 0.29% | −50,816−23.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 161,138 | $1.16 億 | 0.10% | +143,507+813.9% | 加碼 |
| Pacer Advisors, Inc. | 151,347 | $1.09 億 | 0.28% | +50,107+49.5% | 加碼 |
| Storebrand Asset Management AS | 148,093 | $1.06 億 | 0.28% | −3,623−2.4% | 減碼 |
| Panagora Asset Management Inc | 143,978 | $1.03 億 | 0.42% | +74,787+108.1% | 加碼 |
| Frontier Capital Management Co LLC | 142,788 | $1.03 億 | 0.92% | −29,610−17.2% | 減碼 |
| Los Angeles Capital Management LLC | 142,678 | $1.03 億 | 0.35% | +5,097+3.7% | 加碼 |
| Natixis Advisors, L.P. | 141,245 | $1.01 億 | 0.15% | +3,545+2.6% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 138,381 | $9,943 萬 | 0.27% | +138,381 | 新進 |
| Palestra Capital Management LLC | 138,221 | $9,932 萬 | 3.26% | −46,779−25.3% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 137,345 | $9,869 萬 | 0.18% | −17,594−11.4% | 減碼 |
| Epoch Investment Partners, Inc. | 136,807 | $9,830 萬 | 0.54% | −5,639−4.0% | 減碼 |
| Marex Group plc | 134,446 | $9,660 萬 | 1.20% | +78,402+139.9% | 加碼 |
| National Bank of Canada | 134,051 | $9,632 萬 | 0.11% | −39,314−22.7% | 減碼 |
| Treasurer of the State of North Carolina | 132,613 | $9,529 萬 | 0.29% | −6,576−4.7% | 減碼 |
| State of Wisconsin Investment Board | 130,447 | $9,373 萬 | 0.22% | −1,512−1.1% | 減碼 |
| CI Private Wealth, LLC | 130,308 | $9,363 萬 | 0.15% | +111,278+584.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 130,549 | $9,348 萬 | 0.16% | 00.0% | 不變 |
| Kinetic Partners Management, LP | 128,106 | $9,205 萬 | 4.46% | +8,930+7.5% | 加碼 |
| Braun Stacey Associates Inc | 126,835 | $9,114 萬 | 2.99% | −8,011−5.9% | 減碼 |
| Handelsbanken Fonder AB | 125,211 | $8,997 萬 | 0.29% | −946−0.7% | 減碼 |
| Royal London Asset Management Ltd | 122,477 | $8,800 萬 | 0.19% | −7,453−5.7% | 減碼 |
| Scopus Asset Management, L.P. | 121,000 | $8,694 萬 | 2.07% | −34,000−21.9% | 減碼 |
| NEOS Investment Management LLC | 120,894 | $8,687 萬 | 0.65% | +67,707+127.3% | 加碼 |
| KBC Group NV | 118,195 | $8,493 萬 | 0.20% | +24,923+26.7% | 加碼 |
| CIBC Asset Management Inc | 117,126 | $8,416 萬 | 0.24% | +15,074+14.8% | 加碼 |
| Holocene Advisors, LP | 115,882 | $8,327 萬 | 0.19% | +59,608+105.9% | 加碼 |
| Ci Investments Inc. | 115,608 | $8,307 萬 | 0.30% | −10,429−8.3% | 減碼 |
| RBF Capital, LLC | 114,955 | $8,260 萬 | 3.80% | 00.0% | 不變 |
| Zweig-DiMenna Associates LLC | 113,200 | $8,134 萬 | 6.32% | −6,425−5.4% | 減碼 |
| Steadfast Capital Management LP | 110,287 | $7,925 萬 | 1.43% | −145,624−56.9% | 減碼 |
| Rafferty Asset Management, LLC | 110,131 | $7,913 萬 | 0.26% | +73,855+203.6% | 加碼 |
| Pictet Asset Management Holding SA | 106,618 | $7,661 萬 | 0.07% | +4,841+4.8% | 加碼 |
| Pacific Heights Asset Management LLC | 105,000 | $7,545 萬 | 3.34% | +38,000+56.7% | 加碼 |
| Stifel Financial Corp | 102,739 | $7,382 萬 | 0.07% | +5,714+5.9% | 加碼 |
| Mariner, LLC | 101,931 | $7,324 萬 | 0.09% | −15,073−12.9% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 99,144 | $7,124 萬 | 0.13% | −35,832−26.5% | 減碼 |
| Asset Management One Co.,Ltd. | 98,814 | $7,100 萬 | 0.21% | +9,278+10.4% | 加碼 |
| Mackenzie Financial Corp | 98,037 | $7,044 萬 | 0.09% | +70,981+262.3% | 加碼 |
| TimesSquare Capital Management, LLC | 98,007 | $7,042 萬 | 1.01% | −161,654−62.3% | 減碼 |
| Trivest Advisors Ltd | 98,000 | $7,042 萬 | 2.25% | −157,700−61.7% | 減碼 |
| Federated Hermes, Inc. | 97,662 | $7,017 萬 | 0.12% | −401,340−80.4% | 減碼 |
| Public Employees Retirement System of Ohio | 97,561 | $7,010 萬 | 0.22% | −2,058−2.1% | 減碼 |
| KLP Kapitalforvaltning AS | 95,950 | $6,894 萬 | 0.27% | −13,900−12.7% | 減碼 |
| 3G Capital Partners LP | 95,000 | $6,826 萬 | 16.17% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 90,766 | $6,522 萬 | 18.42% | −7,580−7.7% | 減碼 |
| Nomura Asset Management Co Ltd | 90,190 | $6,481 萬 | 0.17% | +6,666+8.0% | 加碼 |
| Dorsal Capital Management, LLC | 90,000 | $6,467 萬 | 1.75% | −10,000−10.0% | 減碼 |
| Teacher Retirement System of Texas | 88,578 | $6,365 萬 | 0.26% | −71,290−44.6% | 減碼 |
| Rheos Capital Works Inc. | 88,000 | $6,323 萬 | 3.54% | +88,000 | 新進 |
| Daiwa Securities Group Inc. | 87,738 | $6,304 萬 | 0.21% | +13,930+18.9% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 87,700 | $6,302 萬 | 0.41% | +1,000+1.2% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 87,450 | $6,284 萬 | 0.33% | +17,185+24.5% | 加碼 |
| Creative Planning | 87,280 | $6,271 萬 | 0.05% | +5,243+6.4% | 加碼 |
| Smith Group Asset Management, LLC | 86,327 | $6,203 萬 | 3.56% | −26,606−23.6% | 減碼 |
| Clear Street Group Inc. | 84,579 | $6,077 萬 | 0.30% | +84,579 | 新進 |
| Alta Park Capital, LP | 84,422 | $6,066 萬 | 6.11% | +26,945+46.9% | 加碼 |
| Flputnam Investment Management Co | 83,491 | $5,999 萬 | 0.90% | +78,463+1,560.5% | 加碼 |
| Baker Avenue Asset Management, LP | 83,475 | $5,998 萬 | 1.44% | +66,473+391.0% | 加碼 |
| Forsta Ap-Fonden | 82,700 | $5,942 萬 | 0.35% | −4,700−5.4% | 減碼 |
| Vident Advisory, LLC | 81,970 | $5,890 萬 | 0.58% | +64,092+358.5% | 加碼 |
| Gotham Asset Management, LLC | 81,703 | $5,871 萬 | 0.26% | +1,033+1.3% | 加碼 |
| Logan Capital Management Inc | 81,172 | $5,833 萬 | 2.46% | −11,205−12.1% | 減碼 |
| DnB Asset Management AS | 80,911 | $5,814 萬 | 0.22% | +36,522+82.3% | 加碼 |
| State of New Jersey Common Pension Fund D | 80,851 | $5,809 萬 | 0.21% | +2,486+3.2% | 加碼 |
| Avala Global LP | 79,800 | $5,734 萬 | 2.37% | +79,800 | 新進 |
| Guggenheim Capital LLC | 79,111 | $5,684 萬 | 0.42% | +4,343+5.8% | 加碼 |