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 |
|---|---|---|---|---|---|
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,376 | $5,621 萬 | 0.43% | +28,173+56.1% | 加碼 |
| MetLife Investment Management | 77,922 | $5,599 萬 | 0.27% | +63,097+425.6% | 加碼 |
| State of Michigan Retirement System | 77,400 | $5,561 萬 | 0.27% | +73,200+1,742.9% | 加碼 |
| Mediolanum International Funds Ltd | 76,736 | $5,466 萬 | 0.58% | +32,510+73.5% | 加碼 |
| Panview Capital Ltd | 75,681 | $5,438 萬 | 23.13% | −179,537−70.3% | 減碼 |
| Woodline Partners LP | 75,059 | $5,393 萬 | 0.25% | +73,666+5,288.3% | 加碼 |
| Cetera Investment Advisers | 74,958 | $5,386 萬 | 0.06% | +15,262+25.6% | 加碼 |
| GF Fund Management Co. Ltd. | 74,113 | $5,325 萬 | 0.97% | +15,725+26.9% | 加碼 |
| Fernbridge Capital Management LP | 74,099 | $5,324 萬 | 2.59% | +33,611+83.0% | 加碼 |
| Resona Asset Management Co.,Ltd. | 72,462 | $5,199 萬 | 0.25% | −992−1.4% | 減碼 |
| PointState Capital LP | 72,266 | $5,193 萬 | 0.93% | +72,266 | 新進 |
| Renaissance Group LLC | 71,538 | $5,140 萬 | 1.94% | −31,417−30.5% | 減碼 |
| ICONIQ Capital, LLC | 71,370 | $5,128 萬 | 0.64% | −1,127−1.6% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,729 | $5,082 萬 | 0.12% | −947−1.3% | 減碼 |
| CIBC World Markets Inc. | 70,631 | $5,075 萬 | 0.11% | −15,034−17.5% | 減碼 |
| Nissay Asset Management Corp | 70,417 | $5,060 萬 | 0.28% | +1,356+2.0% | 加碼 |
| Advisor Group Holdings, Inc. | 84,350 | $4,963 萬 | 0.07% | +15,491+22.5% | 加碼 |
| Czech National Bank | 68,762 | $4,941 萬 | 0.34% | +68,762 | 新進 |
| Science & Technology Partners, L.P. | 68,450 | $4,918 萬 | 13.96% | −16,550−19.5% | 減碼 |
| Arizona State Retirement System | 67,394 | $4,843 萬 | 0.26% | −332−0.5% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 66,462 | $4,776 萬 | 0.12% | +37,020+125.7% | 加碼 |
| Empowered Funds, LLC | 66,222 | $4,758 萬 | 0.48% | +4,061+6.5% | 加碼 |
| Freshford Capital Management, LLC | 65,279 | $4,691 萬 | 13.52% | −12,803−16.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 65,010 | $4,671 萬 | 0.23% | +65,010 | 新進 |
| O'Shaughnessy Asset Management, LLC | 63,337 | $4,551 萬 | 0.27% | −19,583−23.6% | 減碼 |
| Cookson Peirce & Co Inc | 62,800 | $4,512 萬 | 1.85% | +55,136+719.4% | 加碼 |
| MML Investors Services, LLC | 62,773 | $4,510 萬 | 0.12% | −4,798−7.1% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 62,705 | $4,506 萬 | 0.18% | +9,262+17.3% | 加碼 |
| Broad Bay Capital Management, LP | 62,310 | $4,477 萬 | 5.58% | +62,310 | 新進 |
| Standard Life Aberdeen plc | 62,129 | $4,464 萬 | 0.07% | −52,051−45.6% | 減碼 |
| Illinois Municipal Retirement Fund | 61,663 | $4,431 萬 | 0.57% | +2,562+4.3% | 加碼 |
| Nishkama Capital, LLC | 61,616 | $4,427 萬 | 3.97% | +11,190+22.2% | 加碼 |
| Blue Whale Capital LLP | 61,490 | $4,418 萬 | 2.44% | +61,490 | 新進 |
| EULAV Asset Management | 58,501 | $4,204 萬 | 0.98% | −510−0.9% | 減碼 |
| Metavasi Capital LP | 58,411 | $4,197 萬 | 14.89% | −14,784−20.2% | 減碼 |
| Captrust Financial Advisors | 58,026 | $4,169 萬 | 0.09% | +125+0.2% | 加碼 |
| Nomura Holdings Inc | 57,940 | $4,163 萬 | 0.19% | +36,133+165.7% | 加碼 |
| Retirement Systems of Alabama | 57,750 | $4,150 萬 | 0.14% | +57,750 | 新進 |
| iA Global Asset Management Inc. | 57,383 | $4,123 萬 | 0.56% | −3,811−6.2% | 減碼 |
| Amalgamated Bank | 57,158 | $4,107 萬 | 0.29% | +39,088+216.3% | 加碼 |
| Xponance, Inc. | 57,034 | $4,098 萬 | 0.32% | +9,436+19.8% | 加碼 |
| Newbrook Capital Advisors LP | 54,603 | $3,923 萬 | 4.80% | −12,296−18.4% | 減碼 |
| TFJ Management, LLC | 54,488 | $3,915 萬 | 26.38% | −23,355−30.0% | 減碼 |
| Tiaa Trust, National Association | 52,749 | $3,790 萬 | 0.09% | +42,829+431.7% | 加碼 |
| Moore Capital Management, LP | 52,681 | $3,785 萬 | 0.75% | −68,745−56.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 52,369 | $3,763 萬 | 0.34% | −18,476−26.1% | 減碼 |
| Comerica Bank | 52,136 | $3,746 萬 | 0.14% | +24,241+86.9% | 加碼 |
| Investment House LLC | 51,785 | $3,721 萬 | 1.76% | +1,423+2.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,262 | $3,683 萬 | 0.30% | +26,493+107.0% | 加碼 |
| UniSuper Management Pty Ltd | 50,542 | $3,632 萬 | 0.22% | +46,542+1,163.6% | 加碼 |
| Hamilton Capital Partners Inc. | 50,059 | $3,597 萬 | 1.49% | +50,059 | 新進 |
| Ogborne Capital Management, LLC | 50,000 | $3,593 萬 | 9.79% | +25,000+100.0% | 加碼 |
| Davidson Kempner Capital Management LP | 50,000 | $3,593 萬 | 0.50% | +50,000 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 49,728 | $3,573 萬 | 0.03% | +9,268+22.9% | 加碼 |
| Proem Advisors LLC | 48,772 | $3,504 萬 | 8.43% | +18,772+62.6% | 加碼 |
| Colony Group, LLC | 47,702 | $3,421 萬 | 0.06% | +24,053+101.7% | 加碼 |
| AMF Pensionsforsakring AB | 47,550 | $3,417 萬 | 0.22% | +38,826+445.0% | 加碼 |
| CIBC Bancorp USA Inc. | 47,181 | $3,390 萬 | 0.20% | +47,181 | 新進 |
| Vestor Capital, LLC | 46,381 | $3,333 萬 | 2.14% | −190,190−80.4% | 減碼 |
| Ibex Wealth Advisors | 45,663 | $3,281 萬 | 3.14% | +658+1.5% | 加碼 |
| Cozad Asset Management Inc | 45,079 | $3,239 萬 | 2.58% | +1,620+3.7% | 加碼 |
| Prudential PLC | 44,950 | $3,230 萬 | 0.24% | +3,744+9.1% | 加碼 |
| QRG Capital Management, Inc. | 44,726 | $3,214 萬 | 0.39% | −18,182−28.9% | 減碼 |
| ING Groep NV | 42,829 | $3,077 萬 | 0.17% | +38,728+944.4% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 42,585 | $3,060 萬 | 0.42% | +127+0.3% | 加碼 |
| USS Investment Management Ltd | 42,553 | $3,057 萬 | 0.15% | 00.0% | 不變 |
| IFM Investors Pty Ltd | 44,815 | $3,002 萬 | 0.26% | −394−0.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 39,845 | $2,862 萬 | 1.21% | +3,889+10.8% | 加碼 |
| Capital Impact Advisors, LLC | 39,629 | $2,848 萬 | 6.37% | +1,870+5.0% | 加碼 |
| Utah Retirement Systems | 39,399 | $2,831 萬 | 0.27% | −2,550−6.1% | 減碼 |
| Robeco Institutional Asset Management B.V. | 38,363 | $2,757 萬 | 0.04% | −80,416−67.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 38,358 | $2,756 萬 | 0.22% | +2,152+5.9% | 加碼 |
| Janney Montgomery Scott LLC | 38,289 | $2,751 萬 | 0.07% | −12,364−24.4% | 減碼 |
| Virtu Financial LLC | 38,076 | $2,736 萬 | 1.53% | +9,950+35.4% | 加碼 |
| New York Life Investment Management LLC | 36,841 | $2,647 萬 | 0.23% | +36,841 | 新進 |
| Truist Financial Corp | 36,817 | $2,645 萬 | 0.04% | +3,341+10.0% | 加碼 |
| Louisiana State Employees Retirement System | 36,600 | $2,630 萬 | 0.44% | +14,100+62.7% | 加碼 |
| Varma Mutual Pension Insurance Co | 36,400 | $2,615 萬 | 0.17% | +2,900+8.7% | 加碼 |
| TrimTabs Asset Management, LLC | 36,385 | $2,614 萬 | 3.48% | +7,684+26.8% | 加碼 |
| SG Americas Securities, LLC | 35,943 | $2,583 萬 | 0.09% | +15,659+77.2% | 加碼 |
| Virginia Retirement Systems Et Al | 35,700 | $2,565 萬 | 0.17% | +35,700 | 新進 |
| Shelton Capital Management | 35,452 | $2,547 萬 | 0.55% | −5,561−13.6% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 35,400 | $2,544 萬 | 0.22% | −14,600−29.2% | 減碼 |
| Credit Agricole S A | 35,390 | $2,543 萬 | 0.08% | +35,390 | 新進 |
| JustInvest LLC | 34,321 | $2,467 萬 | 0.25% | +1,138+3.4% | 加碼 |
| Candriam Luxembourg S.C.A. | 34,325 | $2,466 萬 | 0.13% | +2,593+8.2% | 加碼 |
| Mercer Global Advisors Inc | 34,273 | $2,458 萬 | 0.04% | +34,273 | 新進 |
| La Banque Postale Asset Management SA | 33,839 | $2,431 萬 | 0.30% | +9,795+40.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 33,426 | $2,402 萬 | 0.09% | +26,599+389.6% | 加碼 |
| Toroso Investments, LLC | 33,402 | $2,400 萬 | 0.10% | −87,987−72.5% | 減碼 |
| Wealthfront Advisers LLC | 33,272 | $2,391 萬 | 0.06% | +8,742+35.6% | 加碼 |
| British Columbia Investment Management Corp | 33,204 | $2,386 萬 | 0.14% | −3,291−9.0% | 減碼 |
| Public Sector Pension Investment Board | 32,923 | $2,366 萬 | 0.09% | −19,801−37.6% | 減碼 |
| US Bancorp | 32,608 | $2,343 萬 | 0.03% | −832−2.5% | 減碼 |
| UNICOM Systems, Inc. | 31,900 | $2,292 萬 | 2.26% | 00.0% | 不變 |
| Independent Financial Group, LLC | 31,738 | $2,281 萬 | 0.55% | +20,782+189.7% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 31,267 | $2,247 萬 | 0.06% | −34−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 30,918 | $2,222 萬 | 0.06% | −7,627−19.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 30,902 | $2,220 萬 | 0.29% | +30,902 | 新進 |
| Intech Investment Management LLC | 30,452 | $2,188 萬 | 0.20% | −59,030−66.0% | 減碼 |