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 |
|---|---|---|---|---|---|
| Discovery Capital Management, LLC | 30,340 | $2,180 萬 | 1.20% | +2,600+9.4% | 加碼 |
| OP Asset Management Ltd | 30,189 | $2,169 萬 | 0.29% | +367+1.2% | 加碼 |
| Swiss Life Asset Management Ltd | 30,109 | $2,163 萬 | 0.11% | −1,037−3.3% | 減碼 |
| Selkirk Management LLC | 30,100 | $2,163 萬 | 5.93% | +22,000+271.6% | 加碼 |
| Sanctuary Advisors, LLC | 29,959 | $2,153 萬 | 0.12% | +12,576+72.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,795 | $2,141 萬 | 0.08% | −1,027−3.3% | 減碼 |
| Wolverine Trading, LLC | 29,910 | $2,131 萬 | 0.43% | −1,383−4.4% | 減碼 |
| Mutual of America Capital Management LLC | 29,341 | $2,108 萬 | 0.22% | +29,341 | 新進 |
| Jacobson & Schmitt Advisors, LLC | 29,242 | $2,101 萬 | 3.61% | −4,462−13.2% | 減碼 |
| Lazard Asset Management LLC | 29,111 | $2,092 萬 | 0.03% | −3,935−11.9% | 減碼 |
| Bank of Nova Scotia | 28,946 | $2,080 萬 | 0.04% | +24,748+589.5% | 加碼 |
| State of Alaska, Department of Revenue | 28,945 | $2,080 萬 | 0.21% | +28,945 | 新進 |
| Yousif Capital Management, LLC | 28,774 | $2,068 萬 | 0.22% | +25,579+800.6% | 加碼 |
| Federation des caisses Desjardins du Quebec | 28,636 | $2,058 萬 | 0.08% | +5,576+24.2% | 加碼 |
| Calamos Advisors LLC | 28,128 | $2,021 萬 | 0.08% | +16,335+138.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 28,126 | $2,021 萬 | 1.25% | +758+2.8% | 加碼 |
| Cunning Capital Partners, LP | 28,037 | $2,015 萬 | 9.33% | −5,460−16.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 27,831 | $2,000 萬 | 0.24% | +7,271+35.4% | 加碼 |
| Berkshire Capital Holdings Inc | 27,660 | $1,987 萬 | 6.04% | −5,150−15.7% | 減碼 |
| Profund Advisors LLC | 27,164 | $1,952 萬 | 0.63% | +4,275+18.7% | 加碼 |
| Vontobel Holding Ltd. | 26,902 | $1,933 萬 | 0.06% | +9,300+52.8% | 加碼 |
| Commonwealth Equity Services, LLC | 26,862 | $1,930 萬 | 0.02% | +996+3.9% | 加碼 |
| Venture Visionary Partners LLC | 26,585 | $1,910 萬 | 0.66% | +3,427+14.8% | 加碼 |
| State of Tennessee, Treasury Department | 26,450 | $1,901 萬 | 0.06% | +26,450 | 新進 |
| M&T Bank Corp | 26,329 | $1,892 萬 | 0.06% | −8,356−24.1% | 減碼 |
| Pathstone Holdings, LLC | 26,260 | $1,887 萬 | 0.07% | +7,365+39.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 25,819 | $1,855 萬 | 0.28% | +4,535+21.3% | 加碼 |
| Smithbridge Asset Management Inc | 25,379 | $1,824 萬 | 2.65% | −500−1.9% | 減碼 |
| Investment Management Corp of Ontario | 24,928 | $1,791 萬 | 0.27% | +16,768+205.5% | 加碼 |
| Advisory Services Network, LLC | 24,885 | $1,788 萬 | 0.26% | −1,455−5.5% | 減碼 |
| Bridgewater Associates, LP | 24,454 | $1,757 萬 | 0.07% | +17,039+229.8% | 加碼 |
| HighTower Advisors, LLC | 24,171 | $1,737 萬 | 0.02% | +7,241+42.8% | 加碼 |
| Navellier & Associates Inc | 24,135 | $1,734 萬 | 1.76% | +963+4.2% | 加碼 |
| Oppenheimer & Co Inc | 24,115 | $1,733 萬 | 0.21% | +5,829+31.9% | 加碼 |
| Motley Fool Asset Management LLC | 23,338 | $1,677 萬 | 0.69% | +23,338 | 新進 |
| Generali Asset Management SPA SGR | 23,303 | $1,674 萬 | 0.36% | +16+0.1% | 加碼 |
| Millennium Management LLC | 23,299 | $1,674 萬 | 0.01% | −2,574,629−99.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 23,244 | $1,670 萬 | 0.13% | +9,706+71.7% | 加碼 |
| Dakota Wealth Management | 23,055 | $1,657 萬 | 0.33% | +2,969+14.8% | 加碼 |
| Delta Global Management LP | 22,917 | $1,647 萬 | 1.21% | −21,275−48.1% | 減碼 |
| Cresset Asset Management, LLC | 22,771 | $1,636 萬 | 0.07% | −288−1.2% | 減碼 |
| Parnassus Investments | 22,707 | $1,632 萬 | 0.04% | −138−0.6% | 減碼 |
| Vinva Investment Management Ltd | 22,853 | $1,628 萬 | 0.33% | −6,045−20.9% | 減碼 |
| Hancock Whitney Corp | 22,310 | $1,603 萬 | 0.29% | +20,494+1,128.5% | 加碼 |
| Nisa Investment Advisors, LLC | 22,294 | $1,602 萬 | 0.06% | +12,208+121.0% | 加碼 |
| Cerity Partners LLC | 22,260 | $1,599 萬 | 0.03% | +1,318+6.3% | 加碼 |
| Assetmark, Inc | 21,870 | $1,571 萬 | 0.03% | +2,464+12.7% | 加碼 |
| ASR Vermogensbeheer N.V. | 21,816 | $1,568 萬 | 0.19% | −79−0.4% | 減碼 |
| Brinker Capital Investments, LLC | 21,466 | $1,542 萬 | 0.12% | −3,425−13.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 21,439 | $1,540 萬 | 0.25% | +2,784+14.9% | 加碼 |
| Linden Thomas Advisory Services, LLC | 21,388 | $1,537 萬 | 1.56% | +346+1.6% | 加碼 |
| Aptus Capital Advisors, LLC | 21,045 | $1,512 萬 | 0.14% | −6,465−23.5% | 減碼 |
| MAI Capital Management | 21,017 | $1,510 萬 | 0.09% | −44,313−67.8% | 減碼 |
| Schonfeld Strategic Advisors LLC | 20,969 | $1,507 萬 | 0.11% | −203,537−90.7% | 減碼 |
| TD Waterhouse Canada Inc. | 21,249 | $1,496 萬 | 0.10% | +18,744+748.3% | 加碼 |
| Second Line Capital, LLC | 20,813 | $1,495 萬 | 3.10% | −6,333−23.3% | 減碼 |
| China Universal Asset Management Co., Ltd. | 20,621 | $1,482 萬 | 1.22% | −465−2.2% | 減碼 |
| Two Sigma Advisers, LP | 20,500 | $1,473 萬 | 0.03% | −3,500−14.6% | 減碼 |
| Winton Group Ltd | 20,300 | $1,459 萬 | 0.55% | +13,722+208.6% | 加碼 |
| Centaurus Financial, Inc. | 20,099 | $1,444 萬 | 0.68% | −426−2.1% | 減碼 |
| GWM Advisors LLC | 19,889 | $1,429 萬 | 0.06% | +5,366+36.9% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 19,817 | $1,424 萬 | 3.33% | −2,176−9.9% | 減碼 |
| Nearwater Capital Markets, Ltd | 19,700 | $1,416 萬 | 0.19% | +19,700 | 新進 |
| Oppenheimer Asset Management Inc. | 19,558 | $1,405 萬 | 0.15% | +497+2.6% | 加碼 |
| Armistice Capital, LLC | 19,520 | $1,403 萬 | 0.44% | +4,450+29.5% | 加碼 |
| Ossiam | 19,487 | $1,400 萬 | 0.18% | +14,618+300.2% | 加碼 |
| Norinchukin Bank, The | 19,389 | $1,393 萬 | 0.19% | +10,220+111.5% | 加碼 |
| Loup Funds, LLC | 19,370 | $1,392 萬 | 5.54% | +19,370 | 新進 |
| Park Avenue Securities LLC | 19,176 | $1,378 萬 | 0.11% | −1,714−8.2% | 減碼 |
| Horizon Investment Services, LLC | 18,078 | $1,299 萬 | 4.90% | −404−2.2% | 減碼 |
| Oak Ridge Investments LLC | 17,998 | $1,293 萬 | 0.84% | +380+2.2% | 加碼 |
| Mizuho Securities USA LLC | 19,717 | $1,281 萬 | 0.26% | +19,717 | 新進 |
| The PNC Financial Services Group, Inc. | 17,645 | $1,268 萬 | 0.01% | +9,379+113.5% | 加碼 |
| Pinebridge Investments, L.P. | 17,569 | $1,262 萬 | 0.09% | −23,916−57.6% | 減碼 |
| Freestone Capital Holdings, LLC | 17,548 | $1,261 萬 | 0.39% | +41+0.2% | 加碼 |
| Ethic Inc. | 17,459 | $1,255 萬 | 0.21% | +10,489+150.5% | 加碼 |
| Atreides Management, LP | 17,378 | $1,249 萬 | 0.32% | +17,378 | 新進 |
| Left Brain Wealth Management, LLC | 17,322 | $1,245 萬 | 3.91% | +2,350+15.7% | 加碼 |
| Insight Holdings Group, LLC | 16,900 | $1,214 萬 | 0.75% | +3,000+21.6% | 加碼 |
| FORA Capital, LLC | 16,793 | $1,207 萬 | 2.13% | +16,793 | 新進 |
| Thames Capital Management LLC | 16,702 | $1,200 萬 | 1.73% | +8,925+114.8% | 加碼 |
| Man Group plc | 16,490 | $1,185 萬 | 0.02% | −60,817−78.7% | 減碼 |
| Beck Bode, LLC | 16,427 | $1,180 萬 | 1.91% | −1,302−7.3% | 減碼 |
| LGT Group Foundation | 16,529 | $1,164 萬 | 0.13% | +526+3.3% | 加碼 |
| Westpac Banking Corp | 16,146 | $1,160 萬 | 0.72% | +280+1.8% | 加碼 |
| Hartford Investment Management Co | 15,861 | $1,140 萬 | 0.34% | +15,861 | 新進 |
| Prospera Financial Services Inc | 15,679 | $1,127 萬 | 0.19% | +1,408+9.9% | 加碼 |
| Strategic Global Advisors, LLC | 15,525 | $1,116 萬 | 1.69% | −258−1.6% | 減碼 |
| Seascape Capital Management | 15,493 | $1,113 萬 | 3.19% | +492+3.3% | 加碼 |
| Erste Asset Management GmbH | 15,530 | $1,106 萬 | 0.11% | −41,550−72.8% | 減碼 |
| Diversify Advisory Services, LLC | 17,410 | $1,101 萬 | 0.37% | −307−1.7% | 減碼 |
| Dilation Capital Management LP | 15,162 | $1,089 萬 | 5.40% | −5,058−25.0% | 減碼 |
| Segment Wealth Management, LLC | 15,140 | $1,088 萬 | 0.65% | −378−2.4% | 減碼 |
| Jane Street Group, LLC | 15,074 | $1,083 萬 | 0.01% | −337,573−95.7% | 減碼 |
| CWM Advisors, LLC | 15,060 | $1,082 萬 | 1.05% | +1,095+7.8% | 加碼 |
| Lido Advisors, LLC | 15,019 | $1,079 萬 | 0.04% | +1,511+11.2% | 加碼 |
| Silvant Capital Management LLC | 15,001 | $1,078 萬 | 0.37% | +959+6.8% | 加碼 |
| Penserra Capital Management LLC | 14,982 | $1,076 萬 | 0.13% | +8,332+125.3% | 加碼 |
| Kentucky Retirement Systems | 14,969 | $1,076 萬 | 0.30% | −1,835−10.9% | 減碼 |
| Zevenbergen Capital Investments LLC | 14,862 | $1,068 萬 | 0.21% | +14,862 | 新進 |