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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 14,851 | $1,067 萬 | 1.29% | +920+6.6% | 加碼 |
| Benchmark Investment Advisors LLC | 14,576 | $1,036 萬 | 6.02% | +14,576 | 新進 |
| Edgewood Management LLC | 14,400 | $1,035 萬 | 0.04% | +14,400 | 新進 |
| Perigon Wealth Management, LLC | 14,336 | $1,030 萬 | 0.21% | −10,291−41.8% | 減碼 |
| Donaldson Capital Management, LLC | 14,084 | $1,012 萬 | 0.32% | +3,309+30.7% | 加碼 |
| CWA Asset Management Group, LLC | 14,022 | $1,008 萬 | 0.37% | −1,295−8.5% | 減碼 |
| Empower Advisory Group, LLC | 13,959 | $1,003 萬 | 0.03% | +13,180+1,691.9% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 13,911 | $996.8 萬 | 0.67% | +13,911 | 新進 |
| Rockefeller Capital Management L.P. | 13,759 | $988.7 萬 | 0.02% | +13,759 | 新進 |
| Harvest Investment Services, LLC | 13,758 | $988.6 萬 | 1.99% | +340+2.5% | 加碼 |
| EFG Asset Management (North America) Corp. | 13,672 | $982.3 萬 | 1.27% | −4,469−24.6% | 減碼 |
| Stephens Inc | 13,604 | $977.5 萬 | 0.12% | +5,018+58.4% | 加碼 |
| Jefferies Financial Group Inc. | 13,549 | $973.5 萬 | 0.09% | +10,760+385.8% | 加碼 |
| Zacks Investment Management | 13,386 | $961.9 萬 | 0.08% | +106+0.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 13,362 | $960.1 萬 | 0.04% | −2,924−18.0% | 減碼 |
| Coastal Bridge Advisors, LLC | 13,240 | $951.3 萬 | 0.72% | −520−3.8% | 減碼 |
| Securian Asset Management, Inc | 13,148 | $944.7 萬 | 0.25% | +13,148 | 新進 |
| CAPROCK Group, Inc. | 19,542 | $935.3 萬 | 0.23% | +19,542 | 新進 |
| Vestcor Inc | 12,775 | $917.9 萬 | 0.27% | −776−5.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 12,728 | $914.6 萬 | 0.28% | +2,648+26.3% | 加碼 |
| Dnca Finance | 12,500 | $898.2 萬 | 0.62% | +12,500 | 新進 |
| Independent Solutions Wealth Management, LLC | 12,433 | $893.4 萬 | 1.59% | +848+7.3% | 加碼 |
| Bailard, Inc. | 12,413 | $891.9 萬 | 0.19% | −318−2.5% | 減碼 |
| Gemmer Asset Management LLC | 12,411 | $891.8 萬 | 0.72% | +12,411 | 新進 |
| Private Advisor Group, LLC | 12,358 | $888.0 萬 | 0.04% | +301+2.5% | 加碼 |
| Jones Financial Companies LLLP | 13,176 | $882.6 萬 | 0.01% | +4,862+58.5% | 加碼 |
| New Mexico Educational Retirement Board | 12,200 | $876.6 萬 | 0.27% | +12,200 | 新進 |
| Prakash Investment Advisors LLC | 12,145 | $872.7 萬 | 6.25% | +8,950+280.1% | 加碼 |
| Decatur Capital Management, Inc. | 12,138 | $872.2 萬 | 3.46% | +732+6.4% | 加碼 |
| Decker Retirement Planning Inc. | 12,127 | $871.4 萬 | 4.79% | +12,104+52,626.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 12,056 | $866.3 萬 | 0.01% | −127,370−91.4% | 減碼 |
| Genus Capital Management Inc. | 11,920 | $856.5 萬 | 0.99% | +11,920 | 新進 |
| Maryland State Retirement & Pension System | 11,901 | $855.1 萬 | 0.18% | +313+2.7% | 加碼 |
| Mission Hills Financial Advisory, LLC | 11,897 | $854.8 萬 | 4.54% | −44−0.4% | 減碼 |
| Broadleaf Partners, LLC | 11,851 | $851.5 萬 | 1.78% | −206−1.7% | 減碼 |
| Advisors Capital Management, LLC | 11,844 | $851.1 萬 | 0.11% | +122+1.0% | 加碼 |
| Bleakley Financial Group, LLC | 11,824 | $849.6 萬 | 0.20% | +11,824 | 新進 |
| General Equity Holdings LP | 11,750 | $844.3 萬 | 5.14% | +11,750 | 新進 |
| Gulf International Bank (UK) Ltd | 11,720 | $842.1 萬 | 0.28% | −187−1.6% | 減碼 |
| Sierra Summit Advisors LLC | 11,585 | $832.4 萬 | 1.27% | +11,585 | 新進 |
| Axxcess Wealth Management, LLC | 11,514 | $827.3 萬 | 0.17% | +1,973+20.7% | 加碼 |
| Consolidated Planning Corp | 11,462 | $823.6 萬 | 0.87% | +11,462 | 新進 |
| Verition Fund Management LLC | 11,459 | $823.4 萬 | 0.05% | −57,501−83.4% | 減碼 |
| First Foundation Advisors | 11,457 | $823.2 萬 | 0.30% | +5,775+101.6% | 加碼 |
| Balboa Wealth Partners | 11,457 | $823.2 萬 | 1.42% | −2,358−17.1% | 減碼 |
| Great Lakes Advisors, LLC | 11,434 | $821.6 萬 | 0.07% | +7,951+228.3% | 加碼 |
| Allen Investment Management LLC | 11,420 | $820.6 萬 | 0.09% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 7,377 | $819.6 萬 | 0.05% | −82−1.1% | 減碼 |
| Omers Administration Corp | 11,285 | $810.9 萬 | 0.06% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 11,226 | $806.6 萬 | 0.30% | +23+0.2% | 加碼 |
| Acadian Asset Management LLC | 11,037 | $792.1 萬 | 0.01% | −7,772−41.3% | 減碼 |
| Baird Financial Group, Inc. | 11,005 | $790.8 萬 | 0.01% | −3,944−26.4% | 減碼 |
| Sora Investors LLC | 10,998 | $790.3 萬 | 0.73% | −16,146−59.5% | 減碼 |
| Alberta Investment Management Corp | 10,900 | $783.2 萬 | 0.06% | +8,700+395.5% | 加碼 |
| Polar Asset Management Partners Inc. | 10,759 | $773.1 萬 | 0.16% | +10,759 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 10,738 | $771.6 萬 | 0.19% | −37−0.3% | 減碼 |
| L2 Asset Management, LLC | 10,628 | $763.7 萬 | 1.11% | +450+4.4% | 加碼 |
| Callan Family Office, LLC | 10,560 | $758.8 萬 | 0.24% | +2,039+23.9% | 加碼 |
| Rakuten Securities, Inc. | 10,540 | $757.3 萬 | 2.79% | +5,705+118.0% | 加碼 |
| Ardmore Road Asset Management LP | 10,500 | $754.5 萬 | 0.49% | −39,400−79.0% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 10,258 | $737.1 萬 | 0.34% | +10,258 | 新進 |
| Sterling Capital Management LLC | 10,244 | $736.1 萬 | 0.11% | −1,509−12.8% | 減碼 |
| Ritholtz Wealth Management | 10,226 | $734.8 萬 | 0.14% | −1,465−12.5% | 減碼 |
| NewEdge Wealth, LLC | 11,861 | $731.9 萬 | 0.10% | +1,135+10.6% | 加碼 |
| Metis Global Partners, LLC | 10,094 | $725.3 萬 | 0.17% | +5,859+138.3% | 加碼 |
| Commerce Bank | 10,093 | $725.2 萬 | 0.04% | +721+7.7% | 加碼 |
| Union Bancaire Privee, UBP SA | 13,575 | $725.1 萬 | 0.15% | −7,448−35.4% | 減碼 |
| GSG Advisors LLC | 10,296 | $724.9 萬 | 1.92% | +25+0.2% | 加碼 |
| Atria Investments LLC | 10,007 | $719.0 萬 | 0.08% | +174+1.8% | 加碼 |
| Citizens Financial Group Inc | 9,941 | $714.3 萬 | 0.10% | +8,499+589.4% | 加碼 |
| Contrarius Group Holdings Ltd | 9,780 | $702.7 萬 | 0.32% | −10,478−51.7% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 9,700 | $697.0 萬 | 0.36% | +7,487+338.3% | 加碼 |
| United Capital Financial Advisers, LLC | 9,663 | $694.3 萬 | 0.05% | +2,185+29.2% | 加碼 |
| BCJ Capital Management, LLC | 9,630 | $692.0 萬 | 0.41% | +8,618+851.6% | 加碼 |
| Meadowbrook Wealth Management, LLC | 9,589 | $689.0 萬 | 7.16% | +9,589 | 新進 |
| Bokf, NA | 9,376 | $673.7 萬 | 0.10% | +370+4.1% | 加碼 |
| Liontrust Investment Partners LLP | 9,310 | $669.0 萬 | 0.10% | −3,053−24.7% | 減碼 |
| Entropy Technologies, LP | 9,238 | $663.8 萬 | 0.50% | +9,238 | 新進 |
| Bessemer Group Inc | 8,985 | $645.6 萬 | 0.01% | +385+4.5% | 加碼 |
| Calamos Wealth Management LLC | 8,811 | $633.1 萬 | 0.23% | +27+0.3% | 加碼 |
| Abn Amro Investment Solutions | 8,767 | $629.9 萬 | 0.13% | +1,900+27.7% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,629 | $620.0 萬 | 0.09% | +8,629 | 新進 |
| Spire Wealth Management | 8,568 | $615.6 萬 | 0.21% | +2,290+36.5% | 加碼 |
| Kestra Advisory Services, LLC | 8,451 | $607.2 萬 | 0.03% | +1,184+16.3% | 加碼 |
| Allstate Corp | 8,432 | $605.9 萬 | 0.14% | +8,432 | 新進 |
| Caxton Associates LLP | 8,410 | $604.3 萬 | 0.17% | −2,033−19.5% | 減碼 |
| Cloverfields Capital Group, LP | 8,376 | $601.8 萬 | 1.88% | −248−2.9% | 減碼 |
| Diversify Wealth Management, LLC | 9,518 | $601.7 萬 | 0.35% | +87+0.9% | 加碼 |
| Ballentine Partners, LLC | 8,373 | $601.6 萬 | 0.08% | +94+1.1% | 加碼 |
| Next Century Growth Investors LLC | 8,217 | $590.4 萬 | 0.43% | −103−1.2% | 減碼 |
| Yarbrough Capital, LLC | 8,198 | $589.1 萬 | 0.18% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 8,180 | $587.8 萬 | 2.17% | +1,621+24.7% | 加碼 |
| Farther Finance Advisors, LLC | 8,169 | $587.0 萬 | 0.09% | +1,665+25.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 8,164 | $586.6 萬 | 0.82% | +8,164 | 新進 |
| TownSquare Capital, LLC | 8,131 | $584.2 萬 | 0.88% | −4,361−34.9% | 減碼 |
| Trilogy Capital Inc. | 8,122 | $583.6 萬 | 0.27% | +710+9.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,104 | $582.3 萬 | 0.21% | +183+2.3% | 加碼 |
| DeDora Capital, Inc. | 8,067 | $579.6 萬 | 1.40% | 00.0% | 不變 |
| Fulton Bank, N.A. | 8,046 | $578.1 萬 | 0.20% | −197−2.4% | 減碼 |
| Ardsley Advisory Partners LP | 8,000 | $574.8 萬 | 0.88% | 00.0% | 不變 |