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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 7,995 | $574.5 萬 | 0.08% | +873+12.3% | 加碼 |
| BLI - Banque de Luxembourg Investments | 8,000 | $570.3 萬 | 0.17% | +1,000+14.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 7,818 | $561.8 萬 | 0.05% | −799−9.3% | 減碼 |
| Plato Investment Management Ltd | 7,836 | $558.8 萬 | 0.38% | +304+4.0% | 加碼 |
| Hidden Lake Asset Management LP | 7,721 | $554.8 萬 | 2.22% | +7,721 | 新進 |
| Jump Financial, LLC | 7,580 | $544.7 萬 | 0.07% | −111,903−93.7% | 減碼 |
| Del-Sette Capital Management, LLC | 7,483 | $537.7 萬 | 3.34% | −2,820−27.4% | 減碼 |
| Marietta Investment Partners LLC | 7,476 | $537.2 萬 | 1.04% | +1,660+28.5% | 加碼 |
| Totem Point Management, LLC | 7,303 | $524.7 萬 | 4.68% | +7,303 | 新進 |
| MUFG Securities Americas Inc. | 7,300 | $524.5 萬 | 0.34% | +7,300 | 新進 |
| Sumitomo Life Insurance Co | 7,223 | $519.0 萬 | 0.16% | +5,224+261.3% | 加碼 |
| Squarepoint Ops LLC | 7,221 | $518.9 萬 | 0.01% | −226,085−96.9% | 減碼 |
| CFO4Life Group, LLC | 7,155 | $514.1 萬 | 0.75% | +717+11.1% | 加碼 |
| Convergence Investment Partners, LLC | 7,124 | $511.9 萬 | 1.15% | −422−5.6% | 減碼 |
| LMG Wealth Partners, LLC | 7,113 | $511.1 萬 | 0.95% | −828−10.4% | 減碼 |
| Meridiem Capital Partners LP | 7,104 | $510.5 萬 | 0.35% | −24,994−77.9% | 減碼 |
| PKO Investment Management Joint-Stock Co | 7,000 | $503.0 萬 | 0.43% | 00.0% | 不變 |
| Umb Bank N A | 6,984 | $501.8 萬 | 0.07% | −64−0.9% | 減碼 |
| Adviser Investments LLC | 6,974 | $501.1 萬 | 0.06% | −706−9.2% | 減碼 |
| Elevatus Welath Management | 6,963 | $500.3 萬 | 1.44% | +6,963 | 新進 |
| Evergreen Capital Management LLC | 6,891 | $495.1 萬 | 0.12% | −787−10.3% | 減碼 |
| Alps Advisors Inc | 6,887 | $494.9 萬 | 0.03% | −1,442−17.3% | 減碼 |
| Merit Financial Group, LLC | 6,859 | $492.9 萬 | 0.05% | +168+2.5% | 加碼 |
| Everence Capital Management Inc | 6,660 | $478.5 萬 | 0.29% | 00.0% | 不變 |
| M&G Plc | 6,622 | $476.1 萬 | 0.03% | 00.0% | 不變 |
| Eos Management, L.P. | 6,601 | $474.3 萬 | 1.87% | −13,730−67.5% | 減碼 |
| Walleye Capital LLC | 6,588 | $473.4 萬 | 0.04% | −20,645−75.8% | 減碼 |
| Northstar Advisory Group, LLC | 6,515 | $468.1 萬 | 1.91% | +1,942+42.5% | 加碼 |
| SBI Securities Co., Ltd. | 6,465 | $464.5 萬 | 0.12% | −49−0.8% | 減碼 |
| GTS Securities LLC | 6,455 | $463.8 萬 | 0.18% | +5,531+598.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,377 | $458.2 萬 | 0.04% | −623−8.9% | 減碼 |
| Principal Securities, Inc. | 6,331 | $454.9 萬 | 0.07% | +132+2.1% | 加碼 |
| Norris Financial Group, LLC | 6,326 | $454.5 萬 | 1.66% | +1,337+26.8% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,274 | $450.8 萬 | 0.30% | −858−12.0% | 減碼 |
| Wedmont Private Capital | 7,128 | $450.4 萬 | 0.17% | +209+3.0% | 加碼 |
| Morse Asset Management, Inc | 6,260 | $449.8 萬 | 0.90% | +4,560+268.2% | 加碼 |
| Cache Advisors, LLC | 6,203 | $445.7 萬 | 0.78% | −4,233−40.6% | 減碼 |
| Westerkirk Capital Inc. | 6,134 | $440.8 萬 | 0.50% | +144+2.4% | 加碼 |
| Pinnacle Wealth Management, LLC | 6,074 | $436.4 萬 | 2.95% | −2,250−27.0% | 減碼 |
| Allworth Financial LP | 6,049 | $434.7 萬 | 0.02% | +3,438+131.7% | 加碼 |
| Ratan Capital Management LP | 6,000 | $431.1 萬 | 2.33% | −52,730−89.8% | 減碼 |
| Mitchell Capital Management Co | 5,929 | $426.0 萬 | 0.73% | −2,782−31.9% | 減碼 |
| Employees Retirement System of Texas | 5,915 | $425.0 萬 | 0.03% | −9,815−62.4% | 減碼 |
| TB Alternative Assets Ltd. | 5,900 | $423.9 萬 | 0.63% | +5,900 | 新進 |
| Change Path, LLC | 5,898 | $423.8 萬 | 0.10% | −7−0.1% | 減碼 |
| APG Asset Management N.V. | 6,900 | $422.0 萬 | 0.01% | +6,900 | 新進 |
| Assenagon Asset Management S.A. | 5,834 | $419.2 萬 | 0.01% | +82+1.4% | 加碼 |
| AE Wealth Management LLC | 5,827 | $418.7 萬 | 0.03% | +1,097+23.2% | 加碼 |
| K2 Principal Fund, L.P. | 5,788 | $415.9 萬 | 0.44% | −379−6.1% | 減碼 |
| HBW Advisory Services LLC | 5,762 | $414.0 萬 | 0.47% | −2,867−33.2% | 減碼 |
| Brown Advisory Inc | 5,742 | $412.6 萬 | 0.01% | −176−3.0% | 減碼 |
| Reliant Investment Partners, LLC | 6,042 | $412.5 萬 | 3.23% | +738+13.9% | 加碼 |
| Illumine Investment Management, LLC | 5,740 | $412.4 萬 | 2.94% | +5,740 | 新進 |
| Picton Mahoney Asset Management | 5,730 | $411.9 萬 | 0.05% | +2,307+67.4% | 加碼 |
| Summit Trail Advisors, LLC | 5,631 | $404.6 萬 | 0.06% | +1,746+44.9% | 加碼 |
| Shelton Wealth Management, LLC | 5,620 | $403.8 萬 | 1.88% | +235+4.4% | 加碼 |
| Pinnbrook Capital Management LP | 5,618 | $403.7 萬 | 0.75% | +5,618 | 新進 |
| HB Wealth Management, LLC | 5,562 | $399.7 萬 | 0.03% | +1,216+28.0% | 加碼 |
| Siemens Fonds Invest GmbH | 5,533 | $397.6 萬 | 0.22% | −37−0.7% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 5,505 | $395.6 萬 | 0.36% | −86,729−94.0% | 減碼 |
| Sheets Smith Investment Management | 5,501 | $395.3 萬 | 2.56% | −160−2.8% | 減碼 |
| Hunting Hill Global Capital, LLC | 5,500 | $395.2 萬 | 1.49% | −2,700−32.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 5,445 | $391.2 萬 | 0.05% | −2,828−34.2% | 減碼 |
| Canada Post Corp Registered Pension Plan | 5,380 | $383.2 萬 | 0.17% | +5,380 | 新進 |
| Ronald Blue Trust, Inc. | 5,314 | $381.8 萬 | 0.04% | +182+3.5% | 加碼 |
| GLOBALT Investments LLC | 5,301 | $380.9 萬 | 0.14% | −1,002−15.9% | 減碼 |
| Western Financial Corp | 5,256 | $377.7 萬 | 1.64% | +3,550+208.1% | 加碼 |
| Horizon Investments, LLC | 5,232 | $375.9 萬 | 0.05% | +4,773+1,039.9% | 加碼 |
| Phoenix Holdings Ltd. | 5,209 | $374.4 萬 | 0.05% | +4,439+576.5% | 加碼 |
| MUFG Securities EMEA plc | 5,182 | $372.3 萬 | 0.09% | +5,182 | 新進 |
| TCG Advisory Services, LLC | 5,180 | $372.2 萬 | 0.14% | +4,648+873.7% | 加碼 |
| Allianz SE | 5,175 | $371.8 萬 | 0.08% | −3,133−37.7% | 減碼 |
| Catalyst Capital Advisors LLC | 5,151 | $370.1 萬 | 0.07% | +4,970+2,745.9% | 加碼 |
| Burney Co | 5,128 | $368.5 萬 | 0.12% | −227−4.2% | 減碼 |
| Oddo BHF Asset Management SAS | 5,127 | $368.4 萬 | 0.14% | +3,913+322.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,103 | $366.7 萬 | 0.02% | +1,017+24.9% | 加碼 |
| CWM, LLC | 5,010 | $360.0 萬 | 0.01% | +1,010+25.3% | 加碼 |
| Prelude Capital Management, LLC | 4,968 | $357.0 萬 | 0.28% | +2,780+127.1% | 加碼 |
| Vise Technologies, Inc. | 4,949 | $355.6 萬 | 0.13% | −4,155−45.6% | 減碼 |
| Virtus Investment Advisers, Inc. | 4,941 | $355.0 萬 | 1.02% | −67−1.3% | 減碼 |
| O'Neil Global Advisors, Inc. | 4,900 | $352.1 萬 | 0.65% | +4,900 | 新進 |
| ABN AMRO Bank N.V. | 4,896 | $350.6 萬 | 0.03% | +3,178+185.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 4,867 | $349.7 萬 | 0.06% | +221+4.8% | 加碼 |
| Sigma Planning Corp | 4,859 | $349.1 萬 | 0.10% | +487+11.1% | 加碼 |
| Thrive Capital Management, LLC | 4,837 | $347.6 萬 | 0.90% | −100−2.0% | 減碼 |
| We Are One Seven, LLC | 4,828 | $346.9 萬 | 0.08% | +4,048+519.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 4,760 | $342.0 萬 | 0.03% | +546+13.0% | 加碼 |
| Apollon Wealth Management, LLC | 4,760 | $342.0 萬 | 0.06% | +1,142+31.6% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,739 | $339.6 萬 | 0.70% | +4,739 | 新進 |
| ICICI Prudential Asset Management Co Ltd | 4,724 | $339.4 萬 | 0.36% | +868+22.5% | 加碼 |
| Azzad Asset Management Inc | 4,682 | $336.4 萬 | 0.33% | −64−1.3% | 減碼 |
| Williamson Legacy Group, LLC | 4,660 | $334.8 萬 | 2.59% | +106+2.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 4,568 | $328.2 萬 | 0.01% | −478−9.5% | 減碼 |
| Benjamin Edwards Inc | 4,530 | $325.5 萬 | 0.04% | +802+21.5% | 加碼 |
| Bridgeway Capital Management, LLC | 4,520 | $324.8 萬 | 0.07% | −2,340−34.1% | 減碼 |
| KP Management LLC | 4,500 | $323.3 萬 | 1.13% | +4,500 | 新進 |
| Tema ETFs LLC | 4,449 | $319.7 萬 | 0.27% | +4,449 | 新進 |
| Lee Johnson Capital Management, LLC | 4,443 | $319.2 萬 | 1.06% | −8,006−64.3% | 減碼 |
| Peak Retirement Planning, Inc. | 4,441 | $319.1 萬 | 0.90% | +550+14.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 4,439 | $319.0 萬 | 0.09% | −37,954−89.5% | 減碼 |