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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 4,430 | $318.3 萬 | 0.58% | +75+1.7% | 加碼 |
| Loomis Sayles & Co L P | 4,382 | $314.9 萬 | 0.00% | −2,041−31.8% | 減碼 |
| Integrated Financial Solutions, Inc. | 4,360 | $313.3 萬 | 2.16% | +2,323+114.0% | 加碼 |
| AXS Investments LLC | 4,302 | $309.1 萬 | 0.97% | +173+4.2% | 加碼 |
| STF Management LP | 4,285 | $307.9 萬 | 1.14% | −11−0.3% | 減碼 |
| RSM US Wealth Management LLC | 4,266 | $306.5 萬 | 0.04% | +314+7.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 4,262 | $306.3 萬 | 0.06% | +613+16.8% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 8,731 | $305.7 萬 | 0.16% | 00.0% | 不變 |
| Legal Advantage Investments, Inc. | 4,250 | $305.4 萬 | 1.37% | −100−2.3% | 減碼 |
| Meridian Wealth Management, LLC | 4,240 | $304.6 萬 | 0.12% | +1,903+81.4% | 加碼 |
| Florida Financial Advisors, LLC | 4,235 | $304.3 萬 | 0.94% | +564+15.4% | 加碼 |
| Scotia Capital Inc. | 4,197 | $301.6 萬 | 0.01% | +1,337+46.7% | 加碼 |
| GAM Holding AG | 4,195 | $301.4 萬 | 0.19% | +383+10.0% | 加碼 |
| Diversified Trust Co | 4,167 | $299.4 萬 | 0.06% | −911−17.9% | 減碼 |
| Castle Rock Wealth Management, LLC | 4,388 | $298.0 萬 | 0.66% | +4,388 | 新進 |
| Lifestyle Asset Management, Inc. | 4,144 | $297.8 萬 | 1.02% | −1,049−20.2% | 減碼 |
| Signaturefd, LLC | 4,110 | $295.3 萬 | 0.05% | +348+9.3% | 加碼 |
| Coldstream Capital Management Inc | 4,078 | $293.0 萬 | 0.04% | +532+15.0% | 加碼 |
| Cumberland Partners Ltd | 4,000 | $287.4 萬 | 0.19% | 00.0% | 不變 |
| Stevens Capital Management LP | 3,987 | $286.5 萬 | 0.38% | +3,987 | 新進 |
| Global Assets Advisory, LLC | 3,969 | $285.2 萬 | 0.85% | −803−16.8% | 減碼 |
| VestGen Advisors, LLC | 3,930 | $282.4 萬 | 0.09% | −4,448−53.1% | 減碼 |
| Alta Wealth Advisors LLC | 3,901 | $280.3 萬 | 1.00% | +3,901 | 新進 |
| FCG Investment Co | 3,886 | $279.2 萬 | 1.31% | +1,713+78.8% | 加碼 |
| Banque Cantonale Vaudoise | 3,886 | $279.2 萬 | 0.10% | −695−15.2% | 減碼 |
| Paragon Advisors, LLC | 3,875 | $278.4 萬 | 0.72% | +3,875 | 新進 |
| Edgestream Partners, L.P. | 3,849 | $276.6 萬 | 0.08% | +3,849 | 新進 |
| Applied Finance Capital Management, LLC | 3,833 | $275.4 萬 | 0.20% | −599−13.5% | 減碼 |
| WD Rutherford LLC | 3,832 | $275.3 萬 | 1.17% | +1,123+41.5% | 加碼 |
| Wetherby Asset Management Inc | 3,823 | $274.7 萬 | 0.11% | +453+13.4% | 加碼 |
| Chilton Investment Co LLC | 3,798 | $272.9 萬 | 0.06% | +1,962+106.9% | 加碼 |
| Pitcairn Co | 3,784 | $271.9 萬 | 0.21% | −2,191−36.7% | 減碼 |
| Geneva Partners, LLC | 3,778 | $271.5 萬 | 0.99% | +3,778 | 新進 |
| Summit Financial, LLC | 3,777 | $271.4 萬 | 0.04% | +305+8.8% | 加碼 |
| Forum Financial Management, LP | 3,771 | $271.0 萬 | 0.04% | +10.0% | 加碼 |
| Cadent Capital Advisors, LLC | 3,757 | $270.0 萬 | 0.72% | +3,757 | 新進 |
| Quantbot Technologies LP | 3,751 | $269.5 萬 | 0.07% | −4,430−54.1% | 減碼 |
| VGI Partners Ltd | 3,750 | $269.5 萬 | 0.19% | +2,402+178.2% | 加碼 |
| Invst, LLC | 3,742 | $268.9 萬 | 0.31% | −58−1.5% | 減碼 |
| Fedenia Advisers LLC | 3,739 | $268.7 萬 | 1.07% | +69+1.9% | 加碼 |
| Meeder Advisory Services, Inc. | 3,710 | $266.6 萬 | 0.12% | +432+13.2% | 加碼 |
| Sunbelt Securities, Inc. | 3,681 | $264.5 萬 | 0.18% | +2,770+304.1% | 加碼 |
| Berbice Capital Management LLC | 3,680 | $264.4 萬 | 1.63% | +480+15.0% | 加碼 |
| Howard Capital Management Inc. | 3,675 | $264.1 萬 | 0.03% | +3,675 | 新進 |
| Synovus Financial Corp | 3,641 | $261.6 萬 | 0.03% | +43+1.2% | 加碼 |
| Independent Advisor Alliance | 3,613 | $259.6 萬 | 0.07% | +486+15.5% | 加碼 |
| Darden Wealth Group Inc | 3,603 | $258.9 萬 | 1.35% | +75+2.1% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,588 | $257.8 萬 | 0.07% | +2,563+250.0% | 加碼 |
| Cannon Advisors, Inc. | 4,346 | $256.3 萬 | 1.72% | −276−6.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,551 | $255.2 萬 | 0.05% | −194−5.2% | 減碼 |
| BluePath Capital Management, LLC | 3,538 | $254.2 萬 | 1.86% | −50−1.4% | 減碼 |
| Fidelis Capital Partners, LLC | 3,515 | $252.6 萬 | 0.20% | +2,314+192.7% | 加碼 |
| Lazard Freres Gestion S.A.S. | 3,500 | $251.4 萬 | 0.05% | +3,500 | 新進 |
| WoodTrust Financial Corp | 3,485 | $250.4 萬 | 0.30% | +3,485 | 新進 |
| Belpointe Asset Management LLC | 3,475 | $249.7 萬 | 0.10% | +461+15.3% | 加碼 |
| HighPoint Advisor Group LLC | 3,471 | $249.4 萬 | 0.12% | +135+4.0% | 加碼 |
| ESG Planning | 3,469 | $249.3 萬 | 1.19% | +5+0.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 3,927 | $248.1 萬 | 0.06% | +1,695+75.9% | 加碼 |
| Atomi Financial Group, Inc. | 3,430 | $246.4 萬 | 0.08% | +399+13.2% | 加碼 |
| PFG Advisors | 3,399 | $244.2 萬 | 0.10% | +196+6.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 3,332 | $239.4 萬 | 0.09% | +946+39.6% | 加碼 |
| National Asset Management, Inc. | 3,310 | $237.8 萬 | 0.11% | −291−8.1% | 減碼 |
| QVT Financial LP | 3,253 | $233.7 萬 | 0.26% | −1,540−32.1% | 減碼 |
| Arete Wealth Advisors, LLC | 3,219 | $231.3 萬 | 0.14% | +1,164+56.6% | 加碼 |
| Veracity Capital LLC | 3,205 | $230.3 萬 | 0.74% | −10−0.3% | 減碼 |
| Shell Asset Management Co | 3,202 | $230.1 萬 | 0.23% | −3,719−53.7% | 減碼 |
| Buckingham Strategic Partners | 3,373 | $228.2 萬 | 0.03% | +1,369+68.3% | 加碼 |
| Ascent Group, LLC | 3,116 | $223.9 萬 | 0.08% | −81−2.5% | 減碼 |
| Integrated Advisors Network LLC | 3,104 | $223.0 萬 | 0.09% | −263−7.8% | 減碼 |
| Main Management ETF Advisors, LLC | 3,100 | $222.7 萬 | 0.08% | −3,497−53.0% | 減碼 |
| Twin Capital Management Inc | 3,071 | $220.7 萬 | 0.28% | −2,541−45.3% | 減碼 |
| IFP Advisors, Inc | 3,071 | $220.7 萬 | 0.06% | −182−5.6% | 減碼 |
| Raiffeisen Bank International AG | 3,083 | $219.6 萬 | 0.03% | +1,216+65.1% | 加碼 |
| Wright Investors Service Inc | 3,037 | $218.2 萬 | 0.63% | −158−4.9% | 減碼 |
| Strategic Blueprint, LLC | 3,029 | $217.6 萬 | 0.10% | +368+13.8% | 加碼 |
| Wallace Hart LLC | 3,025 | $217.4 萬 | 1.60% | +2,082+220.8% | 加碼 |
| Optimize Financial Inc | 3,010 | $216.3 萬 | 1.13% | −1,500−33.3% | 減碼 |
| Krane Funds Advisors LLC | 3,616 | $215.7 萬 | 0.06% | +2,445+208.8% | 加碼 |
| Oak Associates, Ltd | 3,000 | $215.6 萬 | 0.13% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 2,998 | $215.4 萬 | 0.12% | −106−3.4% | 減碼 |
| CSM Advisors, LLC | 2,995 | $215.3 萬 | 0.06% | +2,995 | 新進 |
| Fiduciary Trust Co | 2,996 | $215.2 萬 | 0.02% | −210−6.6% | 減碼 |
| Affinity Investment Advisors, LLC | 2,964 | $213.0 萬 | 1.44% | +220+8.0% | 加碼 |
| Geneos Wealth Management Inc. | 2,924 | $210.1 萬 | 0.05% | −1,507−34.0% | 減碼 |
| Chicago Trust Co NA | 2,909 | $209.0 萬 | 0.29% | +2,271+356.0% | 加碼 |
| Birch Financial Group, LLC | 2,872 | $206.4 萬 | 1.22% | −88−3.0% | 減碼 |
| Sivia Capital Partners, LLC | 2,786 | $200.2 萬 | 0.57% | +72+2.7% | 加碼 |
| Catalytic Wealth RIA, LLC | 2,776 | $199.5 萬 | 0.07% | +1,050+60.8% | 加碼 |
| Toth Financial Advisory Corp | 2,746 | $197.3 萬 | 0.21% | +2,688+4,634.5% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 2,741 | $197.0 萬 | 0.19% | +1,918+233.0% | 加碼 |
| Garden State Investment Advisory Services LLC | 2,729 | $196.1 萬 | 0.50% | −403−12.9% | 減碼 |
| Scientech Research LLC | 2,725 | $195.8 萬 | 0.68% | −2,924−51.8% | 減碼 |
| Norden Group LLC | 2,688 | $193.1 萬 | 0.20% | +571+27.0% | 加碼 |
| Resources Investment Advisors, LLC. | 2,671 | $191.9 萬 | 0.02% | +254+10.5% | 加碼 |
| GQG Partners LLC | 2,663 | $191.4 萬 | 0.00% | −92−3.3% | 減碼 |
| J.Safra Asset Management Corp | 2,655 | $190.8 萬 | 0.12% | +369+16.1% | 加碼 |
| AIA Group Ltd | 2,653 | $190.6 萬 | 0.03% | +901+51.4% | 加碼 |
| Caisse des Depots Et Consignations | 2,604 | $187.1 萬 | 0.08% | +2,604 | 新進 |
| Argentarii, LLC | 2,601 | $186.9 萬 | 0.80% | −5−0.2% | 減碼 |
| Integrated Wealth Concepts LLC | 2,581 | $185.5 萬 | 0.02% | −49−1.9% | 減碼 |