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 4 季 13F 持有人
AppLovin Corp 在 2025/12/31 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
- 1,594
- 較 2025 年第 3 季 +165 家
- 持有股數
- 2.43 億
- 較 2025 年第 3 季 +194.3 萬 (+0.8%)
- 總市值
- $1,638 億
- 較 2025 年第 3 季 −$84.4 億 (−4.9%)
- 新進機構
- 297
- 另有 659 家加碼
- 清倉機構
- 132
- 另有 538 家減碼
另有 23 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 25,120,575 | $169.3 億 | 0.25% | +166,117+0.7% | 加碼 |
| BlackRock, Inc. | 24,171,697 | $162.9 億 | 0.28% | −758,138−3.0% | 減碼 |
| Ieq Capital, LLC | 15,685,398 | $105.7 億 | 31.64% | −94,523−0.6% | 減碼 |
| FMR LLC | 13,091,028 | $88.2 億 | 0.45% | −615,416−4.5% | 減碼 |
| State Street Corp | 11,904,843 | $80.2 億 | 0.27% | +52,377+0.4% | 加碼 |
| Invesco Ltd. | 11,731,658 | $79.1 億 | 0.75% | +7,438,906+173.3% | 加碼 |
| Geode Capital Management, LLC | 7,167,003 | $48.2 億 | 0.30% | +448,005+6.7% | 加碼 |
| JPMorgan Chase & Co | 7,053,011 | $47.5 億 | 0.32% | −629,965−8.2% | 減碼 |
| Baillie Gifford & Co | 6,166,349 | $41.6 億 | 3.45% | −79,611−1.3% | 減碼 |
| Price T Rowe Associates Inc | 6,089,735 | $41.0 億 | 0.44% | +212,349+3.6% | 加碼 |
| Morgan Stanley | 5,561,646 | $37.5 億 | 0.22% | +538,806+10.7% | 加碼 |
| WCM Investment Management, LLC | 4,756,310 | $33.0 億 | 6.79% | −185,769−3.8% | 減碼 |
| Bank of America Corp | 3,610,573 | $24.3 億 | 0.18% | +431,849+13.6% | 加碼 |
| Janus Henderson Group PLC | 3,242,235 | $21.8 億 | 0.98% | −304,341−8.6% | 減碼 |
| Kensico Capital Management Corp | 3,118,500 | $21.0 億 | 35.71% | 00.0% | 不變 |
| Norges Bank | 3,027,991 | $20.4 億 | 0.22% | +3,027,991 | 新進 |
| Capital World Investors | 2,778,549 | $18.7 億 | 0.25% | +143,361+5.4% | 加碼 |
| Jennison Associates LLC | 2,737,024 | $18.4 億 | 1.11% | −1,149,126−29.6% | 減碼 |
| Goldman Sachs Group Inc | 2,475,389 | $16.7 億 | 0.24% | −736,197−22.9% | 減碼 |
| Northern Trust Corp | 2,399,504 | $16.2 億 | 0.21% | +25,044+1.1% | 加碼 |
| Coatue Management LLC大師Coatue | 2,185,747 | $14.7 億 | 3.69% | −82,108−3.6% | 減碼 |
| Jericho Capital Asset Management L.P. | 2,095,319 | $14.1 億 | 16.09% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 1,905,850 | $12.8 億 | 0.20% | +47,778+2.6% | 加碼 |
| Franklin Resources Inc | 1,834,448 | $12.4 億 | 0.30% | −608,002−24.9% | 減碼 |
| UBS Group AG | 1,825,838 | $12.3 億 | 0.24% | +217,223+13.5% | 加碼 |
| Spruce House Investment Management LLC | 1,799,729 | $12.1 億 | 35.17% | −257,295−12.5% | 減碼 |
| Alliancebernstein L.P. | 1,701,969 | $11.5 億 | 0.36% | −332,756−16.4% | 減碼 |
| Fred Alger Management, LLC | 1,672,394 | $11.3 億 | 4.42% | −219,548−11.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,588,436 | $10.7 億 | 0.23% | +172,177+12.2% | 加碼 |
| Legal & General Group Plc | 1,506,428 | $10.2 億 | 0.23% | −23,306−1.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,486,012 | $10.0 億 | 0.21% | −297,710−16.7% | 減碼 |
| Sands Capital Management, LLC | 1,463,351 | $9.86 億 | 3.00% | +446,392+43.9% | 加碼 |
| Amundi | 1,426,896 | $9.61 億 | 0.26% | +639,836+81.3% | 加碼 |
| Bank of New York Mellon Corp | 1,408,304 | $9.49 億 | 0.17% | −85,190−5.7% | 減碼 |
| Sapient Capital LLC | 1,271,364 | $8.82 億 | 12.39% | −1,098−0.1% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 1,292,984 | $8.71 億 | 2.93% | −710,005−35.4% | 減碼 |
| Capital Research Global Investors | 1,209,631 | $8.15 億 | 0.15% | +174,338+16.8% | 加碼 |
| Royal Bank of Canada | 1,143,383 | $7.70 億 | 0.14% | +59,084+5.4% | 加碼 |
| Barclays PLC | 1,118,426 | $7.54 億 | 0.30% | +190,364+20.5% | 加碼 |
| Massachusetts Financial Services Co | 1,010,989 | $6.81 億 | 0.22% | −66,117−6.1% | 減碼 |
| American Century Companies Inc | 1,000,279 | $6.74 億 | 0.34% | +191,576+23.7% | 加碼 |
| Capital International Investors | 981,214 | $6.61 億 | 0.10% | +164,653+20.2% | 加碼 |
| Wells Fargo & Company | 972,258 | $6.55 億 | 0.13% | +14,830+1.5% | 加碼 |
| Wellington Management Group LLP | 882,213 | $5.94 億 | 0.10% | +188,339+27.1% | 加碼 |
| Deutsche Bank AG | 863,098 | $5.82 億 | 0.19% | −34,035−3.8% | 減碼 |
| Whale Rock Capital Management LLC | 808,356 | $5.45 億 | 6.97% | −163,048−16.8% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 780,530 | $5.26 億 | 3.86% | −328,608−29.6% | 減碼 |
| Clearbridge Investments, LLC | 741,609 | $5.00 億 | 0.40% | −120,419−14.0% | 減碼 |
| Nuveen, LLC | 709,404 | $4.78 億 | 0.13% | +34,394+5.1% | 加碼 |
| National Pension Service | 703,285 | $4.74 億 | 0.35% | −129,141−15.5% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 669,282 | $4.51 億 | 4.21% | −167,500−20.0% | 減碼 |
| Swiss National Bank | 632,310 | $4.26 億 | 0.25% | −32,980−5.0% | 減碼 |
| BNP Paribas Arbitrage, SA | 617,750 | $4.16 億 | 0.26% | +134,216+27.8% | 加碼 |
| Axiom Investors LLC | 581,244 | $3.92 億 | 3.44% | −39,237−6.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 576,709 | $3.89 億 | 0.23% | −42,495−6.9% | 減碼 |
| Citigroup Inc | 545,658 | $3.68 億 | 0.25% | +162,793+42.5% | 加碼 |
| First Trust Advisors LP | 544,690 | $3.67 億 | 0.27% | −17,360−3.1% | 減碼 |
| ProShare Advisors LLC | 541,628 | $3.65 億 | 0.64% | +150,748+38.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 568,365 | $3.51 億 | 0.24% | +26,252+4.8% | 加碼 |
| Ensign Peak Advisors, Inc | 486,226 | $3.28 億 | 0.58% | −72,901−13.0% | 減碼 |
| Voya Investment Management LLC | 473,952 | $3.19 億 | 0.31% | −22,608−4.6% | 減碼 |
| California Public Employees Retirement System | 464,570 | $3.13 億 | 0.18% | +20,550+4.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 463,237 | $3.12 億 | 0.24% | −27,985−5.7% | 減碼 |
| Rhumbline Advisers | 446,535 | $3.01 億 | 0.24% | −15,910−3.4% | 減碼 |
| Envestnet Asset Management Inc | 435,391 | $2.93 億 | 0.09% | −34,898−7.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 428,832 | $2.89 億 | 0.43% | +45,090+11.8% | 加碼 |
| HSBC Holdings PLC | 416,887 | $2.82 億 | 0.16% | −5,587−1.3% | 減碼 |
| SEI Investments Co | 405,884 | $2.73 億 | 0.27% | −40,270−9.0% | 減碼 |
| Castle Hook Partners LP | 393,813 | $2.65 億 | 3.82% | −211,206−34.9% | 減碼 |
| Victory Capital Management Inc | 393,617 | $2.65 億 | 0.15% | −27,893−6.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 390,989 | $2.63 億 | 7.42% | −326−0.1% | 減碼 |
| Susquehanna International Group, LLP | 384,041 | $2.59 億 | 0.36% | −179,303−31.8% | 減碼 |
| Bank of Montreal | 376,109 | $2.53 億 | 0.10% | +55,112+17.2% | 加碼 |
| TD Asset Management Inc | 359,952 | $2.43 億 | 0.20% | −86,075−19.3% | 減碼 |
| California State Teachers Retirement System | 358,705 | $2.42 億 | 0.24% | −4,935−1.4% | 減碼 |
| Canada Pension Plan Investment Board | 355,021 | $2.39 億 | 0.16% | +118,007+49.8% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 347,466 | $2.34 億 | 0.14% | −594,860−63.1% | 減碼 |
| Principal Financial Group Inc | 337,649 | $2.28 億 | 0.12% | +10,650+3.3% | 加碼 |
| 1832 Asset Management L.P. | 331,578 | $2.23 億 | 0.28% | −90,163−21.4% | 減碼 |
| Renaissance Technologies LLC | 318,821 | $2.15 億 | 0.33% | −682,611−68.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 334,886 | $2.07 億 | 0.28% | +85,345+34.2% | 加碼 |
| LPL Financial LLC | 303,760 | $2.05 億 | 0.06% | +36,907+13.8% | 加碼 |
| Lord, Abbett & Co. LLC | 298,861 | $2.01 億 | 0.62% | −198,412−39.9% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 294,591 | $1.99 億 | 0.32% | +1,479+0.5% | 加碼 |
| Blair William & Co | 294,439 | $1.98 億 | 0.53% | −21,949−6.9% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 292,608 | $1.97 億 | 0.47% | −17,996−5.8% | 減碼 |
| FIL Ltd | 285,564 | $1.92 億 | 0.14% | −2,544−0.9% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 280,064 | $1.89 億 | 0.22% | +213,602+321.4% | 加碼 |
| Ameriprise Financial Inc | 274,905 | $1.85 億 | 0.04% | −87,081−24.1% | 減碼 |
| Augustine Asset Management Inc | 263,330 | $1.77 億 | 35.43% | −4,360−1.6% | 減碼 |
| Raymond James Financial Inc | 257,111 | $1.73 億 | 0.05% | −55,693−17.8% | 減碼 |
| Thrivent Financial for Lutherans | 256,117 | $1.73 億 | 0.31% | +76,101+42.3% | 加碼 |
| New York State Common Retirement Fund | 253,714 | $1.71 億 | 0.23% | −67,380−21.0% | 減碼 |
| STRS Ohio | 251,727 | $1.70 億 | 0.63% | −55,177−18.0% | 減碼 |
| KBC Group NV | 250,224 | $1.69 億 | 0.38% | +132,029+111.7% | 加碼 |
| Korea Investment CORP | 248,298 | $1.67 億 | 0.33% | −63,897−20.5% | 減碼 |
| Neuberger Berman Group LLC | 248,056 | $1.67 億 | 0.12% | −58,590−19.1% | 減碼 |
| Davis Selected Advisers | 247,981 | $1.67 億 | 0.75% | +24,407+10.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 244,400 | $1.65 億 | 0.25% | −1,800−0.7% | 減碼 |
| Steadfast Capital Management LP | 243,228 | $1.64 億 | 2.87% | +132,941+120.5% | 加碼 |