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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 季與 2025 年第 3 季比較

持有 AppLovin Corp 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

APP 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數1,451231,593+165
股數2.42 億37.4 萬2.43 億+194.3 萬 (+0.8%)
市值$1,725 億$2.68 億$1,638 億−$84.4 億 (−4.9%)

23 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（297 家）

2025 年第 4 季季末持有 AppLovin Corp、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 297 家。

2025 年第 4 季新進 APP 的機構
機構股數市值佔組合 %
Norges Bank3,027,991$20.4 億0.22%
Voloridge Investment Management, LLC179,083$1.21 億0.42%
PFA Pension, Forsikringsaktieselskab143,675$9,967 萬0.28%
Temasek Holdings (Private) Ltd140,727$9,482 萬0.31%
PensionDanmark Pensionsforsikringsaktieselskab62,419$4,206 萬0.38%
Nomura Asset Management International Inc.51,380$3,462 萬0.05%
CIBC World Markets Corp51,210$3,451 萬0.17%
Pinebridge Investments LLC51,049$3,440 萬0.25%
KCM Capital Inc50,000$3,369 萬6.77%
Quadrature Capital Ltd49,484$3,334 萬0.34%
Ofi Invest Asset Management37,714$2,164 萬0.31%
Mizuho Markets Americas LLC30,000$2,021 萬0.43%
Eurizon Capital SGR S.p.A.29,972$2,021 萬0.06%
PBU - The Pension Fund of Early Childhood & Youth Educators29,291$1,974 萬0.28%
WCG Wealth Advisors LLC26,726$1,801 萬0.50%
Telemark Asset Management, LLC20,000$1,348 萬1.35%
Kultura Capital Management LP18,100$1,220 萬8.85%
Blue Sparrow, LLC15,600$1,051 萬0.20%
Overbrook Management Corp15,107$1,018 萬1.76%
Tairen Capital Ltd15,080$1,016 萬1.06%
EFG International AG13,596$915.8 萬0.18%
Purpose Unlimited Inc.13,500$909.7 萬0.42%
Owl Creek Asset Management, L.P.11,706$788.8 萬0.95%
Cornerstone Advisors, LLC11,694$788.0 萬0.26%
Osmosis Investment Management UK Ltd10,926$736.2 萬0.19%
Group One Trading, L.P.10,552$711.0 萬0.21%
RH Tailwind Management, LLC10,500$707.5 萬7.12%
VMS Asset Management Limited9,936$669.5 萬2.58%
Laird Norton Trust Company, LLC8,573$577.7 萬0.12%
FirstWave Capital Management LLC8,332$561.4 萬3.34%
North Dakota State Investment Board8,147$549.0 萬0.20%
Fideuram Asset Management (Ireland) dac11,303$470.8 萬0.38%
Rice Partnership, LLC6,845$461.2 萬0.62%
Mizuho Markets Cayman LP6,477$436.4 萬0.22%
Adams Diversified Equity Fund, Inc.6,400$431.2 萬0.14%
Capricorn Fund Managers Ltd6,000$404.3 萬0.97%
E. Ohman J:or Asset Management AB5,771$388.9 萬0.09%
NLB Skladi, upravljanje premozenja, d.o.o.5,249$353.7 萬0.16%
Eddie Patel Inc5,122$345.2 萬2.57%
Blue Jean Financial LLC4,646$313.1 萬2.54%
F/M Investments LLC4,543$306.1 萬0.12%
Glenmede Trust Co NA4,525$304.9 萬0.01%
Capitolis Liquid Global Markets LLC4,431$298.6 萬0.02%
Bosman Wealth Management, LLC4,248$286.2 萬2.35%
OpenArc Corporate Advisory, LLC4,185$282.0 萬0.05%
Twin Tree Management, LP4,120$277.6 萬0.28%
Capital Wealth Planning, LLC4,025$271.2 萬0.02%
Family Management Corp4,006$269.9 萬0.34%
Element Squared LLC3,969$267.4 萬1.45%
Daybright Advisory Services, Inc.3,785$255.1 萬0.68%
Kurv Investment Management LLC3,750$252.7 萬3.16%
SMART Wealth LLC3,738$251.9 萬0.77%
Storgate, LLC3,508$236.4 萬1.94%
Generate Investment Management Ltd3,483$234.7 萬0.11%
EP Wealth Advisors, LLC3,365$226.7 萬0.01%
TriaGen Wealth Management LLC3,364$226.7 萬0.59%
TCW Group Inc3,351$225.8 萬0.02%
Graham Capital Management, L.P.3,000$202.1 萬0.07%
Pinnacle Financial Partners, Inc.2,987$201.3 萬0.02%
AnglePoint Asset Management Ltd2,980$200.8 萬1.49%
Anson Funds Management LP2,750$185.3 萬0.26%
Fiducient Advisors LLC2,630$177.2 萬0.22%
Kesler, Norman & Wride, LLC2,624$176.8 萬0.30%
Okabena Investment Services Inc2,595$174.9 萬0.33%
Dara Capital US, Inc.2,593$174.7 萬1.55%
Blackstone Group Inc.2,545$171.5 萬0.01%
Whitaker-Myers Wealth Managers, LTD.2,508$169.0 萬0.35%
DB&C Advisors, LLC2,487$167.6 萬2.10%
HighVista Strategies LLC2,482$167.2 萬0.43%
Motiv8 Investments LLC2,459$165.7 萬0.90%
Highland Capital Management, LLC2,431$163.8 萬0.08%
Two Sigma Investments, LP2,398$161.6 萬0.00%
Myriad Asset Management Advisors LLC2,362$159.2 萬0.49%
Y-Intercept (Hong Kong) Ltd2,329$156.9 萬0.04%
IPG Investment Advisors LLC2,318$156.2 萬0.27%
Hudson Bay Capital Management LP2,247$151.4 萬0.01%
PCB Capital LLC2,231$150.3 萬2.41%
Parkwood LLC2,116$142.6 萬0.12%
Impact Partnership Wealth, LLC2,040$137.5 萬0.18%
Pinkerton Retirement Specialists, LLC1,953$131.6 萬0.13%
Cambria Investment Management, L.P.1,908$128.6 萬0.08%
Mangrove Partners1,817$122.4 萬0.10%
Ducere Wealth Management LLC1,774$119.5 萬0.46%
Brevan Howard Capital Management LP1,763$118.8 萬0.02%
Z3 Capital Partners, LLC1,650$111.2 萬0.27%
Mach-1 Financial Group, Inc.1,639$110.4 萬0.23%
Ballast Rock Private Wealth LLC1,500$101.1 萬0.63%
Intercapital, LLC1,500$101.1 萬0.53%
Bluebird Wealth Management LLC1,494$100.7 萬0.94%
Lifeworks Advisors, LLC1,465$98.7 萬0.13%
Patriot Financial Group Insurance Agency, LLC1,460$98.4 萬0.12%
Maxi Investments CY Ltd1,400$94.3 萬0.17%
Bannerstone Capital Management, LLC1,399$94.3 萬0.90%
Indivisible Partners1,357$91.4 萬0.10%
Evolve Private Wealth, LLC1,307$88.1 萬0.05%
Timothy G. Youngquist 2020 Irrevocable Trust1,276$86.0 萬0.74%
Leo Wealth, LLC1,239$83.5 萬0.06%
Avanza Fonder AB1,237$83.4 萬0.02%
SmartHarvest Portfolios, LLC1,219$82.1 萬0.29%
Frec Markets, Inc.1,189$80.1 萬0.23%

清倉機構（132 家）

2025 年第 3 季季末持有 AppLovin Corp、2025 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 132 家。

2025 年第 4 季清倉 APP 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Viking Global Investors LP大師維京全球投資162,525$1.17 億
Agf Management Ltd161,855$1.16 億
TimesSquare Capital Management, LLC98,007$7,042 萬
Trivest Advisors Ltd98,000$7,042 萬
Avala Global LP79,800$5,734 萬
PointState Capital LP72,266$5,193 萬
Newbrook Capital Advisors LP54,603$3,923 萬
Davidson Kempner Capital Management LP50,000$3,593 萬
Parnassus Investments22,707$1,632 萬
Two Sigma Advisers, LP20,500$1,473 萬
Nearwater Capital Markets, Ltd19,700$1,416 萬
Atreides Management, LP17,378$1,249 萬
FORA Capital, LLC16,793$1,207 萬
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD13,911$996.8 萬
Coastal Bridge Advisors, LLC13,240$951.3 萬
Decker Retirement Planning Inc.12,127$871.4 萬
Mission Hills Financial Advisory, LLC11,897$854.8 萬
Sora Investors LLC10,998$790.3 萬
Ardmore Road Asset Management LP10,500$754.5 萬
Contrarius Group Holdings Ltd9,780$702.7 萬
Entropy Technologies, LP9,238$663.8 萬
Polymer Capital Management (HK) LTD8,164$586.6 萬
Ardsley Advisory Partners LP8,000$574.8 萬
Meridiem Capital Partners LP7,104$510.5 萬
Eos Management, L.P.6,601$474.3 萬
Norris Financial Group, LLC6,326$454.5 萬
Pinnbrook Capital Management LP5,618$403.7 萬
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD4,739$339.6 萬
KP Management LLC4,500$323.3 萬
Lee Johnson Capital Management, LLC4,443$319.2 萬
Applied Finance Capital Management, LLC3,833$275.4 萬
Pitcairn Co3,784$271.9 萬
Geneva Partners, LLC3,778$271.5 萬
Cadent Capital Advisors, LLC3,757$270.0 萬
Arete Wealth Advisors, LLC3,219$231.3 萬
AIA Group Ltd2,653$190.6 萬
FNY Investment Advisers, LLC2,177$156.4 萬
Optiver Holding B.V.2,137$153.6 萬
FDx Advisors, Inc.2,144$136.6 萬
XTX Topco Ltd1,868$134.2 萬
Oxford Asset Management LLP1,787$128.4 萬
Severin Investments, LLC1,720$123.6 萬
Ariose Capital Management Ltd1,500$107.8 萬
Financiere des Professionnels - Fonds d,investissement inc.1,375$98.8 萬
PDT Partners, LLC1,344$96.6 萬
Brighton Jones LLC1,334$95.8 萬
Burns Matteson Capital Management, LLC1,291$92.8 萬
Hel Ved Capital Management Ltd1,238$89.0 萬
Adalta Capital Management LLC1,120$80.5 萬
West Michigan Advisors, LLC1,101$79.1 萬
Cynosure Management, LLC1,043$74.9 萬
Provident Investment Management, Inc.973$69.9 萬
Polymer Capital Management (US) LLC914$65.7 萬
Camarda Financial Advisors, LLC888$63.8 萬
Q3 Asset Management832$59.8 萬
Limestone Investment Advisors LP800$57.5 萬
Mandatum Life Insurance Co Ltd790$56.8 萬
Ashton Thomas Private Wealth, LLC746$53.6 萬
Aigen Investment Management, LP693$49.8 萬
Jupiter Asset Management Ltd691$49.7 萬
Blueshift Asset Management, LLC647$46.5 萬
Tocqueville Asset Management L.P.640$46.0 萬
JT Stratford LLC539$38.7 萬
Landscape Capital Management, L.L.C.528$37.9 萬
EHP Funds Inc.508$36.5 萬
Wexford Capital LP507$36.4 萬
Waterway Wealth Management, LLC500$35.9 萬
BIP Wealth, LLC493$35.4 萬
Tumwater Wealth Management, LLC450$32.3 萬
Texas Bank & Trust Co450$32.3 萬
Western Wealth Management, LLC431$31.0 萬
TABR Capital Management, LLC427$30.4 萬
WMG Financial Advisors, LLC412$29.6 萬
DRW Securities, LLC395$28.4 萬
Truepoint, Inc.391$28.1 萬
BLB&B Advisors, LLC381$27.4 萬
Beck Capital Management, LLC374$26.9 萬
Carter Financial Group, INC.371$26.7 萬
Yukon Wealth Management, Inc.368$26.4 萬
Capital Planning Advisors, LLC354$25.4 萬
James Investment Research Inc346$24.9 萬
St Germain D J Co Inc346$24.9 萬
Petros Family Wealth, LLC346$24.9 萬
Rollins Financial Advisors, LLC341$24.5 萬
Archford Capital Strategies, LLC338$24.3 萬
Gibbs Wealth Management324$23.3 萬
Qsemble Capital Management, LP323$23.2 萬
Forefront Wealth Partners, LLC314$22.6 萬
Capital Markets Trading UK LLP310$22.3 萬
HCR Wealth Advisors323$22.1 萬
Waratah Capital Advisors Ltd.306$22.0 萬
Acorn Wealth Advisors, LLC303$21.8 萬
WESPAC Advisors, LLC301$21.6 萬
Massar Capital Management, LP300$21.6 萬
Lighthouse Financial LLC300$21.6 萬
Paradice Investment Management LLC298$21.4 萬
Capital Performance Advisors LLP298$21.4 萬
Sym Financial Corp297$21.3 萬
SIH Partners, LLLP295$21.2 萬
LGT Fund Management Co Ltd.300$21.1 萬

尚未申報 2025 年第 4 季的機構（23 家）

2025 年第 3 季季末持有 AppLovin Corp、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 APP、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.178,661$1.28 億
CIBC Bancorp USA Inc.47,181$3,390 萬
Aware Super Pty Ltd as trustee of Aware Super42,585$3,060 萬
Wolverine Trading, LLC29,910$2,131 萬
Pinebridge Investments, L.P.17,569$1,262 萬
Benchmark Investment Advisors LLC14,576$1,036 萬
EFG Asset Management (North America) Corp.13,672$982.3 萬
Sheets Smith Investment Management5,501$395.3 萬
FCG Investment Co3,886$279.2 萬
Wetherby Asset Management Inc3,823$274.7 萬
Synovus Financial Corp3,641$261.6 萬
Shell Asset Management Co3,202$230.1 萬
Glenmede Investment Management, LP2,097$150.7 萬
Napa Wealth Management1,796$129.0 萬
Moloney Securities Asset Management, LLC1,527$109.7 萬
Eisler Capital Management Ltd.1,113$79.9 萬
Stonegate Investment Group, LLC791$56.9 萬
Watts Gwilliam & Co., LLC600$43.1 萬
Sonora Investment Management Group, LLC578$41.5 萬
Vishria Bird Financial Group, LLC571$41.0 萬
Binnacle Investments Inc250$18.0 萬
Hemington Wealth Management210$15.0 萬
Guerra Advisors Inc25$1.80 萬