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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 5,101 | $343.7 萬 | 0.03% | +341+7.2% | 加碼 |
| Catalyst Capital Advisors LLC | 5,112 | $344.5 萬 | 0.07% | −39−0.8% | 減碼 |
| HBW Advisory Services LLC | 5,115 | $344.7 萬 | 0.37% | −647−11.2% | 減碼 |
| Eddie Patel Inc | 5,122 | $345.2 萬 | 2.57% | +5,122 | 新進 |
| Florida Financial Advisors, LLC | 5,130 | $345.4 萬 | 0.94% | +895+21.1% | 加碼 |
| Del-Sette Capital Management, LLC | 5,162 | $347.8 萬 | 2.15% | −2,321−31.0% | 減碼 |
| Convergence Investment Partners, LLC | 5,216 | $351.5 萬 | 0.70% | −1,908−26.8% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 5,249 | $353.7 萬 | 0.16% | +5,249 | 新進 |
| Summit Trail Advisors, LLC | 5,269 | $355.0 萬 | 0.06% | −362−6.4% | 減碼 |
| SBI Securities Co., Ltd. | 5,277 | $355.6 萬 | 0.09% | −1,188−18.4% | 減碼 |
| Legal Advantage Investments, Inc. | 5,375 | $362.2 萬 | 1.68% | +1,125+26.5% | 加碼 |
| Alps Advisors Inc | 5,422 | $365.3 萬 | 0.02% | −1,465−21.3% | 減碼 |
| Banque Cantonale Vaudoise | 5,429 | $365.8 萬 | 0.13% | +1,543+39.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,473 | $368.8 萬 | 0.03% | −904−14.2% | 減碼 |
| Caxton Associates LLP | 5,482 | $369.4 萬 | 0.07% | −2,928−34.8% | 減碼 |
| Coldstream Capital Management Inc | 5,507 | $371.1 萬 | 0.05% | +1,429+35.0% | 加碼 |
| ABN AMRO Bank N.V. | 5,460 | $374.8 萬 | 0.04% | +564+11.5% | 加碼 |
| Illumine Investment Management, LLC | 5,568 | $375.2 萬 | 2.73% | −172−3.0% | 減碼 |
| Ronald Blue Trust, Inc. | 5,589 | $376.6 萬 | 0.04% | +275+5.2% | 加碼 |
| Dark Forest Capital Management LP | 5,606 | $377.7 萬 | 0.17% | +5,156+1,145.8% | 加碼 |
| Pensionmark Financial Group, LLC | 5,627 | $379.1 萬 | 0.06% | +4,071+261.6% | 加碼 |
| Thrive Capital Management, LLC | 5,627 | $379.2 萬 | 0.84% | +790+16.3% | 加碼 |
| Quantbot Technologies LP | 5,708 | $384.6 萬 | 0.13% | +1,957+52.2% | 加碼 |
| Virtu Financial LLC | 5,719 | $385.3 萬 | 0.15% | −32,357−85.0% | 減碼 |
| Brown Advisory Inc | 5,726 | $385.8 萬 | 0.01% | −16−0.3% | 減碼 |
| Prelude Capital Management, LLC | 5,742 | $386.9 萬 | 0.28% | +774+15.6% | 加碼 |
| E. Ohman J:or Asset Management AB | 5,771 | $388.9 萬 | 0.09% | +5,771 | 新進 |
| WD Rutherford LLC | 5,863 | $395.1 萬 | 1.65% | +2,031+53.0% | 加碼 |
| Horizon Investments, LLC | 5,903 | $397.8 萬 | 0.05% | +671+12.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,919 | $398.8 萬 | 0.19% | +5,248+782.1% | 加碼 |
| Diversify Wealth Management, LLC | 5,966 | $398.9 萬 | 0.19% | −3,552−37.3% | 減碼 |
| Vise Technologies, Inc. | 5,947 | $400.7 萬 | 0.08% | +998+20.2% | 加碼 |
| Mitchell Capital Management Co | 5,956 | $401.3 萬 | 0.72% | +27+0.5% | 加碼 |
| Reliant Investment Partners, LLC | 5,961 | $401.7 萬 | 3.15% | −81−1.3% | 減碼 |
| Phoenix Holdings Ltd. | 6,000 | $404.1 萬 | 0.04% | +791+15.2% | 加碼 |
| Cumberland Partners Ltd | 6,000 | $404.3 萬 | 0.25% | +2,000+50.0% | 加碼 |
| Capricorn Fund Managers Ltd | 6,000 | $404.3 萬 | 0.97% | +6,000 | 新進 |
| Shelton Wealth Management, LLC | 6,003 | $404.5 萬 | 1.76% | +383+6.8% | 加碼 |
| Trilogy Capital Inc. | 6,032 | $406.4 萬 | 0.18% | −2,090−25.7% | 減碼 |
| Western Financial Corp | 6,057 | $408.1 萬 | 1.62% | +801+15.2% | 加碼 |
| Range Financial Group LLC | 6,070 | $409.0 萬 | 1.42% | +4,871+406.3% | 加碼 |
| Pinnacle Wealth Management, LLC | 6,090 | $410.4 萬 | 2.76% | +16+0.3% | 加碼 |
| Fifth Third Bancorp | 6,123 | $412.6 萬 | 0.01% | +4,637+312.0% | 加碼 |
| Edgestream Partners, L.P. | 6,131 | $413.1 萬 | 0.12% | +2,282+59.3% | 加碼 |
| Allworth Financial LP | 6,160 | $415.1 萬 | 0.02% | +111+1.8% | 加碼 |
| Caitong International Asset Management Co., Ltd | 6,165 | $415.4 萬 | 1.02% | +6,148+36,164.7% | 加碼 |
| Howard Capital Management Inc. | 6,195 | $417.4 萬 | 0.05% | +2,520+68.6% | 加碼 |
| General Equity Holdings LP | 6,200 | $417.8 萬 | 2.61% | −5,550−47.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,274 | $422.8 萬 | 0.27% | 00.0% | 不變 |
| CFO4Life Group, LLC | 6,314 | $425.4 萬 | 0.61% | −841−11.8% | 減碼 |
| Plato Investment Management Ltd | 6,334 | $428.9 萬 | 0.28% | −1,502−19.2% | 減碼 |
| Genus Capital Management Inc. | 6,390 | $430.6 萬 | 0.50% | −5,530−46.4% | 減碼 |
| Adams Diversified Equity Fund, Inc. | 6,400 | $431.2 萬 | 0.14% | +6,400 | 新進 |
| Principal Securities, Inc. | 6,414 | $432.2 萬 | 0.07% | +83+1.3% | 加碼 |
| Rakuten Securities, Inc. | 6,476 | $436.4 萬 | 1.42% | −4,064−38.6% | 減碼 |
| Mizuho Markets Cayman LP | 6,477 | $436.4 萬 | 0.22% | +6,477 | 新進 |
| M&G Plc | 6,598 | $444.7 萬 | 0.02% | −24−0.4% | 減碼 |
| Leeward Financial Partners, LLC | 6,637 | $447.2 萬 | 1.26% | +5,511+489.4% | 加碼 |
| HB Wealth Management, LLC | 6,643 | $447.7 萬 | 0.03% | +1,081+19.4% | 加碼 |
| Everence Capital Management Inc | 6,660 | $448.8 萬 | 0.27% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 6,725 | $453.1 萬 | 0.01% | +891+15.3% | 加碼 |
| TCG Advisory Services, LLC | 6,757 | $455.3 萬 | 0.12% | +1,577+30.4% | 加碼 |
| Allen Investment Management LLC | 6,810 | $458.9 萬 | 0.05% | −4,610−40.4% | 減碼 |
| Canada Post Corp Registered Pension Plan | 6,820 | $459.5 萬 | 0.18% | +1,440+26.8% | 加碼 |
| Rice Partnership, LLC | 6,845 | $461.2 萬 | 0.62% | +6,845 | 新進 |
| Signet Financial Management, LLC | 6,960 | $469.0 萬 | 0.52% | +6,521+1,485.4% | 加碼 |
| LMG Wealth Partners, LLC | 6,962 | $469.1 萬 | 0.88% | −151−2.1% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 11,303 | $470.8 萬 | 0.38% | +11,303 | 新進 |
| CWM, LLC | 6,987 | $470.8 萬 | 0.01% | +1,977+39.5% | 加碼 |
| Adviser Investments LLC | 7,023 | $473.2 萬 | 0.05% | +49+0.7% | 加碼 |
| Wedmont Private Capital | 7,491 | $474.1 萬 | 0.16% | +363+5.1% | 加碼 |
| Umb Bank N A | 7,077 | $476.9 萬 | 0.06% | +93+1.3% | 加碼 |
| TownSquare Capital, LLC | 7,158 | $482.3 萬 | 1.08% | −973−12.0% | 減碼 |
| Siemens Fonds Invest GmbH | 7,052 | $489.2 萬 | 0.26% | +1,519+27.5% | 加碼 |
| Sumitomo Life Insurance Co | 7,270 | $489.9 萬 | 0.13% | +47+0.7% | 加碼 |
| MUFG Securities Americas Inc. | 7,292 | $491.3 萬 | 0.31% | −8−0.1% | 減碼 |
| Securian Asset Management, Inc | 7,361 | $496.0 萬 | 0.19% | −5,787−44.0% | 減碼 |
| Apollon Wealth Management, LLC | 7,369 | $496.6 萬 | 0.09% | +2,609+54.8% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 7,373 | $496.8 萬 | 0.07% | +3,822+107.6% | 加碼 |
| VGI Partners Ltd | 7,438 | $501.2 萬 | 0.29% | +3,688+98.3% | 加碼 |
| Strategic Global Advisors, LLC | 7,501 | $505.4 萬 | 0.78% | −8,024−51.7% | 減碼 |
| Integrated Financial Solutions, Inc. | 7,578 | $510.6 萬 | 3.63% | +3,218+73.8% | 加碼 |
| Marietta Investment Partners LLC | 7,642 | $514.9 萬 | 1.02% | +166+2.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 7,683 | $517.7 萬 | 0.11% | −25,743−77.0% | 減碼 |
| Broadleaf Partners, LLC | 7,847 | $528.7 萬 | 1.12% | −4,004−33.8% | 減碼 |
| Cloverfields Capital Group, LP | 7,893 | $531.8 萬 | 1.65% | −483−5.8% | 減碼 |
| Union Bancaire Privee, UBP SA | 9,856 | $540.8 萬 | 0.09% | −3,719−27.4% | 減碼 |
| DeDora Capital, Inc. | 8,067 | $543.6 萬 | 1.29% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 8,081 | $544.5 萬 | 0.20% | +2,954+57.6% | 加碼 |
| Ballentine Partners, LLC | 8,084 | $544.7 萬 | 0.08% | −289−3.5% | 減碼 |
| North Dakota State Investment Board | 8,147 | $549.0 萬 | 0.20% | +8,147 | 新進 |
| Next Century Growth Investors LLC | 8,190 | $551.9 萬 | 0.38% | −27−0.3% | 減碼 |
| Yarbrough Capital, LLC | 8,198 | $552.4 萬 | 0.17% | 00.0% | 不變 |
| BLI - Banque de Luxembourg Investments | 8,000 | $554.8 萬 | 0.16% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 8,293 | $558.8 萬 | 0.19% | +189+2.3% | 加碼 |
| FirstWave Capital Management LLC | 8,332 | $561.4 萬 | 3.34% | +8,332 | 新進 |
| Axxcess Wealth Management, LLC | 8,364 | $563.6 萬 | 0.10% | −3,150−27.4% | 減碼 |
| PKO Investment Management Joint-Stock Co | 8,500 | $572.7 萬 | 0.46% | +1,500+21.4% | 加碼 |
| Kestra Advisory Services, LLC | 8,519 | $574.0 萬 | 0.02% | +68+0.8% | 加碼 |
| Laird Norton Trust Company, LLC | 8,573 | $577.7 萬 | 0.12% | +8,573 | 新進 |