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 |
|---|---|---|---|---|---|
| Voleon Capital Management LP | 2,010 | $135.4 萬 | 0.03% | +554+38.0% | 加碼 |
| Waterloo Capital, L.P. | 2,014 | $135.7 萬 | 0.10% | +992+97.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 2,035 | $137.1 萬 | 0.03% | +116+6.0% | 加碼 |
| Integrated Wealth Concepts LLC | 2,039 | $137.4 萬 | 0.02% | −542−21.0% | 減碼 |
| Impact Partnership Wealth, LLC | 2,040 | $137.5 萬 | 0.18% | +2,040 | 新進 |
| Sagespring Wealth Partners, LLC | 2,046 | $137.9 萬 | 0.03% | +455+28.6% | 加碼 |
| TCFG Wealth Management, LLC | 2,054 | $138.4 萬 | 0.54% | −3−0.1% | 減碼 |
| Wealthedge Investment Advisors, LLC | 2,062 | $138.9 萬 | 0.51% | +107+5.5% | 加碼 |
| O'Neil Global Advisors, Inc. | 2,067 | $139.3 萬 | 0.48% | −2,833−57.8% | 減碼 |
| Summit Financial, LLC | 2,098 | $141.4 萬 | 0.02% | −1,679−44.5% | 減碼 |
| Generali Investments, Management Co LLC | 2,098 | $141.4 萬 | 0.28% | +1,490+245.1% | 加碼 |
| Parkwood LLC | 2,116 | $142.6 萬 | 0.12% | +2,116 | 新進 |
| Larson Financial Group LLC | 2,132 | $143.7 萬 | 0.05% | +462+27.7% | 加碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,140 | $144.2 萬 | 0.02% | −160−7.0% | 減碼 |
| Bay Rivers Group | 2,161 | $145.6 萬 | 0.59% | −203−8.6% | 減碼 |
| Westover Capital Advisors, LLC | 2,165 | $145.9 萬 | 0.27% | +457+26.8% | 加碼 |
| Aviance Capital Partners, LLC | 2,173 | $146.4 萬 | 0.17% | +100+4.8% | 加碼 |
| GQG Partners LLC | 2,174 | $146.5 萬 | 0.00% | −489−18.4% | 減碼 |
| Monetta Financial Services Inc | 2,200 | $148.2 萬 | 1.06% | 00.0% | 不變 |
| PCB Capital LLC | 2,231 | $150.3 萬 | 2.41% | +2,231 | 新進 |
| Hudson Bay Capital Management LP | 2,247 | $151.4 萬 | 0.01% | +2,247 | 新進 |
| Birch Financial Group, LLC | 2,266 | $152.7 萬 | 0.87% | −606−21.1% | 減碼 |
| Hidden Lake Asset Management LP | 2,275 | $153.3 萬 | 0.84% | −5,446−70.5% | 減碼 |
| Equitable Holdings, Inc. | 2,282 | $153.8 萬 | 0.01% | +193+9.2% | 加碼 |
| Cigna Investments Inc | 2,285 | $154.0 萬 | 0.22% | −29−1.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 2,298 | $154.8 萬 | 0.05% | −1,290−36.0% | 減碼 |
| Capital Advisors Inc | 2,298 | $154.8 萬 | 0.02% | +6+0.3% | 加碼 |
| IPG Investment Advisors LLC | 2,318 | $156.2 萬 | 0.27% | +2,318 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 2,329 | $156.9 萬 | 0.04% | +2,329 | 新進 |
| Woodward Diversified Capital, LLC | 2,348 | $158.2 萬 | 0.72% | +777+49.5% | 加碼 |
| Central Pacific Bank - Trust Division | 2,356 | $158.8 萬 | 0.19% | −213−8.3% | 減碼 |
| Myriad Asset Management Advisors LLC | 2,362 | $159.2 萬 | 0.49% | +2,362 | 新進 |
| Garden State Investment Advisory Services LLC | 2,364 | $159.3 萬 | 0.38% | −365−13.4% | 減碼 |
| Dana Investment Advisors, Inc. | 2,365 | $159.4 萬 | 0.05% | −59−2.4% | 減碼 |
| Prime Capital Investment Advisors, LLC | 2,365 | $159.4 萬 | 0.02% | +483+25.7% | 加碼 |
| GeoWealth Management, LLC | 2,366 | $159.4 萬 | 0.06% | −108−4.4% | 減碼 |
| Sheets Smith Wealth Management | 2,383 | $160.6 萬 | 0.18% | +11+0.5% | 加碼 |
| Two Sigma Investments, LP | 2,398 | $161.6 萬 | 0.00% | +2,398 | 新進 |
| Snowden Capital Advisors LLC | 2,409 | $162.3 萬 | 0.04% | +166+7.4% | 加碼 |
| Banco Santander, S.A. | 2,416 | $162.8 萬 | 0.01% | +408+20.3% | 加碼 |
| Fifth Third Wealth Advisors LLC | 2,418 | $162.9 萬 | 0.06% | +102+4.4% | 加碼 |
| Savant Capital, LLC | 2,418 | $163.0 萬 | 0.01% | +234+10.7% | 加碼 |
| Private Advisory Group LLC | 2,421 | $163.1 萬 | 0.13% | +1,242+105.3% | 加碼 |
| Avestar Capital, LLC | 2,425 | $163.4 萬 | 0.11% | +1,152+90.5% | 加碼 |
| Highland Capital Management, LLC | 2,431 | $163.8 萬 | 0.08% | +2,431 | 新進 |
| Strategic Advocates LLC | 2,368 | $164.3 萬 | 0.42% | −208−8.1% | 減碼 |
| Wright Investors Service Inc | 2,449 | $165.0 萬 | 0.50% | −588−19.4% | 減碼 |
| Spirepoint Private Client, LLC | 2,453 | $165.3 萬 | 0.16% | +338+16.0% | 加碼 |
| Totem Point Management, LLC | 2,457 | $165.6 萬 | 1.65% | −4,846−66.4% | 減碼 |
| Motiv8 Investments LLC | 2,459 | $165.7 萬 | 0.90% | +2,459 | 新進 |
| Aaron Wealth Advisors | 2,462 | $165.9 萬 | 0.09% | +121+5.2% | 加碼 |
| Dynasty Wealth Management, LLC | 2,474 | $166.7 萬 | 0.02% | +122+5.2% | 加碼 |
| HighVista Strategies LLC | 2,482 | $167.2 萬 | 0.43% | +2,482 | 新進 |
| DB&C Advisors, LLC | 2,487 | $167.6 萬 | 2.10% | +2,487 | 新進 |
| Proem Advisors LLC | 2,500 | $168.5 萬 | 0.57% | −46,272−94.9% | 減碼 |
| Triglav Skladi, D.O.O. | 2,500 | $168.5 萬 | 0.11% | 00.0% | 不變 |
| Intact Investment Management Inc. | 2,500 | $168.5 萬 | 0.05% | +700+38.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 2,505 | $168.8 萬 | 0.08% | +1,159+86.1% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 2,508 | $169.0 萬 | 0.35% | +2,508 | 新進 |
| WoodTrust Financial Corp | 2,510 | $169.2 萬 | 0.20% | −975−28.0% | 減碼 |
| Interchange Capital Partners, LLC | 2,525 | $170.1 萬 | 0.32% | −28−1.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,527 | $170.3 萬 | 0.09% | −471−15.7% | 減碼 |
| Brookstone Capital Management | 2,543 | $171.3 萬 | 0.02% | +316+14.2% | 加碼 |
| Blackstone Group Inc. | 2,545 | $171.5 萬 | 0.01% | +2,545 | 新進 |
| United Bank | 2,570 | $173.2 萬 | 0.23% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 2,502 | $173.6 萬 | 0.07% | +247+11.0% | 加碼 |
| Insigneo Advisory Services, LLC | 2,578 | $173.7 萬 | 0.12% | +267+11.6% | 加碼 |
| Dara Capital US, Inc. | 2,593 | $174.7 萬 | 1.55% | +2,593 | 新進 |
| Okabena Investment Services Inc | 2,595 | $174.9 萬 | 0.33% | +2,595 | 新進 |
| Argentarii, LLC | 2,602 | $175.3 萬 | 0.59% | +10.0% | 加碼 |
| Kesler, Norman & Wride, LLC | 2,624 | $176.8 萬 | 0.30% | +2,624 | 新進 |
| Fiducient Advisors LLC | 2,630 | $177.2 萬 | 0.22% | +2,630 | 新進 |
| X-Square Capital, LLC | 2,638 | $177.8 萬 | 0.58% | +347+15.1% | 加碼 |
| Toth Financial Advisory Corp | 2,646 | $178.3 萬 | 0.19% | −100−3.6% | 減碼 |
| Integrated Quantitative Investments LLC | 2,659 | $179.2 萬 | 0.38% | +836+45.9% | 加碼 |
| Parallel Advisors, LLC | 2,691 | $181.3 萬 | 0.03% | +593+28.3% | 加碼 |
| Sivia Capital Partners, LLC | 2,699 | $181.9 萬 | 0.37% | −87−3.1% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 2,713 | $182.8 萬 | 0.10% | +1,158+74.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,738 | $184.5 萬 | 0.00% | +198+7.8% | 加碼 |
| Anderson Financial Strategies, LLC | 2,739 | $184.6 萬 | 1.07% | +237+9.5% | 加碼 |
| Anson Funds Management LP | 2,750 | $185.3 萬 | 0.26% | +2,750 | 新進 |
| Circle Wealth Management, LLC | 2,798 | $188.5 萬 | 0.03% | +419+17.6% | 加碼 |
| Commerzbank Aktiengesellschaft | 2,806 | $189.1 萬 | 0.04% | +554+24.6% | 加碼 |
| J. Safra Sarasin Holding AG | 2,820 | $190.0 萬 | 0.03% | +1,456+106.7% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 2,741 | $190.1 萬 | 0.18% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 2,827 | $190.5 萬 | 0.05% | −97−3.3% | 減碼 |
| Advisors Asset Management, Inc. | 2,829 | $190.6 萬 | 0.03% | +1,082+61.9% | 加碼 |
| Krane Funds Advisors LLC | 2,859 | $192.6 萬 | 0.06% | −757−20.9% | 減碼 |
| Strategic Blueprint, LLC | 2,876 | $193.8 萬 | 0.11% | −153−5.1% | 減碼 |
| 111 Capital | 2,883 | $194.3 萬 | 0.42% | +1,190+70.3% | 加碼 |
| National Asset Management, Inc. | 2,916 | $196.5 萬 | 0.09% | −394−11.9% | 減碼 |
| Buckingham Strategic Partners | 2,923 | $197.0 萬 | 0.02% | −450−13.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 4,435 | $200.0 萬 | 0.43% | +47+1.1% | 加碼 |
| Raiffeisen Bank International AG | 2,886 | $200.2 萬 | 0.03% | −197−6.4% | 減碼 |
| AnglePoint Asset Management Ltd | 2,980 | $200.8 萬 | 1.49% | +2,980 | 新進 |
| Leonteq Securities AG | 2,983 | $201.0 萬 | 0.11% | +1,343+81.9% | 加碼 |
| Wedbush Securities Inc | 2,984 | $201.1 萬 | 0.06% | +621+26.3% | 加碼 |
| Everhart Financial Group, Inc. | 2,985 | $201.1 萬 | 0.19% | +704+30.9% | 加碼 |
| Fiduciary Trust Co | 2,986 | $201.2 萬 | 0.02% | −10−0.3% | 減碼 |
| Pinnacle Financial Partners, Inc. | 2,987 | $201.3 萬 | 0.02% | +2,987 | 新進 |