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 |
|---|---|---|---|---|---|
| Polar Capital Holdings Plc | 241,533 | $1.63 億 | 0.74% | +28,416+13.3% | 加碼 |
| Russell Investments Group, Ltd. | 239,600 | $1.62 億 | 0.18% | −27,056−10.1% | 減碼 |
| Nordea Investment Management AB | 222,189 | $1.53 億 | 0.13% | −7,625−3.3% | 減碼 |
| Quantinno Capital Management LP | 222,148 | $1.50 億 | 0.30% | +42,043+23.3% | 加碼 |
| New York State Teachers Retirement System | 216,329 | $1.46 億 | 0.28% | +3,790+1.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 212,483 | $1.43 億 | 0.25% | −7,083−3.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 218,590 | $1.35 億 | 0.22% | −13,102−5.7% | 減碼 |
| Prudential Financial Inc | 197,355 | $1.33 億 | 0.16% | −49,615−20.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 195,265 | $1.32 億 | 0.37% | +21,427+12.3% | 加碼 |
| Greenstone Partners & Co., LLC | 195,251 | $1.32 億 | 25.57% | −149,000−43.3% | 減碼 |
| Aviva PLC | 193,696 | $1.31 億 | 0.22% | +10,192+5.6% | 加碼 |
| Swedbank AB | 191,547 | $1.29 億 | 0.12% | −2,123−1.1% | 減碼 |
| Toronto Dominion Bank | 191,175 | $1.29 億 | 0.23% | −60,043−23.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 180,517 | $1.22 億 | 0.10% | +19,379+12.0% | 加碼 |
| Voloridge Investment Management, LLC | 179,083 | $1.21 億 | 0.42% | +179,083 | 新進 |
| Keenan Capital, LLC | 176,725 | $1.19 億 | 21.69% | −28,985−14.1% | 減碼 |
| Marsico Capital Management LLC | 175,938 | $1.19 億 | 3.30% | +9,783+5.9% | 加碼 |
| Durable Capital Partners LP | 163,405 | $1.10 億 | 1.04% | −24,431−13.0% | 減碼 |
| Schroder Investment Management Group | 162,759 | $1.10 億 | 0.08% | −155,618−48.9% | 減碼 |
| Natixis Advisors, L.P. | 157,995 | $1.06 億 | 0.15% | +16,750+11.9% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 157,663 | $1.06 億 | 0.18% | +20,318+14.8% | 加碼 |
| NEOS Investment Management LLC | 157,461 | $1.06 億 | 0.61% | +36,567+30.2% | 加碼 |
| Danske Bank A/S | 156,002 | $1.05 億 | 0.24% | −5,521−3.4% | 減碼 |
| Primecap Management Co | 152,525 | $1.03 億 | 0.08% | −21,800−12.5% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 143,675 | $9,967 萬 | 0.28% | +143,675 | 新進 |
| Steadview Capital Management LLC | 146,865 | $9,896 萬 | 18.63% | −18,410−11.1% | 減碼 |
| CI Private Wealth, LLC | 144,579 | $9,744 萬 | 0.13% | +14,271+11.0% | 加碼 |
| AQR Capital Management LLC | 143,354 | $9,659 萬 | 0.05% | −39,137−21.4% | 減碼 |
| CIBC Asset Management Inc | 142,827 | $9,624 萬 | 0.23% | +25,701+21.9% | 加碼 |
| Los Angeles Capital Management LLC | 153,800 | $9,545 萬 | 0.33% | +11,122+7.8% | 加碼 |
| No Street GP LP | 141,500 | $9,535 萬 | 6.42% | −63,500−31.0% | 減碼 |
| Storebrand Asset Management AS | 140,942 | $9,497 萬 | 0.25% | −7,151−4.8% | 減碼 |
| Temasek Holdings (Private) Ltd | 140,727 | $9,482 萬 | 0.31% | +140,727 | 新進 |
| Nomura Asset Management Co Ltd | 139,589 | $9,406 萬 | 0.24% | +49,399+54.8% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 137,391 | $9,258 萬 | 0.25% | −990−0.7% | 減碼 |
| APG Asset Management N.V. | 157,518 | $9,037 萬 | 0.26% | +150,618+2,182.9% | 加碼 |
| State of Wisconsin Investment Board | 127,513 | $8,592 萬 | 0.19% | −2,934−2.2% | 減碼 |
| Palestra Capital Management LLC | 125,779 | $8,475 萬 | 3.01% | −12,442−9.0% | 減碼 |
| Treasurer of the State of North Carolina | 123,380 | $8,314 萬 | 0.27% | −9,233−7.0% | 減碼 |
| Mackenzie Financial Corp | 119,595 | $8,280 萬 | 0.10% | +21,558+22.0% | 加碼 |
| Spyglass Capital Management LLC | 120,638 | $8,129 萬 | 4.07% | −55,279−31.4% | 減碼 |
| Royal London Asset Management Ltd | 120,391 | $8,112 萬 | 0.17% | −2,086−1.7% | 減碼 |
| Pacer Advisors, Inc. | 120,256 | $8,103 萬 | 0.21% | −31,091−20.5% | 減碼 |
| Pacific Heights Asset Management LLC | 120,000 | $8,086 萬 | 3.03% | +15,000+14.3% | 加碼 |
| Zweig-DiMenna Associates LLC | 119,945 | $8,082 萬 | 5.73% | +6,745+6.0% | 加碼 |
| Bessemer Group Inc | 119,940 | $8,082 萬 | 0.12% | +110,955+1,234.9% | 加碼 |
| National Bank of Canada | 117,505 | $7,917 萬 | 0.08% | −16,546−12.3% | 減碼 |
| RBF Capital, LLC | 114,955 | $7,746 萬 | 3.54% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 111,943 | $7,543 萬 | 0.23% | −13,268−10.6% | 減碼 |
| Pictet Asset Management Holding SA | 108,484 | $7,310 萬 | 0.07% | +1,866+1.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 104,899 | $7,068 萬 | 0.12% | +5,755+5.8% | 加碼 |
| Federated Hermes, Inc. | 104,631 | $7,050 萬 | 0.12% | +6,969+7.1% | 加碼 |
| Andra AP-fonden | 104,163 | $7,019 萬 | 0.87% | −147,437−58.6% | 減碼 |
| Blue Whale Capital LLP | 103,917 | $7,002 萬 | 3.59% | +42,427+69.0% | 加碼 |
| Rafferty Asset Management, LLC | 102,950 | $6,937 萬 | 0.24% | −7,181−6.5% | 減碼 |
| Stifel Financial Corp | 102,811 | $6,928 萬 | 0.06% | +72+0.1% | 加碼 |
| Asset Management One Co.,Ltd. | 98,449 | $6,876 萬 | 0.19% | −365−0.4% | 減碼 |
| AustralianSuper Pty Ltd | 102,000 | $6,873 萬 | 0.32% | −216,294−68.0% | 減碼 |
| Mariner, LLC | 101,160 | $6,828 萬 | 0.08% | −771−0.8% | 減碼 |
| Broad Bay Capital Management, LP | 100,170 | $6,750 萬 | 7.71% | +37,860+60.8% | 加碼 |
| Dorsal Capital Management, LLC | 100,000 | $6,738 萬 | 2.37% | +10,000+11.1% | 加碼 |
| Virginia Retirement Systems Et Al | 98,565 | $6,642 萬 | 0.40% | +62,865+176.1% | 加碼 |
| Public Employees Retirement System of Ohio | 97,730 | $6,585 萬 | 0.21% | +169+0.2% | 加碼 |
| Marex Group plc | 95,553 | $6,439 萬 | 0.70% | −38,893−28.9% | 減碼 |
| 3G Capital Partners LP | 95,000 | $6,401 萬 | 15.09% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 94,379 | $6,359 萬 | 0.36% | −42,428−31.0% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 94,010 | $6,335 萬 | 3.57% | +88,505+1,607.7% | 加碼 |
| Panview Capital Ltd | 93,978 | $6,332 萬 | 22.74% | +18,297+24.2% | 加碼 |
| Creative Planning | 92,201 | $6,213 萬 | 0.04% | +4,921+5.6% | 加碼 |
| Smith Group Asset Management, LLC | 92,039 | $6,202 萬 | 3.29% | +5,712+6.6% | 加碼 |
| KLP Kapitalforvaltning AS | 91,560 | $6,169 萬 | 0.24% | −4,390−4.6% | 減碼 |
| Ci Investments Inc. | 90,189 | $6,077 萬 | 0.27% | −25,419−22.0% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 90,006 | $6,065 萬 | 0.30% | +2,556+2.9% | 加碼 |
| Capula Management Ltd | 90,000 | $6,064 萬 | 0.39% | +89,506+18,118.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 89,828 | $6,053 萬 | 0.37% | +2,128+2.4% | 加碼 |
| Kinetic Partners Management, LP | 89,206 | $6,011 萬 | 2.92% | −38,900−30.4% | 減碼 |
| Braun Stacey Associates Inc | 86,770 | $5,847 萬 | 1.89% | −40,065−31.6% | 減碼 |
| Scopus Asset Management, L.P. | 86,150 | $5,805 萬 | 1.62% | −34,850−28.8% | 減碼 |
| Vident Advisory, LLC | 85,409 | $5,755 萬 | 0.54% | +3,439+4.2% | 加碼 |
| Macquarie Group Ltd | 85,044 | $5,730 萬 | 0.25% | −117,455−58.0% | 減碼 |
| GF Fund Management Co. Ltd. | 83,760 | $5,644 萬 | 0.96% | +9,647+13.0% | 加碼 |
| Forsta Ap-Fonden | 83,040 | $5,595 萬 | 0.33% | +340+0.4% | 加碼 |
| Citadel Advisors LLC | 82,845 | $5,582 萬 | 0.04% | −115,518−58.2% | 減碼 |
| Baker Avenue Asset Management, LP | 82,549 | $5,562 萬 | 1.28% | −926−1.1% | 減碼 |
| Mane Global Capital Management LP | 82,370 | $5,550 萬 | 3.04% | −93,949−53.3% | 減碼 |
| Logan Capital Management Inc | 82,358 | $5,549 萬 | 2.34% | +1,186+1.5% | 加碼 |
| Flputnam Investment Management Co | 82,063 | $5,530 萬 | 0.80% | −1,428−1.7% | 減碼 |
| iA Global Asset Management Inc. | 81,997 | $5,525 萬 | 0.70% | +24,614+42.9% | 加碼 |
| Advisor Group Holdings, Inc. | 81,696 | $5,501 萬 | 0.08% | −2,654−3.1% | 減碼 |
| MGB Wealth Management, LLC | 80,828 | $5,446 萬 | 15.58% | −9,938−10.9% | 減碼 |
| Guggenheim Capital LLC | 80,701 | $5,438 萬 | 0.40% | +1,590+2.0% | 加碼 |
| Daiwa Securities Group Inc. | 80,276 | $5,409 萬 | 0.18% | −7,462−8.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 79,405 | $5,369 萬 | 0.37% | +1,029+1.3% | 加碼 |
| Gotham Asset Management, LLC | 79,024 | $5,325 萬 | 0.19% | −2,679−3.3% | 減碼 |
| State of New Jersey Common Pension Fund D | 78,900 | $5,316 萬 | 0.19% | −1,951−2.4% | 減碼 |
| Zevenbergen Capital Investments LLC | 78,160 | $5,267 萬 | 1.17% | +63,298+425.9% | 加碼 |
| SG Americas Securities, LLC | 77,158 | $5,199 萬 | 0.07% | +41,215+114.7% | 加碼 |
| Empowered Funds, LLC | 77,090 | $5,194 萬 | 0.88% | +10,868+16.4% | 加碼 |
| Swiss Life Asset Management Ltd | 76,608 | $5,162 萬 | 0.26% | +46,499+154.4% | 加碼 |
| Panagora Asset Management Inc | 75,930 | $5,116 萬 | 0.18% | −68,048−47.3% | 減碼 |