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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 75,859 | $5,112 萬 | 0.25% | −2,063−2.6% | 減碼 |
| WT Asset Management Ltd | 75,400 | $5,081 萬 | 2.02% | −131,400−63.5% | 減碼 |
| State of Michigan Retirement System | 75,100 | $5,060 萬 | 0.25% | −2,300−3.0% | 減碼 |
| Cetera Investment Advisers | 74,545 | $5,023 萬 | 0.05% | −413−0.6% | 減碼 |
| Nissay Asset Management Corp | 74,107 | $4,993 萬 | 0.26% | +3,690+5.2% | 加碼 |
| La Banque Postale Asset Management SA | 73,248 | $4,936 萬 | 0.57% | +39,409+116.5% | 加碼 |
| Czech National Bank | 71,375 | $4,809 萬 | 0.31% | +2,613+3.8% | 加碼 |
| ICONIQ Capital, LLC | 71,370 | $4,809 萬 | 0.73% | 00.0% | 不變 |
| CIBC World Markets Inc. | 70,429 | $4,746 萬 | 0.08% | −202−0.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,374 | $4,742 萬 | 0.10% | −355−0.5% | 減碼 |
| Resona Asset Management Co.,Ltd. | 69,502 | $4,716 萬 | 0.23% | −2,960−4.1% | 減碼 |
| Holocene Advisors, LP | 68,885 | $4,642 萬 | 0.10% | −46,997−40.6% | 減碼 |
| Colony Group, LLC | 67,860 | $4,573 萬 | 0.05% | +20,158+42.3% | 加碼 |
| Standard Life Aberdeen plc | 67,187 | $4,527 萬 | 0.07% | +5,058+8.1% | 加碼 |
| State of Tennessee, Treasury Department | 94,803 | $4,485 萬 | 0.14% | +68,353+258.4% | 加碼 |
| Arizona State Retirement System | 65,104 | $4,387 萬 | 0.24% | −2,290−3.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 64,659 | $4,357 萬 | 0.24% | +1,322+2.1% | 加碼 |
| MML Investors Services, LLC | 64,331 | $4,335 萬 | 0.11% | +1,558+2.5% | 加碼 |
| Xponance, Inc. | 63,037 | $4,248 萬 | 0.32% | +6,003+10.5% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 62,963 | $4,243 萬 | 0.21% | −2,047−3.1% | 減碼 |
| Illinois Municipal Retirement Fund | 62,466 | $4,209 萬 | 0.53% | +803+1.3% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 62,419 | $4,206 萬 | 0.38% | +62,419 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 62,205 | $4,191 萬 | 0.04% | +12,477+25.1% | 加碼 |
| Capital Impact Advisors, LLC | 61,829 | $4,166 萬 | 3.26% | +22,200+56.0% | 加碼 |
| Mediolanum International Funds Ltd | 59,976 | $4,161 萬 | 0.42% | −16,760−21.8% | 減碼 |
| Cookson Peirce & Co Inc | 60,636 | $4,086 萬 | 1.69% | −2,164−3.4% | 減碼 |
| IMC-Chicago, LLC | 59,872 | $4,034 萬 | 0.71% | −199,326−76.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 59,762 | $4,027 萬 | 0.16% | −2,943−4.7% | 減碼 |
| Renaissance Group LLC | 58,566 | $3,946 萬 | 1.58% | −12,972−18.1% | 減碼 |
| Retirement Systems of Alabama | 57,585 | $3,880 萬 | 0.13% | −165−0.3% | 減碼 |
| Zurich Insurance Group Ltd | 57,460 | $3,872 萬 | 0.27% | −220,515−79.3% | 減碼 |
| Amalgamated Bank | 57,102 | $3,848 萬 | 0.28% | −56−0.1% | 減碼 |
| Hamilton Capital Partners Inc. | 55,722 | $3,755 萬 | 1.38% | +5,663+11.3% | 加碼 |
| Silvant Capital Management LLC | 55,693 | $3,753 萬 | 1.27% | +40,692+271.3% | 加碼 |
| TFJ Management, LLC | 52,865 | $3,562 萬 | 25.65% | −1,623−3.0% | 減碼 |
| Credit Agricole S A | 52,535 | $3,540 萬 | 0.10% | +17,145+48.4% | 加碼 |
| EULAV Asset Management | 52,503 | $3,538 萬 | 0.94% | −5,998−10.3% | 減碼 |
| Rakuten Investment Management, Inc. | 50,519 | $3,530 萬 | 0.12% | −1,975,963−97.5% | 減碼 |
| Alta Park Capital, LP | 52,224 | $3,519 萬 | 4.23% | −32,198−38.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,637 | $3,479 萬 | 0.27% | +375+0.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 51,499 | $3,470 萬 | 0.31% | −870−1.7% | 減碼 |
| Nomura Asset Management International Inc. | 51,380 | $3,462 萬 | 0.05% | +51,380 | 新進 |
| CIBC World Markets Corp | 51,210 | $3,451 萬 | 0.17% | +51,210 | 新進 |
| Pinebridge Investments LLC | 51,049 | $3,440 萬 | 0.25% | +51,049 | 新進 |
| DnB Asset Management AS | 50,480 | $3,401 萬 | 0.12% | −30,431−37.6% | 減碼 |
| Investment House LLC | 50,370 | $3,394 萬 | 1.61% | −1,415−2.7% | 減碼 |
| Tiaa Trust, National Association | 50,205 | $3,383 萬 | 0.08% | −2,544−4.8% | 減碼 |
| KCM Capital Inc | 50,000 | $3,369 萬 | 6.77% | +50,000 | 新進 |
| Teacher Retirement System of Texas | 49,502 | $3,336 萬 | 0.12% | −39,076−44.1% | 減碼 |
| Quadrature Capital Ltd | 49,484 | $3,334 萬 | 0.34% | +49,484 | 新進 |
| Calamos Advisors LLC | 48,737 | $3,284 萬 | 0.13% | +20,609+73.3% | 加碼 |
| Captrust Financial Advisors | 48,272 | $3,253 萬 | 0.06% | −9,754−16.8% | 減碼 |
| Toroso Investments, LLC | 48,097 | $3,241 萬 | 0.14% | +14,695+44.0% | 加碼 |
| UniSuper Management Pty Ltd | 47,510 | $3,201 萬 | 0.19% | −3,032−6.0% | 減碼 |
| Comerica Bank | 47,486 | $3,200 萬 | 0.13% | −4,650−8.9% | 減碼 |
| Commerce Bank | 47,222 | $3,182 萬 | 0.18% | +37,129+367.9% | 加碼 |
| Prudential PLC | 46,639 | $3,143 萬 | 0.25% | +1,689+3.8% | 加碼 |
| Mercer Global Advisors Inc | 46,468 | $3,131 萬 | 0.05% | +12,195+35.6% | 加碼 |
| IFM Investors Pty Ltd | 45,313 | $3,053 萬 | 0.25% | +498+1.1% | 加碼 |
| Clear Street Group Inc. | 44,986 | $3,031 萬 | 0.16% | −39,593−46.8% | 減碼 |
| Ibex Wealth Advisors | 44,953 | $3,029 萬 | 2.97% | −710−1.6% | 減碼 |
| Science & Technology Partners, L.P. | 44,825 | $3,020 萬 | 8.44% | −23,625−34.5% | 減碼 |
| Janney Montgomery Scott LLC | 44,575 | $3,004 萬 | 0.07% | +6,286+16.4% | 加碼 |
| Public Sector Pension Investment Board | 44,359 | $2,989 萬 | 0.10% | +11,436+34.7% | 加碼 |
| Nisa Investment Advisors, LLC | 43,988 | $2,964 萬 | 0.10% | +21,694+97.3% | 加碼 |
| Freshford Capital Management, LLC | 42,831 | $2,886 萬 | 11.57% | −22,448−34.4% | 減碼 |
| Ratan Capital Management LP | 42,230 | $2,846 萬 | 7.83% | +36,230+603.8% | 加碼 |
| Fernbridge Capital Management LP | 42,229 | $2,845 萬 | 1.40% | −31,870−43.0% | 減碼 |
| USS Investment Management Ltd | 42,129 | $2,838 萬 | 0.14% | −424−1.0% | 減碼 |
| Harvest Fund Management Co., Ltd | 41,576 | $2,800 萬 | 1.05% | +1,731+4.3% | 加碼 |
| British Columbia Investment Management Corp | 40,942 | $2,759 萬 | 0.15% | +7,738+23.3% | 加碼 |
| Cozad Asset Management Inc | 40,244 | $2,712 萬 | 2.10% | −4,835−10.7% | 減碼 |
| Utah Retirement Systems | 39,391 | $2,654 萬 | 0.25% | −80.0% | 減碼 |
| JustInvest LLC | 39,240 | $2,644 萬 | 0.26% | +4,919+14.3% | 加碼 |
| Ossiam | 39,186 | $2,640 萬 | 0.53% | +19,699+101.1% | 加碼 |
| AMF Pensionsforsakring AB | 39,123 | $2,636 萬 | 0.16% | −8,427−17.7% | 減碼 |
| Freestone Capital Holdings, LLC | 39,003 | $2,628 萬 | 0.78% | +21,455+122.3% | 加碼 |
| Intech Investment Management LLC | 38,966 | $2,626 萬 | 0.23% | +8,514+28.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 38,785 | $2,613 萬 | 0.20% | +15,541+66.9% | 加碼 |
| Bank of Nova Scotia | 38,745 | $2,611 萬 | 0.04% | +9,799+33.9% | 加碼 |
| New York Life Investment Management LLC | 38,013 | $2,561 萬 | 0.22% | +1,172+3.2% | 加碼 |
| Truist Financial Corp | 37,669 | $2,538 萬 | 0.03% | +852+2.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 37,579 | $2,532 萬 | 0.01% | +19,934+113.0% | 加碼 |
| Woodline Partners LP | 37,560 | $2,531 萬 | 0.10% | −37,499−50.0% | 減碼 |
| Wealthfront Advisers LLC | 37,516 | $2,528 萬 | 0.06% | +4,244+12.8% | 加碼 |
| Discovery Capital Management, LLC | 37,240 | $2,509 萬 | 1.36% | +6,900+22.7% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 36,607 | $2,467 萬 | 0.21% | −1,751−4.6% | 減碼 |
| Shelton Capital Management | 36,535 | $2,462 萬 | 0.49% | +1,083+3.1% | 加碼 |
| Nishkama Capital, LLC | 36,068 | $2,430 萬 | 3.29% | −25,548−41.5% | 減碼 |
| Sanctuary Advisors, LLC | 36,030 | $2,428 萬 | 0.13% | +6,071+20.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 35,921 | $2,421 萬 | 0.12% | +1,596+4.6% | 加碼 |
| Selkirk Management LLC | 35,700 | $2,406 萬 | 6.36% | +5,600+18.6% | 加碼 |
| Varma Mutual Pension Insurance Co | 35,600 | $2,399 萬 | 0.15% | −800−2.2% | 減碼 |
| OP Asset Management Ltd | 34,886 | $2,351 萬 | 0.29% | +4,697+15.6% | 加碼 |
| Allianz Asset Management GmbH | 34,563 | $2,329 萬 | 0.03% | −147,756−81.0% | 減碼 |
| Louisiana State Employees Retirement System | 34,400 | $2,318 萬 | 0.40% | −2,200−6.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 34,380 | $2,317 萬 | 0.19% | −1,020−2.9% | 減碼 |
| Aptus Capital Advisors, LLC | 33,471 | $2,255 萬 | 0.19% | +12,426+59.0% | 加碼 |
| US Bancorp | 32,410 | $2,184 萬 | 0.03% | −198−0.6% | 減碼 |
| Ofi Invest Asset Management | 37,714 | $2,164 萬 | 0.31% | +37,714 | 新進 |