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 |
|---|---|---|---|---|---|
| UNICOM Systems, Inc. | 31,900 | $2,149 萬 | 2.10% | 00.0% | 不變 |
| TrimTabs Asset Management, LLC | 31,862 | $2,147 萬 | 2.80% | −4,523−12.4% | 減碼 |
| Motley Fool Asset Management LLC | 31,738 | $2,139 萬 | 0.83% | +8,400+36.0% | 加碼 |
| Gateway Investment Advisers LLC | 31,494 | $2,122 萬 | 0.20% | +31,042+6,867.7% | 加碼 |
| Vontobel Holding Ltd. | 31,010 | $2,090 萬 | 0.07% | +4,108+15.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 30,982 | $2,088 萬 | 0.27% | +80+0.3% | 加碼 |
| Ogborne Capital Management, LLC | 30,000 | $2,021 萬 | 6.67% | −20,000−40.0% | 減碼 |
| Mizuho Markets Americas LLC | 30,000 | $2,021 萬 | 0.43% | +30,000 | 新進 |
| Eurizon Capital SGR S.p.A. | 29,972 | $2,021 萬 | 0.06% | +29,972 | 新進 |
| Public Employees Retirement Association of Colorado | 29,723 | $2,003 萬 | 0.07% | −72−0.2% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 29,087 | $1,994 萬 | 0.06% | −2,180−7.0% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 29,353 | $1,978 萬 | 3.33% | +111+0.4% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 29,291 | $1,974 萬 | 0.28% | +29,291 | 新進 |
| Mutual of America Capital Management LLC | 29,062 | $1,958 萬 | 0.21% | −279−1.0% | 減碼 |
| Squarepoint Ops LLC | 28,860 | $1,945 萬 | 0.04% | +21,639+299.7% | 加碼 |
| Profund Advisors LLC | 28,642 | $1,930 萬 | 0.59% | +1,478+5.4% | 加碼 |
| GWM Advisors LLC | 28,632 | $1,929 萬 | 0.07% | +8,743+44.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 28,545 | $1,923 萬 | 0.28% | +2,726+10.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 28,544 | $1,923 萬 | 1.14% | +418+1.5% | 加碼 |
| Pathstone Holdings, LLC | 28,231 | $1,902 萬 | 0.07% | +1,971+7.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 28,104 | $1,894 萬 | 0.21% | +273+1.0% | 加碼 |
| Cunning Capital Partners, LP | 28,037 | $1,889 萬 | 8.74% | 00.0% | 不變 |
| Metavasi Capital LP | 27,937 | $1,882 萬 | 8.29% | −30,474−52.2% | 減碼 |
| Commonwealth Equity Services, LLC | 27,887 | $1,879 萬 | 0.03% | +1,025+3.8% | 加碼 |
| M&T Bank Corp | 27,775 | $1,872 萬 | 0.06% | +1,446+5.5% | 加碼 |
| Vinva Investment Management Ltd | 26,135 | $1,813 萬 | 0.23% | +3,282+14.4% | 加碼 |
| QRG Capital Management, Inc. | 26,822 | $1,807 萬 | 0.20% | −17,904−40.0% | 減碼 |
| Steel Peak Wealth Management LLC | 26,737 | $1,802 萬 | 0.59% | +26,312+6,191.1% | 加碼 |
| WCG Wealth Advisors LLC | 26,726 | $1,801 萬 | 0.50% | +26,726 | 新進 |
| Federation des caisses Desjardins du Quebec | 26,605 | $1,792 萬 | 0.07% | −2,031−7.1% | 減碼 |
| Advisory Services Network, LLC | 26,521 | $1,787 萬 | 0.25% | +1,636+6.6% | 加碼 |
| State of Alaska, Department of Revenue | 26,510 | $1,786 萬 | 0.19% | −2,435−8.4% | 減碼 |
| Norinchukin Bank, The | 26,443 | $1,782 萬 | 0.21% | +7,054+36.4% | 加碼 |
| Millennium Management LLC | 26,385 | $1,778 萬 | 0.01% | +3,086+13.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 26,177 | $1,764 萬 | 0.01% | +14,121+117.1% | 加碼 |
| Oppenheimer & Co Inc | 26,030 | $1,754 萬 | 0.25% | +1,915+7.9% | 加碼 |
| Robeco Institutional Asset Management B.V. | 25,648 | $1,728 萬 | 0.02% | −12,715−33.1% | 減碼 |
| HighTower Advisors, LLC | 25,295 | $1,704 萬 | 0.02% | +1,124+4.7% | 加碼 |
| Smithbridge Asset Management Inc | 25,229 | $1,700 萬 | 1.45% | −150−0.6% | 減碼 |
| Loup Funds, LLC | 24,707 | $1,665 萬 | 4.85% | +5,337+27.6% | 加碼 |
| Navellier & Associates Inc | 24,679 | $1,663 萬 | 1.86% | +544+2.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 24,641 | $1,660 萬 | 0.04% | −6,277−20.3% | 減碼 |
| Assetmark, Inc | 24,485 | $1,650 萬 | 0.03% | +2,615+12.0% | 加碼 |
| Venture Visionary Partners LLC | 24,379 | $1,643 萬 | 0.54% | −2,206−8.3% | 減碼 |
| Brinker Capital Investments, LLC | 24,346 | $1,640 萬 | 0.12% | +2,880+13.4% | 加碼 |
| Drive Wealth Management, LLC | 23,603 | $1,590 萬 | 3.10% | +22,353+1,788.2% | 加碼 |
| Maplelane Capital, LLC | 23,500 | $1,583 萬 | 0.90% | −143,500−85.9% | 減碼 |
| Nomura Holdings Inc | 23,418 | $1,578 萬 | 0.05% | −34,522−59.6% | 減碼 |
| Cresset Asset Management, LLC | 23,262 | $1,567 萬 | 0.07% | +491+2.2% | 加碼 |
| Rockefeller Capital Management L.P. | 22,957 | $1,547 萬 | 0.03% | +9,198+66.9% | 加碼 |
| Cerity Partners LLC | 22,900 | $1,543 萬 | 0.02% | +640+2.9% | 加碼 |
| Investment Management Corp of Ontario | 22,880 | $1,542 萬 | 0.21% | −2,048−8.2% | 減碼 |
| Yousif Capital Management, LLC | 27,133 | $1,534 萬 | 0.17% | −1,641−5.7% | 減碼 |
| ASR Vermogensbeheer N.V. | 22,696 | $1,529 萬 | 0.18% | +880+4.0% | 加碼 |
| Lazard Asset Management LLC | 22,674 | $1,528 萬 | 0.03% | −6,437−22.1% | 減碼 |
| Man Group plc | 22,492 | $1,516 萬 | 0.03% | +6,002+36.4% | 加碼 |
| Moore Capital Management, LP | 22,444 | $1,512 萬 | 0.31% | −30,237−57.4% | 減碼 |
| Generali Asset Management SPA SGR | 22,415 | $1,510 萬 | 0.31% | −888−3.8% | 減碼 |
| Armistice Capital, LLC | 22,262 | $1,500 萬 | 0.37% | +2,742+14.0% | 加碼 |
| Dilation Capital Management LP | 22,222 | $1,497 萬 | 6.89% | +7,060+46.6% | 加碼 |
| Linden Thomas Advisory Services, LLC | 21,660 | $1,459 萬 | 1.48% | +272+1.3% | 加碼 |
| Second Line Capital, LLC | 21,225 | $1,430 萬 | 2.94% | +412+2.0% | 加碼 |
| Ethic Inc. | 21,106 | $1,422 萬 | 0.22% | +3,647+20.9% | 加碼 |
| Alberta Investment Management Corp | 21,000 | $1,415 萬 | 0.08% | +10,100+92.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 20,929 | $1,410 萬 | 0.34% | +16,490+371.5% | 加碼 |
| Hancock Whitney Corp | 20,623 | $1,390 萬 | 0.25% | −1,687−7.6% | 減碼 |
| Centaurus Financial, Inc. | 20,371 | $1,373 萬 | 0.63% | +272+1.4% | 加碼 |
| Telemark Asset Management, LLC | 20,000 | $1,348 萬 | 1.35% | +20,000 | 新進 |
| Callan Family Office, LLC | 19,970 | $1,346 萬 | 0.29% | +9,410+89.1% | 加碼 |
| Liontrust Investment Partners LLP | 19,787 | $1,333 萬 | 0.20% | +10,477+112.5% | 加碼 |
| Oak Ridge Investments LLC | 19,047 | $1,283 萬 | 0.78% | +1,049+5.8% | 加碼 |
| MAI Capital Management | 18,903 | $1,274 萬 | 0.07% | −2,114−10.1% | 減碼 |
| China Universal Asset Management Co., Ltd. | 18,805 | $1,267 萬 | 0.97% | −1,816−8.8% | 減碼 |
| Thames Capital Management LLC | 18,727 | $1,262 萬 | 1.83% | +2,025+12.1% | 加碼 |
| Sierra Summit Advisors LLC | 18,486 | $1,246 萬 | 1.91% | +6,901+59.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 18,382 | $1,239 萬 | 0.06% | −2,587−12.3% | 減碼 |
| CAPROCK Group, Inc. | 18,203 | $1,227 萬 | 0.26% | −1,339−6.9% | 減碼 |
| Kultura Capital Management LP | 18,100 | $1,220 萬 | 8.85% | +18,100 | 新進 |
| Acadian Asset Management LLC | 18,022 | $1,213 萬 | 0.02% | +6,985+63.3% | 加碼 |
| Jane Street Group, LLC | 17,622 | $1,187 萬 | 0.01% | +2,548+16.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 17,587 | $1,185 萬 | 0.15% | −1,971−10.1% | 減碼 |
| Mizuho Securities USA LLC | 19,710 | $1,182 萬 | 0.20% | −70.0% | 減碼 |
| Park Avenue Securities LLC | 17,445 | $1,175 萬 | 0.10% | −1,731−9.0% | 減碼 |
| Allstate Corp | 17,360 | $1,170 萬 | 0.16% | +8,928+105.9% | 加碼 |
| Winton Group Ltd | 17,320 | $1,167 萬 | 0.40% | −2,980−14.7% | 減碼 |
| Vestcor Inc | 17,294 | $1,165 萬 | 0.33% | +4,519+35.4% | 加碼 |
| TD Waterhouse Canada Inc. | 17,277 | $1,163 萬 | 0.07% | −3,972−18.7% | 減碼 |
| LGT Group Foundation | 16,734 | $1,161 萬 | 0.13% | +205+1.2% | 加碼 |
| Berkshire Capital Holdings Inc | 17,030 | $1,148 萬 | 3.80% | −10,630−38.4% | 減碼 |
| Empower Advisory Group, LLC | 16,992 | $1,145 萬 | 0.03% | +3,033+21.7% | 加碼 |
| Dnca Finance | 16,600 | $1,119 萬 | 0.65% | +4,100+32.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 16,250 | $1,109 萬 | 0.10% | +8,432+107.9% | 加碼 |
| Left Brain Wealth Management, LLC | 16,374 | $1,103 萬 | 3.82% | −948−5.5% | 減碼 |
| Horizon Investment Services, LLC | 16,180 | $1,090 萬 | 3.92% | −1,898−10.5% | 減碼 |
| Lido Advisors, LLC | 15,339 | $1,055 萬 | 0.04% | +320+2.1% | 加碼 |
| Hartford Investment Management Co | 15,635 | $1,054 萬 | 0.32% | −226−1.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 15,581 | $1,052 萬 | 0.06% | +8,204+111.2% | 加碼 |
| Blue Sparrow, LLC | 15,600 | $1,051 萬 | 0.20% | +15,600 | 新進 |
| Great Lakes Advisors, LLC | 15,503 | $1,045 萬 | 0.09% | +4,069+35.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 130,549 | $1,038 萬 | 0.02% | 00.0% | 不變 |