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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 4,910 | $330.8 萬 | 0.07% | +1,439+41.5% | 加碼 |
| Burney Co | 4,899 | $330.1 萬 | 0.10% | −229−4.5% | 減碼 |
| Benjamin Edwards Inc | 4,864 | $327.7 萬 | 0.04% | +334+7.4% | 加碼 |
| GLOBALT Investments LLC | 4,857 | $327.3 萬 | 0.12% | −444−8.4% | 減碼 |
| Paragon Advisors, LLC | 4,820 | $324.8 萬 | 0.88% | +945+24.4% | 加碼 |
| RSM US Wealth Management LLC | 4,612 | $319.9 萬 | 0.04% | +346+8.1% | 加碼 |
| Quadrant Capital Group LLC | 4,744 | $319.7 萬 | 0.10% | +4,065+598.7% | 加碼 |
| Blue Jean Financial LLC | 4,646 | $313.1 萬 | 2.54% | +4,646 | 新進 |
| Northstar Advisory Group, LLC | 4,643 | $312.9 萬 | 1.11% | −1,872−28.7% | 減碼 |
| Tema ETFs LLC | 4,597 | $309.8 萬 | 0.24% | +148+3.3% | 加碼 |
| F/M Investments LLC | 4,543 | $306.1 萬 | 0.12% | +4,543 | 新進 |
| Truvestments Capital LLC | 4,535 | $305.6 萬 | 0.56% | +105+2.4% | 加碼 |
| Glenmede Trust Co NA | 4,525 | $304.9 萬 | 0.01% | +4,525 | 新進 |
| AXS Investments LLC | 4,512 | $304.0 萬 | 1.05% | +210+4.9% | 加碼 |
| Signaturefd, LLC | 4,501 | $303.3 萬 | 0.05% | +391+9.5% | 加碼 |
| Bridgeway Capital Management, LLC | 4,480 | $301.9 萬 | 0.06% | −40−0.9% | 減碼 |
| Capitolis Liquid Global Markets LLC | 4,431 | $298.6 萬 | 0.02% | +4,431 | 新進 |
| Gilder Gagnon Howe & Co LLC | 4,409 | $297.1 萬 | 0.03% | +1,851+72.4% | 加碼 |
| Twin Capital Management Inc | 4,385 | $295.5 萬 | 0.37% | +1,314+42.8% | 加碼 |
| Loomis Sayles & Co L P | 4,382 | $295.3 萬 | 0.00% | 00.0% | 不變 |
| Lazard Freres Gestion S.A.S. | 4,300 | $289.7 萬 | 0.05% | +800+22.9% | 加碼 |
| Bosman Wealth Management, LLC | 4,248 | $286.2 萬 | 2.35% | +4,248 | 新進 |
| Lifestyle Asset Management, Inc. | 4,233 | $285.2 萬 | 0.93% | +89+2.1% | 加碼 |
| K2 Principal Fund, L.P. | 4,232 | $285.2 萬 | 0.29% | −1,556−26.9% | 減碼 |
| Meeder Advisory Services, Inc. | 4,206 | $283.4 萬 | 0.12% | +496+13.4% | 加碼 |
| Peak Retirement Planning, Inc. | 4,201 | $283.0 萬 | 0.66% | −240−5.4% | 減碼 |
| OpenArc Corporate Advisory, LLC | 4,185 | $282.0 萬 | 0.05% | +4,185 | 新進 |
| Financial Engines Advisors L.L.C. | 4,178 | $281.5 萬 | 0.01% | −390−8.5% | 減碼 |
| Employees Retirement System of Texas | 4,172 | $281.1 萬 | 0.02% | −1,743−29.5% | 減碼 |
| Independent Advisor Alliance | 4,133 | $278.5 萬 | 0.07% | +520+14.4% | 加碼 |
| Twin Tree Management, LP | 4,120 | $277.6 萬 | 0.28% | +4,120 | 新進 |
| Balyasny Asset Management LLC | 4,110 | $276.9 萬 | 0.01% | +1,685+69.5% | 加碼 |
| Baader Bank INC | 4,166 | $276.4 萬 | 0.23% | +2,148+106.4% | 加碼 |
| Berbice Capital Management LLC | 4,070 | $274.2 萬 | 1.65% | +390+10.6% | 加碼 |
| Capital Wealth Planning, LLC | 4,025 | $271.2 萬 | 0.02% | +4,025 | 新進 |
| NorthCrest Asset Manangement, LLC | 4,267 | $270.1 萬 | 0.06% | +340+8.7% | 加碼 |
| Family Management Corp | 4,006 | $269.9 萬 | 0.34% | +4,006 | 新進 |
| Element Squared LLC | 3,969 | $267.4 萬 | 1.45% | +3,969 | 新進 |
| GAM Holding AG | 3,940 | $265.5 萬 | 0.17% | −255−6.1% | 減碼 |
| Alta Wealth Advisors LLC | 3,925 | $264.5 萬 | 0.88% | +24+0.6% | 加碼 |
| Skopos Labs, Inc. | 3,781 | $264.2 萬 | 0.12% | +2,072+121.2% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 3,914 | $263.7 萬 | 0.37% | +1,962+100.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 3,858 | $259.9 萬 | 0.05% | −404−9.5% | 減碼 |
| Daybright Advisory Services, Inc. | 3,785 | $255.1 萬 | 0.68% | +3,785 | 新進 |
| Forum Financial Management, LP | 3,779 | $254.7 萬 | 0.03% | +8+0.2% | 加碼 |
| Change Path, LLC | 3,752 | $252.8 萬 | 0.06% | −2,146−36.4% | 減碼 |
| Kurv Investment Management LLC | 3,750 | $252.7 萬 | 3.16% | +3,750 | 新進 |
| SMART Wealth LLC | 3,738 | $251.9 萬 | 0.77% | +3,738 | 新進 |
| Fedenia Advisers LLC | 3,730 | $251.3 萬 | 0.96% | −9−0.2% | 減碼 |
| Darden Wealth Group Inc | 3,719 | $250.7 萬 | 1.22% | +116+3.2% | 加碼 |
| CSM Advisors, LLC | 3,647 | $245.6 萬 | 0.07% | +652+21.8% | 加碼 |
| Kovack Advisors, Inc. | 3,617 | $243.7 萬 | 0.12% | +2,586+250.8% | 加碼 |
| Meridian Wealth Management, LLC | 3,595 | $242.2 萬 | 0.09% | −645−15.2% | 減碼 |
| Sunbelt Securities, Inc. | 3,592 | $242.0 萬 | 0.16% | −89−2.4% | 減碼 |
| Chilton Investment Co LLC | 3,585 | $241.6 萬 | 0.05% | −213−5.6% | 減碼 |
| Cannon Advisors, Inc. | 3,859 | $238.4 萬 | 1.68% | −487−11.2% | 減碼 |
| Invst, LLC | 3,524 | $237.5 萬 | 0.26% | −218−5.8% | 減碼 |
| BluePath Capital Management, LLC | 3,521 | $237.3 萬 | 1.60% | −17−0.5% | 減碼 |
| Caisse des Depots Et Consignations | 3,518 | $237.0 萬 | 0.05% | +914+35.1% | 加碼 |
| Morse Asset Management, Inc | 3,512 | $236.6 萬 | 0.47% | −2,748−43.9% | 減碼 |
| Storgate, LLC | 3,508 | $236.4 萬 | 1.94% | +3,508 | 新進 |
| Generate Investment Management Ltd | 3,483 | $234.7 萬 | 0.11% | +3,483 | 新進 |
| ESG Planning | 3,469 | $233.7 萬 | 1.01% | 00.0% | 不變 |
| Elevatus Welath Management | 3,454 | $232.7 萬 | 0.64% | −3,509−50.4% | 減碼 |
| PFG Advisors | 3,409 | $229.7 萬 | 0.11% | +10+0.3% | 加碼 |
| Fidelis Capital Partners, LLC | 3,388 | $228.3 萬 | 0.17% | −127−3.6% | 減碼 |
| Diversified Trust Co | 3,383 | $228.0 萬 | 0.04% | −784−18.8% | 減碼 |
| Norden Group LLC | 3,379 | $227.7 萬 | 0.22% | +691+25.7% | 加碼 |
| EP Wealth Advisors, LLC | 3,365 | $226.7 萬 | 0.01% | +3,365 | 新進 |
| TriaGen Wealth Management LLC | 3,364 | $226.7 萬 | 0.59% | +3,364 | 新進 |
| TCW Group Inc | 3,351 | $225.8 萬 | 0.02% | +3,351 | 新進 |
| Frank, Rimerman Advisors LLC | 3,333 | $224.6 萬 | 0.14% | +1,076+47.7% | 加碼 |
| Belpointe Asset Management LLC | 3,331 | $224.4 萬 | 0.08% | −144−4.1% | 減碼 |
| Greenleaf Trust | 3,326 | $224.1 萬 | 0.02% | +1,583+90.8% | 加碼 |
| IFP Advisors, Inc | 3,321 | $223.8 萬 | 0.05% | +250+8.1% | 加碼 |
| J.Safra Asset Management Corp | 3,295 | $222.0 萬 | 0.12% | +640+24.1% | 加碼 |
| Chicago Trust Co NA | 3,282 | $221.1 萬 | 0.35% | +373+12.8% | 加碼 |
| Jump Financial, LLC | 3,262 | $219.8 萬 | 0.03% | −4,318−57.0% | 減碼 |
| GTS Securities LLC | 3,245 | $218.7 萬 | 0.07% | −3,210−49.7% | 減碼 |
| Boothbay Fund Management, LLC | 3,223 | $217.2 萬 | 0.06% | +1,850+134.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 3,208 | $216.2 萬 | 0.14% | +1,251+63.9% | 加碼 |
| Atomi Financial Group, Inc. | 3,197 | $215.4 萬 | 0.06% | −233−6.8% | 減碼 |
| Ascent Group, LLC | 3,173 | $213.8 萬 | 0.07% | +57+1.8% | 加碼 |
| Main Management ETF Advisors, LLC | 3,132 | $211.0 萬 | 0.08% | +32+1.0% | 加碼 |
| Veracity Capital LLC | 3,119 | $210.2 萬 | 0.62% | −86−2.7% | 減碼 |
| Resources Investment Advisors, LLC. | 3,096 | $208.6 萬 | 0.02% | +425+15.9% | 加碼 |
| TD Private Client Wealth LLC | 3,095 | $208.5 萬 | 0.04% | +1,730+126.7% | 加碼 |
| Williamson Legacy Group, LLC | 3,071 | $206.9 萬 | 1.62% | −1,589−34.1% | 減碼 |
| Optimize Financial Inc | 3,050 | $205.5 萬 | 1.04% | +40+1.3% | 加碼 |
| Virtus Investment Advisers, Inc. | 3,044 | $205.1 萬 | 0.56% | −1,897−38.4% | 減碼 |
| Global Assets Advisory, LLC | 3,036 | $204.6 萬 | 0.58% | −933−23.5% | 減碼 |
| VestGen Advisors, LLC | 3,035 | $204.5 萬 | 0.09% | −895−22.8% | 減碼 |
| Oak Associates, Ltd | 3,000 | $202.1 萬 | 0.12% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 3,000 | $202.1 萬 | 0.07% | +3,000 | 新進 |
| Pinnacle Financial Partners, Inc. | 2,987 | $201.3 萬 | 0.02% | +2,987 | 新進 |
| Fiduciary Trust Co | 2,986 | $201.2 萬 | 0.02% | −10−0.3% | 減碼 |
| Everhart Financial Group, Inc. | 2,985 | $201.1 萬 | 0.19% | +704+30.9% | 加碼 |
| Wedbush Securities Inc | 2,984 | $201.1 萬 | 0.06% | +621+26.3% | 加碼 |
| Leonteq Securities AG | 2,983 | $201.0 萬 | 0.11% | +1,343+81.9% | 加碼 |
| AnglePoint Asset Management Ltd | 2,980 | $200.8 萬 | 1.49% | +2,980 | 新進 |