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。
2026 年第 1 季 13F 持有人
AppLovin Corp 在 2026/3/31 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
- 1,395
- 較 2025 年第 4 季 −175 家
- 持有股數
- 2.19 億
- 較 2025 年第 4 季 +462.7 萬 (+2.2%)
- 總市值
- $875.9 億
- 較 2025 年第 4 季 −$570.1 億 (−39.4%)
- 新進機構
- 160
- 另有 531 家加碼
- 清倉機構
- 335
- 另有 579 家減碼
另有 24 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 23,640,172 | $94.1 億 | 0.17% | −531,525−2.2% | 減碼 |
| Vanguard Capital Management LLC | 16,750,884 | $66.7 億 | 0.16% | +16,750,884 | 新進 |
| FMR LLC | 15,691,414 | $62.5 億 | 0.33% | +2,600,386+19.9% | 加碼 |
| State Street Corp | 11,767,329 | $46.8 億 | 0.16% | −137,514−1.2% | 減碼 |
| Invesco Ltd. | 10,589,435 | $42.1 億 | 0.41% | −1,142,223−9.7% | 減碼 |
| Geode Capital Management, LLC | 7,288,372 | $29.0 億 | 0.18% | +121,369+1.7% | 加碼 |
| Baillie Gifford & Co | 6,700,132 | $26.7 億 | 2.72% | +533,783+8.7% | 加碼 |
| Vanguard Portfolio Management LLC | 5,935,893 | $23.6 億 | 0.12% | +5,935,893 | 新進 |
| Morgan Stanley | 5,604,841 | $22.3 億 | 0.13% | +43,195+0.8% | 加碼 |
| Price T Rowe Associates Inc | 5,434,726 | $21.6 億 | 0.25% | −655,009−10.8% | 減碼 |
| WCM Investment Management, LLC | 5,001,600 | $18.6 億 | 4.25% | +245,290+5.2% | 加碼 |
| JPMorgan Chase & Co | 4,107,944 | $15.3 億 | 0.10% | −2,945,067−41.8% | 減碼 |
| Kensico Capital Management Corp | 3,284,250 | $13.1 億 | 26.69% | +165,750+5.3% | 加碼 |
| Alliancebernstein L.P. | 1,880,716 | $12.7 億 | 0.41% | +178,747+10.5% | 加碼 |
| Capital World Investors | 3,179,560 | $12.7 億 | 0.17% | +401,011+14.4% | 加碼 |
| Bank of America Corp | 3,155,406 | $12.6 億 | 0.09% | −455,167−12.6% | 減碼 |
| Capital International Investors | 2,824,060 | $11.2 億 | 0.26% | +1,842,846+187.8% | 加碼 |
| Goldman Sachs Group Inc | 2,701,859 | $10.8 億 | 0.14% | +226,470+9.1% | 加碼 |
| Capital Research Global Investors | 2,638,869 | $10.5 億 | 0.16% | +1,429,238+118.2% | 加碼 |
| Northern Trust Corp | 2,407,191 | $9.58 億 | 0.13% | +7,687+0.3% | 加碼 |
| Jennison Associates LLC | 2,300,905 | $9.16 億 | 0.63% | −436,119−15.9% | 減碼 |
| Charles Schwab Investment Management Inc | 1,968,560 | $7.83 億 | 0.12% | +62,710+3.3% | 加碼 |
| UBS Group AG | 1,822,038 | $7.25 億 | 0.13% | −3,800−0.2% | 減碼 |
| Janus Henderson Group PLC | 1,815,061 | $7.18 億 | 0.34% | −1,427,174−44.0% | 減碼 |
| Spruce House Investment Management LLC | 1,790,000 | $7.12 億 | 25.44% | −9,729−0.5% | 減碼 |
| Jericho Capital Asset Management L.P. | 1,677,224 | $6.68 億 | 9.87% | −418,095−20.0% | 減碼 |
| UBS Asset Management Americas Inc | 1,613,866 | $6.42 億 | 0.13% | +25,430+1.6% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,534,970 | $6.11 億 | 0.15% | +1,534,970 | 新進 |
| Legal & General Group Plc | 1,478,558 | $5.88 億 | 0.14% | −27,870−1.9% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 1,464,923 | $5.83 億 | 4.65% | +684,393+87.7% | 加碼 |
| Bank of New York Mellon Corp | 1,358,573 | $5.41 億 | 0.10% | −49,731−3.5% | 減碼 |
| Dimensional Fund Advisors LP | 1,324,244 | $5.27 億 | 0.11% | −161,768−10.9% | 減碼 |
| Coatue Management LLC大師Coatue | 1,290,008 | $5.13 億 | 1.77% | −895,739−41.0% | 減碼 |
| Sapient Capital LLC | 1,271,473 | $5.06 億 | 7.64% | +1090.0% | 加碼 |
| Royal Bank of Canada | 1,236,093 | $4.92 億 | 0.09% | +92,710+8.1% | 加碼 |
| Franklin Resources Inc | 1,235,519 | $4.92 億 | 0.12% | −598,929−32.6% | 減碼 |
| Fred Alger Management, LLC | 1,173,040 | $4.67 億 | 2.05% | −499,354−29.9% | 減碼 |
| Amundi | 1,115,419 | $4.44 億 | 0.12% | −311,477−21.8% | 減碼 |
| Wellington Management Group LLP | 1,093,058 | $4.35 億 | 0.08% | +210,845+23.9% | 加碼 |
| Massachusetts Financial Services Co | 987,120 | $3.99 億 | 0.13% | −23,869−2.4% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 1,000,000 | $3.98 億 | 1.74% | −292,984−22.7% | 減碼 |
| American Century Companies Inc | 991,256 | $3.95 億 | 0.20% | −9,023−0.9% | 減碼 |
| Sands Capital Management, LLC | 971,561 | $3.87 億 | 1.52% | −491,790−33.6% | 減碼 |
| Wells Fargo & Company | 928,576 | $3.70 億 | 0.07% | −43,682−4.5% | 減碼 |
| Barclays PLC | 890,770 | $3.55 億 | 0.13% | −227,656−20.4% | 減碼 |
| Clearbridge Investments, LLC | 708,732 | $2.82 億 | 0.25% | −32,877−4.4% | 減碼 |
| Whale Rock Capital Management LLC | 695,537 | $2.77 億 | 3.58% | −112,819−14.0% | 減碼 |
| Deutsche Bank AG | 692,742 | $2.76 億 | 0.09% | −170,356−19.7% | 減碼 |
| Swiss National Bank | 677,030 | $2.69 億 | 0.16% | +44,720+7.1% | 加碼 |
| Nuveen, LLC | 670,864 | $2.67 億 | 0.07% | −38,540−5.4% | 減碼 |
| D1 Capital Partners L.P.大師D1 資本 | 669,282 | $2.66 億 | 2.37% | 00.0% | 不變 |
| Arrowstreet Capital, Limited Partnership | 632,819 | $2.52 億 | 0.14% | +285,353+82.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 606,693 | $2.41 億 | 0.16% | +38,328+6.7% | 加碼 |
| Vanguard Global Advisers, LLC | 590,056 | $2.35 億 | 0.13% | +590,056 | 新進 |
| National Pension Service | 558,327 | $2.22 億 | 0.17% | −144,958−20.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 550,338 | $2.19 億 | 0.14% | −26,371−4.6% | 減碼 |
| First Trust Advisors LP | 546,146 | $2.17 億 | 0.16% | +1,456+0.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 496,723 | $1.98 億 | 0.13% | −121,027−19.6% | 減碼 |
| Envestnet Asset Management Inc | 489,882 | $1.95 億 | 0.05% | +54,491+12.5% | 加碼 |
| California Public Employees Retirement System | 488,574 | $1.94 億 | 0.12% | +24,004+5.2% | 加碼 |
| SEI Investments Co | 471,774 | $1.88 億 | 0.17% | +65,890+16.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 454,668 | $1.81 億 | 0.25% | +25,836+6.0% | 加碼 |
| TD Asset Management Inc | 447,808 | $1.78 億 | 0.14% | +87,856+24.4% | 加碼 |
| Rhumbline Advisers | 444,465 | $1.77 億 | 0.15% | −2,070−0.5% | 減碼 |
| ProShare Advisors LLC | 442,379 | $1.76 億 | 0.26% | −99,249−18.3% | 減碼 |
| Renaissance Technologies LLC | 436,540 | $1.74 億 | 0.27% | +117,719+36.9% | 加碼 |
| Winslow Capital Management, LLC | 431,891 | $1.72 億 | 0.67% | +431,891 | 新進 |
| Citigroup Inc | 416,476 | $1.66 億 | 0.11% | −129,182−23.7% | 減碼 |
| Vanguard Asset Management, Ltd | 409,563 | $1.63 億 | 0.14% | +409,563 | 新進 |
| Canada Pension Plan Investment Board | 408,309 | $1.63 億 | 0.10% | +53,288+15.0% | 加碼 |
| HSBC Holdings PLC | 402,491 | $1.60 億 | 0.10% | −14,396−3.5% | 減碼 |
| Ensign Peak Advisors, Inc | 390,585 | $1.55 億 | 0.29% | −95,641−19.7% | 減碼 |
| Voya Investment Management LLC | 386,029 | $1.54 億 | 0.16% | −87,923−18.6% | 減碼 |
| Victory Capital Management Inc | 349,284 | $1.39 億 | 0.09% | −44,333−11.3% | 減碼 |
| California State Teachers Retirement System | 349,227 | $1.39 億 | 0.15% | −9,478−2.6% | 減碼 |
| Bank of Montreal | 343,561 | $1.37 億 | 0.06% | −32,548−8.7% | 減碼 |
| Davis Selected Advisers | 335,810 | $1.34 億 | 0.61% | +87,829+35.4% | 加碼 |
| Principal Financial Group Inc | 335,768 | $1.34 億 | 0.07% | −1,881−0.6% | 減碼 |
| FIL Ltd | 323,026 | $1.29 億 | 0.10% | +37,462+13.1% | 加碼 |
| Dorsey Asset Management, LLC大師多爾西資產管理 | 316,952 | $1.26 億 | 10.04% | +316,952 | 新進 |
| D. E. Shaw & Co., Inc. | 303,499 | $1.21 億 | 0.10% | −159,738−34.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 297,374 | $1.18 億 | 0.29% | +4,766+1.6% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 285,456 | $1.14 億 | 0.13% | +5,392+1.9% | 加碼 |
| Clear Street Group Inc. | 277,872 | $1.11 億 | 0.62% | +232,886+517.7% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 276,124 | $1.10 億 | 0.19% | −18,467−6.3% | 減碼 |
| Susquehanna International Group, LLP | 270,539 | $1.08 億 | 0.14% | −113,502−29.6% | 減碼 |
| Russell Investments Group, Ltd. | 269,541 | $1.07 億 | 0.11% | +29,941+12.5% | 加碼 |
| Augustine Asset Management Inc | 267,051 | $1.06 億 | 23.93% | +3,721+1.4% | 加碼 |
| Neuberger Berman Group LLC | 266,396 | $1.06 億 | 0.08% | +18,340+7.4% | 加碼 |
| LPL Financial LLC | 255,632 | $1.02 億 | 0.03% | −48,128−15.8% | 減碼 |
| KBC Group NV | 255,447 | $1.02 億 | 0.26% | +5,223+2.1% | 加碼 |
| New York State Common Retirement Fund | 253,539 | $1.01 億 | 0.14% | −175−0.1% | 減碼 |
| Quantinno Capital Management LP | 251,891 | $1.00 億 | 0.17% | +29,743+13.4% | 加碼 |
| STRS Ohio | 248,579 | $9,893 萬 | 0.39% | −3,148−1.3% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 242,800 | $9,663 萬 | 0.15% | −1,600−0.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 242,697 | $9,659 萬 | 2.71% | −148,292−37.9% | 減碼 |
| Nomura Asset Management Co Ltd | 242,588 | $9,655 萬 | 0.25% | +102,999+73.8% | 加碼 |
| Raymond James Financial Inc | 237,759 | $9,446 萬 | 0.03% | −19,352−7.5% | 減碼 |
| Royal London Asset Management Ltd | 235,139 | $9,359 萬 | 0.20% | +114,748+95.3% | 加碼 |
| Ameriprise Financial Inc | 232,501 | $9,255 萬 | 0.02% | −42,404−15.4% | 減碼 |