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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 1,466 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 季與 2025 年第 4 季比較

持有 AppLovin Corp 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

APP 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數1,593241,394−175
股數2.43 億2,844 萬2.19 億+462.8 萬 (+2.2%)
市值$1,638 億$191.6 億$875.9 億−$570.1 億 (−39.4%)

24 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(160 家)

2026 年第 1 季季末持有 AppLovin Corp、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 160 家。

2026 年第 1 季新進 APP 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC16,750,884$66.7 億0.16%
Vanguard Portfolio Management LLC5,935,893$23.6 億0.12%
Vanguard Fiduciary Trust Co1,534,970$6.11 億0.15%
Vanguard Global Advisers, LLC590,056$2.35 億0.13%
Winslow Capital Management, LLC431,891$1.72 億0.67%
Vanguard Asset Management, Ltd409,563$1.63 億0.14%
Dorsey Asset Management, LLC大師多爾西資產管理316,952$1.26 億10.04%
Marshall Wace, LLP223,222$8,884 萬0.10%
Capitolis Liquid Global Markets LLC118,273$4,707 萬0.30%
Cantor Fitzgerald, L. P.116,453$4,635 萬1.68%
Vanguard Investments Australia, Ltd.115,473$4,596 萬0.13%
Infinitum Asset Management, LLC100,000$3,980 萬4.98%
TIAA Wealth Investment Management LLC72,191$2,873 萬0.22%
Qube Research & Technologies Ltd71,082$2,829 萬0.04%
Tredje AP-fonden68,568$2,729 萬0.15%
SEB Asset Management AB68,377$2,721 萬0.12%
Ferguson Wellman Capital Management, Inc65,144$2,593 萬0.35%
Fund 1 Investments, LLC49,966$1,989 萬2.59%
CIBC Bancorp USA Inc.46,705$1,859 萬0.03%
Ilmarinen Mutual Pension Insurance Co46,057$1,833 萬0.14%
Aware Super Pty Ltd as trustee of Aware Super40,952$1,630 萬0.25%
Hiddenite Capital Partners LP40,000$1,592 萬9.29%
Kadensa Capital Ltd29,805$1,186 萬1.65%
Ghisallo Capital Management LLC25,000$995.0 萬0.27%
Tudor Investment Corp Et Al18,251$726.4 萬0.04%
Freestone Grove Partners LP17,844$710.2 萬0.05%
E Fund Management Co., Ltd.17,586$699.9 萬0.21%
Prevail Innovative Wealth Advisors, LLC17,578$699.6 萬1.18%
Bienville Capital Management, LLC16,201$644.8 萬1.22%
Capital International Sarl16,008$637.1 萬0.10%
Benchmark Investment Advisors LLC15,060$599.4 萬3.48%
Shannon River Fund Management LLC14,480$576.3 萬1.10%
Trexquant Investment LP13,535$538.7 萬0.04%
Danica Pension, Livsforsikringsaktieselskab12,798$509.4 萬0.10%
Quartz Partners, LLC12,758$507.8 萬1.96%
First Citizens Bank & Trust Co12,511$497.9 萬0.10%
LGT Fund Management Co Ltd.11,890$473.2 萬0.21%
Saudi Central Bank8,515$338.9 萬0.07%
Militia Capital Management LLC8,000$318.4 萬0.71%
Royal Fund Management, LLC7,673$305.4 萬0.29%
Simplex Trading, LLC7,614$303.0 萬0.09%
Capstone Investment Advisors, LLC7,206$286.8 萬0.02%
Barrier Capital Management, LLC7,203$286.7 萬2.52%
Financial Advisors Network, Inc.6,787$270.1 萬0.37%
Trust Co of Toledo NA6,760$269.0 萬0.26%
Verde Servicos Internacionais S.A.6,700$266.7 萬0.82%
Wahed Invest LLC6,171$245.6 萬0.32%
Capital International Inc6,014$239.4 萬0.02%
Capital International Ltd5,810$231.2 萬0.09%
Hedeker Wealth, LLC4,463$177.6 萬0.37%
Emerald Investment Advisers, LLC4,236$168.6 萬0.15%
Institute for Wealth Management, LLC.3,361$133.8 萬0.14%
Virtue Capital Management, LLC3,293$122.5 萬0.19%
Trust Asset Management LLC3,012$119.9 萬0.09%
Private Client Services, LLC2,793$111.2 萬0.33%
XTX Topco Ltd2,767$110.1 萬0.02%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,762$109.9 萬0.04%
South Dakota Investment Council2,520$100.3 萬0.02%
Clear Wave Wealth Management LLC2,519$100.3 萬0.25%
Fox Run Management, L.L.C.2,304$85.7 萬0.15%
Natixis2,134$84.9 萬0.00%
TCFG Investment Advisors, LLC1,911$76.1 萬0.28%
Polymer Capital Management (US) LLC1,881$74.9 萬0.11%
Supplemental Annuity Collective Trust of NJ1,833$73.0 萬0.21%
Mirabella Financial Services LLP1,751$69.7 萬0.07%
Anchor Investment Management, LLC1,548$61.6 萬0.05%
Vann Equity Management LLC1,532$61.0 萬0.43%
Tuttle Tactical Management1,450$57.7 萬0.95%
Groupama Asset Managment1,438$57.2 萬0.01%
Talon Private Wealth, LLC1,377$54.8 萬0.07%
Strategy Asset Managers LLC1,354$53.9 萬0.09%
FDx Advisors, Inc.1,293$51.5 萬0.16%
Capital Group Investment Management Pte. Ltd.1,272$50.6 萬0.09%
Inceptionr LLC1,137$45.3 萬0.11%
Ionic Capital Management LLC1,133$45.1 萬0.38%
Brighton Jones LLC1,112$44.3 萬0.01%
Shay Capital LLC1,100$43.8 萬0.06%
Millington Securities, LLC1,070$42.6 萬0.12%
Capital Group Private Client Services, Inc.1,046$41.6 萬0.01%
AlphaGrep UK Ltd929$37.0 萬0.11%
Concentric Capital Strategies, LP907$36.1 萬0.03%
Sugar Maple Asset Management, LLC903$35.9 萬0.22%
AMG Asset Management Group, Inc.877$34.9 萬0.27%
TritonPoint Partners, LLC774$30.8 萬0.11%
Summit Wealth Group LLC760$30.2 萬0.03%
TRB Wealth Management, LLC755$30.0 萬0.04%
Defiance ETFs, LLC735$29.3 萬0.00%
Sanders Morris Harris LLC700$27.9 萬0.04%
T3 Companies, LLC700$27.9 萬0.38%
Oasis Advisors, LLC650$25.9 萬0.05%
Koshinski Asset Management, Inc.611$24.3 萬0.02%
First Affirmative Financial Network603$24.0 萬0.09%
CV Advisors LLC590$23.5 萬0.06%
Abc Arbitrage SA588$23.4 萬0.03%
Excelsior Advisor Network LLC580$23.1 萬0.09%
Eastover Investment Advisors LLC562$22.4 萬0.10%
Tiaa-Cref Individual & Institutional Services, LLC558$22.2 萬0.00%
Fiduciary Alliance LLC476$22.1 萬0.01%
Gallacher Capital Management LLC555$22.1 萬0.08%
Cross Staff Investments Inc550$21.9 萬0.14%

清倉機構(335 家)

2025 年第 4 季季末持有 AppLovin Corp、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 335 家。

2026 年第 1 季清倉 APP 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Axiom Investors LLC581,244$3.92 億
Polar Capital Holdings Plc241,533$1.63 億
Marsico Capital Management LLC175,938$1.19 億
Durable Capital Partners LP163,405$1.10 億
Broad Bay Capital Management, LP100,170$6,750 萬
FengHe Fund Management Pte. Ltd.94,010$6,335 萬
Scopus Asset Management, L.P.86,150$5,805 萬
Logan Capital Management Inc82,358$5,549 萬
Holocene Advisors, LP68,885$4,642 萬
Cookson Peirce & Co Inc60,636$4,086 萬
Hamilton Capital Partners Inc.55,722$3,755 萬
Alta Park Capital, LP52,224$3,519 萬
Quadrature Capital Ltd49,484$3,334 萬
Science & Technology Partners, L.P.44,825$3,020 萬
Nishkama Capital, LLC36,068$2,430 萬
Ogborne Capital Management, LLC30,000$2,021 萬
Maplelane Capital, LLC23,500$1,583 萬
Dilation Capital Management LP22,222$1,497 萬
Alberta Investment Management Corp21,000$1,415 萬
Thames Capital Management LLC18,727$1,262 萬
Schonfeld Strategic Advisors LLC18,382$1,239 萬
Tairen Capital Ltd15,080$1,016 萬
Kentucky Retirement Systems14,969$1,009 萬
Beck Bode, LLC14,871$1,002 萬
Harvest Investment Services, LLC13,687$922.3 萬
Gemmer Asset Management LLC12,422$837.0 萬
Insight Holdings Group, LLC12,260$826.1 萬
Bleakley Financial Group, LLC11,766$792.8 萬
Decatur Capital Management, Inc.11,532$777.0 萬
Polar Asset Management Partners Inc.11,400$768.2 萬
RH Tailwind Management, LLC10,500$707.5 萬
Frontier Capital Management Co LLC10,496$707.2 萬
VMS Asset Management Limited9,936$669.5 萬
Diversify Advisory Services, LLC11,767$669.3 萬
Bridgewater Associates, LP9,867$664.9 萬
Walleye Capital LLC9,481$638.8 萬
Consolidated Planning Corp9,423$634.9 萬
Delta Global Management LP8,690$585.5 萬
Union Bancaire Privee, UBP SA9,856$540.8 萬
Rice Partnership, LLC6,845$461.2 萬
M&G Plc6,598$444.7 萬
Adams Diversified Equity Fund, Inc.6,400$431.2 萬
Genus Capital Management Inc.6,390$430.6 萬
Caitong International Asset Management Co., Ltd6,165$415.4 萬
Western Financial Corp6,057$408.1 萬
Capricorn Fund Managers Ltd6,000$404.3 萬
Quantbot Technologies LP5,708$384.6 萬
Dark Forest Capital Management LP5,606$377.7 萬
Caxton Associates LLP5,482$369.4 萬
Del-Sette Capital Management, LLC5,162$347.8 萬
Rheos Capital Works Inc.5,000$336.9 萬
Blue Jean Financial LLC4,646$313.1 萬
Northstar Advisory Group, LLC4,643$312.9 萬
F/M Investments LLC4,543$306.1 萬
Bosman Wealth Management, LLC4,248$286.2 萬
Twin Tree Management, LP4,120$277.6 萬
Capital Wealth Planning, LLC4,025$271.2 萬
NorthCrest Asset Manangement, LLC4,267$270.1 萬
Family Management Corp4,006$269.9 萬
Element Squared LLC3,969$267.4 萬
Forum Financial Management, LP3,779$254.7 萬
SMART Wealth LLC3,738$251.9 萬
Fedenia Advisers LLC3,730$251.3 萬
Generate Investment Management Ltd3,483$234.7 萬
TriaGen Wealth Management LLC3,364$226.7 萬
Beese Fulmer Investment Management, Inc.3,208$216.2 萬
Main Management ETF Advisors, LLC3,132$211.0 萬
Williamson Legacy Group, LLC3,071$206.9 萬
Global Assets Advisory, LLC3,036$204.6 萬
Graham Capital Management, L.P.3,000$202.1 萬
AnglePoint Asset Management Ltd2,980$200.8 萬
Krane Funds Advisors LLC2,859$192.6 萬
Fiducient Advisors LLC2,630$177.2 萬
Okabena Investment Services Inc2,595$174.9 萬
Blackstone Group Inc.2,545$171.5 萬
WoodTrust Financial Corp2,510$169.2 萬
Whitaker-Myers Wealth Managers, LTD.2,508$169.0 萬
Triglav Skladi, D.O.O.2,500$168.5 萬
DB&C Advisors, LLC2,487$167.6 萬
HighVista Strategies LLC2,482$167.2 萬
Totem Point Management, LLC2,457$165.6 萬
Two Sigma Investments, LP2,398$161.6 萬
Myriad Asset Management Advisors LLC2,362$159.2 萬
Woodward Diversified Capital, LLC2,348$158.2 萬
IPG Investment Advisors LLC2,318$156.2 萬
Hidden Lake Asset Management LP2,275$153.3 萬
Hudson Bay Capital Management LP2,247$151.4 萬
Monetta Financial Services Inc2,200$148.2 萬
O'Neil Global Advisors, Inc.2,067$139.3 萬
Northwest & Ethical Investments L.P.2,035$137.1 萬
Retireful, LLC1,879$130.3 萬
Cache Advisors, LLC1,889$127.3 萬
Versor Investments LP1,862$125.5 萬
Mangrove Partners1,817$122.4 萬
Pacific Point Advisors, LLC1,800$121.3 萬
Dymon Asia Capital (Singapore) Pte. Ltd.1,781$120.0 萬
Wallace Hart LLC1,767$119.1 萬
First American Trust, FSB1,765$118.9 萬
Capital Investment Advisory Services, LLC1,764$118.9 萬
Brevan Howard Capital Management LP1,763$118.8 萬

尚未申報 2026 年第 1 季的機構(24 家)

2025 年第 4 季季末持有 AppLovin Corp、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 APP、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc25,120,575$169.3 億
Norges Bank3,027,991$20.4 億
Forsta Ap-Fonden83,040$5,595 萬
MGB Wealth Management, LLC80,828$5,446 萬
CIBC World Markets Corp51,210$3,451 萬
Comerica Bank47,486$3,200 萬
Global Retirement Partners, LLC8,609$580.1 萬
Capitolis Liquid Global Markets LLC4,431$298.6 萬
CIBC Private Wealth Group, LLC2,738$184.5 萬
Motiv8 Investments LLC2,459$165.7 萬
STF Management LP1,781$120.0 萬
Clarius Group, LLC1,339$90.2 萬
Yeomans Consulting Group, Inc.1,250$84.2 萬
David Loasby550$36.2 萬
Sherbrooke Park Advisers LLC400$27.0 萬
Transatlantique Private Wealth LLC386$26.0 萬
DV Equities, LLC380$25.6 萬
Prosperity Wealth Management, Inc.325$21.9 萬
ORG Partners LLC196$13.2 萬
Copos Capital S.a r.l.191$12.9 萬
Maryland Capital Advisors Inc.17$1.15 萬
GPS Wealth Strategies Group, LLC14$9,433
Trust Co of Vermont7$4,717
Stephens Consulting, LLC1$674