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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 223,222 | $8,884 萬 | 0.10% | +223,222 | 新進 |
| New York State Teachers Retirement System | 221,973 | $8,835 萬 | 0.18% | +5,644+2.6% | 加碼 |
| Panview Capital Ltd | 219,684 | $8,743 萬 | 18.71% | +125,706+133.8% | 加碼 |
| Nordea Investment Management AB | 219,550 | $8,474 萬 | 0.08% | −2,639−1.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 210,151 | $8,364 萬 | 0.16% | −2,332−1.1% | 減碼 |
| NEOS Investment Management LLC | 206,633 | $8,224 萬 | 0.42% | +49,172+31.2% | 加碼 |
| AustralianSuper Pty Ltd | 202,514 | $8,060 萬 | 0.42% | +100,514+98.5% | 加碼 |
| National Bank of Canada | 199,380 | $7,936 萬 | 0.08% | +81,875+69.7% | 加碼 |
| Aviva PLC | 199,329 | $7,933 萬 | 0.13% | +5,633+2.9% | 加碼 |
| Greenstone Partners & Co., LLC | 195,251 | $7,771 萬 | 19.67% | 00.0% | 不變 |
| Lord, Abbett & Co. LLC | 194,754 | $7,751 萬 | 0.25% | −104,107−34.8% | 減碼 |
| Swedbank AB | 192,596 | $7,665 萬 | 0.08% | +1,049+0.5% | 加碼 |
| Keenan Capital, LLC | 191,225 | $7,611 萬 | 16.06% | +14,500+8.2% | 加碼 |
| Natixis Advisors, L.P. | 190,189 | $7,570 萬 | 0.11% | +32,194+20.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 187,947 | $7,480 萬 | 0.21% | −7,318−3.7% | 減碼 |
| No Street GP LP | 181,000 | $7,204 萬 | 4.81% | +39,500+27.9% | 加碼 |
| Toronto Dominion Bank | 178,255 | $7,095 萬 | 0.14% | −12,920−6.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 182,002 | $7,059 萬 | 0.12% | −36,588−16.7% | 減碼 |
| Pacific Heights Asset Management LLC | 175,000 | $6,965 萬 | 2.33% | +55,000+45.8% | 加碼 |
| Korea Investment CORP | 174,341 | $6,939 萬 | 0.14% | −73,957−29.8% | 減碼 |
| Primecap Management Co | 173,925 | $6,922 萬 | 0.05% | +21,400+14.0% | 加碼 |
| Ieq Capital, LLC | 169,564 | $6,749 萬 | 0.31% | −15,515,834−98.9% | 減碼 |
| Spyglass Capital Management LLC | 166,557 | $6,629 萬 | 4.69% | +45,919+38.1% | 加碼 |
| Prudential Financial Inc | 158,878 | $6,323 萬 | 0.08% | −38,477−19.5% | 減碼 |
| Epoch Investment Partners, Inc. | 158,017 | $6,289 萬 | 0.38% | +63,638+67.4% | 加碼 |
| Schroder Investment Management Group | 156,922 | $6,245 萬 | 0.05% | −5,837−3.6% | 減碼 |
| USS Investment Management Ltd | 155,818 | $6,203 萬 | 0.26% | +113,689+269.9% | 加碼 |
| 1832 Asset Management L.P. | 155,170 | $6,176 萬 | 0.08% | −176,408−53.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 152,282 | $6,061 萬 | 0.05% | −28,235−15.6% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 151,169 | $6,017 萬 | 0.18% | +7,494+5.2% | 加碼 |
| Danske Bank A/S | 150,688 | $5,997 萬 | 0.14% | −5,314−3.4% | 減碼 |
| DnB Asset Management AS | 149,666 | $5,957 萬 | 0.21% | +99,186+196.5% | 加碼 |
| Blue Whale Capital LLP | 149,100 | $5,934 萬 | 2.82% | +45,183+43.5% | 加碼 |
| CIBC Asset Management Inc | 148,920 | $5,927 萬 | 0.14% | +6,093+4.3% | 加碼 |
| Blair William & Co | 139,951 | $5,570 萬 | 0.16% | −154,488−52.5% | 減碼 |
| Storebrand Asset Management AS | 139,840 | $5,566 萬 | 0.16% | −1,102−0.8% | 減碼 |
| APG Asset Management N.V. | 159,158 | $5,498 萬 | 0.17% | +1,640+1.0% | 加碼 |
| State of Wisconsin Investment Board | 137,907 | $5,489 萬 | 0.13% | +10,394+8.2% | 加碼 |
| CI Private Wealth, LLC | 137,918 | $5,470 萬 | 0.08% | −6,661−4.6% | 減碼 |
| Baker Avenue Asset Management, LP | 135,301 | $5,385 萬 | 1.23% | +52,752+63.9% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 133,546 | $5,315 萬 | 0.15% | −3,845−2.8% | 減碼 |
| Citadel Advisors LLC | 133,261 | $5,304 萬 | 0.04% | +50,416+60.9% | 加碼 |
| Temasek Holdings (Private) Ltd | 131,822 | $5,247 萬 | 0.18% | −8,905−6.3% | 減碼 |
| DekaBank Deutsche Girozentrale | 130,549 | $5,163 萬 | 0.09% | 00.0% | 不變 |
| Treasurer of the State of North Carolina | 128,089 | $5,098 萬 | 0.16% | +4,709+3.8% | 加碼 |
| Altshuler Shaham Ltd | 127,810 | $5,087 萬 | 0.93% | +126,707+11,487.5% | 加碼 |
| Palestra Capital Management LLC | 125,779 | $5,006 萬 | 1.97% | 00.0% | 不變 |
| Bessemer Group Inc | 122,924 | $4,892 萬 | 0.08% | +2,984+2.5% | 加碼 |
| Northwestern Mutual Wealth Management Co | 118,739 | $4,726 萬 | 0.03% | +92,562+353.6% | 加碼 |
| Capitolis Liquid Global Markets LLC | 118,273 | $4,707 萬 | 0.30% | +118,273 | 新進 |
| Cantor Fitzgerald, L. P. | 116,453 | $4,635 萬 | 1.68% | +116,453 | 新進 |
| Vident Advisory, LLC | 116,145 | $4,623 萬 | 0.39% | +30,736+36.0% | 加碼 |
| Vanguard Investments Australia, Ltd. | 115,473 | $4,596 萬 | 0.13% | +115,473 | 新進 |
| RBF Capital, LLC | 114,955 | $4,575 萬 | 2.25% | 00.0% | 不變 |
| SG Americas Securities, LLC | 110,469 | $4,397 萬 | 0.05% | +33,311+43.2% | 加碼 |
| AQR Capital Management LLC | 114,854 | $4,380 萬 | 0.02% | −28,500−19.9% | 減碼 |
| Handelsbanken Fonder AB | 108,699 | $4,326 萬 | 0.14% | −3,244−2.9% | 減碼 |
| Ci Investments Inc. | 108,566 | $4,321 萬 | 0.21% | +18,377+20.4% | 加碼 |
| Pictet Asset Management Holding SA | 105,362 | $4,193 萬 | 0.04% | −3,122−2.9% | 減碼 |
| Infinitum Asset Management, LLC | 100,000 | $3,980 萬 | 4.98% | +100,000 | 新進 |
| Asset Management One Co.,Ltd. | 99,485 | $3,960 萬 | 0.12% | +1,036+1.1% | 加碼 |
| Smith Group Asset Management, LLC | 99,195 | $3,948 萬 | 2.01% | +7,156+7.8% | 加碼 |
| Virginia Retirement Systems Et Al | 98,565 | $3,923 萬 | 0.29% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 97,554 | $3,883 萬 | 0.06% | −7,345−7.0% | 減碼 |
| Public Employees Retirement System of Ohio | 96,932 | $3,858 萬 | 0.12% | −798−0.8% | 減碼 |
| KLP Kapitalforvaltning AS | 96,360 | $3,835 萬 | 0.15% | +4,800+5.2% | 加碼 |
| 3G Capital Partners LP | 95,000 | $3,781 萬 | 13.42% | 00.0% | 不變 |
| Credit Agricole S A | 94,477 | $3,760 萬 | 0.12% | +41,942+79.8% | 加碼 |
| Rafferty Asset Management, LLC | 90,632 | $3,607 萬 | 0.15% | −12,318−12.0% | 減碼 |
| Steadview Capital Management LLC | 89,450 | $3,560 萬 | 15.71% | −57,415−39.1% | 減碼 |
| Mackenzie Financial Corp | 89,421 | $3,559 萬 | 0.04% | −30,174−25.2% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 89,128 | $3,547 萬 | 0.23% | −700−0.8% | 減碼 |
| Gotham Asset Management, LLC | 88,278 | $3,513 萬 | 0.11% | +9,254+11.7% | 加碼 |
| Stifel Financial Corp | 85,567 | $3,406 萬 | 0.03% | −17,244−16.8% | 減碼 |
| Zevenbergen Capital Investments LLC | 85,199 | $3,391 萬 | 0.97% | +7,039+9.0% | 加碼 |
| State of Tennessee, Treasury Department | 84,901 | $3,379 萬 | 0.11% | −9,902−10.4% | 減碼 |
| GF Fund Management Co. Ltd. | 81,568 | $3,246 萬 | 0.54% | −2,192−2.6% | 減碼 |
| WT Asset Management Ltd | 81,200 | $3,232 萬 | 0.68% | +5,800+7.7% | 加碼 |
| Zweig-DiMenna Associates LLC | 80,950 | $3,222 萬 | 4.52% | −38,995−32.5% | 減碼 |
| Swiss Life Asset Management Ltd | 80,709 | $3,212 萬 | 0.16% | +4,101+5.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 80,704 | $3,200 萬 | 0.22% | +1,299+1.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 78,915 | $3,141 萬 | 0.12% | +150.0% | 加碼 |
| Creative Planning | 78,694 | $3,132 萬 | 0.02% | −13,507−14.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 78,559 | $3,127 萬 | 0.16% | +42,638+118.7% | 加碼 |
| Daiwa Securities Group Inc. | 77,499 | $3,084 萬 | 0.09% | −2,777−3.5% | 減碼 |
| Panagora Asset Management Inc | 77,348 | $3,078 萬 | 0.12% | +1,418+1.9% | 加碼 |
| Nissay Asset Management Corp | 75,807 | $3,017 萬 | 0.16% | +1,700+2.3% | 加碼 |
| Braun Stacey Associates Inc | 75,433 | $3,002 萬 | 1.00% | −11,337−13.1% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 75,203 | $2,993 萬 | 0.16% | −14,803−16.4% | 減碼 |
| Dorsal Capital Management, LLC | 75,000 | $2,985 萬 | 1.19% | −25,000−25.0% | 減碼 |
| State of Michigan Retirement System | 75,000 | $2,985 萬 | 0.16% | −100−0.1% | 減碼 |
| Empowered Funds, LLC | 74,633 | $2,970 萬 | 0.19% | −2,457−3.2% | 減碼 |
| Czech National Bank | 73,806 | $2,937 萬 | 0.19% | +2,431+3.4% | 加碼 |
| MetLife Investment Management | 73,552 | $2,927 萬 | 0.15% | −2,307−3.0% | 減碼 |
| Mariner, LLC | 73,164 | $2,910 萬 | 0.03% | −27,996−27.7% | 減碼 |
| TIAA Wealth Investment Management LLC | 72,191 | $2,873 萬 | 0.22% | +72,191 | 新進 |
| Advisor Group Holdings, Inc. | 71,584 | $2,847 萬 | 0.04% | −10,112−12.4% | 減碼 |
| ICONIQ Capital, LLC | 71,370 | $2,841 萬 | 0.64% | 00.0% | 不變 |
| Guggenheim Capital LLC | 71,085 | $2,829 萬 | 0.23% | −9,616−11.9% | 減碼 |
| Qube Research & Technologies Ltd | 71,082 | $2,829 萬 | 0.04% | +71,082 | 新進 |