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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 71,196 | $2,798 萬 | 0.14% | +1,694+2.4% | 加碼 |
| Cetera Investment Advisers | 70,193 | $2,794 萬 | 0.03% | −4,352−5.8% | 減碼 |
| Xponance, Inc. | 69,449 | $2,764 萬 | 0.20% | +6,412+10.2% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 69,441 | $2,764 萬 | 0.29% | +17,942+34.8% | 加碼 |
| Tredje AP-fonden | 68,568 | $2,729 萬 | 0.15% | +68,568 | 新進 |
| SEB Asset Management AB | 68,377 | $2,721 萬 | 0.12% | +68,377 | 新進 |
| Commerce Bank | 67,946 | $2,704 萬 | 0.13% | +20,724+43.9% | 加碼 |
| Flputnam Investment Management Co | 67,560 | $2,689 萬 | 0.40% | −14,503−17.7% | 減碼 |
| Renaissance Group LLC | 67,455 | $2,685 萬 | 1.12% | +8,889+15.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 66,567 | $2,649 萬 | 0.13% | +1,908+3.0% | 加碼 |
| Jones Financial Companies LLLP | 69,233 | $2,639 萬 | 0.01% | +54,320+364.2% | 加碼 |
| CIBC World Markets Inc. | 66,010 | $2,627 萬 | 0.05% | −4,419−6.3% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 65,144 | $2,593 萬 | 0.35% | +65,144 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,038 | $2,589 萬 | 0.06% | −5,336−7.6% | 減碼 |
| Andra AP-fonden | 64,666 | $2,574 萬 | 0.32% | −39,497−37.9% | 減碼 |
| Standard Life Aberdeen plc | 63,697 | $2,535 萬 | 0.04% | −3,490−5.2% | 減碼 |
| Pacer Advisors, Inc. | 63,351 | $2,521 萬 | 0.07% | −56,905−47.3% | 減碼 |
| iA Global Asset Management Inc. | 63,241 | $2,517 萬 | 0.36% | −18,756−22.9% | 減碼 |
| Arizona State Retirement System | 63,207 | $2,516 萬 | 0.15% | −1,897−2.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 63,128 | $2,512 萬 | 0.13% | +165+0.3% | 加碼 |
| TFJ Management, LLC | 62,872 | $2,502 萬 | 23.95% | +10,007+18.9% | 加碼 |
| Metavasi Capital LP | 61,167 | $2,434 萬 | 14.49% | +33,230+118.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 60,580 | $2,411 萬 | 0.13% | +26,200+76.2% | 加碼 |
| Illinois Municipal Retirement Fund | 59,343 | $2,362 萬 | 0.30% | −3,123−5.0% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 58,907 | $2,344 萬 | 0.02% | −3,298−5.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,807 | $2,301 萬 | 0.19% | +6,170+11.9% | 加碼 |
| Retirement Systems of Alabama | 57,548 | $2,290 萬 | 0.08% | −37−0.1% | 減碼 |
| Amalgamated Bank | 57,127 | $2,274 萬 | 0.17% | +250.0% | 加碼 |
| Silvant Capital Management LLC | 56,354 | $2,243 萬 | 0.78% | +661+1.2% | 加碼 |
| Kinetic Partners Management, LP | 55,886 | $2,224 萬 | 1.24% | −33,320−37.4% | 減碼 |
| Voloridge Investment Management, LLC | 55,146 | $2,195 萬 | 0.09% | −123,937−69.2% | 減碼 |
| Ossiam | 54,499 | $2,169 萬 | 0.38% | +15,313+39.1% | 加碼 |
| MML Investors Services, LLC | 54,129 | $2,154 萬 | 0.06% | −10,202−15.9% | 減碼 |
| EULAV Asset Management | 54,003 | $2,149 萬 | 0.69% | +1,500+2.9% | 加碼 |
| Teacher Retirement System of Texas | 53,295 | $2,121 萬 | 0.09% | +3,793+7.7% | 加碼 |
| Public Sector Pension Investment Board | 52,728 | $2,099 萬 | 0.07% | +8,369+18.9% | 加碼 |
| Rakuten Investment Management, Inc. | 56,349 | $2,097 萬 | 0.04% | +5,830+11.5% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 52,250 | $2,080 萬 | 0.20% | −10,169−16.3% | 減碼 |
| Ofi Invest Asset Management | 59,124 | $2,042 萬 | 0.27% | +21,410+56.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 51,031 | $2,031 萬 | 0.19% | +34,781+214.0% | 加碼 |
| Discovery Capital Management, LLC | 50,640 | $2,015 萬 | 1.05% | +13,400+36.0% | 加碼 |
| Fund 1 Investments, LLC | 49,966 | $1,989 萬 | 2.59% | +49,966 | 新進 |
| Calamos Advisors LLC | 49,603 | $1,974 萬 | 0.08% | +866+1.8% | 加碼 |
| Selkirk Management LLC | 48,700 | $1,938 萬 | 6.59% | +13,000+36.4% | 加碼 |
| Prudential PLC | 48,058 | $1,913 萬 | 0.15% | +1,419+3.0% | 加碼 |
| Janney Montgomery Scott LLC | 47,710 | $1,899 萬 | 0.05% | +3,135+7.0% | 加碼 |
| Captrust Financial Advisors | 47,668 | $1,897 萬 | 0.03% | −604−1.3% | 減碼 |
| Mediolanum International Funds Ltd | 50,752 | $1,888 萬 | 0.20% | −9,224−15.4% | 減碼 |
| IFM Investors Pty Ltd | 46,919 | $1,867 萬 | 0.16% | +1,606+3.5% | 加碼 |
| CIBC Bancorp USA Inc. | 46,705 | $1,859 萬 | 0.03% | +46,705 | 新進 |
| Fifth Third Bancorp | 46,665 | $1,857 萬 | 0.03% | +40,542+662.1% | 加碼 |
| Colony Group, LLC | 46,048 | $1,838 萬 | 0.02% | −21,812−32.1% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 46,057 | $1,833 萬 | 0.14% | +46,057 | 新進 |
| Ibex Wealth Advisors | 45,733 | $1,820 萬 | 1.69% | +780+1.7% | 加碼 |
| Investment House LLC | 45,497 | $1,811 萬 | 0.94% | −4,873−9.7% | 減碼 |
| Man Group plc | 45,467 | $1,810 萬 | 0.04% | +22,975+102.1% | 加碼 |
| La Banque Postale Asset Management SA | 45,256 | $1,801 萬 | 0.25% | −27,992−38.2% | 減碼 |
| UniSuper Management Pty Ltd | 45,244 | $1,801 萬 | 0.12% | −2,266−4.8% | 減碼 |
| Millennium Management LLC | 44,504 | $1,771 萬 | 0.01% | +18,119+68.7% | 加碼 |
| AMF Pensionsforsakring AB | 43,658 | $1,738 萬 | 0.12% | +4,535+11.6% | 加碼 |
| Woodline Partners LP | 43,524 | $1,732 萬 | 0.07% | +5,964+15.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 43,406 | $1,728 萬 | 0.33% | +41,077+1,763.7% | 加碼 |
| Pinebridge Investments LLC | 41,468 | $1,650 萬 | 0.14% | −9,581−18.8% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 41,162 | $1,638 萬 | 0.25% | +11,871+40.5% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 40,952 | $1,630 萬 | 0.25% | +40,952 | 新進 |
| New York Life Investment Management LLC | 40,825 | $1,625 萬 | 0.14% | +2,812+7.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 40,065 | $1,595 萬 | 0.12% | +1,280+3.3% | 加碼 |
| KCM Capital Inc | 40,000 | $1,592 萬 | 2.97% | −10,000−20.0% | 減碼 |
| Hiddenite Capital Partners LP | 40,000 | $1,592 萬 | 9.29% | +40,000 | 新進 |
| The PNC Financial Services Group, Inc. | 39,804 | $1,584 萬 | 0.01% | +2,225+5.9% | 加碼 |
| Zurich Insurance Group Ltd | 39,464 | $1,571 萬 | 0.12% | −17,996−31.3% | 減碼 |
| Wealthfront Advisers LLC | 38,833 | $1,546 萬 | 0.03% | +1,317+3.5% | 加碼 |
| Utah Retirement Systems | 38,748 | $1,542 萬 | 0.16% | −643−1.6% | 減碼 |
| Proem Advisors LLC | 38,500 | $1,532 萬 | 5.06% | +36,000+1,440.0% | 加碼 |
| JustInvest LLC | 37,471 | $1,491 萬 | 0.15% | −1,769−4.5% | 減碼 |
| Marex Group plc | 37,393 | $1,488 萬 | 0.15% | −58,160−60.9% | 減碼 |
| Cozad Asset Management Inc | 37,270 | $1,483 萬 | 1.17% | −2,974−7.4% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 36,677 | $1,460 萬 | 0.12% | +70+0.2% | 加碼 |
| IMC-Chicago, LLC | 36,392 | $1,448 萬 | 0.22% | −23,480−39.2% | 減碼 |
| Freestone Capital Holdings, LLC | 36,027 | $1,434 萬 | 0.44% | −2,976−7.6% | 減碼 |
| General Equity Holdings LP | 35,620 | $1,418 萬 | 10.52% | +29,420+474.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 35,600 | $1,417 萬 | 0.08% | 00.0% | 不變 |
| Truist Financial Corp | 35,449 | $1,411 萬 | 0.02% | −2,220−5.9% | 減碼 |
| Shelton Capital Management | 35,428 | $1,410 萬 | 0.31% | −1,107−3.0% | 減碼 |
| Toroso Investments, LLC | 35,198 | $1,401 萬 | 0.04% | −12,899−26.8% | 減碼 |
| TD Waterhouse Canada Inc. | 35,817 | $1,388 萬 | 0.04% | +18,540+107.3% | 加碼 |
| Fernbridge Capital Management LP | 34,631 | $1,378 萬 | 0.88% | −7,598−18.0% | 減碼 |
| Bank of Nova Scotia | 34,158 | $1,359 萬 | 0.02% | −4,587−11.8% | 減碼 |
| Nisa Investment Advisors, LLC | 34,024 | $1,354 萬 | 0.05% | −9,964−22.7% | 減碼 |
| Louisiana State Employees Retirement System | 34,000 | $1,353 萬 | 0.24% | −400−1.2% | 減碼 |
| Aptus Capital Advisors, LLC | 33,617 | $1,338 萬 | 0.11% | +146+0.4% | 加碼 |
| Allianz Asset Management GmbH | 33,519 | $1,334 萬 | 0.02% | −1,044−3.0% | 減碼 |
| Sanctuary Advisors, LLC | 33,365 | $1,328 萬 | 0.07% | −2,665−7.4% | 減碼 |
| Macquarie Group Ltd | 32,890 | $1,309 萬 | 0.08% | −52,154−61.3% | 減碼 |
| Freshford Capital Management, LLC | 32,723 | $1,302 萬 | 6.50% | −10,108−23.6% | 減碼 |
| Motley Fool Asset Management LLC | 32,431 | $1,291 萬 | 0.55% | +693+2.2% | 加碼 |
| UNICOM Systems, Inc. | 31,900 | $1,270 萬 | 1.30% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 31,794 | $1,265 萬 | 0.07% | −9,148−22.3% | 減碼 |
| Vontobel Holding Ltd. | 31,366 | $1,248 萬 | 0.04% | +356+1.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 31,024 | $1,235 萬 | 0.16% | +42+0.1% | 加碼 |