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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 30,666 | $1,221 萬 | 0.52% | −10,910−26.2% | 減碼 |
| Steadfast Capital Management LP | 30,236 | $1,203 萬 | 0.45% | −212,992−87.6% | 減碼 |
| Rockefeller Capital Management L.P. | 30,137 | $1,200 萬 | 0.02% | +7,180+31.3% | 加碼 |
| Federated Hermes, Inc. | 30,004 | $1,194 萬 | 0.02% | −74,627−71.3% | 減碼 |
| Kadensa Capital Ltd | 29,805 | $1,186 萬 | 1.65% | +29,805 | 新進 |
| Public Employees Retirement Association of Colorado | 29,716 | $1,183 萬 | 0.05% | −70.0% | 減碼 |
| US Bancorp | 29,564 | $1,177 萬 | 0.01% | −2,846−8.8% | 減碼 |
| Steel Peak Wealth Management LLC | 29,186 | $1,162 萬 | 0.36% | +2,449+9.2% | 加碼 |
| Overbrook Management Corp | 29,181 | $1,161 萬 | 2.19% | +14,074+93.2% | 加碼 |
| Thoroughbred Financial Services, LLC | 29,003 | $1,154 萬 | 0.69% | +459+1.6% | 加碼 |
| Mutual of America Capital Management LLC | 28,821 | $1,147 萬 | 0.13% | −241−0.8% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 28,702 | $1,142 萬 | 2.07% | −651−2.2% | 減碼 |
| Eurizon Capital SGR S.p.A. | 28,217 | $1,121 萬 | 0.04% | −1,755−5.9% | 減碼 |
| Cunning Capital Partners, LP | 28,037 | $1,116 萬 | 5.68% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 27,549 | $1,096 萬 | 0.31% | +823+3.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 27,547 | $1,096 萬 | 0.16% | −998−3.5% | 減碼 |
| Maxi Investments CY Ltd | 27,500 | $1,095 萬 | 2.39% | +26,100+1,864.3% | 加碼 |
| Norinchukin Bank, The | 27,490 | $1,094 萬 | 0.13% | +1,047+4.0% | 加碼 |
| M&T Bank Corp | 27,203 | $1,083 萬 | 0.04% | −572−2.1% | 減碼 |
| GWM Advisors LLC | 27,167 | $1,081 萬 | 0.04% | −1,465−5.1% | 減碼 |
| Yousif Capital Management, LLC | 26,533 | $1,056 萬 | 0.12% | −600−2.2% | 減碼 |
| Pathstone Holdings, LLC | 26,470 | $1,053 萬 | 0.04% | −1,761−6.2% | 減碼 |
| Sierra Summit Advisors LLC | 26,162 | $1,041 萬 | 1.51% | +7,676+41.5% | 加碼 |
| State of Alaska, Department of Revenue | 26,153 | $1,041 萬 | 0.11% | −357−1.3% | 減碼 |
| Mercer Global Advisors Inc | 25,843 | $1,029 萬 | 0.02% | −20,625−44.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 25,375 | $1,010 萬 | 0.04% | −1,230−4.6% | 減碼 |
| Ghisallo Capital Management LLC | 25,000 | $995.0 萬 | 0.27% | +25,000 | 新進 |
| Vinva Investment Management Ltd | 26,451 | $984.2 萬 | 0.12% | +316+1.2% | 加碼 |
| Gateway Investment Advisers LLC | 24,643 | $980.8 萬 | 0.11% | −6,851−21.8% | 減碼 |
| Venture Visionary Partners LLC | 24,623 | $980.0 萬 | 0.33% | +244+1.0% | 加碼 |
| CWM Advisors, LLC | 24,520 | $975.9 萬 | 0.57% | +13,800+128.7% | 加碼 |
| Commonwealth Equity Services, LLC | 24,517 | $975.8 萬 | 0.01% | −3,370−12.1% | 減碼 |
| Armistice Capital, LLC | 24,422 | $972.0 萬 | 0.32% | +2,160+9.7% | 加碼 |
| Navellier & Associates Inc | 24,365 | $969.7 萬 | 1.01% | −314−1.3% | 減碼 |
| Second Line Capital, LLC | 21,585 | $963.4 萬 | 1.82% | +360+1.7% | 加碼 |
| Robeco Institutional Asset Management B.V. | 24,182 | $962.4 萬 | 0.01% | −1,466−5.7% | 減碼 |
| Oppenheimer & Co Inc | 24,179 | $962.3 萬 | 0.12% | −1,851−7.1% | 減碼 |
| Cresset Asset Management, LLC | 24,098 | $959.1 萬 | 0.04% | +836+3.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 23,732 | $944.5 萬 | 0.02% | −909−3.7% | 減碼 |
| OP Asset Management Ltd | 23,471 | $934.1 萬 | 0.10% | −11,415−32.7% | 減碼 |
| Advisory Services Network, LLC | 23,420 | $932.1 萬 | 0.12% | −3,101−11.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 23,324 | $928.3 萬 | 0.01% | −134,339−85.2% | 減碼 |
| MAI Capital Management | 23,323 | $928.3 萬 | 0.05% | +4,420+23.4% | 加碼 |
| Profund Advisors LLC | 23,131 | $920.6 萬 | 0.34% | −5,511−19.2% | 減碼 |
| ASR Vermogensbeheer N.V. | 23,091 | $919.0 萬 | 0.11% | +395+1.7% | 加碼 |
| Tower Research Capital LLC (TRC) | 23,007 | $915.7 萬 | 0.24% | +2,078+9.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 22,818 | $908.2 萬 | 0.10% | −5,286−18.8% | 減碼 |
| QRG Capital Management, Inc. | 22,723 | $904.4 萬 | 0.09% | −4,099−15.3% | 減碼 |
| Generali Asset Management SPA SGR | 22,570 | $898.3 萬 | 0.19% | +155+0.7% | 加碼 |
| Hancock Whitney Corp | 20,010 | $893.0 萬 | 0.16% | −613−3.0% | 減碼 |
| HighTower Advisors, LLC | 22,185 | $883.0 萬 | 0.01% | −3,110−12.3% | 減碼 |
| Blue Sparrow, LLC | 22,100 | $879.6 萬 | 0.15% | +6,500+41.7% | 加碼 |
| Stevens Capital Management LP | 21,515 | $856.3 萬 | 1.32% | +21,213+7,024.2% | 加碼 |
| CAPROCK Group, Inc. | 20,969 | $834.6 萬 | 0.20% | +2,766+15.2% | 加碼 |
| Donaldson Capital Management, LLC | 20,895 | $831.6 萬 | 0.27% | +6,202+42.2% | 加碼 |
| Glynn Capital Management LLC | 20,688 | $823.4 萬 | 3.94% | +6,747+48.4% | 加碼 |
| Capital Impact Advisors, LLC | 20,445 | $813.7 萬 | 3.29% | −41,384−66.9% | 減碼 |
| Liontrust Investment Partners LLP | 20,272 | $806.8 萬 | 0.14% | +485+2.5% | 加碼 |
| Oak Ridge Investments LLC | 20,134 | $801.3 萬 | 0.53% | +1,087+5.7% | 加碼 |
| Telemark Asset Management, LLC | 20,000 | $796.0 萬 | 0.74% | 00.0% | 不變 |
| FirstWave Capital Management LLC | 19,873 | $790.9 萬 | 8.44% | +11,541+138.5% | 加碼 |
| Centaurus Financial, Inc. | 19,756 | $786.3 萬 | 0.37% | −615−3.0% | 減碼 |
| Diversify Wealth Management, LLC | 17,190 | $762.3 萬 | 0.14% | +11,224+188.1% | 加碼 |
| Cornerstone Advisors, LLC | 18,618 | $741.0 萬 | 0.27% | +6,924+59.2% | 加碼 |
| TrimTabs Asset Management, LLC | 18,542 | $738.0 萬 | 1.66% | −13,320−41.8% | 減碼 |
| DJE Kapital AG | 19,200 | $726.9 萬 | 0.16% | +18,200+1,820.0% | 加碼 |
| Tudor Investment Corp Et Al | 18,251 | $726.4 萬 | 0.04% | +18,251 | 新進 |
| Investment Management Corp of Ontario | 18,226 | $725.4 萬 | 0.09% | −4,654−20.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 19,092 | $723.5 萬 | 0.02% | −9,995−34.4% | 減碼 |
| Ratan Capital Management LP | 18,114 | $720.9 萬 | 2.68% | −24,116−57.1% | 減碼 |
| Brown Advisory Inc | 18,042 | $718.1 萬 | 0.01% | +12,316+215.1% | 加碼 |
| Vestcor Inc | 18,026 | $717.4 萬 | 0.20% | +732+4.2% | 加碼 |
| Cerity Partners LLC | 17,874 | $711.4 萬 | 0.01% | −5,026−21.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 17,848 | $710.4 萬 | 0.16% | +6,093+51.8% | 加碼 |
| Freestone Grove Partners LP | 17,844 | $710.2 萬 | 0.05% | +17,844 | 新進 |
| EFG International AG | 17,593 | $700.3 萬 | 0.15% | +3,997+29.4% | 加碼 |
| E Fund Management Co., Ltd. | 17,586 | $699.9 萬 | 0.21% | +17,586 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 17,578 | $699.6 萬 | 1.18% | +17,578 | 新進 |
| Park Avenue Securities LLC | 17,440 | $694.1 萬 | 0.05% | −50.0% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 17,312 | $689.0 萬 | 0.04% | +5,684+48.9% | 加碼 |
| Thrivent Financial for Lutherans | 17,362 | $682.7 萬 | 0.01% | −238,755−93.2% | 減碼 |
| Callan Family Office, LLC | 16,998 | $676.5 萬 | 0.15% | −2,972−14.9% | 減碼 |
| X-Square Capital, LLC | 16,779 | $667.8 萬 | 2.25% | +14,141+536.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 16,754 | $666.8 萬 | 0.08% | −833−4.7% | 減碼 |
| Virtu Financial LLC | 16,706 | $664.9 萬 | 0.28% | +10,987+192.1% | 加碼 |
| Ethic Inc. | 16,652 | $662.8 萬 | 0.10% | −4,454−21.1% | 減碼 |
| Lazard Asset Management LLC | 16,493 | $656.4 萬 | 0.01% | −6,181−27.3% | 減碼 |
| Mizuho Securities USA LLC | 16,383 | $652.0 萬 | 0.15% | −3,327−16.9% | 減碼 |
| Allstate Corp | 16,328 | $649.9 萬 | 0.07% | −1,032−5.9% | 減碼 |
| Empower Advisory Group, LLC | 16,296 | $648.6 萬 | 0.02% | −696−4.1% | 減碼 |
| Bienville Capital Management, LLC | 16,201 | $644.8 萬 | 1.22% | +16,201 | 新進 |
| Brinker Capital Investments, LLC | 16,188 | $644.3 萬 | 0.05% | −8,158−33.5% | 減碼 |
| Capital International Sarl | 16,008 | $637.1 萬 | 0.10% | +16,008 | 新進 |
| Elo Mutual Pension Insurance Co | 15,865 | $631.4 萬 | 0.10% | +5,216+49.0% | 加碼 |
| Assetmark, Inc | 15,792 | $628.5 萬 | 0.01% | −8,693−35.5% | 減碼 |
| Nomura Holdings Inc | 15,713 | $625.4 萬 | 0.05% | −7,705−32.9% | 減碼 |
| Patton Albertson Miller Group, LLC | 15,499 | $616.9 萬 | 0.73% | +662+4.5% | 加碼 |
| Hartford Investment Management Co | 15,451 | $614.9 萬 | 0.19% | −184−1.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 15,821 | $611.3 萬 | 0.01% | −319,065−95.3% | 減碼 |
| Penserra Capital Management LLC | 15,261 | $607.1 萬 | 0.07% | +2,611+20.6% | 加碼 |