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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 15,188 | $604.5 萬 | 0.46% | −3,617−19.2% | 減碼 |
| Brookstone Capital Management | 15,177 | $604.0 萬 | 0.07% | +12,634+496.8% | 加碼 |
| Benchmark Investment Advisors LLC | 15,060 | $599.4 萬 | 3.48% | +15,060 | 新進 |
| Perigon Wealth Management, LLC | 15,002 | $597.1 萬 | 0.11% | −70−0.5% | 減碼 |
| Castle Hook Partners LP | 15,000 | $597.0 萬 | 0.12% | −378,813−96.2% | 減碼 |
| Shannon River Fund Management LLC | 14,480 | $576.3 萬 | 1.10% | +14,480 | 新進 |
| Horizon Investment Services, LLC | 14,421 | $574.0 萬 | 2.00% | −1,759−10.9% | 減碼 |
| Edgewood Management LLC | 14,400 | $573.1 萬 | 0.04% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 14,227 | $567.4 萬 | 0.03% | −1,354−8.7% | 減碼 |
| Jane Street Group, LLC | 14,061 | $559.6 萬 | 0.01% | −3,561−20.2% | 減碼 |
| Omers Administration Corp | 13,895 | $553.0 萬 | 0.04% | +1,816+15.0% | 加碼 |
| Kultura Capital Management LP | 13,860 | $551.6 萬 | 5.05% | −4,240−23.4% | 減碼 |
| Zacks Investment Management | 13,783 | $548.6 萬 | 0.04% | +544+4.1% | 加碼 |
| BLI - Banque de Luxembourg Investments | 8,000 | $545.7 萬 | 0.16% | 00.0% | 不變 |
| Balboa Wealth Partners | 13,640 | $542.9 萬 | 0.91% | +2,490+22.3% | 加碼 |
| Trexquant Investment LP | 13,535 | $538.7 萬 | 0.04% | +13,535 | 新進 |
| Ameritas Investment Partners, Inc. | 13,518 | $538.0 萬 | 0.17% | −25−0.2% | 減碼 |
| Purpose Unlimited Inc. | 13,500 | $537.3 萬 | 0.22% | 00.0% | 不變 |
| Osmosis Investment Management UK Ltd | 13,460 | $535.7 萬 | 0.14% | +2,534+23.2% | 加碼 |
| Private Advisor Group, LLC | 13,217 | $526.0 萬 | 0.02% | −393−2.9% | 減碼 |
| Seascape Capital Management | 13,067 | $520.1 萬 | 1.50% | +54+0.4% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 12,798 | $509.4 萬 | 0.10% | +12,798 | 新進 |
| Prakash Investment Advisors LLC | 12,785 | $508.8 萬 | 4.31% | −1,450−10.2% | 減碼 |
| Abn Amro Investment Solutions | 12,781 | $508.7 萬 | 0.07% | +1,563+13.9% | 加碼 |
| Quartz Partners, LLC | 12,758 | $507.8 萬 | 1.96% | +12,758 | 新進 |
| Leeward Financial Partners, LLC | 12,627 | $502.6 萬 | 1.49% | +5,990+90.3% | 加碼 |
| Farther Finance Advisors, LLC | 12,873 | $499.3 萬 | 0.05% | +1,238+10.6% | 加碼 |
| Clark Capital Management Group, Inc. | 12,518 | $498.2 萬 | 0.03% | +11,923+2,003.9% | 加碼 |
| First Citizens Bank & Trust Co | 12,511 | $497.9 萬 | 0.10% | +12,511 | 新進 |
| Baird Financial Group, Inc. | 12,486 | $496.9 萬 | 0.01% | +1,651+15.2% | 加碼 |
| New Mexico Educational Retirement Board | 12,400 | $493.5 萬 | 0.15% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 12,388 | $493.0 萬 | 0.24% | +327+2.7% | 加碼 |
| Beacon Harbor Wealth Advisors, Inc. | 12,224 | $486.5 萬 | 1.02% | +207+1.7% | 加碼 |
| Smithbridge Asset Management Inc | 12,113 | $482.1 萬 | 0.72% | −13,116−52.0% | 減碼 |
| Oddo BHF Asset Management SAS | 12,080 | $480.8 萬 | 0.19% | +3,999+49.5% | 加碼 |
| Maryland State Retirement & Pension System | 11,901 | $473.7 萬 | 0.10% | 00.0% | 不變 |
| LGT Fund Management Co Ltd. | 11,890 | $473.2 萬 | 0.21% | +11,890 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 11,850 | $471.6 萬 | 0.18% | +280+2.4% | 加碼 |
| Bailard, Inc. | 11,751 | $467.7 萬 | 0.11% | −1,525−11.5% | 減碼 |
| CWA Asset Management Group, LLC | 11,724 | $466.6 萬 | 0.16% | +294+2.6% | 加碼 |
| Nomura Asset Management International Inc. | 11,554 | $459.8 萬 | 0.01% | −39,826−77.5% | 減碼 |
| LGT Group Foundation | 11,438 | $455.2 萬 | 0.06% | −5,296−31.6% | 減碼 |
| Integrated Financial Solutions, Inc. | 11,272 | $448.6 萬 | 3.12% | +3,694+48.7% | 加碼 |
| Pallas Capital Advisors LLC | 11,226 | $446.8 萬 | 0.17% | −20−0.2% | 減碼 |
| NewEdge Wealth, LLC | 11,212 | $446.2 萬 | 0.05% | −2,352−17.3% | 減碼 |
| Arkadios Wealth Advisors | 11,117 | $442.4 萬 | 0.07% | +9,682+674.7% | 加碼 |
| MUFG Securities EMEA plc | 11,102 | $441.9 萬 | 0.07% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 10,997 | $437.7 萬 | 0.05% | +1,899+20.9% | 加碼 |
| Voleon Capital Management LP | 10,933 | $435.1 萬 | 0.09% | +8,923+443.9% | 加碼 |
| Dnca Finance | 10,900 | $433.8 萬 | 0.25% | −5,700−34.3% | 減碼 |
| First Foundation Advisors | 10,884 | $433.2 萬 | 0.17% | −50−0.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 10,740 | $427.5 萬 | 0.10% | +8,235+328.7% | 加碼 |
| AE Wealth Management LLC | 10,622 | $422.8 萬 | 0.02% | −1,446−12.0% | 減碼 |
| Independent Solutions Wealth Management, LLC | 10,590 | $421.5 萬 | 0.62% | −246−2.3% | 減碼 |
| PKO Investment Management Joint-Stock Co | 10,500 | $417.9 萬 | 0.35% | +2,000+23.5% | 加碼 |
| Phoenix Holdings Ltd. | 10,484 | $417.1 萬 | 0.04% | +4,484+74.7% | 加碼 |
| Erste Asset Management GmbH | 11,104 | $413.2 萬 | 0.04% | 00.0% | 不變 |
| GSG Advisors LLC | 10,308 | $410.3 萬 | 1.07% | +12+0.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,244 | $407.7 萬 | 0.12% | −683−6.3% | 減碼 |
| United Capital Financial Advisers, LLC | 10,189 | $405.5 萬 | 0.03% | −502−4.7% | 減碼 |
| Advisors Capital Management, LLC | 10,070 | $400.8 萬 | 0.05% | −1,834−15.4% | 減碼 |
| Vise Technologies, Inc. | 5,947 | $400.7 萬 | 0.08% | 00.0% | 不變 |
| K2 Principal Fund, L.P. | 10,068 | $400.7 萬 | 0.42% | +5,836+137.9% | 加碼 |
| Loup Funds, LLC | 9,783 | $389.4 萬 | 2.47% | −14,924−60.4% | 減碼 |
| Summit Trail Advisors, LLC | 9,735 | $387.5 萬 | 0.06% | +4,466+84.8% | 加碼 |
| Broadleaf Partners, LLC | 9,690 | $385.7 萬 | 0.90% | +1,843+23.5% | 加碼 |
| AG2R la Mondiale Gestion D'Actifs | 9,579 | $381.2 萬 | 0.17% | +364+4.0% | 加碼 |
| Mitchell Capital Management Co | 9,521 | $378.9 萬 | 0.70% | +3,565+59.9% | 加碼 |
| Engineers Gate Manager LP | 9,448 | $376.0 萬 | 0.05% | +8,939+1,756.2% | 加碼 |
| Kestra Advisory Services, LLC | 9,442 | $375.8 萬 | 0.01% | +923+10.8% | 加碼 |
| TCG Advisory Services, LLC | 9,433 | $375.4 萬 | 0.09% | +2,676+39.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 9,329 | $371.3 萬 | 0.02% | −59−0.6% | 減碼 |
| Segment Wealth Management, LLC | 9,327 | $371.2 萬 | 0.22% | −5,421−36.8% | 減碼 |
| Bokf, NA | 9,146 | $364.0 萬 | 0.06% | +451+5.2% | 加碼 |
| Ritholtz Wealth Management | 9,019 | $358.9 萬 | 0.06% | −722−7.4% | 減碼 |
| Intech Investment Management LLC | 9,007 | $358.5 萬 | 0.04% | −29,959−76.9% | 減碼 |
| Merit Financial Group, LLC | 8,879 | $353.4 萬 | 0.03% | −1,228−12.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,788 | $349.8 萬 | 0.13% | +495+6.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,671 | $345.1 萬 | 0.05% | +23+0.3% | 加碼 |
| Lido Advisors, LLC | 8,587 | $341.8 萬 | 0.01% | −6,752−44.0% | 減碼 |
| Metis Global Partners, LLC | 8,556 | $340.5 萬 | 0.08% | −1,025−10.7% | 減碼 |
| Saudi Central Bank | 8,515 | $338.9 萬 | 0.07% | +8,515 | 新進 |
| Owl Creek Asset Management, L.P. | 8,511 | $338.7 萬 | 0.65% | −3,195−27.3% | 減碼 |
| Atria Investments LLC | 8,456 | $336.5 萬 | 0.04% | −2,196−20.6% | 減碼 |
| Equitable Holdings, Inc. | 5,725 | $336.1 萬 | 0.02% | +3,443+150.9% | 加碼 |
| CastleKnight Management LP | 8,350 | $332.3 萬 | 0.16% | +6,500+351.4% | 加碼 |
| Westerkirk Capital Inc. | 8,339 | $331.9 萬 | 0.36% | −413−4.7% | 減碼 |
| Dakota Wealth Management | 8,311 | $330.8 萬 | 0.07% | −2,348−22.0% | 減碼 |
| Fulton Bank, N.A. | 8,303 | $330.5 萬 | 0.12% | −414−4.7% | 減碼 |
| Thrive Capital Management, LLC | 8,281 | $329.6 萬 | 0.72% | +2,654+47.2% | 加碼 |
| Great Lakes Advisors, LLC | 8,267 | $329.0 萬 | 0.03% | −7,236−46.7% | 減碼 |
| Calamos Wealth Management LLC | 8,205 | $326.6 萬 | 0.11% | −392−4.6% | 減碼 |
| Yarbrough Capital, LLC | 8,198 | $326.3 萬 | 0.11% | 00.0% | 不變 |
| DeDora Capital, Inc. | 8,067 | $321.1 萬 | 0.79% | 00.0% | 不變 |
| CSM Advisors, LLC | 8,026 | $319.8 萬 | 0.08% | +4,379+120.1% | 加碼 |
| Meadowbrook Wealth Management, LLC | 8,000 | $318.4 萬 | 4.22% | −902−10.1% | 減碼 |
| Militia Capital Management LLC | 8,000 | $318.4 萬 | 0.71% | +8,000 | 新進 |
| Laird Norton Trust Company, LLC | 7,919 | $315.2 萬 | 0.07% | −654−7.6% | 減碼 |
| Legal Advantage Investments, Inc. | 7,885 | $313.8 萬 | 1.62% | +2,510+46.7% | 加碼 |
| Alps Advisors Inc | 7,758 | $308.8 萬 | 0.01% | +2,336+43.1% | 加碼 |