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 2 季 13F 持有人
AppLovin Corp 在 2026/6/30 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
- 1,467
- 較 2026 年第 1 季 +87 家
- 持有股數
- 2.27 億
- 較 2026 年第 1 季 +905.0 萬 (+4.2%)
- 總市值
- $1,163 億
- 較 2026 年第 1 季 +$294.8 億 (+33.9%)
- 新進機構
- 215
- 另有 616 家加碼
- 清倉機構
- 128
- 另有 492 家減碼
另有 15 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 6,246 | $321.8 萬 | 0.19% | −28−0.4% | 減碼 |
| Sterling Capital Management LLC | 6,304 | $324.8 萬 | 0.06% | +397+6.7% | 加碼 |
| Allworth Financial LP | 6,372 | $328.3 萬 | 0.01% | +423+7.1% | 加碼 |
| Trust Co of Toledo NA | 6,428 | $331.2 萬 | 0.28% | −332−4.9% | 減碼 |
| Anson Funds Management LP | 6,500 | $334.9 萬 | 0.31% | +4,250+188.9% | 加碼 |
| LMG Wealth Partners, LLC | 6,517 | $335.8 萬 | 0.54% | −638−8.9% | 減碼 |
| Colonial River Wealth Management, LLC | 6,520 | $335.9 萬 | 0.96% | +88+1.4% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 6,536 | $336.8 萬 | 0.39% | +4,268+188.2% | 加碼 |
| Apollon Wealth Management, LLC | 6,552 | $337.6 萬 | 0.04% | +10+0.2% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,568 | $338.4 萬 | 0.03% | −428−6.1% | 減碼 |
| GAMMA Investing LLC | 6,574 | $338.7 萬 | 0.13% | +1,301+24.7% | 加碼 |
| Glenmede Trust Co NA | 6,612 | $340.7 萬 | 0.02% | +1,537+30.3% | 加碼 |
| Sumitomo Life Insurance Co | 6,623 | $341.2 萬 | 0.06% | −1,094−14.2% | 減碼 |
| Everence Capital Management Inc | 6,660 | $343.1 萬 | 0.18% | 00.0% | 不變 |
| Royal Fund Management, LLC | 6,666 | $343.5 萬 | 0.29% | −1,007−13.1% | 減碼 |
| Adviser Investments LLC | 6,678 | $344.1 萬 | 0.03% | +55+0.8% | 加碼 |
| Verde Servicos Internacionais S.A. | 6,700 | $345.2 萬 | 1.26% | 00.0% | 不變 |
| Canada Post Corp Registered Pension Plan | 6,820 | $351.4 萬 | 0.12% | 00.0% | 不變 |
| WD Rutherford LLC | 6,903 | $355.7 萬 | 1.29% | −120−1.7% | 減碼 |
| Osmosis Investment Management UK Ltd | 6,917 | $356.4 萬 | 0.17% | −6,543−48.6% | 減碼 |
| Brown Brothers Harriman & Co | 6,947 | $357.9 萬 | 0.02% | +3,025+77.1% | 加碼 |
| Merit Financial Group, LLC | 6,974 | $359.3 萬 | 0.02% | −1,905−21.5% | 減碼 |
| Brevan Howard Capital Management LP | 7,278 | $362.2 萬 | 0.05% | +7,278 | 新進 |
| Calamos Wealth Management LLC | 7,089 | $365.2 萬 | 0.11% | −1,116−13.6% | 減碼 |
| North Dakota State Investment Board | 7,090 | $365.3 萬 | 0.15% | +183+2.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,107 | $366.2 萬 | 0.16% | +953+15.5% | 加碼 |
| Siemens Fonds Invest GmbH | 7,137 | $367.7 萬 | 0.18% | +110+1.6% | 加碼 |
| Prelude Capital Management, LLC | 7,150 | $368.4 萬 | 0.27% | +1,305+22.3% | 加碼 |
| International Assets Investment Management, LLC | 6,609 | $372.7 萬 | 0.22% | +1,582+31.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 7,274 | $374.8 萬 | 0.08% | −276−3.7% | 減碼 |
| Howard Capital Management Inc. | 7,319 | $377.1 萬 | 0.04% | +4,527+162.1% | 加碼 |
| HB Wealth Management, LLC | 7,355 | $379.0 萬 | 0.02% | +150+2.1% | 加碼 |
| Linden Thomas Advisory Services, LLC | 7,412 | $381.9 萬 | 0.31% | −44−0.6% | 減碼 |
| Atria Investments LLC | 7,413 | $381.9 萬 | 0.04% | −1,043−12.3% | 減碼 |
| Wedmont Private Capital | 7,624 | $386.5 萬 | 0.11% | +54+0.7% | 加碼 |
| Summit Financial, LLC | 7,508 | $386.8 萬 | 0.04% | −128−1.7% | 減碼 |
| Kultura Capital Management LP | 7,560 | $389.5 萬 | 1.79% | −6,300−45.5% | 減碼 |
| Range Financial Group LLC | 7,575 | $390.3 萬 | 1.07% | +1,048+16.1% | 加碼 |
| Metis Global Partners, LLC | 7,585 | $390.8 萬 | 0.09% | −971−11.3% | 減碼 |
| Stephens Inc | 7,593 | $391.2 萬 | 0.04% | +39+0.5% | 加碼 |
| TownSquare Capital, LLC | 7,602 | $391.7 萬 | 0.72% | +354+4.9% | 加碼 |
| Ballentine Partners, LLC | 7,603 | $391.7 萬 | 0.05% | +248+3.4% | 加碼 |
| Global Retirement Partners, LLC | 7,609 | $392.0 萬 | 0.06% | +7,609 | 新進 |
| Thrive Capital Management, LLC | 7,615 | $392.3 萬 | 0.74% | −666−8.0% | 減碼 |
| Evergreen Capital Management LLC | 7,626 | $392.9 萬 | 0.07% | +1,297+20.5% | 加碼 |
| Lido Advisors, LLC | 7,628 | $393.0 萬 | 0.01% | −959−11.2% | 減碼 |
| Strategic Global Advisors, LLC | 7,661 | $394.7 萬 | 0.56% | +260+3.5% | 加碼 |
| Sovereign Financial Group, Inc. | 7,671 | $395.2 萬 | 0.60% | +1,084+16.5% | 加碼 |
| Vise Technologies, Inc. | 7,705 | $397.0 萬 | 0.04% | +1,758+29.6% | 加碼 |
| Legal Advantage Investments, Inc. | 7,865 | $405.2 萬 | 1.42% | −20−0.3% | 減碼 |
| Laird Norton Trust Company, LLC | 7,933 | $408.7 萬 | 0.08% | +14+0.2% | 加碼 |
| Meadowbrook Wealth Management, LLC | 7,997 | $412.0 萬 | 4.44% | −30.0% | 減碼 |
| DeDora Capital, Inc. | 8,000 | $412.2 萬 | 0.90% | −67−0.8% | 減碼 |
| Alps Advisors Inc | 8,027 | $413.6 萬 | 0.02% | +269+3.5% | 加碼 |
| Financial Advisors Network, Inc. | 8,035 | $414.0 萬 | 0.51% | +1,248+18.4% | 加碼 |
| Kadensa Capital Ltd | 8,089 | $416.8 萬 | 0.89% | −21,716−72.9% | 減碼 |
| MUFG Securities Americas Inc. | 8,104 | $417.5 萬 | 0.21% | +605+8.1% | 加碼 |
| Allen Investment Management LLC | 8,135 | $419.1 萬 | 0.05% | +1,325+19.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 8,155 | $420.2 萬 | 0.05% | +644+8.6% | 加碼 |
| CSM Advisors, LLC | 8,184 | $421.4 萬 | 0.09% | +158+2.0% | 加碼 |
| Yarbrough Capital, LLC | 8,198 | $422.4 萬 | 0.13% | 00.0% | 不變 |
| Scotia Capital Inc. | 8,226 | $423.8 萬 | 0.02% | +1,428+21.0% | 加碼 |
| Peak Retirement Planning, Inc. | 8,250 | $425.1 萬 | 0.67% | +493+6.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 8,341 | $429.8 萬 | 0.10% | +2,750+49.2% | 加碼 |
| CastleKnight Management LP | 8,350 | $430.2 萬 | 0.16% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 8,375 | $431.5 萬 | 0.05% | −1,695−16.8% | 減碼 |
| Principal Securities, Inc. | 8,442 | $434.9 萬 | 0.05% | +1,277+17.8% | 加碼 |
| Nomura Asset Management International Inc. | 8,481 | $437.0 萬 | 0.01% | −3,073−26.6% | 減碼 |
| Storgate, LLC | 8,577 | $441.9 萬 | 0.92% | +5,025+141.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,626 | $444.4 萬 | 0.05% | −45−0.5% | 減碼 |
| Equitable Holdings, Inc. | 8,669 | $446.7 萬 | 0.03% | +2,944+51.4% | 加碼 |
| J.Safra Asset Management Corp | 8,749 | $450.8 萬 | 0.21% | +1,683+23.8% | 加碼 |
| Fulton Bank, N.A. | 8,830 | $454.9 萬 | 0.14% | +527+6.3% | 加碼 |
| Pallas Capital Advisors LLC | 8,910 | $459.0 萬 | 0.14% | −2,316−20.6% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,933 | $460.3 萬 | 0.04% | +1,399+18.6% | 加碼 |
| Westerkirk Capital Inc. | 8,939 | $460.6 萬 | 0.44% | +600+7.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,941 | $460.7 萬 | 0.14% | +153+1.7% | 加碼 |
| TCW Group Inc | 8,990 | $463.2 萬 | 0.03% | +5,469+155.3% | 加碼 |
| Ritholtz Wealth Management | 9,015 | $464.5 萬 | 0.07% | −40.0% | 減碼 |
| Bokf, NA | 9,208 | $474.4 萬 | 0.07% | +62+0.7% | 加碼 |
| Summit Trail Advisors, LLC | 9,325 | $480.5 萬 | 0.06% | −410−4.2% | 減碼 |
| Kestra Advisory Services, LLC | 9,497 | $489.3 萬 | 0.02% | +55+0.6% | 加碼 |
| Segment Wealth Management, LLC | 9,506 | $489.8 萬 | 0.25% | +179+1.9% | 加碼 |
| Virtue Capital Management, LLC | 9,542 | $491.6 萬 | 0.66% | +6,249+189.8% | 加碼 |
| Capital International Inc | 9,564 | $492.8 萬 | 0.03% | +3,550+59.0% | 加碼 |
| Independent Financial Group, LLC | 9,577 | $493.5 萬 | 0.09% | +2,286+31.4% | 加碼 |
| Morse Asset Management, Inc | 9,658 | $497.6 萬 | 0.82% | +2,538+35.6% | 加碼 |
| Mitchell Capital Management Co | 9,762 | $503.0 萬 | 0.76% | +241+2.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 9,837 | $506.8 萬 | 0.03% | +508+5.4% | 加碼 |
| Liontrust Investment Partners LLP | 9,839 | $506.9 萬 | 0.07% | −10,433−51.5% | 減碼 |
| ABN AMRO Bank N.V. | 10,083 | $508.3 萬 | 0.07% | +7,163+245.3% | 加碼 |
| Bailard, Inc. | 9,942 | $512.3 萬 | 0.10% | −1,809−15.4% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 13,031 | $515.9 萬 | 1.01% | +807+6.6% | 加碼 |
| Independent Solutions Wealth Management, LLC | 10,020 | $516.3 萬 | 0.67% | −570−5.4% | 減碼 |
| Navellier & Associates Inc | 10,053 | $518.0 萬 | 0.41% | −14,312−58.7% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 10,131 | $522.0 萬 | 0.19% | +552+5.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,144 | $522.6 萬 | 0.12% | −100−1.0% | 減碼 |
| PKO Investment Management Joint-Stock Co | 10,200 | $525.5 萬 | 0.38% | −300−2.9% | 減碼 |
| GSG Advisors LLC | 10,314 | $531.4 萬 | 1.17% | +6+0.1% | 加碼 |
| First Foundation Advisors | 10,384 | $535.0 萬 | 0.19% | −500−4.6% | 減碼 |