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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 21,108 | $1,087 萬 | 0.01% | +3,234+18.1% | 加碼 |
| X-Square Capital, LLC | 21,343 | $1,100 萬 | 2.79% | +4,564+27.2% | 加碼 |
| Empower Advisory Group, LLC | 21,551 | $1,110 萬 | 0.03% | +5,255+32.2% | 加碼 |
| Private Advisor Group, LLC | 21,553 | $1,110 萬 | 0.05% | +8,336+63.1% | 加碼 |
| Second Line Capital, LLC | 21,752 | $1,121 萬 | 2.09% | +167+0.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,758 | $1,121 萬 | 0.11% | −1,060−4.6% | 減碼 |
| Seldon Capital LP | 21,935 | $1,130 萬 | 3.54% | +21,935 | 新進 |
| Commonwealth Equity Services, LLC | 22,084 | $1,138 萬 | 0.01% | −2,433−9.9% | 減碼 |
| HighTower Advisors, LLC | 22,190 | $1,143 萬 | 0.01% | +50.0% | 加碼 |
| Bienville Capital Management, LLC | 22,444 | $1,156 萬 | 1.67% | +6,243+38.5% | 加碼 |
| Penserra Capital Management LLC | 22,576 | $1,163 萬 | 0.09% | +7,315+47.9% | 加碼 |
| Kelly Lawrence W & Associates Inc | 22,648 | $1,167 萬 | 2.49% | +22,648 | 新進 |
| Oppenheimer & Co Inc | 22,706 | $1,170 萬 | 0.12% | −1,473−6.1% | 減碼 |
| CAPROCK Group, Inc. | 22,816 | $1,176 萬 | 0.23% | +1,847+8.8% | 加碼 |
| Cornerstone Advisors, LLC | 23,028 | $1,186 萬 | 0.39% | +4,410+23.7% | 加碼 |
| QRG Capital Management, Inc. | 23,147 | $1,193 萬 | 0.10% | +424+1.9% | 加碼 |
| MAI Capital Management | 23,451 | $1,208 萬 | 0.05% | +128+0.5% | 加碼 |
| Eurizon Capital SGR S.p.A. | 23,854 | $1,228 萬 | 0.03% | −4,363−15.5% | 減碼 |
| Generali Asset Management SPA SGR | 23,928 | $1,233 萬 | 0.22% | +1,358+6.0% | 加碼 |
| Cresset Asset Management, LLC | 23,937 | $1,233 萬 | 0.04% | −161−0.7% | 減碼 |
| Robeco Institutional Asset Management B.V. | 24,065 | $1,240 萬 | 0.02% | −117−0.5% | 減碼 |
| Toroso Investments, LLC | 24,197 | $1,247 萬 | 0.03% | −11,001−31.3% | 減碼 |
| Motley Fool Asset Management LLC | 24,257 | $1,250 萬 | 0.48% | −8,174−25.2% | 減碼 |
| Investment Management Corp of Ontario | 24,306 | $1,252 萬 | 0.16% | +6,080+33.4% | 加碼 |
| Yousif Capital Management, LLC | 24,626 | $1,269 萬 | 0.14% | −1,907−7.2% | 減碼 |
| Sierra Summit Advisors LLC | 24,803 | $1,278 萬 | 1.43% | −1,359−5.2% | 減碼 |
| Venture Visionary Partners LLC | 24,860 | $1,281 萬 | 0.36% | +237+1.0% | 加碼 |
| Profund Advisors LLC | 25,016 | $1,289 萬 | 0.35% | +1,885+8.1% | 加碼 |
| ASR Vermogensbeheer N.V. | 25,108 | $1,294 萬 | 0.13% | +2,017+8.7% | 加碼 |
| Glynn Capital Management LLC | 25,117 | $1,294 萬 | 3.56% | +4,429+21.4% | 加碼 |
| Federation des caisses Desjardins du Quebec | 25,163 | $1,296 萬 | 0.04% | −212−0.8% | 減碼 |
| 1832 Asset Management L.P. | 25,298 | $1,303 萬 | 0.02% | −129,872−83.7% | 減碼 |
| Cantor Fitzgerald, L. P. | 25,358 | $1,307 萬 | 0.25% | −91,095−78.2% | 減碼 |
| FirstWave Capital Management LLC | 25,426 | $1,310 萬 | 5.79% | +5,553+27.9% | 加碼 |
| Nutshell Asset Management Ltd | 25,530 | $1,315 萬 | 4.39% | +25,530 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 25,653 | $1,322 萬 | 0.03% | +1,921+8.1% | 加碼 |
| OP Asset Management Ltd | 25,654 | $1,322 萬 | 0.14% | +2,183+9.3% | 加碼 |
| MUFG Securities EMEA plc | 26,006 | $1,340 萬 | 0.14% | +14,904+134.2% | 加碼 |
| State of Alaska, Department of Revenue | 26,362 | $1,358 萬 | 0.13% | +209+0.8% | 加碼 |
| Jacobson & Schmitt Advisors, LLC | 26,410 | $1,361 萬 | 2.22% | −2,292−8.0% | 減碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 26,640 | $1,373 萬 | 0.31% | −14,522−35.3% | 減碼 |
| CWM Advisors, LLC | 26,700 | $1,376 萬 | 0.57% | +2,180+8.9% | 加碼 |
| Mercer Global Advisors Inc | 27,013 | $1,392 萬 | 0.02% | +1,170+4.5% | 加碼 |
| M&T Bank Corp | 27,201 | $1,401 萬 | 0.04% | −20.0% | 減碼 |
| Nisa Investment Advisors, LLC | 27,390 | $1,411 萬 | 0.04% | −6,634−19.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,424 | $1,413 萬 | 0.18% | −123−0.4% | 減碼 |
| Proem Advisors LLC | 27,500 | $1,417 萬 | 2.91% | −11,000−28.6% | 減碼 |
| Mutual of America Capital Management LLC | 27,520 | $1,418 萬 | 0.14% | −1,301−4.5% | 減碼 |
| CI Private Wealth, LLC | 27,518 | $1,418 萬 | 0.02% | −110,400−80.0% | 減碼 |
| Norinchukin Bank, The | 27,711 | $1,428 萬 | 0.14% | +221+0.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 27,876 | $1,435 萬 | 0.48% | −2,790−9.1% | 減碼 |
| Cunning Capital Partners, LP | 28,037 | $1,445 萬 | 5.83% | 00.0% | 不變 |
| WCG Wealth Advisors LLC | 28,111 | $1,448 萬 | 0.34% | +562+2.0% | 加碼 |
| Armistice Capital, LLC | 28,228 | $1,454 萬 | 0.40% | +3,806+15.6% | 加碼 |
| Rockefeller Capital Management L.P. | 28,330 | $1,460 萬 | 0.02% | −1,807−6.0% | 減碼 |
| Hancock Whitney Corp | 28,698 | $1,479 萬 | 0.25% | +8,688+43.4% | 加碼 |
| Ci Investments Inc. | 28,884 | $1,488 萬 | 0.05% | −79,682−73.4% | 減碼 |
| Nishkama Capital, LLC | 29,171 | $1,503 萬 | 1.70% | +29,171 | 新進 |
| Public Employees Retirement Association of Colorado | 29,207 | $1,505 萬 | 0.05% | −509−1.7% | 減碼 |
| Thoroughbred Financial Services, LLC | 29,367 | $1,513 萬 | 0.73% | +364+1.3% | 加碼 |
| Dixon Mitchell Investment Counsel Inc. | 29,431 | $1,516 萬 | 0.49% | +29,431 | 新進 |
| Varma Mutual Pension Insurance Co | 29,600 | $1,525 萬 | 0.08% | −6,000−16.9% | 減碼 |
| Ardmore Road Asset Management LP | 30,000 | $1,546 萬 | 0.91% | +30,000 | 新進 |
| Vontobel Holding Ltd. | 30,771 | $1,585 萬 | 0.05% | −595−1.9% | 減碼 |
| General Equity Holdings LP | 30,918 | $1,593 萬 | 9.51% | −4,702−13.2% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 35,130 | $1,596 萬 | 0.31% | +34,848+12,357.4% | 加碼 |
| Standard Life Aberdeen plc | 31,335 | $1,614 萬 | 0.02% | −32,362−50.8% | 減碼 |
| Maxi Investments CY Ltd | 31,384 | $1,617 萬 | 3.27% | +3,884+14.1% | 加碼 |
| Vinva Investment Management Ltd | 32,694 | $1,631 萬 | 0.11% | +6,243+23.6% | 加碼 |
| Colony Group, LLC | 31,803 | $1,639 萬 | 0.02% | −14,245−30.9% | 減碼 |
| UNICOM Systems, Inc. | 31,900 | $1,644 萬 | 1.07% | 00.0% | 不變 |
| Capital International Sarl | 32,358 | $1,667 萬 | 0.24% | +16,350+102.1% | 加碼 |
| Oregon Public Employees Retirement Fund | 33,066 | $1,704 萬 | 0.18% | +2,042+6.6% | 加碼 |
| Freshford Capital Management, LLC | 33,180 | $1,710 萬 | 5.85% | +457+1.4% | 加碼 |
| Louisiana State Employees Retirement System | 33,400 | $1,721 萬 | 0.26% | −600−1.8% | 減碼 |
| Shelton Capital Management | 33,998 | $1,752 萬 | 0.32% | −1,430−4.0% | 減碼 |
| Millennium Management LLC | 34,067 | $1,755 萬 | 0.01% | −10,437−23.5% | 減碼 |
| Aptus Capital Advisors, LLC | 34,155 | $1,760 萬 | 0.13% | +538+1.6% | 加碼 |
| British Columbia Investment Management Corp | 34,397 | $1,772 萬 | 0.11% | +2,603+8.2% | 加碼 |
| Candriam Luxembourg S.C.A. | 34,436 | $1,773 萬 | 0.08% | −44,123−56.2% | 減碼 |
| Kinetic Partners Management, LP | 34,786 | $1,792 萬 | 0.43% | −21,100−37.8% | 減碼 |
| Federated Hermes, Inc. | 35,624 | $1,835 萬 | 0.03% | +5,620+18.7% | 加碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 35,868 | $1,848 萬 | 0.26% | −5,084−12.4% | 減碼 |
| La Banque Postale Asset Management SA | 35,885 | $1,849 萬 | 0.18% | −9,371−20.7% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 35,980 | $1,854 萬 | 0.14% | −697−1.9% | 減碼 |
| Truist Financial Corp | 36,365 | $1,874 萬 | 0.02% | +916+2.6% | 加碼 |
| Utah Retirement Systems | 36,438 | $1,877 萬 | 0.18% | −2,310−6.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 36,734 | $1,893 萬 | 0.13% | −9,323−20.2% | 減碼 |
| CIBC Bancorp USA Inc. | 37,030 | $1,906 萬 | 0.02% | −9,675−20.7% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 37,150 | $1,914 萬 | 0.16% | −15,100−28.9% | 減碼 |
| Illinois Municipal Retirement Fund | 37,262 | $1,920 萬 | 0.22% | −22,081−37.2% | 減碼 |
| Vident Advisory, LLC | 37,290 | $1,921 萬 | 0.14% | −78,855−67.9% | 減碼 |
| New York Life Investment Management LLC | 37,398 | $1,927 萬 | 0.13% | −3,427−8.4% | 減碼 |
| Nomura Holdings Inc | 37,640 | $1,939 萬 | 0.08% | +21,927+139.5% | 加碼 |
| Panagora Asset Management Inc | 38,446 | $1,981 萬 | 0.06% | −38,902−50.3% | 減碼 |
| Natixis | 38,796 | $1,999 萬 | 0.09% | +36,662+1,718.0% | 加碼 |
| Cozad Asset Management Inc | 39,211 | $2,020 萬 | 1.31% | +1,941+5.2% | 加碼 |
| KCM Capital Inc | 40,000 | $2,061 萬 | 3.37% | 00.0% | 不變 |
| JustInvest LLC | 40,258 | $2,074 萬 | 0.17% | +2,787+7.4% | 加碼 |
| Andra AP-fonden | 40,306 | $2,077 萬 | 0.24% | −24,360−37.7% | 減碼 |