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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 130,549 | $5,059 萬 | 0.09% | 00.0% | 不變 |
| Mackenzie Financial Corp | 99,925 | $5,148 萬 | 0.05% | +10,504+11.7% | 加碼 |
| KLP Kapitalforvaltning AS | 103,560 | $5,336 萬 | 0.17% | +7,200+7.5% | 加碼 |
| Swiss Life Asset Management Ltd | 104,608 | $5,390 萬 | 0.22% | +23,899+29.6% | 加碼 |
| Pictet Asset Management Holding SA | 105,766 | $5,449 萬 | 0.05% | +404+0.4% | 加碼 |
| Asset Management One Co.,Ltd. | 105,909 | $5,457 萬 | 0.14% | +6,424+6.5% | 加碼 |
| Smith Group Asset Management, LLC | 106,872 | $5,506 萬 | 2.24% | +7,677+7.7% | 加碼 |
| Virginia Retirement Systems Et Al | 108,123 | $5,571 萬 | 0.33% | +9,558+9.7% | 加碼 |
| Rafferty Asset Management, LLC | 113,570 | $5,851 萬 | 0.13% | +22,938+25.3% | 加碼 |
| RBF Capital, LLC | 114,955 | $5,923 萬 | 2.48% | 00.0% | 不變 |
| Credit Agricole S A | 116,024 | $5,978 萬 | 0.15% | +21,547+22.8% | 加碼 |
| Toronto Dominion Bank | 117,016 | $6,029 萬 | 0.10% | −61,239−34.4% | 減碼 |
| Vanguard Investments Australia, Ltd. | 117,956 | $6,077 萬 | 0.15% | +2,483+2.2% | 加碼 |
| Castle Hook Partners LP | 118,710 | $6,116 萬 | 0.66% | +103,710+691.4% | 加碼 |
| Teacher Retirement System of Texas | 119,688 | $6,167 萬 | 0.17% | +66,393+124.6% | 加碼 |
| Bessemer Group Inc | 119,900 | $6,178 萬 | 0.08% | −3,024−2.5% | 減碼 |
| Blair William & Co | 120,816 | $6,225 萬 | 0.16% | −19,135−13.7% | 減碼 |
| AQR Capital Management LLC | 127,789 | $6,441 萬 | 0.02% | +12,935+11.3% | 加碼 |
| State of Wisconsin Investment Board | 126,499 | $6,518 萬 | 0.13% | −11,408−8.3% | 減碼 |
| Treasurer of the State of North Carolina | 129,579 | $6,676 萬 | 0.17% | +1,490+1.2% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 129,912 | $6,693 萬 | 0.17% | −3,634−2.7% | 減碼 |
| Baker Avenue Asset Management, LP | 130,016 | $6,699 萬 | 1.27% | −5,285−3.9% | 減碼 |
| Loomis Sayles & Co L P | 130,535 | $6,726 萬 | 0.08% | +127,991+5,031.1% | 加碼 |
| Storebrand Asset Management AS | 130,553 | $6,726 萬 | 0.17% | −9,287−6.6% | 減碼 |
| Epoch Investment Partners, Inc. | 133,621 | $6,885 萬 | 0.39% | −24,396−15.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 133,659 | $6,886 萬 | 0.04% | +14,920+12.6% | 加碼 |
| National Bank of Canada | 138,286 | $7,125 萬 | 0.06% | −61,094−30.6% | 減碼 |
| DnB Asset Management AS | 138,312 | $7,126 萬 | 0.20% | −11,354−7.6% | 減碼 |
| Danske Bank A/S | 138,455 | $7,134 萬 | 0.14% | −12,233−8.1% | 減碼 |
| WT Asset Management Ltd | 141,799 | $7,306 萬 | 1.45% | +60,599+74.6% | 加碼 |
| Manufacturers Life Insurance Company, The | 143,971 | $7,418 萬 | 0.06% | −8,311−5.5% | 減碼 |
| CIBC Asset Management Inc | 145,175 | $7,480 萬 | 0.16% | −3,745−2.5% | 減碼 |
| Bridgewater Associates, LP | 146,602 | $7,553 萬 | 0.31% | +146,602 | 新進 |
| Natixis Advisors, L.P. | 147,755 | $7,613 萬 | 0.09% | −42,434−22.3% | 減碼 |
| Gotham Asset Management, LLC | 148,268 | $7,639 萬 | 0.18% | +59,990+68.0% | 加碼 |
| Altshuler Shaham Ltd | 155,561 | $8,015 萬 | 1.00% | +27,751+21.7% | 加碼 |
| Schroder Investment Management Group | 157,096 | $8,094 萬 | 0.06% | +174+0.1% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 157,340 | $8,107 萬 | 0.21% | +6,171+4.1% | 加碼 |
| Ieq Capital, LLC | 161,193 | $8,305 萬 | 0.38% | −8,371−4.9% | 減碼 |
| KBC Group NV | 161,246 | $8,308 萬 | 0.18% | −94,201−36.9% | 減碼 |
| Blue Whale Capital LLP | 163,694 | $8,434 萬 | 2.68% | +14,594+9.8% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 166,130 | $8,507 萬 | 0.22% | +147,038+770.2% | 加碼 |
| Prudential Financial Inc | 165,398 | $8,522 萬 | 0.09% | +6,520+4.1% | 加碼 |
| Capital Impact Advisors, LLC | 166,642 | $8,586 萬 | 4.81% | +146,197+715.1% | 加碼 |
| No Street GP LP | 169,000 | $8,707 萬 | 5.23% | −12,000−6.6% | 減碼 |
| Panview Capital Ltd | 169,885 | $8,753 萬 | 15.41% | −49,799−22.7% | 減碼 |
| Pacific Heights Asset Management LLC | 175,000 | $9,017 萬 | 2.86% | 00.0% | 不變 |
| Primecap Management Co | 175,325 | $9,033 萬 | 0.05% | +1,400+0.8% | 加碼 |
| USS Investment Management Ltd | 176,660 | $9,098 萬 | 0.36% | +20,842+13.4% | 加碼 |
| Korea Investment CORP | 181,161 | $9,334 萬 | 0.18% | +6,820+3.9% | 加碼 |
| Citadel Advisors LLC | 186,604 | $9,614 萬 | 0.06% | +53,343+40.0% | 加碼 |
| STRS Ohio | 186,961 | $9,633 萬 | 0.36% | −61,618−24.8% | 減碼 |
| Swedbank AB | 189,151 | $9,746 萬 | 0.08% | −3,445−1.8% | 減碼 |
| APG Asset Management N.V. | 217,309 | $9,793 萬 | 0.24% | +58,151+36.5% | 加碼 |
| Spyglass Capital Management LLC | 191,028 | $9,842 萬 | 5.33% | +24,471+14.7% | 加碼 |
| Keenan Capital, LLC | 191,225 | $9,852 萬 | 19.48% | 00.0% | 不變 |
| Greenstone Partners & Co., LLC | 195,251 | $1.01 億 | 23.25% | 00.0% | 不變 |
| Aviva PLC | 200,070 | $1.03 億 | 0.15% | +741+0.4% | 加碼 |
| Marshall Wace, LLP | 201,500 | $1.04 億 | 0.09% | −21,722−9.7% | 減碼 |
| Susquehanna International Group, LLP | 207,671 | $1.07 億 | 0.09% | −62,868−23.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 207,990 | $1.07 億 | 0.18% | −2,161−1.0% | 減碼 |
| AustralianSuper Pty Ltd | 210,938 | $1.09 億 | 0.47% | +8,424+4.2% | 加碼 |
| Nordea Investment Management AB | 221,017 | $1.10 億 | 0.09% | +1,467+0.7% | 加碼 |
| New York State Teachers Retirement System | 214,100 | $1.10 億 | 0.20% | −7,873−3.5% | 減碼 |
| Lord, Abbett & Co. LLC | 222,305 | $1.15 億 | 0.33% | +27,551+14.1% | 加碼 |
| Raymond James Financial Inc | 225,927 | $1.16 億 | 0.03% | −11,832−5.0% | 減碼 |
| Nomura Asset Management Co Ltd | 227,114 | $1.17 億 | 0.25% | −15,474−6.4% | 減碼 |
| NEOS Investment Management LLC | 227,667 | $1.17 億 | 0.43% | +21,034+10.2% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 228,214 | $1.18 億 | 0.22% | +40,267+21.4% | 加碼 |
| Fundsmith Investment Services Ltd. | 233,921 | $1.21 億 | 2.67% | +233,921 | 新進 |
| Adage Capital Partners GP, L.L.C. | 239,800 | $1.24 億 | 0.17% | −3,000−1.2% | 減碼 |
| Royal London Asset Management Ltd | 241,152 | $1.24 億 | 0.23% | +6,013+2.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 242,689 | $1.25 億 | 3.08% | −80.0% | 減碼 |
| Russell Investments Group, Ltd. | 244,950 | $1.26 億 | 0.11% | −24,591−9.1% | 減碼 |
| New York State Common Retirement Fund | 244,103 | $1.26 億 | 0.16% | −9,436−3.7% | 減碼 |
| Wellington Management Group LLP | 245,730 | $1.27 億 | 0.02% | −847,328−77.5% | 減碼 |
| LPL Financial LLC | 250,284 | $1.29 億 | 0.03% | −5,348−2.1% | 減碼 |
| Contour Asset Management LLC | 253,636 | $1.31 億 | 3.09% | +253,636 | 新進 |
| Augustine Asset Management Inc | 253,670 | $1.31 億 | 26.46% | −13,381−5.0% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 259,780 | $1.34 億 | 0.13% | −25,676−9.0% | 減碼 |
| Ameriprise Financial Inc | 274,295 | $1.41 億 | 0.03% | +41,794+18.0% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 283,011 | $1.46 億 | 0.22% | +6,887+2.5% | 加碼 |
| SG Americas Securities, LLC | 283,929 | $1.46 億 | 0.08% | +173,460+157.0% | 加碼 |
| Clear Street Group Inc. | 286,234 | $1.47 億 | 0.47% | +8,362+3.0% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 301,128 | $1.55 億 | 0.34% | +3,754+1.3% | 加碼 |
| Quantinno Capital Management LP | 301,908 | $1.56 億 | 0.19% | +50,017+19.9% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 302,945 | $1.56 億 | 0.61% | +302,945 | 新進 |
| Caisse de Depot Et Placement du Quebec | 313,170 | $1.61 億 | 0.23% | +289,846+1,242.7% | 加碼 |
| Davis Selected Advisers | 315,539 | $1.63 億 | 0.70% | −20,271−6.0% | 減碼 |
| Ensign Peak Advisors, Inc | 320,239 | $1.65 億 | 0.27% | −70,346−18.0% | 減碼 |
| FIL Ltd | 335,807 | $1.73 億 | 0.12% | +12,781+4.0% | 加碼 |
| ProShare Advisors LLC | 343,007 | $1.77 億 | 0.26% | −99,372−22.5% | 減碼 |
| Voya Investment Management LLC | 344,741 | $1.78 億 | 0.15% | −41,288−10.7% | 減碼 |
| California State Teachers Retirement System | 345,511 | $1.78 億 | 0.16% | −3,716−1.1% | 減碼 |
| Neuberger Berman Group LLC | 347,866 | $1.79 億 | 0.12% | +81,470+30.6% | 加碼 |
| Victory Capital Management Inc | 351,647 | $1.81 億 | 0.10% | +2,363+0.7% | 加碼 |
| Principal Financial Group Inc | 382,457 | $1.97 億 | 0.10% | +46,689+13.9% | 加碼 |
| Bank of Montreal | 387,835 | $2.00 億 | 0.07% | +44,274+12.9% | 加碼 |
| TD Asset Management Inc | 402,895 | $2.08 億 | 0.18% | −44,913−10.0% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 420,114 | $2.16 億 | 0.26% | −34,554−7.6% | 減碼 |