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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 227,114 | $1.17 億 | 0.25% | −15,474−6.4% | 減碼 |
| Raymond James Financial Inc | 225,927 | $1.16 億 | 0.03% | −11,832−5.0% | 減碼 |
| Lord, Abbett & Co. LLC | 222,305 | $1.15 億 | 0.33% | +27,551+14.1% | 加碼 |
| New York State Teachers Retirement System | 214,100 | $1.10 億 | 0.20% | −7,873−3.5% | 減碼 |
| Nordea Investment Management AB | 221,017 | $1.10 億 | 0.09% | +1,467+0.7% | 加碼 |
| AustralianSuper Pty Ltd | 210,938 | $1.09 億 | 0.47% | +8,424+4.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 207,990 | $1.07 億 | 0.18% | −2,161−1.0% | 減碼 |
| Susquehanna International Group, LLP | 207,671 | $1.07 億 | 0.09% | −62,868−23.2% | 減碼 |
| Marshall Wace, LLP | 201,500 | $1.04 億 | 0.09% | −21,722−9.7% | 減碼 |
| Aviva PLC | 200,070 | $1.03 億 | 0.15% | +741+0.4% | 加碼 |
| Greenstone Partners & Co., LLC | 195,251 | $1.01 億 | 23.25% | 00.0% | 不變 |
| Keenan Capital, LLC | 191,225 | $9,852 萬 | 19.48% | 00.0% | 不變 |
| Spyglass Capital Management LLC | 191,028 | $9,842 萬 | 5.33% | +24,471+14.7% | 加碼 |
| APG Asset Management N.V. | 217,309 | $9,793 萬 | 0.24% | +58,151+36.5% | 加碼 |
| Swedbank AB | 189,151 | $9,746 萬 | 0.08% | −3,445−1.8% | 減碼 |
| STRS Ohio | 186,961 | $9,633 萬 | 0.36% | −61,618−24.8% | 減碼 |
| Citadel Advisors LLC | 186,604 | $9,614 萬 | 0.06% | +53,343+40.0% | 加碼 |
| Korea Investment CORP | 181,161 | $9,334 萬 | 0.18% | +6,820+3.9% | 加碼 |
| USS Investment Management Ltd | 176,660 | $9,098 萬 | 0.36% | +20,842+13.4% | 加碼 |
| Primecap Management Co | 175,325 | $9,033 萬 | 0.05% | +1,400+0.8% | 加碼 |
| Pacific Heights Asset Management LLC | 175,000 | $9,017 萬 | 2.86% | 00.0% | 不變 |
| Panview Capital Ltd | 169,885 | $8,753 萬 | 15.41% | −49,799−22.7% | 減碼 |
| No Street GP LP | 169,000 | $8,707 萬 | 5.23% | −12,000−6.6% | 減碼 |
| Capital Impact Advisors, LLC | 166,642 | $8,586 萬 | 4.81% | +146,197+715.1% | 加碼 |
| Prudential Financial Inc | 165,398 | $8,522 萬 | 0.09% | +6,520+4.1% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 166,130 | $8,507 萬 | 0.22% | +147,038+770.2% | 加碼 |
| Blue Whale Capital LLP | 163,694 | $8,434 萬 | 2.68% | +14,594+9.8% | 加碼 |
| KBC Group NV | 161,246 | $8,308 萬 | 0.18% | −94,201−36.9% | 減碼 |
| Ieq Capital, LLC | 161,193 | $8,305 萬 | 0.38% | −8,371−4.9% | 減碼 |
| PFA Pension, Forsikringsaktieselskab | 157,340 | $8,107 萬 | 0.21% | +6,171+4.1% | 加碼 |
| Schroder Investment Management Group | 157,096 | $8,094 萬 | 0.06% | +174+0.1% | 加碼 |
| Altshuler Shaham Ltd | 155,561 | $8,015 萬 | 1.00% | +27,751+21.7% | 加碼 |
| Gotham Asset Management, LLC | 148,268 | $7,639 萬 | 0.18% | +59,990+68.0% | 加碼 |
| Natixis Advisors, L.P. | 147,755 | $7,613 萬 | 0.09% | −42,434−22.3% | 減碼 |
| Bridgewater Associates, LP | 146,602 | $7,553 萬 | 0.31% | +146,602 | 新進 |
| CIBC Asset Management Inc | 145,175 | $7,480 萬 | 0.16% | −3,745−2.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 143,971 | $7,418 萬 | 0.06% | −8,311−5.5% | 減碼 |
| WT Asset Management Ltd | 141,799 | $7,306 萬 | 1.45% | +60,599+74.6% | 加碼 |
| Danske Bank A/S | 138,455 | $7,134 萬 | 0.14% | −12,233−8.1% | 減碼 |
| DnB Asset Management AS | 138,312 | $7,126 萬 | 0.20% | −11,354−7.6% | 減碼 |
| National Bank of Canada | 138,286 | $7,125 萬 | 0.06% | −61,094−30.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 133,659 | $6,886 萬 | 0.04% | +14,920+12.6% | 加碼 |
| Epoch Investment Partners, Inc. | 133,621 | $6,885 萬 | 0.39% | −24,396−15.4% | 減碼 |
| Storebrand Asset Management AS | 130,553 | $6,726 萬 | 0.17% | −9,287−6.6% | 減碼 |
| Loomis Sayles & Co L P | 130,535 | $6,726 萬 | 0.08% | +127,991+5,031.1% | 加碼 |
| Baker Avenue Asset Management, LP | 130,016 | $6,699 萬 | 1.27% | −5,285−3.9% | 減碼 |
| Chevy Chase Trust Holdings, Inc. | 129,912 | $6,693 萬 | 0.17% | −3,634−2.7% | 減碼 |
| Treasurer of the State of North Carolina | 129,579 | $6,676 萬 | 0.17% | +1,490+1.2% | 加碼 |
| State of Wisconsin Investment Board | 126,499 | $6,518 萬 | 0.13% | −11,408−8.3% | 減碼 |
| AQR Capital Management LLC | 127,789 | $6,441 萬 | 0.02% | +12,935+11.3% | 加碼 |
| Blair William & Co | 120,816 | $6,225 萬 | 0.16% | −19,135−13.7% | 減碼 |
| Bessemer Group Inc | 119,900 | $6,178 萬 | 0.08% | −3,024−2.5% | 減碼 |
| Teacher Retirement System of Texas | 119,688 | $6,167 萬 | 0.17% | +66,393+124.6% | 加碼 |
| Castle Hook Partners LP | 118,710 | $6,116 萬 | 0.66% | +103,710+691.4% | 加碼 |
| Vanguard Investments Australia, Ltd. | 117,956 | $6,077 萬 | 0.15% | +2,483+2.2% | 加碼 |
| Toronto Dominion Bank | 117,016 | $6,029 萬 | 0.10% | −61,239−34.4% | 減碼 |
| Credit Agricole S A | 116,024 | $5,978 萬 | 0.15% | +21,547+22.8% | 加碼 |
| RBF Capital, LLC | 114,955 | $5,923 萬 | 2.48% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 113,570 | $5,851 萬 | 0.13% | +22,938+25.3% | 加碼 |
| Virginia Retirement Systems Et Al | 108,123 | $5,571 萬 | 0.33% | +9,558+9.7% | 加碼 |
| Smith Group Asset Management, LLC | 106,872 | $5,506 萬 | 2.24% | +7,677+7.7% | 加碼 |
| Asset Management One Co.,Ltd. | 105,909 | $5,457 萬 | 0.14% | +6,424+6.5% | 加碼 |
| Pictet Asset Management Holding SA | 105,766 | $5,449 萬 | 0.05% | +404+0.4% | 加碼 |
| Swiss Life Asset Management Ltd | 104,608 | $5,390 萬 | 0.22% | +23,899+29.6% | 加碼 |
| KLP Kapitalforvaltning AS | 103,560 | $5,336 萬 | 0.17% | +7,200+7.5% | 加碼 |
| Mackenzie Financial Corp | 99,925 | $5,148 萬 | 0.05% | +10,504+11.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 130,549 | $5,059 萬 | 0.09% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,380 | $4,914 萬 | 0.23% | +34,800+57.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 95,196 | $4,905 萬 | 0.03% | −208,303−68.6% | 減碼 |
| 3G Capital Partners LP | 95,000 | $4,895 萬 | 13.11% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 93,780 | $4,832 萬 | 0.14% | −14,919−13.7% | 減碼 |
| State of Tennessee, Treasury Department | 93,055 | $4,794 萬 | 0.14% | +8,154+9.6% | 加碼 |
| Public Employees Retirement System of Ohio | 92,243 | $4,753 萬 | 0.14% | −4,689−4.8% | 減碼 |
| Guggenheim Capital LLC | 88,981 | $4,585 萬 | 0.30% | +17,896+25.2% | 加碼 |
| Mediolanum International Funds Ltd | 90,588 | $4,518 萬 | 0.39% | +39,836+78.5% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 87,063 | $4,486 萬 | 0.06% | −10,491−10.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 86,674 | $4,466 萬 | 0.39% | +35,643+69.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 83,932 | $4,324 萬 | 0.03% | +25,025+42.5% | 加碼 |
| Discovery Capital Management, LLC | 83,040 | $4,278 萬 | 1.78% | +32,400+64.0% | 加碼 |
| Logan Capital Management Inc | 82,390 | $4,245 萬 | 1.58% | +82,390 | 新進 |
| Creative Planning | 81,178 | $4,183 萬 | 0.02% | +2,484+3.2% | 加碼 |
| Nissay Asset Management Corp | 80,992 | $4,173 萬 | 0.18% | +5,185+6.8% | 加碼 |
| Pacer Advisors, Inc. | 80,925 | $4,170 萬 | 0.11% | +17,574+27.7% | 加碼 |
| Zevenbergen Capital Investments LLC | 80,571 | $4,151 萬 | 0.95% | −4,628−5.4% | 減碼 |
| Daiwa Securities Group Inc. | 79,921 | $4,118 萬 | 0.09% | +2,422+3.1% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 78,217 | $4,024 萬 | 0.25% | −2,487−3.1% | 減碼 |
| Czech National Bank | 76,580 | $3,946 萬 | 0.22% | +2,774+3.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 76,385 | $3,936 萬 | 0.31% | +6,944+10.0% | 加碼 |
| Signature Estate & Investment Advisors LLC | 76,361 | $3,934 萬 | 0.71% | +74,349+3,695.3% | 加碼 |
| Cetera Investment Advisers | 75,920 | $3,912 萬 | 0.04% | +5,727+8.2% | 加碼 |
| Braun Stacey Associates Inc | 75,836 | $3,907 萬 | 1.11% | +403+0.5% | 加碼 |
| Steadview Capital Management LLC | 75,290 | $3,879 萬 | 11.67% | −14,160−15.8% | 減碼 |
| State of Michigan Retirement System | 75,000 | $3,864 萬 | 0.17% | 00.0% | 不變 |
| State of New Jersey Common Pension Fund D | 74,246 | $3,825 萬 | 0.13% | −4,669−5.9% | 減碼 |
| CIBC World Markets Inc. | 73,731 | $3,799 萬 | 0.06% | +7,721+11.7% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,371 | $3,780 萬 | 0.07% | +8,333+12.8% | 加碼 |
| Beacon Pointe Advisors, LLC | 73,306 | $3,777 萬 | 0.18% | +66,308+947.5% | 加碼 |
| Bank of Nova Scotia | 72,584 | $3,740 萬 | 0.06% | +38,426+112.5% | 加碼 |
| Advisor Group Holdings, Inc. | 71,812 | $3,697 萬 | 0.04% | +228+0.3% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 71,597 | $3,689 萬 | 0.17% | −3,606−4.8% | 減碼 |