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 |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 71,370 | $3,677 萬 | 1.06% | 00.0% | 不變 |
| Blue Sparrow, LLC | 70,600 | $3,638 萬 | 0.35% | +48,500+219.5% | 加碼 |
| MetLife Investment Management | 70,504 | $3,633 萬 | 0.16% | −3,048−4.1% | 減碼 |
| Empowered Funds, LLC | 68,677 | $3,538 萬 | 0.19% | −5,956−8.0% | 減碼 |
| Zweig-DiMenna Associates LLC | 68,675 | $3,538 萬 | 3.21% | −12,275−15.2% | 減碼 |
| Xponance, Inc. | 68,608 | $3,535 萬 | 0.22% | −841−1.2% | 減碼 |
| Metavasi Capital LP | 68,398 | $3,524 萬 | 13.70% | +7,231+11.8% | 加碼 |
| Nykredit A/S | 68,362 | $3,522 萬 | 0.13% | +68,362 | 新進 |
| Ferguson Wellman Capital Management, Inc | 67,092 | $3,457 萬 | 0.42% | +1,948+3.0% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 66,928 | $3,448 萬 | 0.26% | −22,200−24.9% | 減碼 |
| Tredje AP-fonden | 66,900 | $3,447 萬 | 0.16% | −1,668−2.4% | 減碼 |
| Resona Asset Management Co.,Ltd. | 66,572 | $3,406 萬 | 0.16% | −4,624−6.5% | 減碼 |
| Stifel Financial Corp | 66,015 | $3,401 萬 | 0.03% | −19,552−22.8% | 減碼 |
| SEB Asset Management AB | 65,671 | $3,384 萬 | 0.13% | −2,706−4.0% | 減碼 |
| Silvant Capital Management LLC | 65,584 | $3,379 萬 | 0.98% | +9,230+16.4% | 加碼 |
| Mane Global Capital Management LP | 65,258 | $3,362 萬 | 2.78% | +64,646+10,563.1% | 加碼 |
| TIAA Wealth Investment Management LLC | 64,983 | $3,348 萬 | 0.22% | −7,208−10.0% | 減碼 |
| TFJ Management, LLC | 64,420 | $3,319 萬 | 21.63% | +1,548+2.5% | 加碼 |
| Arizona State Retirement System | 63,700 | $3,282 萬 | 0.17% | +493+0.8% | 加碼 |
| Renaissance Group LLC | 63,304 | $3,262 萬 | 1.32% | −4,151−6.2% | 減碼 |
| Rakuten Investment Management, Inc. | 65,389 | $3,261 萬 | 0.09% | +9,040+16.0% | 加碼 |
| Temasek Holdings (Private) Ltd | 62,825 | $3,237 萬 | 0.09% | −68,997−52.3% | 減碼 |
| Flputnam Investment Management Co | 62,694 | $3,230 萬 | 0.38% | −4,866−7.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 62,436 | $3,217 萬 | 0.15% | −4,131−6.2% | 減碼 |
| GF Fund Management Co. Ltd. | 61,743 | $3,181 萬 | 0.38% | −19,825−24.3% | 減碼 |
| Commerce Bank | 61,611 | $3,174 萬 | 0.14% | −6,335−9.3% | 減碼 |
| Capricorn Fund Managers Ltd | 61,276 | $3,157 萬 | 2.52% | +61,276 | 新進 |
| Ossiam | 60,191 | $3,101 萬 | 0.41% | +5,692+10.4% | 加碼 |
| Ofi Invest Asset Management | 68,739 | $3,098 萬 | 0.31% | +9,615+16.3% | 加碼 |
| Hiddenite Capital Partners LP | 60,000 | $3,091 萬 | 7.60% | +20,000+50.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,425 | $3,062 萬 | 0.15% | −3,703−5.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 57,093 | $2,942 萬 | 0.20% | −714−1.2% | 減碼 |
| Erste Asset Management GmbH | 58,937 | $2,940 萬 | 0.23% | +47,833+430.8% | 加碼 |
| Retirement Systems of Alabama | 56,518 | $2,912 萬 | 0.09% | −1,030−1.8% | 減碼 |
| Woodline Partners LP | 56,469 | $2,909 萬 | 0.09% | +12,945+29.7% | 加碼 |
| Mariner, LLC | 55,956 | $2,883 萬 | 0.03% | −17,208−23.5% | 減碼 |
| Owl Creek Asset Management, L.P. | 54,304 | $2,798 萬 | 2.48% | +45,793+538.0% | 加碼 |
| Allianz Asset Management GmbH | 54,166 | $2,791 萬 | 0.03% | +20,647+61.6% | 加碼 |
| EULAV Asset Management | 54,003 | $2,782 萬 | 0.89% | 00.0% | 不變 |
| MML Investors Services, LLC | 53,654 | $2,764 萬 | 0.06% | −475−0.9% | 減碼 |
| IFM Investors Pty Ltd | 52,804 | $2,721 萬 | 0.18% | +5,885+12.5% | 加碼 |
| Public Sector Pension Investment Board | 52,608 | $2,711 萬 | 0.07% | −120−0.2% | 減碼 |
| Amalgamated Bank | 51,653 | $2,661 萬 | 0.18% | −5,474−9.6% | 減碼 |
| Janney Montgomery Scott LLC | 51,543 | $2,656 萬 | 0.05% | +3,833+8.0% | 加碼 |
| Prudential PLC | 49,015 | $2,525 萬 | 0.18% | +957+2.0% | 加碼 |
| Jones Financial Companies LLLP | 52,740 | $2,516 萬 | 0.01% | −16,493−23.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 48,181 | $2,482 萬 | 0.01% | +8,377+21.0% | 加碼 |
| Macquarie Group Ltd | 47,782 | $2,462 萬 | 0.11% | +14,892+45.3% | 加碼 |
| Pinebridge Investments LLC | 47,029 | $2,423 萬 | 0.20% | +5,561+13.4% | 加碼 |
| Van Eck Associates Corp | 46,943 | $2,419 萬 | 0.01% | +43,459+1,247.4% | 加碼 |
| Sanctuary Advisors, LLC | 46,508 | $2,396 萬 | 0.11% | +13,143+39.4% | 加碼 |
| UniSuper Management Pty Ltd | 46,491 | $2,395 萬 | 0.12% | +1,247+2.8% | 加碼 |
| Fifth Third Bancorp | 46,352 | $2,388 萬 | 0.04% | −313−0.7% | 減碼 |
| AMF Pensionsforsakring AB | 45,925 | $2,366 萬 | 0.14% | +2,267+5.2% | 加碼 |
| Ibex Wealth Advisors | 45,867 | $2,363 萬 | 1.85% | +134+0.3% | 加碼 |
| iA Global Asset Management Inc. | 44,408 | $2,288 萬 | 0.27% | −18,833−29.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 39,644 | $2,238 萬 | 0.03% | −142,358−78.2% | 減碼 |
| Wealthfront Advisers LLC | 43,377 | $2,235 萬 | 0.04% | +4,544+11.7% | 加碼 |
| Calamos Advisors LLC | 43,358 | $2,234 萬 | 0.08% | −6,245−12.6% | 減碼 |
| Selkirk Management LLC | 43,100 | $2,221 萬 | 7.71% | −5,600−11.5% | 減碼 |
| Pathstone Holdings, LLC | 42,683 | $2,203 萬 | 0.06% | +16,213+61.3% | 加碼 |
| Investment House LLC | 42,657 | $2,198 萬 | 0.99% | −2,840−6.2% | 減碼 |
| TD Waterhouse Canada Inc. | 38,903 | $2,198 萬 | 0.06% | +3,086+8.6% | 加碼 |
| Captrust Financial Advisors | 42,165 | $2,172 萬 | 0.03% | −5,503−11.5% | 減碼 |
| Fund 1 Investments, LLC | 41,250 | $2,125 萬 | 3.74% | −8,716−17.4% | 減碼 |
| US Bancorp | 40,712 | $2,098 萬 | 0.02% | +11,148+37.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 40,705 | $2,097 萬 | 0.14% | +640+1.6% | 加碼 |
| Andra AP-fonden | 40,306 | $2,077 萬 | 0.24% | −24,360−37.7% | 減碼 |
| JustInvest LLC | 40,258 | $2,074 萬 | 0.17% | +2,787+7.4% | 加碼 |
| KCM Capital Inc | 40,000 | $2,061 萬 | 3.37% | 00.0% | 不變 |
| Cozad Asset Management Inc | 39,211 | $2,020 萬 | 1.31% | +1,941+5.2% | 加碼 |
| Natixis | 38,796 | $1,999 萬 | 0.09% | +36,662+1,718.0% | 加碼 |
| Panagora Asset Management Inc | 38,446 | $1,981 萬 | 0.06% | −38,902−50.3% | 減碼 |
| Nomura Holdings Inc | 37,640 | $1,939 萬 | 0.08% | +21,927+139.5% | 加碼 |
| New York Life Investment Management LLC | 37,398 | $1,927 萬 | 0.13% | −3,427−8.4% | 減碼 |
| Vident Advisory, LLC | 37,290 | $1,921 萬 | 0.14% | −78,855−67.9% | 減碼 |
| Illinois Municipal Retirement Fund | 37,262 | $1,920 萬 | 0.22% | −22,081−37.2% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 37,150 | $1,914 萬 | 0.16% | −15,100−28.9% | 減碼 |
| CIBC Bancorp USA Inc. | 37,030 | $1,906 萬 | 0.02% | −9,675−20.7% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 36,734 | $1,893 萬 | 0.13% | −9,323−20.2% | 減碼 |
| Utah Retirement Systems | 36,438 | $1,877 萬 | 0.18% | −2,310−6.0% | 減碼 |
| Truist Financial Corp | 36,365 | $1,874 萬 | 0.02% | +916+2.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 35,980 | $1,854 萬 | 0.14% | −697−1.9% | 減碼 |
| La Banque Postale Asset Management SA | 35,885 | $1,849 萬 | 0.18% | −9,371−20.7% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 35,868 | $1,848 萬 | 0.26% | −5,084−12.4% | 減碼 |
| Federated Hermes, Inc. | 35,624 | $1,835 萬 | 0.03% | +5,620+18.7% | 加碼 |
| Kinetic Partners Management, LP | 34,786 | $1,792 萬 | 0.43% | −21,100−37.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 34,436 | $1,773 萬 | 0.08% | −44,123−56.2% | 減碼 |
| British Columbia Investment Management Corp | 34,397 | $1,772 萬 | 0.11% | +2,603+8.2% | 加碼 |
| Aptus Capital Advisors, LLC | 34,155 | $1,760 萬 | 0.13% | +538+1.6% | 加碼 |
| Millennium Management LLC | 34,067 | $1,755 萬 | 0.01% | −10,437−23.5% | 減碼 |
| Shelton Capital Management | 33,998 | $1,752 萬 | 0.32% | −1,430−4.0% | 減碼 |
| Louisiana State Employees Retirement System | 33,400 | $1,721 萬 | 0.26% | −600−1.8% | 減碼 |
| Freshford Capital Management, LLC | 33,180 | $1,710 萬 | 5.85% | +457+1.4% | 加碼 |
| Oregon Public Employees Retirement Fund | 33,066 | $1,704 萬 | 0.18% | +2,042+6.6% | 加碼 |
| Capital International Sarl | 32,358 | $1,667 萬 | 0.24% | +16,350+102.1% | 加碼 |
| UNICOM Systems, Inc. | 31,900 | $1,644 萬 | 1.07% | 00.0% | 不變 |
| Colony Group, LLC | 31,803 | $1,639 萬 | 0.02% | −14,245−30.9% | 減碼 |
| Vinva Investment Management Ltd | 32,694 | $1,631 萬 | 0.11% | +6,243+23.6% | 加碼 |
| Maxi Investments CY Ltd | 31,384 | $1,617 萬 | 3.27% | +3,884+14.1% | 加碼 |