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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 31,335 | $1,614 萬 | 0.02% | −32,362−50.8% | 減碼 |
| Fideuram Asset Management (Ireland) dac | 35,130 | $1,596 萬 | 0.31% | +34,848+12,357.4% | 加碼 |
| General Equity Holdings LP | 30,918 | $1,593 萬 | 9.51% | −4,702−13.2% | 減碼 |
| Vontobel Holding Ltd. | 30,771 | $1,585 萬 | 0.05% | −595−1.9% | 減碼 |
| Ardmore Road Asset Management LP | 30,000 | $1,546 萬 | 0.91% | +30,000 | 新進 |
| Varma Mutual Pension Insurance Co | 29,600 | $1,525 萬 | 0.08% | −6,000−16.9% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 29,431 | $1,516 萬 | 0.49% | +29,431 | 新進 |
| Thoroughbred Financial Services, LLC | 29,367 | $1,513 萬 | 0.73% | +364+1.3% | 加碼 |
| Public Employees Retirement Association of Colorado | 29,207 | $1,505 萬 | 0.05% | −509−1.7% | 減碼 |
| Nishkama Capital, LLC | 29,171 | $1,503 萬 | 1.70% | +29,171 | 新進 |
| Ci Investments Inc. | 28,884 | $1,488 萬 | 0.05% | −79,682−73.4% | 減碼 |
| Hancock Whitney Corp | 28,698 | $1,479 萬 | 0.25% | +8,688+43.4% | 加碼 |
| Rockefeller Capital Management L.P. | 28,330 | $1,460 萬 | 0.02% | −1,807−6.0% | 減碼 |
| Armistice Capital, LLC | 28,228 | $1,454 萬 | 0.40% | +3,806+15.6% | 加碼 |
| WCG Wealth Advisors LLC | 28,111 | $1,448 萬 | 0.34% | +562+2.0% | 加碼 |
| Cunning Capital Partners, LP | 28,037 | $1,445 萬 | 5.83% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 27,876 | $1,435 萬 | 0.48% | −2,790−9.1% | 減碼 |
| Norinchukin Bank, The | 27,711 | $1,428 萬 | 0.14% | +221+0.8% | 加碼 |
| CI Private Wealth, LLC | 27,518 | $1,418 萬 | 0.02% | −110,400−80.0% | 減碼 |
| Mutual of America Capital Management LLC | 27,520 | $1,418 萬 | 0.14% | −1,301−4.5% | 減碼 |
| Proem Advisors LLC | 27,500 | $1,417 萬 | 2.91% | −11,000−28.6% | 減碼 |
| Crossmark Global Holdings, Inc. | 27,424 | $1,413 萬 | 0.18% | −123−0.4% | 減碼 |
| Nisa Investment Advisors, LLC | 27,390 | $1,411 萬 | 0.04% | −6,634−19.5% | 減碼 |
| M&T Bank Corp | 27,201 | $1,401 萬 | 0.04% | −20.0% | 減碼 |
| Mercer Global Advisors Inc | 27,013 | $1,392 萬 | 0.02% | +1,170+4.5% | 加碼 |
| CWM Advisors, LLC | 26,700 | $1,376 萬 | 0.57% | +2,180+8.9% | 加碼 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 26,640 | $1,373 萬 | 0.31% | −14,522−35.3% | 減碼 |
| Jacobson & Schmitt Advisors, LLC | 26,410 | $1,361 萬 | 2.22% | −2,292−8.0% | 減碼 |
| State of Alaska, Department of Revenue | 26,362 | $1,358 萬 | 0.13% | +209+0.8% | 加碼 |
| MUFG Securities EMEA plc | 26,006 | $1,340 萬 | 0.14% | +14,904+134.2% | 加碼 |
| OP Asset Management Ltd | 25,654 | $1,322 萬 | 0.14% | +2,183+9.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 25,653 | $1,322 萬 | 0.03% | +1,921+8.1% | 加碼 |
| Nutshell Asset Management Ltd | 25,530 | $1,315 萬 | 4.39% | +25,530 | 新進 |
| FirstWave Capital Management LLC | 25,426 | $1,310 萬 | 5.79% | +5,553+27.9% | 加碼 |
| Cantor Fitzgerald, L. P. | 25,358 | $1,307 萬 | 0.25% | −91,095−78.2% | 減碼 |
| 1832 Asset Management L.P. | 25,298 | $1,303 萬 | 0.02% | −129,872−83.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 25,163 | $1,296 萬 | 0.04% | −212−0.8% | 減碼 |
| Glynn Capital Management LLC | 25,117 | $1,294 萬 | 3.56% | +4,429+21.4% | 加碼 |
| ASR Vermogensbeheer N.V. | 25,108 | $1,294 萬 | 0.13% | +2,017+8.7% | 加碼 |
| Profund Advisors LLC | 25,016 | $1,289 萬 | 0.35% | +1,885+8.1% | 加碼 |
| Venture Visionary Partners LLC | 24,860 | $1,281 萬 | 0.36% | +237+1.0% | 加碼 |
| Sierra Summit Advisors LLC | 24,803 | $1,278 萬 | 1.43% | −1,359−5.2% | 減碼 |
| Yousif Capital Management, LLC | 24,626 | $1,269 萬 | 0.14% | −1,907−7.2% | 減碼 |
| Investment Management Corp of Ontario | 24,306 | $1,252 萬 | 0.16% | +6,080+33.4% | 加碼 |
| Motley Fool Asset Management LLC | 24,257 | $1,250 萬 | 0.48% | −8,174−25.2% | 減碼 |
| Toroso Investments, LLC | 24,197 | $1,247 萬 | 0.03% | −11,001−31.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 24,065 | $1,240 萬 | 0.02% | −117−0.5% | 減碼 |
| Cresset Asset Management, LLC | 23,937 | $1,233 萬 | 0.04% | −161−0.7% | 減碼 |
| Generali Asset Management SPA SGR | 23,928 | $1,233 萬 | 0.22% | +1,358+6.0% | 加碼 |
| Eurizon Capital SGR S.p.A. | 23,854 | $1,228 萬 | 0.03% | −4,363−15.5% | 減碼 |
| MAI Capital Management | 23,451 | $1,208 萬 | 0.05% | +128+0.5% | 加碼 |
| QRG Capital Management, Inc. | 23,147 | $1,193 萬 | 0.10% | +424+1.9% | 加碼 |
| Cornerstone Advisors, LLC | 23,028 | $1,186 萬 | 0.39% | +4,410+23.7% | 加碼 |
| CAPROCK Group, Inc. | 22,816 | $1,176 萬 | 0.23% | +1,847+8.8% | 加碼 |
| Oppenheimer & Co Inc | 22,706 | $1,170 萬 | 0.12% | −1,473−6.1% | 減碼 |
| Kelly Lawrence W & Associates Inc | 22,648 | $1,167 萬 | 2.49% | +22,648 | 新進 |
| Penserra Capital Management LLC | 22,576 | $1,163 萬 | 0.09% | +7,315+47.9% | 加碼 |
| Bienville Capital Management, LLC | 22,444 | $1,156 萬 | 1.67% | +6,243+38.5% | 加碼 |
| HighTower Advisors, LLC | 22,190 | $1,143 萬 | 0.01% | +50.0% | 加碼 |
| Commonwealth Equity Services, LLC | 22,084 | $1,138 萬 | 0.01% | −2,433−9.9% | 減碼 |
| Seldon Capital LP | 21,935 | $1,130 萬 | 3.54% | +21,935 | 新進 |
| Stratos Wealth Partners, LTD. | 21,758 | $1,121 萬 | 0.11% | −1,060−4.6% | 減碼 |
| Second Line Capital, LLC | 21,752 | $1,121 萬 | 2.09% | +167+0.8% | 加碼 |
| Private Advisor Group, LLC | 21,553 | $1,110 萬 | 0.05% | +8,336+63.1% | 加碼 |
| Empower Advisory Group, LLC | 21,551 | $1,110 萬 | 0.03% | +5,255+32.2% | 加碼 |
| X-Square Capital, LLC | 21,343 | $1,100 萬 | 2.79% | +4,564+27.2% | 加碼 |
| Cerity Partners LLC | 21,108 | $1,087 萬 | 0.01% | +3,234+18.1% | 加碼 |
| Mizuho Securities USA LLC | 21,063 | $1,085 萬 | 0.18% | +4,680+28.6% | 加碼 |
| Elo Mutual Pension Insurance Co | 20,871 | $1,075 萬 | 0.14% | +5,006+31.6% | 加碼 |
| Marex Group plc | 20,355 | $1,049 萬 | 0.08% | −17,038−45.6% | 減碼 |
| Man Group plc | 20,303 | $1,046 萬 | 0.02% | −25,164−55.3% | 減碼 |
| Park Avenue Securities LLC | 20,294 | $1,046 萬 | 0.07% | +2,854+16.4% | 加碼 |
| Brinker Capital Investments, LLC | 20,073 | $1,034 萬 | 0.08% | +3,885+24.0% | 加碼 |
| Allstate Corp | 20,063 | $1,034 萬 | 0.10% | +3,735+22.9% | 加碼 |
| Telemark Asset Management, LLC | 20,000 | $1,030 萬 | 0.74% | 00.0% | 不變 |
| Davidson Kempner Capital Management LP | 20,000 | $1,030 萬 | 0.17% | +20,000 | 新進 |
| Headwater Capital Co Ltd | 20,000 | $1,030 萬 | 2.09% | +20,000 | 新進 |
| Jane Street Group, LLC | 19,898 | $1,025 萬 | 0.01% | +5,837+41.5% | 加碼 |
| Oak Ridge Investments LLC | 19,767 | $1,018 萬 | 0.58% | −367−1.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 19,607 | $1,010 萬 | 0.10% | +2,853+17.0% | 加碼 |
| Ethic Inc. | 19,177 | $988.1 萬 | 0.12% | +2,525+15.2% | 加碼 |
| GWM Advisors LLC | 19,159 | $987.1 萬 | 0.03% | −8,008−29.5% | 減碼 |
| Donaldson Capital Management, LLC | 18,904 | $974.0 萬 | 0.28% | −1,991−9.5% | 減碼 |
| Advisory Services Network, LLC | 18,847 | $971.0 萬 | 0.11% | −4,573−19.5% | 減碼 |
| TrimTabs Asset Management, LLC | 18,838 | $970.6 萬 | 1.78% | +296+1.6% | 加碼 |
| J. Safra Sarasin Holding AG | 19,503 | $970.4 萬 | 0.14% | +15,390+374.2% | 加碼 |
| Vestcor Inc | 18,741 | $965.6 萬 | 0.24% | +715+4.0% | 加碼 |
| E Fund Management Co., Ltd. | 18,335 | $944.7 萬 | 0.21% | +749+4.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 18,243 | $939.9 萬 | 0.19% | −25,163−58.0% | 減碼 |
| Brown Advisory Inc | 18,006 | $927.7 萬 | 0.01% | −36−0.2% | 減碼 |
| Centaurus Financial, Inc. | 17,636 | $908.7 萬 | 0.35% | −2,120−10.7% | 減碼 |
| EFG International AG | 17,633 | $908.1 萬 | 0.17% | +40+0.2% | 加碼 |
| Broadleaf Partners, LLC | 17,545 | $904.0 萬 | 1.75% | +7,855+81.1% | 加碼 |
| Gulf International Bank (UK) Ltd | 17,537 | $903.5 萬 | 0.18% | −311−1.7% | 減碼 |
| Loup Funds, LLC | 17,474 | $900.3 萬 | 4.09% | +7,691+78.6% | 加碼 |
| Exchange Traded Concepts, LLC | 16,932 | $872.4 萬 | 0.04% | +11,761+227.4% | 加碼 |
| IMC-Chicago, LLC | 16,924 | $872.0 萬 | 0.08% | −19,468−53.5% | 減碼 |
| Jefferies Financial Group Inc. | 16,201 | $834.7 萬 | 0.08% | +13,177+435.7% | 加碼 |
| Saudi Central Bank | 16,070 | $828.0 萬 | 0.11% | +7,555+88.7% | 加碼 |
| Patton Albertson Miller Group, LLC | 15,925 | $820.5 萬 | 0.82% | +426+2.7% | 加碼 |