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 |
|---|---|---|---|---|---|
| China Universal Asset Management Co., Ltd. | 15,756 | $811.8 萬 | 0.49% | +568+3.7% | 加碼 |
| Lazard Asset Management LLC | 15,743 | $811.1 萬 | 0.01% | −750−4.5% | 減碼 |
| Perigon Wealth Management, LLC | 15,558 | $801.6 萬 | 0.13% | +556+3.7% | 加碼 |
| Omers Administration Corp | 15,349 | $790.8 萬 | 0.05% | +1,454+10.5% | 加碼 |
| Thrivent Financial for Lutherans | 15,135 | $776.1 萬 | 0.01% | −2,227−12.8% | 減碼 |
| Kentucky Retirement Systems | 15,051 | $775.5 萬 | 0.19% | +15,051 | 新進 |
| United Asset Strategies, Inc. | 14,923 | $768.9 萬 | 0.54% | +14,923 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 14,927 | $767.0 萬 | 0.03% | +700+4.9% | 加碼 |
| Hartford Investment Management Co | 14,870 | $766.1 萬 | 0.22% | −581−3.8% | 減碼 |
| Abn Amro Investment Solutions | 14,853 | $765.3 萬 | 0.07% | +2,072+16.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 15,584 | $764.3 萬 | 0.01% | −237−1.5% | 減碼 |
| Intech Investment Management LLC | 14,797 | $762.4 萬 | 0.07% | +5,790+64.3% | 加碼 |
| Zacks Investment Management | 14,571 | $750.8 萬 | 0.05% | +788+5.7% | 加碼 |
| Convergence Investment Partners, LLC | 14,470 | $745.5 萬 | 0.71% | +10,608+274.7% | 加碼 |
| Edgewood Management LLC | 14,400 | $741.9 萬 | 0.08% | 00.0% | 不變 |
| Assetmark, Inc | 14,214 | $732.3 萬 | 0.01% | −1,578−10.0% | 減碼 |
| Geneos Wealth Management Inc. | 14,060 | $724.4 萬 | 0.15% | +11,133+380.4% | 加碼 |
| Benchmark Investment Advisors LLC | 14,034 | $723.1 萬 | 3.17% | −1,026−6.8% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 14,031 | $722.9 萬 | 0.13% | +14,031 | 新進 |
| Generate Investment Management Ltd | 14,025 | $722.6 萬 | 0.30% | +14,025 | 新進 |
| Callan Family Office, LLC | 13,959 | $719.2 萬 | 0.14% | −3,039−17.9% | 減碼 |
| Brookstone Capital Management | 13,901 | $716.2 萬 | 0.07% | −1,276−8.4% | 減碼 |
| Hartline Investment Corp | 13,894 | $715.9 萬 | 0.62% | +13,894 | 新進 |
| Massachusetts Financial Services Co | 13,800 | $711.0 萬 | 0.00% | −973,320−98.6% | 減碼 |
| Balboa Wealth Partners | 13,752 | $708.5 萬 | 0.96% | +112+0.8% | 加碼 |
| Horizon Investment Services, LLC | 13,691 | $705.4 萬 | 1.96% | −730−5.1% | 減碼 |
| Horizon Investments, LLC | 13,612 | $701.3 萬 | 0.08% | +7,481+122.0% | 加碼 |
| New Mexico Educational Retirement Board | 13,500 | $695.6 萬 | 0.17% | +1,100+8.9% | 加碼 |
| Purpose Unlimited Inc. | 13,500 | $695.6 萬 | 0.27% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 12,290 | $693.9 萬 | 0.68% | +12,290 | 新進 |
| Ameritas Investment Partners, Inc. | 13,396 | $690.2 萬 | 0.18% | −122−0.9% | 減碼 |
| Diversify Wealth Management, LLC | 16,707 | $689.5 萬 | 0.12% | −483−2.8% | 減碼 |
| Diversify Advisory Services, LLC | 16,707 | $689.5 萬 | 0.12% | +16,707 | 新進 |
| Danica Pension, Livsforsikringsaktieselskab | 13,376 | $689.2 萬 | 0.11% | +578+4.5% | 加碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 13,320 | $686.3 萬 | 1.10% | +13,320 | 新進 |
| Farther Finance Advisors, LLC | 13,271 | $683.2 萬 | 0.05% | +398+3.1% | 加碼 |
| Oddo BHF Asset Management SAS | 13,236 | $682.0 萬 | 0.32% | +1,156+9.6% | 加碼 |
| Seascape Capital Management | 13,191 | $679.6 萬 | 1.63% | +124+0.9% | 加碼 |
| Squarepoint Ops LLC | 12,895 | $664.4 萬 | 0.01% | +5,691+79.0% | 加碼 |
| Maryland State Retirement & Pension System | 12,793 | $659.1 萬 | 0.11% | +892+7.5% | 加碼 |
| AE Wealth Management LLC | 12,667 | $652.6 萬 | 0.03% | +2,045+19.3% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 12,610 | $649.7 萬 | 0.21% | +760+6.4% | 加碼 |
| Quartz Partners, LLC | 12,603 | $649.3 萬 | 2.13% | −155−1.2% | 減碼 |
| CWA Asset Management Group, LLC | 12,362 | $636.9 萬 | 0.20% | +638+5.4% | 加碼 |
| Integrated Financial Solutions, Inc. | 12,344 | $636.0 萬 | 3.44% | +1,072+9.5% | 加碼 |
| Mount Yale Investment Advisors, LLC | 12,309 | $634.2 萬 | 0.12% | +1,569+14.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 12,250 | $631.2 萬 | 0.27% | −138−1.1% | 減碼 |
| Overbrook Management Corp | 12,111 | $624.0 萬 | 0.94% | −17,070−58.5% | 減碼 |
| Clearline Capital LP | 12,049 | $620.8 萬 | 0.40% | +12,049 | 新進 |
| Foundations Investment Advisors, LLC | 11,837 | $609.9 萬 | 0.06% | +840+7.6% | 加碼 |
| Smithbridge Asset Management Inc | 11,765 | $606.2 萬 | 0.83% | −348−2.9% | 減碼 |
| Capital International Ltd | 11,599 | $597.6 萬 | 0.20% | +5,789+99.6% | 加碼 |
| NewEdge Wealth, LLC | 11,393 | $587.0 萬 | 0.06% | +181+1.6% | 加碼 |
| LGT Group Foundation | 11,300 | $582.2 萬 | 0.07% | −138−1.2% | 減碼 |
| United Capital Financial Advisers, LLC | 11,262 | $580.2 萬 | 0.03% | +1,073+10.5% | 加碼 |
| Dnca Finance | 11,100 | $571.9 萬 | 0.28% | +200+1.8% | 加碼 |
| K2 Principal Fund, L.P. | 11,079 | $570.8 萬 | 0.52% | +1,011+10.0% | 加碼 |
| LGT Fund Management Co Ltd. | 11,069 | $570.3 萬 | 0.24% | −821−6.9% | 減碼 |
| Phoenix Holdings Ltd. | 11,201 | $570.1 萬 | 0.04% | +717+6.8% | 加碼 |
| Militia Capital Management LLC | 11,000 | $566.8 萬 | 1.02% | +3,000+37.5% | 加碼 |
| Prakash Investment Advisors LLC | 10,910 | $562.1 萬 | 3.48% | −1,875−14.7% | 減碼 |
| Worldquant Millennium Advisors LLC | 10,872 | $560.2 萬 | 0.02% | +10,872 | 新進 |
| Leeward Financial Partners, LLC | 10,807 | $556.8 萬 | 1.46% | −1,820−14.4% | 減碼 |
| TCG Advisory Services, LLC | 10,683 | $550.4 萬 | 0.10% | +1,250+13.3% | 加碼 |
| Trilogy Capital Inc. | 10,625 | $547.4 萬 | 0.21% | +3,471+48.5% | 加碼 |
| Arkadios Wealth Advisors | 10,614 | $546.8 萬 | 0.08% | −503−4.5% | 減碼 |
| Los Angeles Capital Management LLC | 10,525 | $542.3 萬 | 0.02% | +2,909+38.2% | 加碼 |
| First Foundation Advisors | 10,384 | $535.0 萬 | 0.19% | −500−4.6% | 減碼 |
| GSG Advisors LLC | 10,314 | $531.4 萬 | 1.17% | +6+0.1% | 加碼 |
| PKO Investment Management Joint-Stock Co | 10,200 | $525.5 萬 | 0.38% | −300−2.9% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 10,144 | $522.6 萬 | 0.12% | −100−1.0% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 10,131 | $522.0 萬 | 0.19% | +552+5.8% | 加碼 |
| Navellier & Associates Inc | 10,053 | $518.0 萬 | 0.41% | −14,312−58.7% | 減碼 |
| Independent Solutions Wealth Management, LLC | 10,020 | $516.3 萬 | 0.67% | −570−5.4% | 減碼 |
| Beacon Harbor Wealth Advisors, Inc. | 13,031 | $515.9 萬 | 1.01% | +807+6.6% | 加碼 |
| Bailard, Inc. | 9,942 | $512.3 萬 | 0.10% | −1,809−15.4% | 減碼 |
| ABN AMRO Bank N.V. | 10,083 | $508.3 萬 | 0.07% | +7,163+245.3% | 加碼 |
| Liontrust Investment Partners LLP | 9,839 | $506.9 萬 | 0.07% | −10,433−51.5% | 減碼 |
| Sequoia Financial Advisors, LLC | 9,837 | $506.8 萬 | 0.03% | +508+5.4% | 加碼 |
| Mitchell Capital Management Co | 9,762 | $503.0 萬 | 0.76% | +241+2.5% | 加碼 |
| Morse Asset Management, Inc | 9,658 | $497.6 萬 | 0.82% | +2,538+35.6% | 加碼 |
| Independent Financial Group, LLC | 9,577 | $493.5 萬 | 0.09% | +2,286+31.4% | 加碼 |
| Capital International Inc | 9,564 | $492.8 萬 | 0.03% | +3,550+59.0% | 加碼 |
| Virtue Capital Management, LLC | 9,542 | $491.6 萬 | 0.66% | +6,249+189.8% | 加碼 |
| Segment Wealth Management, LLC | 9,506 | $489.8 萬 | 0.25% | +179+1.9% | 加碼 |
| Kestra Advisory Services, LLC | 9,497 | $489.3 萬 | 0.02% | +55+0.6% | 加碼 |
| Summit Trail Advisors, LLC | 9,325 | $480.5 萬 | 0.06% | −410−4.2% | 減碼 |
| Bokf, NA | 9,208 | $474.4 萬 | 0.07% | +62+0.7% | 加碼 |
| Ritholtz Wealth Management | 9,015 | $464.5 萬 | 0.07% | −40.0% | 減碼 |
| TCW Group Inc | 8,990 | $463.2 萬 | 0.03% | +5,469+155.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 8,941 | $460.7 萬 | 0.14% | +153+1.7% | 加碼 |
| Westerkirk Capital Inc. | 8,939 | $460.6 萬 | 0.44% | +600+7.2% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,933 | $460.3 萬 | 0.04% | +1,399+18.6% | 加碼 |
| Pallas Capital Advisors LLC | 8,910 | $459.0 萬 | 0.14% | −2,316−20.6% | 減碼 |
| Fulton Bank, N.A. | 8,830 | $454.9 萬 | 0.14% | +527+6.3% | 加碼 |
| J.Safra Asset Management Corp | 8,749 | $450.8 萬 | 0.21% | +1,683+23.8% | 加碼 |
| Equitable Holdings, Inc. | 8,669 | $446.7 萬 | 0.03% | +2,944+51.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 8,626 | $444.4 萬 | 0.05% | −45−0.5% | 減碼 |
| Storgate, LLC | 8,577 | $441.9 萬 | 0.92% | +5,025+141.5% | 加碼 |
| Nomura Asset Management International Inc. | 8,481 | $437.0 萬 | 0.01% | −3,073−26.6% | 減碼 |