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APP·AppLovin Corp
appAI 核心数据实时读取 · 截至 2026-08-27
持有机构数
38 / 100
追踪的 100 位投资人中 38 位持有 APP
合计仓位 $
$14.06B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
0.5%
占 100 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
加仓 ADD
AQR Capital
Baron Capital AI 持仓组合
Ken Fisher
Citadel
Verition Fund Management AI 持仓组合
CPP Investments AI 持仓组合
CDPQ AI 持仓组合
Fred Alger AI 持仓组合
Winslow Capital AI 持仓组合
APG AI 持仓组合
WT Asset AI 持仓组合
Silvant Capital AI 持仓组合
Blue Whale AI 持仓组合+$1.09B
AQR CapitalBaron Capital AI 持仓组合Ken FisherCitadelVerition Fund Management AI 持仓组合CPP Investments AI 持仓组合CDPQ AI 持仓组合Fred Alger AI 持仓组合Winslow Capital AI 持仓组合APG AI 持仓组合WT Asset AI 持仓组合Silvant Capital AI 持仓组合Blue Whale AI 持仓组合减仓 TRIM
Holocene Advisors
Jennison Associates AI 持仓组合
Sands Capital
T. Rowe Price
淡马锡
Marshall Wace
D.E. Shaw
Millennium
Coatue
Wellington Management AI 持仓组合
广发基金 AI 持仓组合
Man Group
斯蒂芬·曼德尔
Whale Rock Capital−$66M
Holocene AdvisorsJennison Associates AI 持仓组合Sands CapitalT. Rowe Price淡马锡Marshall WaceD.E. ShawMillenniumCoatueWellington Management AI 持仓组合广发基金 AI 持仓组合Man Group斯蒂芬·曼德尔Whale Rock Capital清仓 EXIT
本季无清仓 EXIT
—持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
 Baillie Gifford & Co Baillie Gifford & Co | $3.33B | 7.2% | HOLD2026-Q2 | 早于 2020-Q1 |
T. Rowe Price Associates T. Rowe Price Associates, Inc. | $2.46B | 0.5% | TRIM2026-Q2 | 早于 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $1.51B | 0.3% | HOLD2026-Q2 | 早于 2020-Q1 |
Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $937M | 0.9% | TRIM2026-Q2 | 早于 2020-Q1 |
 Josh Resnick / Jericho Capital Jericho Capital Asset Management L.P. | $864M | 16.6% | HOLD2026-Q2 | 早于 2020-Q1 |
Fred Alger Management Fred Alger Management, LLC | $667M | 3.3% | ADD2026-Q2 | 早于 2020-Q1 |
Philippe Laffont / Coatue Coatue Management LLC | $603M | 1.5% | TRIM2026-Q2 | 早于 2020-Q1 |
Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $554M | 0.7% | ADD2026-Q2 | 早于 2020-Q1 |
Stephen Mandel / Lone Pine Capital Lone Pine Capital LLC | $537M | 6.5% | TRIM2026-Q2 | 2026-Q1 |
Frank Sands / Sands Capital Sands Capital Management, LLC | $429M | 2.6% | TRIM2026-Q2 | 早于 2020-Q1 |
 Dan Sundheim / D1 Capital D1 Capital Partners L.P. | $345M | 1.5% | HOLD2026-Q2 | 早于 2020-Q1 |
Winslow Capital Management Winslow Capital Management, LLC | $330M | 1.7% | ADD2026-Q2 | 早于 2020-Q1 |
Alex Sacerdote / Whale Rock Capital Whale Rock Capital Management LLC | $238M | 2.6% | TRIM2026-Q2 | 早于 2020-Q1 |
Caisse de depot et placement du Quebec Caisse de depot et placement du Quebec | $161M | 0.8% | ADD2026-Q2 | 早于 2020-Q1 |
Wellington Management Wellington Management Group LLP | $127M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
 Adage Capital Partners Adage Capital Partners GP, L.L.C. | $124M | 0.4% | HOLD2026-Q2 | 早于 2020-Q1 |
Paul Marshall / Marshall Wace Marshall Wace, LLP | $104M | 0.4% | TRIM2026-Q2 | 早于 2020-Q1 |
APG Asset Management APG Asset Management N.V. | $98M | 0.6% | ADD2026-Q2 | 早于 2020-Q1 |
Ken Griffin / Citadel Citadel LLC | $96M | 0.3% | ADD2026-Q2 | 早于 2020-Q1 |
Blue Whale Capital Blue Whale Capital LLP | $84M | 3.8% | ADD2026-Q2 | 早于 2020-Q1 |
 Ray Dalio / Bridgewater Bridgewater Associates, LP | $76M | 1.4% | NEW2026-Q2 | 早于 2020-Q1 |
WT Asset Management WT Asset Management Ltd | $73M | 1.7% | ADD2026-Q2 | 早于 2020-Q1 |
Cliff Asness / AQR Capital AQR Capital Management LLC | $64M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
David Shaw / D.E. Shaw D. E. Shaw & Co., Inc. | $49M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Brandon Haley / Holocene Advisors Holocene Advisors LP | $46M | 0.3% | TRIM2025-Q4 | 早于 2020-Q1 |
Silvant Capital Management Silvant Capital Management LLC | $34M | 1.6% | ADD2026-Q2 | 早于 2020-Q1 |
Temasek Holdings Temasek Holdings (Private) Ltd | $32M | 0.2% | TRIM2026-Q2 | 早于 2020-Q1 |
GF Fund Management GF Fund Management Co., Ltd. | $32M | 0.5% | TRIM2026-Q2 | 早于 2020-Q1 |
Izzy Englander / Millennium Millennium Management LLC | $18M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
Man Group plc Man Group plc | $10M | 0.1% | TRIM2026-Q2 | 早于 2020-Q1 |
 E Fund Management E Fund Management Co., Ltd. | $9M | 0.3% | HOLD2026-Q2 | 早于 2020-Q1 |
 Atalanta Sosnoff Capital Atalanta Sosnoff Capital, LLC | $7M | 0.2% | NEW2026-Q2 | 早于 2020-Q1 |
 Yarbrough Capital Yarbrough Capital, LLC | $4M | 0.2% | HOLD2026-Q2 | 早于 2020-Q1 |
 Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $3M | 0.0% | HOLD2026-Q2 | 早于 2020-Q1 |
Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $2M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
Ken Fisher / Fisher Investments Fisher Asset Management, LLC | $420149 | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $356024 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $142203 | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
仓位动作明细
显示最近 200 条 · 共 219 条| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-Q2 | 减仓 | −$27M | −3.0K | |
| 2026-Q2 | 加仓 | +$200M | +121.1K | |
| 2026-Q2 | 加仓 | +$43M | +58.2K | |
| 2026-Q2 | 加仓 | +$21M | +12.9K | |
| 2026-Q2 | 建仓 | +$7M | +14.0K | |
| 2026-Q2 | 减仓 | −$668M | −228.5K | |
| 2026-Q2 | 加仓 | +$738K | +180 | |
| 2026-Q2 | 加仓 | +$71K | +97 | |
| 2026-Q2 | 加仓 | +$25M | +14.6K | |
| 2026-Q2 | 建仓 | +$76M | +146.6K | |
| 2026-Q2 | 加仓 | +$152M | +289.8K | |
| 2026-Q2 | 加仓 | +$43M | +53.3K | |
| 2026-Q2 | 减仓 | −$90M | −118.8K | |
| 2026-Q2 | 加仓 | +$392M | +667.4K | |
| 2026-Q2 | 减仓 | −$72M | −208.3K | |
| 2026-Q2 | 加仓 | +$2M | +749 | |
| 2026-Q2 | 加仓 | +$186K | +227 | |
| 2026-Q2 | 减仓 | −$652K | −19.8K | |
| 2026-Q2 | 减仓 | −$22M | −481.4K | |
| 2026-Q2 | 减仓 | −$46M | −422.7K | |
| 2026-Q2 | 减仓 | −$8M | −25.2K | |
| 2026-Q2 | 减仓 | −$15M | −21.7K | |
| 2026-Q2 | 减仓 | −$160K | −10.4K | |
| 2026-Q2 | 减仓 | −$535M | −106.3K | |
| 2026-Q2 | 清仓 | −$174M | −436.5K | |
| 2026-Q2 | 减仓 | −$42M | −139.9K | |
| 2026-Q2 | 加仓 | +$11M | +9.2K | |
| 2026-Q2 | 清仓 | −$12M | −30.2K | |
| 2026-Q2 | 减仓 | −$296M | −661.6K | |
| 2026-Q2 | 减仓 | −$20M | −69.0K | |
| 2026-Q2 | 清仓 | −$398M | −1.00M | |
| 2026-Q2 | 建仓 | +$356K | +691 | |
| 2026-Q2 | 加仓 | +$1M | +1.9K | |
| 2026-Q2 | 减仓 | −$308M | −847.3K | |
| 2026-Q2 | 减仓 | −$39M | −233.9K | |
| 2026-Q2 | 加仓 | +$158M | +208.5K | |
| 2026-Q2 | 加仓 | +$41M | +60.6K | |
| 2026-Q1 | 减仓 | −$68M | −1.6K | |
| 2026-Q1 | 减仓 | −$53M | −28.5K | |
| 2026-Q1 | 建仓 | +$2.67B | +6.70M | |
| 2026-Q1 | 加仓 | +$579K | +1.4K | |
| 2026-Q1 | 建仓 | +$71K | +179 | |
| 2026-Q1 | 清仓 | −$7M | −9.9K | |
| 2026-Q1 | 建仓 | +$513M | +1.29M | |
| 2026-Q1 | 建仓 | +$266M | +669.3K | |
| 2026-Q1 | 减仓 | −$191M | −159.7K | |
| 2026-Q1 | 加仓 | +$116K | +69 | |
| 2026-Q1 | 清仓 | −$46M | −68.9K | |
| 2026-Q1 | 减仓 | −$929M | −436.1K | |
| 2026-Q1 | 减仓 | −$744M | −418.1K | |
| 2026-Q1 | 建仓 | +$583M | +1.46M | |
| 2026-Q1 | 加仓 | +$3M | +23.0K | |
| 2026-Q1 | 建仓 | +$89M | +223.2K | |
| 2026-Q1 | 减仓 | −$26M | −1.06M | |
| 2026-Q1 | 清仓 | −$0 | +0 | |
| 2026-Q1 | 减仓 | −$599M | −491.8K | |
| 2026-Q1 | 减仓 | −$152M | −213.0K | |
| 2026-Q1 | 减仓 | −$1.94B | −655.0K | |
| 2026-Q1 | 减仓 | −$42M | −8.9K | |
| 2026-Q1 | 建仓 | +$398M | +1.00M | |
| 2026-Q1 | 建仓 | +$277M | +695.5K | |
| 2025-Q4 | 减仓 | −$12M | −1.8K | |
| 2025-Q4 | 减仓 | −$33M | −39.1K | |
| 2025-Q4 | 清仓 | −$12M | −17.4K | |
| 2025-Q4 | 清仓 | −$4.49B | −6.25M | |
| 2025-Q4 | 加仓 | +$1M | +1.7K | |
| 2025-Q4 | 减仓 | −$11M | −14.6K | |
| 2025-Q4 | 清仓 | −$1.63B | −2.27M | |
| 2025-Q4 | 清仓 | −$601M | −836.8K | |
| 2025-Q4 | 减仓 | −$41M | −28.0K | |
| 2025-Q4 | 加仓 | +$75K | +138 | |
| 2025-Q4 | 减仓 | −$37M | −47.0K | |
| 2025-Q4 | 减仓 | −$948M | −1.15M | |
| 2025-Q4 | 加仓 | +$3M | +6.0K | |
| 2025-Q4 | 加仓 | +$1.09B | +309.9K | |
| 2025-Q4 | 清仓 | −$0 | +0 | |
| 2025-Q4 | 加仓 | +$255M | +446.4K | |
| 2025-Q4 | 加仓 | +$85M | +132.9K | |
| 2025-Q4 | 加仓 | +$120M | +212.3K | |
| 2025-Q4 | 建仓 | +$95M | +140.7K | |
| 2025-Q4 | 清仓 | −$117M | −162.5K | |
| 2025-Q4 | 清仓 | −$698M | −971.4K | |
| 2025-Q3 | 建仓 | +$177M | +246.2K | |
| 2025-Q3 | 减仓 | −$52M | −36.6K | |
| 2025-Q3 | 建仓 | +$12M | +17.4K | |
| 2025-Q3 | 减仓 | −$2.25B | −154.3K | |
| 2025-Q3 | 建仓 | +$2M | +2.4K | |
| 2025-Q3 | 加仓 | +$15M | +17.0K | |
| 2025-Q3 | 加仓 | +$994M | +452.0K | |
| 2025-Q3 | 加仓 | +$325M | +46.8K | |
| 2025-Q3 | 减仓 | −$300M | −1.37M | |
| 2025-Q3 | 清仓 | −$31M | −89.5K | |
| 2025-Q3 | 建仓 | +$275K | +381 | |
| 2025-Q3 | 加仓 | +$64M | +59.6K | |
| 2025-Q3 | 加仓 | +$1.92B | +1.38M | |
| 2025-Q3 | 减仓 | −$15M | −60.8K | |
| 2025-Q3 | 清仓 | −$49M | −140.5K | |
| 2025-Q3 | 加仓 | +$445M | +199.6K | |
| 2025-Q3 | 减仓 | −$10M | −145.6K | |
| 2025-Q3 | 加仓 | +$2.24B | +204.9K | |
| 2025-Q3 | 减仓 | −$14M | −210.4K | |
| 2025-Q3 | 减仓 | −$269M | −253.1K | |
| 2025-Q2 | 加仓 | +$28M | +24.3K | |
| 2025-Q2 | 加仓 | +$844M | +1.13M | |
| 2025-Q2 | 加仓 | +$896K | +998 | |
| 2025-Q2 | 减仓 | −$80M | −280.3K | |
| 2025-Q2 | 减仓 | −$67M | −18 | |
| 2025-Q2 | 加仓 | +$591M | +1.63M | |
| 2025-Q2 | 加仓 | +$21M | +49.3K | |
| 2025-Q2 | 减仓 | −$7M | −43.7K | |
| 2025-Q2 | 加仓 | +$244M | +117.2K | |
| 2025-Q2 | 减仓 | −$7M | −698.4K | |
| 2025-Q2 | 加仓 | +$26M | +74.5K | |
| 2025-Q2 | 建仓 | +$49M | +140.5K | |
| 2025-Q2 | 加仓 | +$377M | +547.9K | |
| 2025-Q2 | 清仓 | −$36M | −134.6K | |
| 2025-Q2 | 减仓 | −$259M | −1.24M | |
| 2025-Q2 | 减仓 | −$35M | −213.3K | |
| 2025-Q2 | 减仓 | −$240M | −916.0K | |
| 2025-Q2 | 加仓 | +$94M | +235.9K | |
| 2025-Q2 | 减仓 | −$59M | −614.6K | |
| 2025-Q1 | 减仓 | −$41M | −82.9K | |
| 2025-Q1 | 加仓 | +$74M | +1.19M | |
| 2025-Q1 | 减仓 | −$46M | −101.5K | |
| 2025-Q1 | 减仓 | −$158M | −486.4K | |
| 2025-Q1 | 减仓 | −$189M | −201.8K | |
| 2025-Q1 | 加仓 | +$54M | +309.0K | |
| 2025-Q1 | 减仓 | −$404M | −1.21M | |
| 2025-Q1 | 建仓 | +$11M | +40.2K | |
| 2025-Q1 | 加仓 | +$7M | +38.4K | |
| 2025-Q1 | 加仓 | +$218M | +1.11M | |
| 2025-Q1 | 减仓 | −$29M | −90.3K | |
| 2025-Q1 | 清仓 | −$0 | +0 | |
| 2025-Q1 | 减仓 | −$253M | −387.2K | |
| 2025-Q1 | 建仓 | +$36M | +134.6K | |
| 2025-Q1 | 加仓 | +$278M | +1.23M | |
| 2025-Q1 | 加仓 | +$12M | +46.8K | |
| 2025-Q1 | 加仓 | +$185M | +1.77M | |
| 2025-Q1 | 减仓 | −$12M | −11.9K | |
| 2025-Q1 | 加仓 | +$95M | +42.3K | |
| 2024-Q4 | 减仓 | −$32M | −169.4K | |
| 2024-Q4 | 加仓 | +$1.31B | +4.01M | |
| 2024-Q4 | 加仓 | +$105M | +317.6K | |
| 2024-Q4 | 加仓 | +$125M | +227.3K | |
| 2024-Q4 | 加仓 | +$484M | +304.3K | |
| 2024-Q4 | 建仓 | +$156M | +481.0K | |
| 2024-Q4 | 加仓 | +$383M | +801.7K | |
| 2024-Q4 | 建仓 | +$20M | +61.5K | |
| 2024-Q4 | 建仓 | +$414M | +1.28M | |
| 2024-Q4 | 减仓 | −$470M | −538.0K | |
| 2024-Q4 | 减仓 | −$13M | −36.4K | |
| 2024-Q4 | 加仓 | +$530M | +274.9K | |
| 2024-Q4 | 建仓 | +$268M | +826.4K | |
| 2024-Q4 | 建仓 | +$137M | +422.4K | |
| 2024-Q4 | 减仓 | −$879M | −403.0K | |
| 2024-Q4 | 建仓 | +$48M | +149.0K | |
| 2024-Q4 | 减仓 | −$195M | −1.17M | |
| 2024-Q3 | 加仓 | +$37M | +195.3K | |
| 2024-Q3 | 建仓 | +$10M | +74.0K | |
| 2024-Q3 | 减仓 | −$49M | −590.9K | |
| 2024-Q3 | 加仓 | +$30M | +204.9K | |
| 2024-Q3 | 减仓 | −$70M | −294.8K | |
| 2024-Q3 | 加仓 | +$80M | +592.8K | |
| 2024-Q3 | 清仓 | −$18M | −218.4K | |
| 2024-Q3 | 清仓 | −$2M | −28.3K | |
| 2024-Q3 | 加仓 | +$12M | +67.1K | |
| 2024-Q3 | 减仓 | −$101M | −87.9K | |
| 2024-Q3 | 加仓 | +$577M | +3.96M | |
| 2024-Q3 | 减仓 | −$120M | −244.8K | |
| 2024-Q2 | 减仓 | −$31M | −493.9K | |
| 2024-Q2 | 加仓 | +$50M | +596.1K | |
| 2024-Q2 | 建仓 | +$5M | +60.6K | |
| 2024-Q2 | 加仓 | +$111M | +1.13M | |
| 2024-Q2 | 减仓 | −$231K | −6.1K | |
| 2024-Q2 | 加仓 | +$9M | +87.6K | |
| 2024-Q2 | 建仓 | +$2M | +28.3K | |
| 2024-Q2 | 减仓 | −$8M | −558.8K | |
| 2024-Q2 | 加仓 | +$3M | +33.7K | |
| 2024-Q2 | 加仓 | +$75M | +606.3K | |
| 2024-Q2 | 加仓 | +$68M | +724.0K | |
| 2024-Q2 | 加仓 | +$72M | +391.4K | |
| 2024-Q1 | 减仓 | −$2M | −491.2K | |
| 2024-Q1 | 减仓 | −$23M | −582.7K | |
| 2024-Q1 | 减仓 | −$23M | −624.5K | |
| 2024-Q1 | 建仓 | +$9M | +130.8K | |
| 2024-Q1 | 加仓 | +$215M | +2.53M | |
| 2024-Q1 | 减仓 | −$7M | −189.9K | |
| 2024-Q1 | 加仓 | +$78M | +660.5K | |
| 2024-Q1 | 减仓 | −$5M | −36.5K | |
| 2024-Q1 | 加仓 | +$28M | +295.3K | |
| 2024-Q1 | 建仓 | +$195M | +2.82M | |
| 2023-Q4 | 加仓 | +$20M | +506.4K | |
| 2023-Q4 | 加仓 | +$22M | +557.3K | |
| 2023-Q4 | 加仓 | +$27M | +668.7K | |
| 2023-Q4 | 建仓 | +$54M | +1.37M | |
| 2023-Q4 | 加仓 | +$8M | +211.8K | |
| 2023-Q4 | 加仓 | +$15M | +381.9K | |
| 2023-Q4 | 减仓 | −$33M | −830.1K | |
| 2023-Q4 | 加仓 | +$180K | +5.2K | |
| 2023-Q3 | 减仓 | −$942K | −367.4K |
