APP
AppLovin Corporation · Technology · Software - Application
Données momentum (gérants comparables) :
étendue des détenteurs +17.6% ·
flux d'actions +30.0% ·
nouvelles positions nettes +15.0%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 174 | -1 | 185.79M | $95.38B | +4 | −4 |
| Q1 2026 | 177 | +2 | 181.76M | $72.61B | +6 | −5 |
| Q4 2025 | 174 | 0 | 200.23M | $132.22B | +2 | −1 |
| Q3 2025 | 27 | 0 | 130.12M | $93.48B | +2 | −3 |
| Q2 2025 | 25 | -1 | 93.15M | $32.61B | +1 | −2 |
| Q1 2025 | 23 | +3 | 36.93M | $9.78B | +3 | — |
| Q4 2024 | 20 | +3 | 36.52M | $11.83B | +3 | — |
| Q3 2024 | 16 | +1 | 20.38M | $2.66B | +1 | — |
| Q2 2024 | 15 | — | 20.35M | $1.69B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passif) | 5.39M | — | $1.75B | 0.1% | n/c | 1 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 4.82M | -7.7% | $1.56B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 4.82M | -7.7% | $1.56B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passif) | 4.52M | +14.5% | $1.46B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passif) | 4.52M | +14.5% | $1.46B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Baillie Gifford ✦ | 4.08M | +5421.4% | $1.32B | 1.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Baillie Gifford ✦ | 4.08M | +5421.4% | $1.32B | 1.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 4.08M | +5421.4% | $1.32B | 1.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Baillie Gifford ✦ | 4.08M | +5421.4% | $1.32B | 1.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 2.89M | +457.2% | $936.89M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 11 | Norges Bank ✦ (passif) | 2.56M | +12.0% | $828.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Coatue Management ✦ | 2.30M | +15.3% | $744.14M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 13 | Coatue Management ✦ | 2.30M | +15.3% | $744.14M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 14 | Coatue Management ✦ | 2.30M | +15.3% | $744.14M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 15 | Coatue Management ✦ | 2.30M | +15.3% | $744.14M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 16 | Coatue Management ✦ | 2.30M | +15.3% | $744.14M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 17 | Coatue Management ✦ | 2.30M | +15.3% | $744.14M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 18 | Coatue Management ✦ | 2.30M | +15.3% | $744.14M | 2.5% | ▲ Add | 3 | SEC ↗ |
| 19 | Millennium Management ✦ | 1.52M | +113.9% | $492.02M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 1.44M | +125.4% | $466.68M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 1.44M | +125.4% | $466.68M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 22 | Wellington Management ✦ | 1.31M | +7932.0% | $425.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.31M | +7932.0% | $425.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Wellington Management ✦ | 1.31M | +7932.0% | $425.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Wellington Management ✦ | 1.31M | +7932.0% | $425.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Capital World Investors ✦ | 1.30M | Nouveau | $421.47M | 0.1% | New | 1 | SEC ↗ |
| 27 | Lone Pine Capital ✦ | 1.09M | -54.2% | $351.39M | 2.6% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 852.13K | +1133.4% | $275.94M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 576.52K | -60.7% | $186.70M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 522.40K | +169.0% | $169.17M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 31 | Bridgewater Associates ✦ | 492.86K | +85.6% | $159.60M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 32 | PRIMECAP Management ✦ | 348.10K | Nouveau | $112.73M | 0.1% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 277.72K | -37.9% | $89.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 277.72K | -37.9% | $89.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 277.72K | -37.9% | $89.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 277.72K | -37.9% | $89.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 277.72K | -37.9% | $89.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 38 | Viking Global Investors ✦ | 148.97K | Nouveau | $48.24M | 0.2% | New | 1 | SEC ↗ |
| 39 | Gotham Asset Management ✦ | 78.05K | -52.1% | $25.27M | 0.2% | ▼ Trim | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Capital World Investors | $421.47M | 0.1% |
| PRIMECAP Management | $112.73M | 0.1% |
| Viking Global Investors | $48.24M | 0.2% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 87.60K actions, $34,864 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.