APP
AppLovin Corporation · Technology · Software - Application
Input momentum (manajer yang sebanding):
keluasan pemegang -3.8% ·
aliran saham +5.7% ·
posisi baru bersih -4.0%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 172 | -1 | 184.45M | $94.70B | +4 | −6 |
| 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 | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasif) | 18.94M | — | $6.63B | 0.1% | n/c | 1 | SEC ↗ ×23 |
| 2 | The Vanguard Group ✦ (pasif) | 17.90M | — | $6.27B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 14.39M | — | $5.04B | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 4 | Baillie Gifford ✦ | 6.40M | +21.4% | $2.24B | 1.7% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | T. Rowe Price ✦ | 5.67M | -13.9% | $1.99B | 0.2% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (pasif) | 5.62M | +2.4% | $1.97B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasif) | 3.33M | -25.1% | $1.16B | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (pasif) | 2.72M | +25.2% | $951.54M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 9 | Capital World Investors ✦ | 2.63M | +81.8% | $919.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Millennium Management ✦ | 2.60M | +818.6% | $909.48M | 0.8% | ▲ Add | 5 | SEC ↗ |
| 11 | Tiger Global Management ✦ | 2.00M | +20.1% | $701.21M | 2.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 1.91M | -19.9% | $668.26M | 0.5% | ▼ Trim | 5 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 1.87M | +692.6% | $653.16M | 0.7% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Coatue Management ✦ | 1.82M | -13.4% | $635.68M | 1.8% | ▼ Trim | 5 | SEC ↗ ×2 |
| 15 | Renaissance Technologies ✦ | 1.38M | +57.1% | $483.40M | 0.6% | ▲ Add | 5 | SEC ↗ |
| 16 | Lone Pine Capital ✦ | 1.26M | -20.9% | $441.57M | 3.2% | ▼ Trim | 5 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 978.56K | +283.5% | $342.57M | 0.3% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Wellington Management ✦ | 425.39K | -61.9% | $148.92M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 19 | PRIMECAP Management ✦ | 407.52K | +3.1% | $142.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Viking Global Investors ✦ | 372.97K | +172.1% | $130.57M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 219.05K | +12.5% | $76.69M | 0.1% | ▲ Add | 5 | SEC ↗ ×5 |
| 22 | Marshall Wace ✦ | 140.54K | Baru | $49.20M | 0.1% | New | 1 | SEC ↗ ×3 |
| 23 | Duquesne Family Office ✦ | 89.46K | +122.5% | $31.32M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 80.67K | -0.2% | $28.24M | 0.2% | ▼ Trim | 5 | SEC ↗ |
| 25 | Bridgewater Associates ✦ | 7.42K | +15.6% | $2.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Marshall Wace | $49.20M | 0.1% |
Telah keluar
| Point72 Asset Management | $35.66M | adalah 0.1% |
| Two Sigma Investments | $8.40M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,378 pemegang, 208.59M saham, $80.29B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.