HCL
APO icon

Heard Capital LLC’s Apollo Global Management APO Stock Holding History

Heard Capital LLC’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$187M Buy
1,681,520
+169,505
+11% +$21M 9.69% 6
2025
Q4 		$219M Buy
1,512,015
+53,320
+4% +$7.08M 10.28% 4
2025
Q3 		$194M Buy
1,458,695
+183,725
+14% +$26M 9.43% 5
2025
Q2 		$181M Buy
1,274,970
+157,750
+14% +$20.9M 9.45% 4
2025
Q1 		$153M Buy
1,117,220
+227,903
+26% +$35M 9.09% 5
2024
Q4 		$147M Buy
889,317
+135,794
+18% +$21.5M 8.74% 6
2024
Q3 		$94.1M Buy
753,523
+103,938
+16% +$12M 5.28% 11
2024
Q2 		$76.7M Sell
649,585
-14,000
-2% -$1.59M 4.68% 11
2024
Q1 		$74.6M Sell
663,585
-25,923
-4% -$2.74M 4.67% 11
2023
Q4 		$64.3M Buy
689,508
+70,248
+11% +$6.2M 4.26% 11
2023
Q3 		$55.6M Sell
619,260
-163,182
-21% -$13.7M 4.1% 14
2023
Q2 		$60.1M Sell
782,442
-144,645
-16% -$9.67M 4.57% 13
2023
Q1 		$58.6M Buy
927,087
+265,282
+40% +$17.8M 4.82% 11
2022
Q4 		$42.2M Buy
661,805
+49,905
+8% +$2.96M 4.5% 13
2022
Q3 		$28.5M Buy
611,900
+25,490
+4% +$1.4M 3.33% 14
2022
Q2 		$28.4M Buy
586,410
+50,690
+9% +$2.76M 3.05% 14
2022
Q1 		$33.2M Buy
+535,720
New +$35.2M 3.04% 14

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heard Capital LLC's APO Position: Q1 2026 in Review

Heard Capital LLC increased its Apollo Global Management (APO) stake by 11% in Q1 2026, buying an estimated $21M and bringing the position to 1,681,520 shares worth $187M. The position accounts for 9.69% of the portfolio, ranked #6.

Heard Capital LLC first reported a position in APO in Q1 2022 and has held it in 17 quarters since. The position peaked at $219M in Q4 2025. 1,133 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • Heard Capital LLC held 1,681,520 shares of Apollo Global Management worth $187M as of Q1 2026.
  • Heard Capital LLC bought 169,505 Apollo Global Management shares in Q1 2026, an estimated $21M.
  • Apollo Global Management made up 9.69% of Heard Capital LLC's portfolio in Q1 2026, its #6 holding.
  • Heard Capital LLC first reported a position in Apollo Global Management in Q1 2022 and has held it in 17 quarters since.
  • Heard Capital LLC's Apollo Global Management position peaked at $219M in Q4 2025.
  • 1,133 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on Heard Capital LLC's 13F filing for Q1 2026, filed 15 May 2026.