Position in APO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,605,111
+$93,476 QoQ
Shares Held
13,567
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#482
of 1,165 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sierra Capital LLC holds $7,460,393 across 6 Asset Management names. APO ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
15,978 | $1,880,131 | |
| 2 | APO |
Apollo Global Management, Inc.
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|
13,567 | $1,605,111 | |
| 3 | KKR |
KKR & Co. Inc.
|
14,723 | $1,351,276 | |
| 4 | CG |
Carlyle Group Inc.
|
31,365 | $1,320,780 | |
| 5 | HLNE |
Hamilton Lane INC
|
11,017 | $868,470 | |
| 6 | BLK |
BlackRock, Inc.
|
452 | $434,625 |
All Filings in APO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,605,111 | 13,567 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,511,635 | 13,567 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,246,240 | 15,517 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,267,855 | 17,017 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,920,677 | 20,587 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,819,183 | 20,587 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,708,667 | 22,455 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,328,756 | 34,655 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,917,811 | 16,243 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,826,525 | 16,243 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,147,048 | 44,501 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,994,409 | 44,501 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,418,121 | 44,501 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,810,683 | 44,501 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,097,642 | 48,560 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,222,607 | 47,798 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,311,574 | 47,681 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,955,745 | 47,681 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||