Position in APO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$199,980,576
+$12,625,618 QoQ
Shares Held
1,690,310
+0.5% QoQ
Ownership
0.286%
of shares outstanding
% of Portfolio
8.56%
of 13F equity value
Holder Rank
#37
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)
Derivatives in APO
reported options exposure · as of Mar 31, 2023CallValue
$568,440
CallShares
9,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Heard Capital LLC holds $344,496,674 across 3 Asset Management names. APO ranks #1 (58.1% of the industry book) .
All Filings in APO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,980,576 | 1,690,310 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $187,354,958 | 1,681,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,879,291 | 1,512,015 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $194,400,282 | 1,458,695 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $180,879,993 | 1,274,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $152,992,106 | 1,117,220 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $146,879,595 | 889,317 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $94,122,557 | 753,523 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $76,696,500 | 649,585 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $74,620,133 | 663,585 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $64,255,250 | 689,508 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $55,584,777 | 619,260 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $60,099,370 | 782,442 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $58,554,814 | 927,087 | Shares | Sole | 2023-05-04 | |
| 2023-03-31 | $568,440 | 9,000 | Call | Sole | 2023-05-04 | |
| 2022-12-31 | $42,216,540 | 661,805 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $28,453,350 | 611,900 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,429,156 | 586,410 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $33,209,282 | 535,720 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||