L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 3 May 2024
Managers listing it
17
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 10 listed it in both
Shares listed
18,368,958
combined, among listed positions
Reported value
$4.5bn
combined, at the quarter end

Among the 93 comparable managers: 11 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing APD in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

17 of 17 holders

ActionFiling
Capital Research Global Investors11,230,051$2.7bn0.62%Added+4,309,04014 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)2,469,596$598munder 0.1%Addedn.a.5 Nov 2026 (the filing on sec.gov)
MFS Investment Management1,228,301$298m0.09%Trimmed-448,74614 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC962,022$233m0.19%Trimmed-796,34914 Nov 2024 (the filing on sec.gov)
Millennium Management LLC562,560$136m0.06%Addedn.a.15 May 2024 (the filing on sec.gov)
Sachem Head Capital Management LP461,000$112m4.78%Newnew15 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.346,230$84m0.07%Added+127,26615 May 2024 (the filing on sec.gov)
Viking Global Investors LP338,206$82m0.31%Newnew15 May 2024 (the filing on sec.gov)
Two Sigma Investments LP205,212$50m0.12%Added+115,89215 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd185,208$45munder 0.1%Trimmed-98,97415 May 2024 (the filing on sec.gov)
Voloridge Investment Management LLC136,496$33m0.12%Added+31,74615 May 2024 (the filing on sec.gov)
Tudor Investment Corp123,490$30m0.19%Trimmed-60,90015 May 2024 (the filing on sec.gov)
Two Sigma Advisers LP74,600$18munder 0.1%Addedn.a.15 May 2024 (the filing on sec.gov)
Quantbot Technologies LP16,751$4.1m0.23%Trimmed-8,2386 May 2024 (the filing on sec.gov)
Markel Group Inc15,000$3.6munder 0.1%Newnew3 May 2024 (the filing on sec.gov)
Eisler Capital Management Ltd11,335$2.7munder 0.1%Newnew14 May 2024 (the filing on sec.gov)
Dodge & Cox2,900$703kunder 0.1%Held014 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 15 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
APD by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201313$2.8bnn.a.n.a.
Q3 201316$3.8bnn.a.n.a.
Q4 201316$3.5bnn.a.n.a.
Q1 201415$3.6bnn.a.n.a.
Q2 201415$4.2bnn.a.n.a.
Q3 201423$4.8bnn.a.n.a.
Q4 201421$5.6bnn.a.n.a.
Q1 201523$6.4bnn.a.n.a.
Q2 201524$5.7bnn.a.n.a.
Q3 201524$5.6bnn.a.n.a.
Q4 201523$6.0bnn.a.n.a.
Q1 201617$4.5bnn.a.n.a.
Q2 201622$5.0bnn.a.n.a.
Q3 201625$4.3bnn.a.n.a.
Q4 201625$4.4bnn.a.n.a.
Q1 201729$3.8bnn.a.n.a.
Q2 201726$3.6bnn.a.n.a.
Q3 201727$4.9bnn.a.n.a.
Q4 201727$4.7bnn.a.n.a.
Q1 201821$4.2bnn.a.n.a.
Q2 201823$4.0bnn.a.n.a.
Q3 201826$4.3bnn.a.n.a.
Q4 201823$3.7bnn.a.n.a.
Q1 201914$4.1bnn.a.n.a.
Q2 201915$4.6bnn.a.n.a.
Q3 201916$4.2bnn.a.n.a.
Q4 201920$4.5bnn.a.n.a.
Q1 202022$3.5bnn.a.n.a.
Q2 202020$3.8bnn.a.n.a.
Q3 202022$4.8bnn.a.n.a.
Q4 202029$3.6bnn.a.n.a.
Q1 202122$3.1bnn.a.n.a.
Q2 202123$3.0bnn.a.n.a.
Q3 202121$2.5bnn.a.n.a.
Q4 202124$4.2bnn.a.n.a.
Q1 202226$3.1bnn.a.n.a.
Q2 202220$2.3bnn.a.n.a.
Q3 202218$2.1bnn.a.n.a.
Q4 202219$3.8bnn.a.n.a.
Q1 202327$3.9bnn.a.n.a.
Q2 202323$3.7bnn.a.n.a.
Q3 202323$3.8bnn.a.n.a.
Q4 202318$3.9bn109
Q1 202417$4.5bn116
Q2 202413$5.7bn87
Q3 202414$8.6bn76
Q4 202413$7.8bn94
Q1 202511$8.4bn55
Q2 202513$7.7bn83
Q3 202510$8.0bn53
Q4 202511$7.3bn2011
Q1 202615$9.2bn2414
Q2 202615$9.0bn1821

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

APD and LIN →APD and GLW →APD and HWM →Choose a stock to compare with APD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own APD, latest filings →Back to the 13F Explorer →