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
23
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 18 listed it in both
Shares listed
89,261,884
combined, among listed positions
Reported value
$10.0bn
combined, at the quarter end

Among the 93 comparable managers: 12 buyers (opened or added shares) and 9 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 APO 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.

23 of 23 holders

ActionFiling
Capital World Investors31,696,059$3.6bn0.59%Added+20,75914 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)15,011,970$1.7bn0.11%Added+3,256,1575 Nov 2026 (the filing on sec.gov)
Tiger Global Management LLC12,285,193$1.4bn7.55%Held015 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc6,402,063$720m0.09%Trimmed-845,43915 May 2024 (the filing on sec.gov)
Capital Research Global Investors4,738,565$533m0.12%Added+1,360,52514 May 2024 (the filing on sec.gov)
Millennium Management LLC3,820,860$430m0.18%Trimmed-367,14115 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.3,341,165$376m0.32%Added+1,167,72115 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC2,949,678$332m0.27%Added+13,48814 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,772,486$199m0.11%Trimmed-10,18115 May 2024 (the filing on sec.gov)
AllianceBernstein LP1,243,502$140munder 0.1%Addedn.a.14 May 2024 (the filing on sec.gov)
Markel Group Inc1,012,500$114m1.12%Held03 May 2024 (the filing on sec.gov)
Third Point LLC1,000,000$112m1.43%Added+100,00015 May 2024 (the filing on sec.gov)
Jane Street Group LLC823,060$93munder 0.1%Trimmed-142,77916 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC807,592$91m0.16%Added+36,83913 May 2024 (the filing on sec.gov)
Marshall Wace LLP547,568$62m0.09%Trimmed-1,775,36715 May 2024 (the filing on sec.gov)
AQR Capital Management LLC461,777$52m0.09%Addedn.a.15 May 2024 (the filing on sec.gov)
Point72 Asset Management LP345,865$39m0.09%Trimmed-193,03515 May 2024 (the filing on sec.gov)
Acadian Asset Management LLC327,506$37m0.13%Addedn.a.10 May 2024 (the filing on sec.gov)
Squarepoint Ops LLC292,021$33m0.06%Addedn.a.15 May 2024 (the filing on sec.gov)
Walleye Capital LLC167,650$19munder 0.1%Trimmed-126,66915 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP111,322$13m0.11%Newnew15 May 2024 (the filing on sec.gov)
Bridgewater Associates LP56,482$6.4munder 0.1%Trimmed-133,07014 May 2024 (the filing on sec.gov)
Moore Capital Management LP47,000$5.3m0.08%Trimmed-5,75015 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.

Exited (0)

No exit shown by a manager’s own filing.

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.
25 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

010203020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
APO by quarter
QuarterHoldersReported valueBuyersSellers
Q1 202213$3.8bnn.a.n.a.
Q2 202210$3.0bnn.a.n.a.
Q3 202214$2.8bnn.a.n.a.
Q4 202213$3.8bnn.a.n.a.
Q1 202312$4.0bnn.a.n.a.
Q2 202311$5.3bnn.a.n.a.
Q3 202321$7.2bnn.a.n.a.
Q4 202322$8.0bn139
Q1 202423$10.0bn129
Q2 202427$11.6bn159
Q3 202425$12.6bn1411
Q4 202424$15.8bn1212
Q1 202526$11.5bn1512
Q2 202523$11.7bn1111
Q3 202517$11.4bn109
Q4 202513$12.0bn1516
Q1 202617$9.2bn1916
Q2 202617$9.6bn1519

Compare with…

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

APO and V →APO and AXP →APO and BAC →Choose a stock to compare with APO →

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 APO, latest filings →Back to the 13F Explorer →