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Disclosery

D1 Capital Partners L.P.: APP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D1 Capital Partners L.P. on APP, newest first. How the timeline and the estimate are built.

D1 Capital Partners L.P. held 669,282 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 669,282 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $344,834,165.

    13F-HR 0001172661-26-003662 filed by D1 Capital Partners L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 669,282 shares
    Change vs previous 13F 0 shares

    2.37% of the 13F portfolio, value $266,374,236.

    13F-HR 0001172661-26-002178 filed by D1 Capital Partners L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 669,282 shares
    Change vs previous 13F -167,500 shares

    4.21% of the 13F portfolio, value $450,975,597.

    13F-HR 0001172661-26-000855 filed by D1 Capital Partners L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 836,782 shares
    Change vs previous 13F +46,800 shares

    6.9% of the 13F portfolio, value $601,261,338.

    13F-HR 0001172661-25-004963 filed by D1 Capital Partners L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 789,982 shares
    Change vs previous 13F -18 shares

    3.84% of the 13F portfolio, value $276,556,899.

    13F-HR 0001172661-25-003278 filed by D1 Capital Partners L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 790,000 shares
    Change vs previous 13F +309,000 shares

    3.21% of the 13F portfolio, value $209,326,300.

    13F-HR 0001172661-25-002062 filed by D1 Capital Partners L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 481,000 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $155,762,230.

    13F-HR 0001172661-25-000951 filed by D1 Capital Partners L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).