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Disclosery

Heard Capital LLC: APO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heard Capital LLC on APO, newest first. How the timeline and the estimate are built.

Heard Capital LLC held 1,690,310 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,690,310 shares
    Change vs previous 13F +8,790 shares

    8.56% of the 13F portfolio, value $199,980,576.

    13F-HR 0001172661-26-003256 filed by Heard Capital LLC
    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 1,681,520 shares
    Change vs previous 13F +169,505 shares

    9.69% of the 13F portfolio, value $187,354,958.

    13F-HR 0001172661-26-002072 filed by Heard Capital LLC
    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 1,512,015 shares
    Change vs previous 13F +53,320 shares

    10.28% of the 13F portfolio, value $218,879,291.

    13F-HR 0001172661-26-000827 filed by Heard Capital LLC
    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/A 1,458,695 shares
    Change vs previous 13F +183,725 shares

    9.43% of the 13F portfolio, value $194,400,282.

    13F-HR/A 0001172661-25-004995 filed by Heard Capital LLC
    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 1,274,970 shares
    Change vs previous 13F +157,750 shares

    9.45% of the 13F portfolio, value $180,879,993.

    13F-HR 0001172661-25-003442 filed by Heard Capital LLC
    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 1,117,220 shares
    Change vs previous 13F +227,903 shares

    9.09% of the 13F portfolio, value $152,992,106.

    13F-HR 0001172661-25-001980 filed by Heard Capital LLC
    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 889,317 shares
    Change vs previous 13F +135,794 shares

    8.74% of the 13F portfolio, value $146,879,595.

    13F-HR 0001172661-25-000903 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 753,523 shares
    Change vs previous 13F not available

    5.28% of the 13F portfolio, value $94,122,557.

    13F-HR 0001172661-24-004756 filed by Heard Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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