Cromwell Holdings LLC APO — Apollo Global Management Inc COM

Ownership history in Cromwell Holdings LLC  ·  6 quarters on record

AI Ownership Summary

Cromwell Holdings LLC reported Apollo Global Management Inc COM (APO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows APO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this APO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cromwell Holdings LLC's position in Apollo Global Management Inc COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

APO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

APO stock page Cromwell Holdings LLC fund profile Cromwell Holdings LLC full holdings
How Cromwell Holdings LLC held APO — position size vs. price
% of Fund (quarterly)    APO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 400 -875 -68.6% 0.02% $47K 2026-07-14 $119.93
2026 Q1 REDUCED 13.6% +3.5% ❌ 1,275 -201 -13.6% 0.08% $142K 2026-04-30 $128.18
2025 Q4 UNCHANGED — — — 1,476 — 0% 0.12% $214K 2026-01-20 $137.50
2025 Q3 UNCHANGED — — — 1,476 — 0% 0.11% $197K 2025-10-24 $123.48
2025 Q2 ADDED — — — 1,476 +1,376 +1376.0% 0.13% $209K 2025-07-21 $146.35
2024 Q4 INITIATED — — — 100 — — 0.01% $17K 2025-02-03 $163.44

🏢 Other funds also holding APO

As of 2026 Q2 — sorted by position size

Knott David M Jr 3Y 14.07% Spinecap SAS 11.36% OCO Capital Partners, L.P. 3Y 11.12% Heard Capital LLC 3Y 8.56% Maestria Partners LLC 8.19% Lalia Capital, LLC 5.35% CapitalatWork S.A. 4.85% Access Investment Management LLC 4.29% Partners Group Holding AG 3Y 7Y 4.11% Guardian Wealth Management, Inc. 3Y 2.84%

FAQ About Cromwell Holdings LLC and APO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cromwell Holdings LLC reported owning APO?

Cromwell Holdings LLC reported APO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported APO position in Cromwell Holdings LLC's portfolio?

The largest reported portfolio weight for APO was 0.13% in 2025 Q2.

What is the latest reported APO position on this page?

The most recent filing on this page is 2026 Q2, when Cromwell Holdings LLC reported 400 shares, equal to 0.02% of portfolio, with an estimated market value of $47K.

What does the chart on this APO ownership page compare?

The chart compares Cromwell Holdings LLC's quarterly APO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cromwell Holdings LLC time their APO position?

Based on 13F filing dates vs. subsequent APO price moves, Cromwell Holdings LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on APO relative to SPY over the holding period was -32.0%.

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