GAMMA Investing LLC APO — APOLLO GLOBAL MGMT INC COM

Ownership history in GAMMA Investing LLC  ·  10 quarters on record

AI Ownership Summary

GAMMA Investing LLC reported APOLLO GLOBAL MGMT INC COM (APO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% 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 GAMMA Investing LLC's position in APOLLO GLOBAL MGMT 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 Q1

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

High-water mark
Peak Conviction
0.04% 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
2023 Q4 to 2026 Q1

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 GAMMA Investing LLC fund profile GAMMA Investing LLC full holdings
How GAMMA Investing 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,860 -1,144 -22.9% 0.02% $430K 2026-04-06 $106.11
2025 Q4 ADDED — — — 5,004 +20 +0.4% 0.04% $724K 2026-01-05 $149.15
2025 Q3 ADDED — — — 4,984 +448 +9.9% 0.04% $664K 2025-10-02 $126.22
2025 Q2 REDUCED 99.3% -2.1% ✅ 4,536 -608,681 -99.3% 0.04% $644K 2025-07-14 $146.81
2025 Q1 ADDED — — — 613,217 +610,449 +22053.8% 0.02% $4.5M 2025-04-07 $110.66
2024 Q4 ADDED — — — 2,768 +260 +10.4% 0.04% $457K 2025-01-03 $166.04
2024 Q3 ADDED — — — 2,508 +113 +4.7% 0.03% $313K 2024-10-07 $131.45
2024 Q2 ADDED — — — 2,395 +1,866 +352.7% 0.04% $283K 2024-07-02 $117.07
2024 Q1 ADDED — — — 529 +35 +7.1% 0.01% $59K 2024-04-05 $111.38
2023 Q4 INITIATED — — — 494 — — 0.01% $50K 2024-02-01 $97.30

🏢 Other funds also holding APO

As of 2026 Q1 — sorted by position size

Curated Wealth Partners LLC 3Y 31.16% Maestria Partners LLC 9.31% Turn8 Private Wealth Inc. 1.83% Platform Technology Partners 3Y 1.39% UDINE WEALTH MANAGEMENT, INC. 3Y 1.35% SMITHBRIDGE ASSET MANAGEMENT INC/DE 3Y 7Y 1.07% Bulltick Wealth Management, LLC 1.02% FIRST NATIONAL BANK SIOUX FALLS 3Y 7Y 0.99% MOTCO 3Y 7Y 0.99% InTrack Investment Management Inc 3Y 0.93%

FAQ About GAMMA Investing 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 GAMMA Investing LLC reported owning APO?

GAMMA Investing LLC reported APO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported APO position in GAMMA Investing LLC's portfolio?

The largest reported portfolio weight for APO was 0.04% in 2025 Q2.

What is the latest reported APO position on this page?

The most recent filing on this page is 2026 Q1, when GAMMA Investing LLC reported 3,860 shares, equal to 0.02% of portfolio, with an estimated market value of $430K.

What does the chart on this APO ownership page compare?

The chart compares GAMMA Investing 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 GAMMA Investing LLC time their APO position?

Based on 13F filing dates vs. subsequent APO price moves, GAMMA Investing LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on APO relative to SPY over the holding period was -1.9%.

← Back to GAMMA Investing LLC Holdings