APO — APOLLO GLOBAL MGMT INC

Ownership history in Newbrook Capital Advisors LP  ·  17 quarters on record

AI Ownership Summary

Newbrook Capital Advisors LP reported APOLLO GLOBAL MGMT INC (APO) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 16.3% in 2024 Q3. The latest visible filing shows APO at 10.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this APO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Newbrook Capital Advisors LP's position in APOLLO GLOBAL MGMT INC, 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
2025 Q4

APO was reported at 10.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.3% in 2024 Q3

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 2025 Q4

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 Newbrook Capital Advisors LP fund profile Newbrook Capital Advisors LP full holdings
How Newbrook Capital Advisors LP 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 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 555,170 +147,129 +36.1% 10.08% $80.4M 2026-02-14 (Est.) $124.56
2025 Q3 ADDED 408,041 +86,937 +27.1% 6.65% $54.4M 2025-11-14 $129.56
2025 Q2 REDUCED 321,104 -291,169 -47.6% 5.74% $45.6M 2025-08-14 $139.05
2025 Q1 ADDED 612,273 +10,396 +1.7% 13.24% $83.8M 2025-05-15 $141.82
2024 Q4 REDUCED 601,877 -366,131 -37.8% 12.75% $99.4M 2025-02-14 $159.90
2024 Q3 ADDED 968,008 +166,074 +20.7% 16.30% $120.9M 2024-11-14 $160.91
2024 Q2 ADDED 801,934 +5,434 +0.7% 13.92% $94.7M 2024-08-14 $103.36
2024 Q1 REDUCED 796,500 -169,060 -17.5% 11.61% $89.6M 2024-05-15 $112.01
2023 Q4 ADDED 965,560 +277,046 +40.2% 13.41% $90.0M 2024-02-14 $108.93
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% UDINE WEALTH MANAGEMENT, INC. 3Y 1.35% FIRST NATIONAL BANK SIOUX FALLS 3Y 7Y 0.99% MOTCO 3Y 7Y 0.99% InTrack Investment Management Inc 3Y 0.93% Third View Private Wealth, LLC 0.81% TEALWOOD ASSET MANAGEMENT INC 3Y 7Y 0.76% Purus Wealth Management, LLC 3Y 0.76% EAGLE ROCK INVESTMENT COMPANY, LLC 3Y 0.75%

FAQ About Newbrook Capital Advisors LP and APO

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

How long has Newbrook Capital Advisors LP reported owning APO?

Newbrook Capital Advisors LP reported APO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported APO position in Newbrook Capital Advisors LP's portfolio?

The largest reported portfolio weight for APO was 16.30% in 2024 Q3.

What is the latest reported APO position on this page?

The most recent filing on this page is 2025 Q4, when Newbrook Capital Advisors LP reported 555,170 shares, equal to 10.08% of portfolio, with an estimated market value of $80.4M.

What does the chart on this APO ownership page compare?

The chart compares Newbrook Capital Advisors LP'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.

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