APO
Apollo Global Management Inc
4 super-investors hold APO worth a combined $518M. The largest position: Chase Coleman at 1.6% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 26 — ranked #519 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own APO
Chase Coleman holds the dominant stake, with a $367M position representing 1.6% of his portfolio — by far the highest conviction in the cohort and accounting for roughly 71% of the $518M combined exposure. In 2026Q1, Coleman trimmed while Glenn Greenberg initiated a small starter position ($501K), bringing cohort ownership to four managers. Thomas Gayner holds a steady 0.9% allocation ($113M) and Joel Greenblatt a nominal slice. The longer ownership trend is mixed: the cohort count bottomed at one before recovering to its current four, suggesting incremental rather than broad-based re-engagement. Interest is neither clearly rising nor fading — Greenberg's new entry is offset by Coleman's trim, leaving the thesis concentrated in two names.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2022Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 1.6% | 17q | $367M | 3,293,334 |
| 2 | Thomas Gayner | 0.9% | 17q | $113M | 1,012,500 |
| 3 | Joel Greenblatt | <0.1% | 16q | $38M | 339,432 |
| 4 | Glenn Greenberg | <0.1% | 12q | $501K | 4,500 |
Owners of APO also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 1.6% | -47% | $367M | May 15, 2026 |
| Glenn Greenberg | NEW | <0.1% | +100% | $501K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 03769M106. Not investment advice.