Apella Capital, LLC
•CIK: 1801507•Filing: Q4 2025
Apella Capital, LLC, managed by the renowned hedge fund duo John Griffin and Yale economist Narasimhan Jegadeesh, currently oversees $5.1 billion in assets with a focus on exploiting market inefficiencies and behavioral biases. Recently, the fund has notably increased its positions in IWV by 341% and VEU by 243%, while exiting RYLBF and UAO, reflecting a strategic shift towards value-oriented and defensive equities.
Total AUM
$5.1B
QoQ Performance
+12.6%
Positions
286
Top 10 Concentration
37.6%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAC
DFAC10.9%
VTI4.6%
DFSD4.3%
DFIC2.9%
BSV2.6%
BND2.4%
DFCF2.2%
VEA2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.9%
Technology3.8%
ETF2.1%
Financial1.0%
Consumer0.5%
Healthcare0.3%
Industrial0.2%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$11.3M
+273 more exited positions
Changes from Q3 2025
NEW7 new positions
↑134 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023