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5%+ stakes · Schedule 13D and 13G

Apollo Origination II (Levered) Capital Trust: 5%+ holders

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Who has reported owning 5% or more of Apollo Origination II (Levered) Capital Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Apollo Origination II (Levered) Capital Trust. The largest reported stake is Apollo Principal Holdings B GP, LLC's, at 100%. 5 filings are on record since September 15, 2025 (Schedule 13D/A, June 26, 2026).

Apollo Direct Lending Fund II (Levered AIV), L.P. also filed stake reports on 2 other companies ↓

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Key facts

  • · Reporting person: Apollo Direct Lending Fund II (Levered AIV), L.P. · Sole voting: 0 · Shared voting: 32,067,124 · Sole dispositive: 0 · Shared dispositive: 32,067,124 · SCHEDULE 13D/A, 2026-06-26
  • · Holder: Apollo Principal Holdings B GP, LLC · Percent: 100% · SCHEDULE 13D/A
  • · Holder: Apollo Principal Holdings B GP, LLC · Percent: 100% · SCHEDULE 13D/A
  • · Holder: Apollo Principal Holdings B GP, LLC · Percent: 100% · SCHEDULE 13D/A
  • · Holder: Apollo Principal Holdings B GP, LLC · Percent: 100% · SCHEDULE 13D
At 5% or more1
Filings5
Latest filing2026-06-26

Apollo Origination II (Levered) Capital Trust has 5 Schedule 13D or 13G filings on record since 2025-09-15. 1 holder's latest filing reports 5% or more of common shares of beneficial interest, par value $0.001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Apollo Principal Holdings B GP, LLC100%32,067,124SCHEDULE 13D/A, 2026-06-262026-06-24

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More on Apollo Origination II (Levered) Capital Trust and the records around it.

Companies that share a holder

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Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

A Full Report on Apollo Origination II (Levered) Capital Trust: verified, sourced, every claim cited, ready in a few minutes. See pricing.

What the Full Report on Apollo Origination II (Levered) Capital Trust covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    5 cited sources found

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First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Apollo Direct Lending Fund II (Levered AIV), L.P.032,067,124032,067,124SCHEDULE 13D/A, 2026-06-26
Apollo Direct Lending Advisors II, L.P.032,067,124032,067,124SCHEDULE 13D/A, 2026-06-26
Apollo Origination Advisors II GP, LLC032,067,124032,067,124SCHEDULE 13D/A, 2026-06-26
APH Holdings (DC), L.P.032,067,124032,067,124SCHEDULE 13D/A, 2026-06-26
Apollo Principal Holdings B GP, LLC032,067,124032,067,124SCHEDULE 13D/A, 2026-06-26

The latest filing identifies Apollo Origination II (Levered) Capital Trust by CUSIP 000000000 and gives its principal executive office as 9 West 57th Street, 42nd Floor, New York, NY 10019 (SCHEDULE 13D/A, 2026-06-26).

Source of funds (Item 3)

Item 3 of the Schedule 13D is hereby amended and supplemented to add the following: The information set forth in Items 4, 5 and 6 hereof is hereby incorporated by reference into this Item 3. On June 22, 2026, the Issuer delivered a capital drawdown notice to Apollo Direct Lending Fund II (Levered AIV), L.P.Apollo Principal Holdings B GP, LLC, SCHEDULE 13D/A, 2026-06-26

Timeline

FiledHolderPercentFiling
2025-09-15Apollo Principal Holdings B GP, LLC100%SCHEDULE 13D
2025-11-25Apollo Principal Holdings B GP, LLC100%SCHEDULE 13D/A
2025-12-23Apollo Principal Holdings B GP, LLC100%SCHEDULE 13D/A
2026-03-24Apollo Principal Holdings B GP, LLC100%SCHEDULE 13D/A
2026-06-26Apollo Principal Holdings B GP, LLC100%SCHEDULE 13D/A

Questions about who owns Apollo Origination II (Levered) Capital Trust

Who owns Apollo Origination II (Levered) Capital Trust?

On this page, one holder's latest ownership filing reports 5% or more of Apollo Origination II (Levered) Capital Trust: Apollo Principal Holdings B GP, LLC (100%, Schedule 13D/A, filed 2026-06-26).

When did Apollo Principal Holdings B GP, LLC buy into Apollo Origination II (Levered) Capital Trust?

The filings give report dates, not purchase dates. The earliest filing from Apollo Principal Holdings B GP, LLC on this page is the Schedule 13D, filed 2025-09-15, reporting 100%; its latest, Schedule 13D/A filed 2026-06-26, reports 100%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 5 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/apollo-origination-ii-levered-capital-trust
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Apollo Origination II (Levered) Capital Trust? 1 holder at 5% or more, largest Apollo Principal Holdings B GP, LLC 100%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/apollo-origination-ii-levered-capital-trust