Apollo Management Holdings, L.P.

Q2 2021 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2021
Date filed
8/16/2021
Form type
13F-HR
Num holdings
117
Total value ($000)
$17,670,047
Net value change ($000)
+1,260,504 (7.7%)
New positions
21
Sold out positions
56
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ADT 1,430,980 27.8%
ATH-PA 933,339 33.9%
PIONEER NATURAL RESOURCES CO 573,702 NEW
GM 35,502 NEW
VectoIQ Acquisition Corp. II 30,000 NEW
RHP 19,261 NEW
AGS 14,939 22.5%
SKIL 11,497 NEW
Aequi Acquisition Corp. 9,069 NEW
DELL 8,583 13.1%
Top Reduces (Value $000, Stocks/ETFs)
RXT -540,470 -17.5%
Listed Funds Trust -222,936 -100.0%
OMF -212,649 -10.9%
SNCY -196,914 -14.0%
VICI -93,353 -54.6%
Playa Hotels & Resorts N.V. -38,671 -100.0%
VectoIQ Acquisition Corp. II -30,390 -100.0%
Aequi Acquisition Corp. -17,650 -93.9%
TALO -14,149 -6.2%
PCG -11,710 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 298,478 (1.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type