Apollo Management Holdings, L.P.

Q3 2021 13F-HR/A Holdings

Location
New York, NY
Holdings as of
9/30/2021
Date filed
12/1/2021
Form type
13F-HR/A - RESTATEMENT
Num holdings
167
Total value ($000)
$20,215,396
Net value change ($000)
+2,545,349 (14.4%)
New positions
54
Sold out positions
14
Turnover %
37.2%
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 Q2 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)
SNX 4,454,798 NEW
HGV 1,441,172 NEW
SABR 190,035 NEW
FLYYQ 76,775 NEW
ATH-PA 74,777 2.0%
TMHC 47,248 NEW
Sunlight Financial Holdings Inc. 38,961 NEW
Red Rock Acquisition Corp. 29,552 NEW
Far Peak Acquisition Corp 28,914 NEW
Metals Acquisition Corp 24,527 NEW
Top Reduces (Value $000, Stocks/ETFs)
ADT -1,644,105 -25.0%
OMF -1,182,639 -68.1%
RXT -698,592 -27.5%
PIONEER NATURAL RESOURCES CO -573,702 -100.0%
SNCY -112,992 -9.4%
DELL -26,864 -36.2%
TALO -26,516 -12.4%
RHP -19,261 -100.0%
TWC Tech Holdings II Corp. -18,046 -100.0%
AGS -16,580 -20.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 435,934 (2.2% 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