NYSE · Financials

APOLLO GLOBAL MGMT INC APO

Apollo Global Management is a global alternative asset management company that provides investors with superior returns per unit of risk through three core strategies: income, hybrid and equity. Its Athene sub-brand operates retirement services business and has a large asset management scale covering the credit and equity markets. The company adheres to the value-driven purchase price priority concept and uses a capital-efficient model to achieve alignment with customers' interests.

Asset Management

Company profile

Business mix

  • Credit investment strategy: Assets under management are approximately US$834 billion, providing innovative lending solutions in public and private markets.
  • Equity investment strategy: Assets under management are approximately US$192 billion, focusing on value-oriented opportunities and driving operational improvements.

Current key questions

  • Hybrid strategy: blending income and equity characteristics through products such as hybrid value funds.
  • Retirement Services: Provide retirement savings products through Athene to help customers achieve financial security.
Holders 3 Current sample portfolio
Public mentions 1 Videos / interviews / letters
Valuation snapshot
PE 81.04 FCF 10.64% Buyback 1.13%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Tiger Global Management Chase Coleman 1.6% $366.9M 2026-03-31
Markel Group Tom Gayner 0.9% $112.8M 2026-03-31
Soros Fund Management George Soros 0.2% $14.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $33.0M Estimated from net added shares
Reduction amount $324.9M Estimated from net reduced shares
Net share change / base shares -35.7% -2,619,583 / 7,329,558
Tiger Global Management Chase Coleman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -47.0% 13F value change -$531.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 6,209,496 Last 4 periods -2,916,162 (-47.0%) Total shares 3,293,334 Value $366.9M
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$14.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +131,351 (New) Total shares 131,351 Value $14.6M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.5% 13F value change +$602,351
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 153.8% 13F value change +$21.2M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.0% 13F value change +$3.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.6% 13F value change -$9.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 107,562 Last 4 periods +165,228 (+153.6%) Total shares 272,790 Value $30.4M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 1,012,500 Last 4 periods +0 (0.0%) Total shares 1,012,500 Value $112.8M
Third Point Dan Loeb 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$205.4M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -15.0% 13F value change -$24.5M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -49.0% 13F value change -$94.3M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$86.6M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

Third Point Q4 2024 Investor Letter

Third Point · Dan Loeb

Third Point Q4 2024 investor letter, reviewing full-year 24.2% return, equity/credit/private equity multi-strategy contribution, positive contributions from Siemens Energy, Amazon, Tesla, LPL and Apollo.

Shareholder letter / fund letter

Mentioned by firms