Fund Universe

Apollo Management Holdings, L.P.

CIK 0001449434 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.789
AUM ($M)
7,118
Positions
83
Turnover
0.26
Top-10 wt
74%
Herfindahl
0.071
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 95 positions · portfolio value $7,118M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CUSIP:278768AB2 funds › ECHOSTAR CORP ADD 13.6% -0.2% 968.8 309,816,036 +78,930,397 5
RXT funds › RACKSPACE TECHNOLOGY INC HOLD 11.9% +9.8% 846.3 129,609,000 +0 5
PXED funds › PHOENIX ED PARTNERS INC ADD 11.5% -1.6% 818.0 24,901,320 +1 3
HGV funds › HILTON GRAND VACATIONS INC TRIM 9.2% -2.7% 654.4 12,495,825 -5,750,000 5
AERO funds › GRUPO AEROMEXICO SAB DE CV HOLD 7.0% +0.5% 495.1 27,505,017 +0 3
VOO funds › VANGUARD INDEX FDS ADD 5.7% -0.2% 406.8 592,238 +1,715 2
ECHO funds › ECHOSTAR CORP ADD 5.3% +1.6% 375.4 3,698,611 +1,814,146 5
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 4.9% +4.9% 345.7 2,023,307 +2,023,307 1
GBTG funds › GLOBAL BUSINESS TRAVEL GROUP TRIM 2.9% +0.7% 203.9 21,712,184 -1,172,807 5
PRMB funds › PRIMO BRANDS CORPORATION NEW 2.4% +2.4% 168.3 6,885,351 +6,885,351 1
UNIT funds › UNITI GROUP LLC ADD 1.7% +0.3% 122.0 10,638,901 +1,367,187 4
CORZ funds › CORE SCIENTIFIC INC NEW NEW 1.6% +1.6% 115.7 4,520,165 +4,520,165 1
KMX funds › CARMAX INC TRIM 1.5% -1.4% 105.1 1,986,285 -2,158,456 3
TDAY funds › USA TODAY CO INC HOLD 1.5% +0.0% 103.7 12,128,756 +0 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW 1.3% +1.3% 95.5 200,000 +200,000 1
GPC funds › GENUINE PARTS CO NEW 1.2% +1.2% 88.3 748,047 +748,047 1
INVH funds › INVITATION HOMES INC ADD 1.1% +0.3% 78.8 2,608,707 +590,000 3
TPG funds › TPG INC TRIM 1.1% -0.6% 77.3 1,907,135 -624,183 2
VTR funds › VENTAS INC HOLD 0.7% -0.1% 51.6 581,300 +0 3
CMCSA funds › COMCAST CORP NEW TRIM 0.7% -1.4% 49.3 2,007,700 -2,327,972 3
PSA funds › PUBLIC STORAGE HOLD 0.6% -0.0% 45.8 143,980 +0 3
VICI funds › VICI PPTYS INC HOLD 0.6% -0.1% 45.1 1,699,715 +0 3
CHDN funds › CHURCHILL DOWNS INC ADD 0.6% -0.1% 44.8 499,482 +22,500 2
EXR funds › EXTRA SPACE STORAGE INC HOLD 0.6% -0.0% 41.6 286,510 +0 3
PRIV funds › SSGA ACTIVE TR ADD 0.6% +0.2% 39.8 1,580,000 +790,000 5
CYH funds › COMMUNITY HEALTH SYS INC NEW ADD 0.6% -0.0% 39.6 11,859,526 +370,210 5
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.5% +0.0% 37.8 169,000 +0 3
IRM funds › IRON MTN INC DEL HOLD 0.5% +0.0% 33.5 265,539 +0 3
BRX funds › BRIXMOR PPTY GROUP INC HOLD 0.5% -0.0% 32.3 1,024,300 +0 3
O funds › REALTY INCOME CORP HOLD 0.4% -0.1% 31.5 508,760 +0 3
KIM funds › KIMCO REALTY CORP HOLD 0.4% -0.0% 31.5 1,242,255 +0 3
AMH funds › AMERICAN HOMES 4 RENT HOLD 0.4% +0.0% 31.0 924,070 +0 3
UDR funds › UDR INC HOLD 0.4% -0.0% 30.1 754,130 +0 3
SABR funds › SABRE CORP HOLD 0.4% +0.1% 30.1 14,400,819 +0 5
CPT funds › CAMDEN PPTY TR HOLD 0.4% -0.0% 28.1 245,410 +0 3
JAAA funds › JANUS DETROIT STR TR HOLD 0.4% -0.1% 25.2 500,000 +0 3
ADC funds › AGREE RLTY CORP HOLD 0.3% -0.1% 23.9 315,810 +0 3
MFIC funds › MIDCAP FINANCIAL INVSTMNT CO ADD 0.3% -0.1% 23.7 2,348,753 +6 5
AEVA funds › AEVA TECHNOLOGIES INC TRIM 0.3% +0.0% 23.1 803,137 -587,588 4
KRG funds › KITE REALTY GROUP TRUST HOLD 0.3% -0.0% 21.8 768,330 +0 3
PRSD funds › SSGA ACTIVE TR ADD 0.3% +0.1% 20.9 834,996 +400,000 2
HST funds › HOST HOTELS & RESORTS INC HOLD 0.3% +0.0% 19.0 802,070 +0 3
ELS funds › EQUITY LIFESTYLE PROPERTIES HOLD 0.2% -0.0% 17.1 264,680 +0 3
OHI funds › OMEGA HEALTHCARE INVS INC HOLD 0.2% -0.0% 17.0 357,078 +0 3
LINE funds › LINEAGE INC ADD 0.2% +0.1% 15.7 363,006 +155,739 3
MAC funds › MACERICH CO HOLD 0.2% +0.0% 15.4 609,640 +0 3
EQR funds › EQUITY RESIDENTIAL HOLD 0.2% -0.0% 15.1 222,720 +0 3
CUZ funds › COUSINS PPTYS INC HOLD 0.2% +0.0% 15.1 503,863 +0 3
AHR funds › AMERICAN HEALTHCARE REIT INC HOLD 0.2% -0.0% 14.7 281,320 +0 3
ESS funds › ESSEX PPTY TR INC HOLD 0.2% +0.0% 14.0 48,060 +0 3
HR funds › HEALTHCARE RLTY TR HOLD 0.2% -0.0% 13.7 677,181 +0 3
CUSIP:32054K103 funds › FIRST INDL RLTY TR INC HOLD 0.2% -0.0% 12.8 208,950 +0 3
CHTR funds › CHARTER COMMUNICATIONS INC NEW 0.1% +0.1% 10.6 74,470 +74,470 1
BXP funds › BXP INC HOLD 0.1% +0.0% 9.3 140,410 +0 3
OVV funds › OVINTIV INC NEW 0.1% +0.1% 9.2 175,000 +175,000 1
DVN funds › DEVON ENERGY CORP NEW NEW 0.1% +0.1% 9.1 220,000 +220,000 1
OPI funds › OFFICE PPTYS INCOME TR NEW 0.1% +0.1% 8.8 516,804 +516,804 1
ARI funds › APOLLO COML REAL EST FIN INC HOLD 0.1% -0.0% 7.1 665,573 +0 5
H funds › HYATT HOTELS CORP HOLD 0.1% +0.0% 5.8 30,000 +0 2
VG funds › VENTURE GLOBAL INC NEW 0.1% +0.1% 5.6 500,000 +500,000 1
HLT funds › HILTON WORLDWIDE HLDGS INC HOLD 0.1% -0.0% 5.3 16,100 +0 2
MAR funds › MARRIOTT INTL INC NEW HOLD 0.1% -0.0% 5.3 14,300 +0 2
EPR funds › EPR PPTYS HOLD 0.1% -0.0% 5.0 86,610 +0 2
WH funds › WYNDHAM HOTELS & RESORTS INC HOLD 0.1% -0.0% 5.0 58,850 +0 2
COLD funds › AMERICOLD REALTY TRUST INC HOLD 0.1% +0.0% 3.6 227,720 +0 3
GLPI funds › GAMING & LEISURE P HOLD 0.0% -0.0% 2.8 63,350 +0 2
BPRE funds › BLUEROCK PVT REAL ESTATE FD HOLD 0.0% -0.0% 1.6 124,596 +0 3
CCLD funds › CARECLOUD INC HOLD 0.0% -0.0% 0.4 209,844 +0 5
CION funds › CION INVT CORP ADD 0.0% -0.0% 0.4 63,263 +1 5
MXCT funds › MAXCYTE INC HOLD 0.0% +0.0% 0.4 307,987 +0 5
TKNO funds › ALPHA TEKNOVA INC HOLD 0.0% +0.0% 0.4 65,036 +0 5
NAMMW funds › NAMIB MINERALS HOLD 0.0% +0.0% 0.3 1,364,262 +0 5
SPSC funds › SPS COMM INC HOLD 0.0% -0.0% 0.2 3,349 +0 5
SATLW funds › SATELLOGIC INC HOLD 0.0% -0.0% 0.2 147,784 +0 5
MNKD funds › MANNKIND CORP TRIM 0.0% -0.0% 0.1 34,226 -449,790 5
GOOGL funds › ALPHABET INC NEW 0.0% +0.0% 0.1 336 +336 1
GOOG funds › ALPHABET INC NEW 0.0% +0.0% 0.1 280 +280 1
RAIN funds › RAIN ENHANCEMENT TECHNOLOGIE HOLD 0.0% -0.0% 0.0 23,970 +0 5
RAINW funds › RAIN ENHANCEMENT TECHNOLOGIE HOLD 0.0% -0.0% 0.0 217,457 +0 5
CUSIP:306121112 funds › FALCONS BEYOND GLOBAL INC HOLD 0.0% +0.0% 0.0 12,433 +0 5
ONTO funds › ONTO INNOVATION INC NEW 0.0% +0.0% 0.0 35 +35 1
BABA funds › ALIBABA GROUP HLDG LTD NEW 0.0% +0.0% 0.0 88 +88 1
BNAIW funds › BRAND ENGAGEMENT NETWORK INC HOLD 0.0% -0.0% 0.0 18,143 +0 5
MHK funds › MOHAWK INDS INC EXIT 0.0% -0.4% 0.0 0 -242,067 0
SGHT funds › SIGHT SCIENCES INC EXIT 0.0% -0.0% 0.0 0 -335,000 0
ADT funds › ADT INC DEL EXIT Common Stock 0.0% -11.2% 0.0 0 -102,000,366 0
CLDI funds › CALIDI BIOTHERAPEUTICS INC EXIT 0.0% -0.0% 0.0 0 -1,042 0
OC funds › OWENS CORNING NEW EXIT 0.0% -0.4% 0.0 0 -240,600 0
NVDA funds › NVIDIA CORPORATION EXIT 0.0% -2.9% 0.0 0 -1,000,000 0
ATER funds › ATERIAN INC EXIT 0.0% -0.0% 0.0 0 -2,276 0
BLDR funds › BUILDERS FIRSTSOURCE INC EXIT 0.0% -0.4% 0.0 0 -287,606 0
ARES funds › ARES MANAGEMENT CORPORATION EXIT 0.0% -0.6% 0.0 0 -330,319 0
MBC funds › MASTERBRAND INC EXIT 0.0% -0.4% 0.0 0 -2,638,219 0
JHX funds › JAMES HARDIE INDS PLC EXIT 0.0% -0.4% 0.0 0 -1,174,991 0
OPTU funds › OPTIMUM COMMUNICATIONS INC EXIT 0.0% -0.1% 0.0 0 -6,104,649 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 7,118 83 0.26 74% 0.071 0.787 in
2026Q1 5,988 81 0.39 74% 0.076 0.556 in
2025Q4 10,091 101 0.31 83% 0.127 0.792 in
2025Q3 6,695 45 0.24 94% 0.230 0.895 in
2025Q2 6,576 46 0.40 93% 0.220 0.721 entered
2025Q1 4,407 43 0.00 93% 0.321 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status