Marc Rowan
Apollo Global Management
Value
10.6B
Stocks
107 Stocks (67 new)
Turnover
64.06%
CIK
1449434
Top Holdings
AHL(26.31%) ADT(7.74%) HGV(7.68%) SMH(7.45%) PXED(7.09%)
About Investor
Established investor leading Apollo Global Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.
Investor Philosophy
Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.
Marc Rowan Top Holdings
| Ticker | Put/Call | Company Name | Industry | Value (M) | Shares | Weight % | Shares Purchased/Sold (M) | Change in Share % | Market Cap (M) |
|---|---|---|---|---|---|---|---|---|---|
| AHL | - | ASPEN INSURANCE HOLDINGS LTD | Financials | 2,798.0M | 75.4M | 26.3% | 0 | No Change | 3,443.9M |
| ADT | - | ADT INC DEL | Industrials | 823.1M | 102.0M | 7.7% | 0 | No Change | 6,396.6M |
| HGV | - | HILTON GRAND VACATIONS INC | Consumer Discretionary | 816.5M | 18.2M | 7.7% | 0 | No Change | 4,261.7M |
| SMH | Put | VANECK ETF TRUST | Other | 792.3M | 2.2M | 7.4% | 2,200,000 | New Buy | 4,814.8M |
| PXED | - | PHOENIX ED PARTNERS INC | Health Care | 754.5M | 24.9M | 7.1% | 24,901,319 | New Buy | 1,073.5M |
| AERO | - | GRUPO AEROMEXICO SAB DE CV | Industrials | 604.0M | 27.5M | 5.7% | 27,505,017 | New Buy | 2,991.0M |
| SPY | Put | SPDR S&P 500 ETF TR | Other | 413.2M | 606.0K | 3.9% | 606,000 | New Buy | 629,864.6M |
| IVV | - | ISHARES TR | Other | 377.9M | 551.7K | 3.6% | 551,725 | New Buy | 428,465.5M |
| NVDA | Put | NVIDIA CORPORATION | Information Technology | 376.7M | 2.0M | 3.5% | 2,020,000 | New Buy | 4,560,801.8M |
| ORCL | Put | ORACLE CORP | Information Technology | 292.4M | 1.5M | 2.7% | 1,116,000 | 290.6% | 447,783.4M |
Recent Buys (13F)
| Ticker | Put/Call | Amount Bought | Shares Bought | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
SMH
Vaneck Etf Trus...
|
Put | $792.3M | 2M | - | 7.45% | New |
|
PXED
Phoenix Ed Part...
|
- | $754.5M | 25M | - | 7.09% | New |
|
AERO
Grupo Aeromexic...
|
- | $604.0M | 28M | - | 5.68% | New |
|
SPY
Spdr S&p 500 Et...
|
Put | $413.2M | 606K | - | 3.89% | New |
|
IVV
Ishares Tr
|
- | $377.9M | 552K | - | 3.55% | New |
Recent Sells (13F)
| Ticker | Put/Call | Amount Sold | Shares Sold | % Change | Weight % | Status |
|---|---|---|---|---|---|---|
|
JPM
Jpmorgan Chase ...
|
Put | $360.6M | 2M | - | 0.00% | Sold Out |
|
BAH
Booz Allen Hami...
|
Put | $174.9M | 2M | - | 0.00% | Sold Out |
|
XIFR
Xplr Infrastruc...
|
- | $47.3M | 5M | - | 0.00% | Sold Out |
|
SATS
Echostar Corp
|
- | $38.1M | 1M | -37.7% | 2.52% | Decreased |
|
FANG
Diamondback Ene...
|
- | $36.4M | 232K | - | 0.00% | Sold Out |
13F Sector Summary
| Industry | Prev Quarter % | Current Quarter % | Change |
|---|---|---|---|
| Financials | 0.7% | 27.0% | +26.4% |
| Industrials | 36.3% | 13.4% | -22.9% |
| Consumer Discretionary | 26.4% | 11.5% | -14.9% |
| Real Estate | 0.1% | 9.6% | +9.5% |
| Information Technology | 6.7% | 9.2% | +2.5% |
| Other | 15.9% | 17.3% | +1.4% |
| Consumer Staples | 1.3% | 0.0% | -1.3% |
