Apollo Global Management (APO) Stock Concentration Calculator
Calculator · free · no signup · APOQuantify Apollo Global Management concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Apollo Global Management
Apollo Global Management (APO) is a public Fintech company, incorporated in Delaware and headquartered in New York, NY.
Last close: $133.85 per share (as of 2026-08-18).
Equity grants at Apollo Global Management typically include restricted stock units (RSUs).
Apollo Global Management, Inc. is an American asset management firm that primarily invests in alternative assets. As of 2025, the company had $840 billion of assets under management, including $392 billion invested in credit, including mezzanine capital, hedge funds, non-performing loans, and collateralized loan obligations, $99 billion invested in private equity, and $46.2 billion invested in real assets, which includes real estate and infrastructure. The company invests money on behalf of pension funds, financial endowments, and sovereign wealth funds, as well as other institutional and individual investors.
Source: Wikipedia (CC BY-SA 4.0)
Leon Black, Josh Harris, and Marc Rowan founded the firm in 1990 out of the wreckage of Drexel Burnham, and it built a reputation in distressed credit before becoming one of the largest alternative asset managers. The 2022 merger with Athene changed the model fundamentally: annuity liabilities supply permanent capital that the credit business invests, so the firm earns a spread as well as fees. Fee-related earnings and spread-related earnings are reported separately because they behave differently. Private credit origination is the engine both halves depend on. Headquarters are in New York.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Apollo Global Management.
If a meaningful share of your net worth sits in APO, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with APO's option-implied volatility.
Example: 5,000 APO shares at $133.85 is a $669,250 position. A 30% drawdown costs $200,775; a 50% drawdown costs $334,625; a 70% drawdown costs $468,475. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using APO's option-implied volatility and your cost basis.
All Apollo Global Management tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Apollo Global Management equity questions
- How much APO stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your APO position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Apollo Global Management grant ISOs, NSOs, or RSUs?
- Equity compensation at Apollo Global Management typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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OptionsAhoy plans your Apollo Global Management equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.