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AAPL - APPLE INC

This page shows which of the focused investors we track hold AAPL and how their positions changed, so you can see how much conviction the group has in the stock.

In Q4 2014 it was held by 21 managers with an aggregate reported value of $9.81B, which is 1.27% of the combined portfolio.

As of Q4 2014, 21 tracked institutional managers held AAPL (APPLE INC) with an aggregate reported value of $9.81B1.27% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2014
Ticker
AAPL

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Carl Icahn - Icahn Capital Management18.26%New52,760,848$5.82B
2Bill Nygren - Oakmark Funds1.89%Add +0.0%11,048,521$1.22B
3David Einhorn - Greenlight Capital12.62%Reduce -6.2%8,605,542$949.88M
4David Rolfe - Wedgewood Partners6.42%Reduce -11.6%4,314,062$476.19M
5John Armitage - Egerton Capital5.33%Add +244.0%3,610,326$398.51M
6Stephen Mandel - Lone Pine Capital1.01%New2,184,122$241.08M
7Polen Capital Management - Polen Capital Management4.58%Reduce -1.5%2,016,598$222.59M
8Vulcan Value Partners - Vulcan Value Partners2.47%Add +15.4%1,975,745$218.08M
9Bill Miller - Miller Value Partners4.78%Reduce -30.7%3,701,790$129.32M
10Leon Cooperman - Leon Cooperman0.71%Reduce -67.8%383,790$42.36M
11Torray Funds - Torray Funds3.01%Add +1.3%325,344$35.91M
12Muhlenkamp - Muhlenkamp3.34%Add +51.1%150,828$16.65M
13Valley Forge Capital Management - Valley Forge Capital Management1.62%Add +9.4%124,009$13.69M
14Robert Olstein - Olstein Capital Management0.93%Reduce -4.2%69,000$7.62M
15Dodge & Cox - Dodge & Cox0.00%Reduce -0.2%29,316$3.24M
16Steven Check - Check Capital Management0.24%Reduce -9.4%19,729$2.18M
17Mairs & Power Growth Fund - Mairs & Power Growth Fund0.03%Add +0.7%17,394$1.92M
18Ruane Cunniff LP - Ruane Cunniff LP0.01%Reduce -2.3%13,406$1.48M
19First Eagle - First Eagle Investment Management0.00%-7,336$810K
20David Katz - Matrix Asset Advisors0.05%Add +2.6%3,880$428K
21Christopher Davis - Davis Advisors 0.00%-3,290$363K
Loading holder history for AAPL