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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 Q2 2015 it was held by 22 managers with an aggregate reported value of $9.78B, which is 1.26% of the combined portfolio.

As of Q2 2015, 22 tracked institutional managers held AAPL (APPLE INC) with an aggregate reported value of $9.78B1.26% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2015
Ticker
AAPL

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

Holders

1Carl Icahn - Icahn Capital Management21.21%-52,760,848$6.62B
2David Einhorn - Greenlight Capital11.61%Reduce -0.7%7,382,571$925.96M
3Bill Nygren - Oakmark Funds1.14%Reduce -9.6%5,678,375$712.21M
4David Rolfe - Wedgewood Partners7.33%Add +0.4%4,366,559$547.68M
5John Armitage - Egerton Capital4.61%Reduce -26.2%2,899,531$363.69M
6Polen Capital Management - Polen Capital Management4.99%Reduce -2.2%2,052,716$257.47M
7Bill Miller - Miller Value Partners5.35%Reduce -0.8%3,519,230$154.49M
8Vulcan Value Partners - Vulcan Value Partners0.77%Add +4.4%651,114$81.67M
9Torray Funds - Torray Funds4.11%Add +53.4%504,014$63.22M
10Muhlenkamp - Muhlenkamp4.27%Add +0.0%151,058$18.95M
11Valley Forge Capital Management - Valley Forge Capital Management1.87%Reduce -6.8%111,287$13.96M
12Robert Olstein - Olstein Capital Management1.02%Reduce -7.1%78,000$9.78M
13Dodge & Cox - Dodge & Cox0.00%Reduce -1.7%26,997$3.39M
14Steven Check - Check Capital Management0.28%-19,954$2.5M
15Mairs & Power Growth Fund - Mairs & Power Growth Fund0.02%Reduce -18.6%13,923$1.75M
16Ruane Cunniff LP - Ruane Cunniff LP0.01%-13,406$1.68M
17First Eagle - First Eagle Investment Management0.00%-7,536$945K
18Thomas Gayner - Markel Asset Management0.02%New6,000$753K
19David Katz - Matrix Asset Advisors0.07%Add +14.7%4,451$558K
20Christopher Davis - Davis Advisors 0.00%-3,290$413K
21Jensen Investment Management - Jensen Investment Management0.01%New2,520$316K
22Lee Ainslie - Maverick Capital0.00%-2,030$255K
Loading holder history for AAPL