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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 2016 it was held by 22 managers with an aggregate reported value of $9.07B, which is 1.21% of the combined portfolio.

As of Q4 2016, 22 tracked institutional managers held AAPL (APPLE INC) with an aggregate reported value of $9.07B1.21% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2016
Ticker
AAPL

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

Long holders

1Warren Buffett - Berkshire Hathaway 4.49%Add +276.7%57,359,652$6.64B
2David Einhorn - Greenlight Capital11.56%Add +11.8%5,807,740$672.83M
3Bill Nygren - Oakmark Funds0.85%Add +3.4%3,826,322$443.17M
4David Rolfe - Wedgewood Partners9.97%Reduce -14.6%3,524,334$408.19M
5Bill Miller - Miller Value Partners16.07%Reduce -11.0%3,162,065$366.23M
6Daniel Loeb - Third Point2.10%Reduce -26.0%1,850,000$214.27M
7Jensen Investment Management - Jensen Investment Management2.90%Reduce -0.1%1,712,186$198.31M
8David Tepper - Appaloosa Management0.92%Reduce -43.8%450,000$52.12M
9Torray Funds - Torray Funds2.51%Reduce -10.8%203,487$23.57M
10Muhlenkamp - Muhlenkamp5.76%Reduce -0.7%149,012$17.26M
11Thomas Gayner - Markel Asset Management0.20%Add +19.6%73,100$8.47M
12Robert Olstein - Olstein Capital Management0.79%-53,000$6.14M
13David Katz - Matrix Asset Advisors0.86%Add +4.7%43,879$5.08M
14First Pacific Advisors - First Pacific Advisors0.01%New15,600$1.81M
15Mairs & Power Growth Fund - Mairs & Power Growth Fund0.02%Reduce -0.3%15,196$1.76M
16Dodge & Cox - Dodge & Cox0.00%Reduce -42.0%14,893$1.73M
17Steven Check - Check Capital Management0.14%Reduce -2.4%12,343$1.43M
18Polen Capital Management - Polen Capital Management0.01%Reduce -99.7%9,393$1.09M
19First Eagle - First Eagle Investment Management0.00%Reduce -46.6%8,606$997K
20Wallace Weitz - Weitz Investment Management0.04%Reduce -35.1%7,745$897K
21Lee Ainslie - Maverick Capital0.01%Reduce -99.7%5,790$671K

Call holders — bullish via leverage

1 manager holds call options on AAPL — a right to buy at strike. Notional value, not premium.

1Muhlenkamp - MuhlenkampNew1,000$116K
Loading holder history for AAPL