What smart money is saying about Apple
3 funds in our archive have pitched Apple — most recently Tsai Capital in December 2025.
Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; and wearables, home, and accessories comprising AirPods, Apple TV, Apple Watch, Beats products, and HomePod. It also provides AppleCare support and cloud services; and operates various platforms, including the App Store that allow customers to discover and download applications and digital content, such as books, music, video, games, and podcasts, as well as advertising services include third-party licensing arrangements and its own advertising platforms. In addition, the company offers various subscription-based services, such as Apple Arcade, a game subscription service; Apple Fitness+, a personalized fitness service; Apple Music, which offers users a curated listening experience with on-demand radio stations; Apple News+, a subscription news and magazine service; Apple TV+, which offers exclusive original content; Apple Card, a co-branded credit card; and Apple Pay, a cashless payment service, as well as licenses its intellectual property. The company serves consumers, and small and mid-sized businesses; and the education, enterprise, and government markets. It distributes third-party applications for its products through the App Store. The company also sells its products through its retail and online stores, and direct sales force; and third-party cellular network carriers, wholesalers, retailers, and resellers. Apple Inc. was founded in 1976 and is headquartered in Cupertino, California.
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Position history
Between Q2 2025 and Q2 2026, 16 fund letters reported a position in Apple, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 12 | 0 | 0 | 0 |
| Q1 2026 | 4 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 16 positions
- HoldsGuinness Global Innovators FundJune 2026
Listed in Guinness Global Innovators Fund’s reported holdings.
Read the letterApple - HoldsRoyal London AM Global Equity Diversified FundJune 2026
Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.
Read the letterApple - HoldsJensen Quality Growth FundJune 2026
Listed in Jensen Quality Growth Fund’s reported holdings.
Read the letterApple - HoldsBell Global Equities Fund (Bell Asset Management)June 2026
“Apple Inc. Information Technology US 2.3% JPMorgan Chase & Co. Financials US 1.9% Iisa Inc.”
Read the letterApple - HoldsWedgewood Partners Large Cap Focused StrategyJune 2026
“Apple was also a top contributor to performance during the quarter.”
Read the letterApple - HoldsArtisan Partners Antero Peak StrategyJune 2026
Listed in Artisan Partners Antero Peak Strategy’s reported holdings.
Read the letterApple - HoldsRoyal London AM Global Equity Income FundJune 2026
Listed in Royal London AM Global Equity Income Fund’s reported holdings.
Read the letterApple - HoldsArtisan Partners US Focus FundJune 2026
Listed in Artisan Partners US Focus Fund’s reported holdings.
Read the letterApple - HoldsRoyal London AM Global Equity Enhanced FundJune 2026
Listed in Royal London AM Global Equity Enhanced Fund’s reported holdings.
Read the letterApple - HoldsRoyal London AM Royal London US Equity TrustJune 2026
Listed in Royal London AM Royal London US Equity Trust’s reported holdings.
Read the letterApple - HoldsHarding Loevner Global EquityJune 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Read the letterApple - HoldsHarding Loevner Global Equity ADRJune 2026
Listed in Harding Loevner Global Equity ADR’s reported holdings.
Read the letterApple - HoldsBuffalo Blue Chip Growth FundMarch 2026
Listed in Buffalo Blue Chip Growth Fund’s reported holdings.
Read the letterApple - HoldsHardman Johnston Large Cap EquityMarch 2026
Listed in Hardman Johnston Large Cap Equity’s reported holdings.
Read the letterApple - HoldsHardman Johnston Select EquityMarch 2026
“Apple Inc. United States 5.0 Technology Hardware, Storage & Peripherals”
Read the letterApple - HoldsBuffalo Growth FundMarch 2026
“Apple, Inc. 8.21”
Read the letterApple
Also mentioned · 21
These funds discuss Apple — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedAlpha Wealth Fund The Insiders FundJuly 2026
“On June 18, 2026, when President Donald Trump stated on social media that Apple (AAPL) agreed to partner with Intel to design and manufacture chips domestically in the U.S.”
Read the letterApple - MentionedTroy Asset Management Global Equity StrategyJuly 2026
“When Apple launched its own payments layer twelve years ago, many feared commoditisation and disintermediation.”
Read the letterApple - MentionedGuinness Emerging Markets Equity Income FundJuly 2026
“Apple began to lobby for clearance to buy memory chips from a blacklisted Chinese company, CXMT, to ease the financial pressure from chip prices.”
Read the letterApple - MentionedCDT Capital VNAVJuly 2026
“Apple is looking at acquiring a start-up and Caltech spinout, PrismML.”
Read the letterApple - MentionedCDT Capital VNAV StrategyJuly 2026
“Apple is looking at acquiring a start-up and Caltech spinout, PrismML.”
Read the letterApple - MentionedLongriver Partners FundJuly 2026
“Apple may rent frontier intelligence from others, but it intends to keep personal context, permissions and action inside the iPhone.”
Read the letterApple - MentionedBaillie Gifford Global Income GrowthJune 2026
“including more than $15 billion of Apple”
Read the letterApple - MentionedBaillie Gifford Global Durable GrowthJune 2026
“including more than $15 billion of Apple and more than $10 billion of each of Microsoft and Alphabet.”
Read the letterApple - MentionedHarding Loevner International Developed Markets EquityJune 2026
“Manufacturing logic chips for customers such as NVIDIA, Apple, and Qualcomm, TSMC has generally been able to grow its productive assets 10% to 20% annually over the last two decades,”
Read the letterApple - MentionedAGT Partners Shareholder LetterJune 2026
“Large customers such as Apple, and government bodies (Office of US trade representative (USTR) is exploring broad ranging tariffs on Korean semiconductors), are increasingly unwilling to allow memory suppliers to capture all the excess profits without challenge.”
Read the letterApple - MentionedHarding Loevner International Equity ADRJune 2026
“Manufacturing logic chips for customers such as NVIDIA, Apple, and Qualcomm, TSMC has generally been able to grow its productive assets 10% to 20% annually over the last two decades, with returns on invested capital consistently above its cost of capital.”
Read the letterApple - MentionedWarden Capital War CapJune 2026
“Perhaps more likely is Apple or someone stands up a new player in China”
Read the letterApple - MentionedHood River CM International Opportunity FundJune 2026
“That relationship became even more notable after Amazon announced an agreement to acquire Globalstar and partner with Apple to support satellite-enabled services such as Emergency SOS and direct-to-device connectivity.”
Read the letterApple - MentionedClearBridge Investments Large Cap Growth StrategyJune 2026
“with Apple, Microsoft and Amazon shifting toward the Russell 1000 Value Index while Alphabet’s weight increased (Exhibit 1).”
Read the letterApple - MentionedAGT Partners FundJune 2026
“Large customers such as Apple, and government bodies (Office of US trade representative (USTR) is exploring broad ranging tariffs on Korean semiconductors), are increasingly unwilling to allow memory suppliers to capture all the excess profits without challenge.”
Read the letterApple - MentionedClearBridge Investments Dividend StrategyJune 2026
“In June, Apple raised prices for many of its products by 20% to protect its profitability as soaring storage prices inflate its input costs.”
Read the letterApple - MentionedVision Capital FundJune 2026
“We far prefer to own Apple than the players in Apple’s supply chain (or such equivalents).”
Read the letterApple - MentionedHarding Loevner International EquityJune 2026
“Manufacturing logic chips for customers such as NVIDIA, Apple, and Qualcomm, TSMC has generally been able to grow its productive assets 10% to 20% annually over the last two decades,”
Read the letterApple - MentionedGiverny Capital Asset Management Model PortfolioJune 2026
“TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple.”
Read the letterApple - MentionedHL Global Developed Markets EquityMay 2026
Named in a table in HL Global Developed Markets Equity’s letter.
Read the letterApple - MentionedProtean Funds Partner LetterApril 2026
“free software passkeys from Apple, Google and Microsoft are good enough for most organisations, and Yubico's addressable market narrows rather than expands.”
Read the letterApple
Fund coverage · 3 theses
- Tsai CapitalDecember 2025
Apple is a hardware-software ecosystem powerhouse with 2.4 billion devices and expanding high-margin services driving steady EPS growth.
Read the full thesis - Mar Vista US Quality PremierDecember 2025
Apple is a competitively advantaged ecosystem with massive device and subscriber bases, resilient services margins, and leadership potential in AI-enabled edge devices.
Read the full thesis - RiverPark Large Growth FundJune 2025
Apple is well-positioned for long-term growth due to its large installed base, strong cash flow, and a focused AI strategy emphasizing security and performance.
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