What smart money is saying about Apple, Inc.
AAPL · Technology · Consumer Electronics · Market cap $3841.26B
4 funds in our archive have pitched Apple, Inc. — most recently Matthew 25 Fund in June 2026.
Company profile
Apple Inc. is a global technology corporation that specializes in the conceptualization, production, and sale of a diverse suite of electronic devices. Its comprehensive hardware lineup features the well-known iPhone smartphones, Mac personal computers, and versatile iPad tablets. The company also supplies a range of wearables, smart home products, and accessories, including AirPods, Apple TV, Apple Watch, items from the Beats brand, and HomePod speakers. Beyond its device offerings, Apple delivers essential support services like AppleCare and robust cloud solutions. It oversees key digital platforms, prominently the App Store, which acts as a central hub for customers to discover and download countless applications and digital content, from e-books and music to videos, games, and podcasts. The company also generates revenue via advertising, leveraging both its proprietary ad platforms and third-party licensing deals. Apple's ecosystem is further bolstered by a wide array of subscription-based services: Apple Arcade for gaming, Apple Fitness+ for personalized wellness, Apple Music for curated audio experiences and on-demand radio, Apple News+ for access to news and magazines, and Apple TV+ for exclusive original video programming. Its financial services portfolio includes the co-branded Apple Card and the mobile payment system, Apple Pay. Additionally, Apple strategically licenses its intellectual property. The company serves a broad clientele that spans individual consumers, small and medium-sized enterprises, as well as institutional clients in the education, corporate, and governmental sectors. Products are distributed through a multi-channel strategy, utilizing Apple's own physical retail locations and online storefronts, a dedicated direct sales team, and collaborations with external partners such as mobile network providers, wholesalers, general retailers, and authorized resellers. The App Store additionally functions as the primary conduit for third-party applications designed for its devices. Founded in 1976, Apple Inc. is headquartered in Cupertino, California.
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33
Reported positions
6
Bought
0
Sold
84
Letters
Position history
Between Q2 2025 and Q3 2026, 33 fund letters reported a position in Apple, Inc. — 6 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 0 | 0 |
| Q2 2026 | 25 | 6 | 0 | 1 |
| Q1 2026 | 4 | 0 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 33 positions · 6 moves
- August 2026
“Theme 9: Memory chip supply significantly below demand The semiconductor industry is experiencing a significant supply shortage in advanced memory architectures, specifically HBM, standard dynamic random access memory (DRAM), and NAND (a type of non-volatile computer storage) upgrades, which are essential to feed high-power AI accelerators. While this represents a major revenue driver for memory and equipment manufacturers, it has introduced severe component cost headwinds for hardware device makers. High memory inflation is compressing product gross margins for consumer hardware companies, forcing them to implement selective price hikes to offset commodity pressures and preserve profitability. Apple CEO, Tim Cook: "we expect the impact from supply constraints to increase significantly sequentially.”
Apple, Inc. - August 2026
“Top 10 Holdings Company Sector Geography Weight NVIDIA Corporation Information Technology US ).9% Microsoft Corporation Information Technology US 5.$% Alphabet Inc. Communication Services US 5.$% Amazon.com, Inc. Consumer Discretionary US 3.4% Broadcom Inc. Information Technology US 2.9% Apple Inc. Information Technology US 2.3% Meta Platforms, Inc. Communication Services US $.4%”
Apple, Inc. - August 2026
Listed in Harding Loevner Global Developed Markets Equity’s reported holdings.
Apple, Inc. - July 2026
Listed in Bell Global Equities Fund Wholesale Class’s reported holdings.
Apple, Inc. - June 2026
Listed in Tributary Capital Management All Cap Equity Strategy’s reported holdings.
Apple, Inc. - June 2026
Listed in Artisan Partners Antero Peak Strategy’s reported holdings.
Apple, Inc. - June 2026
Listed in Guinness Global Innovators Fund’s reported holdings.
Apple, Inc. - June 2026
Listed in Royal London AM Global Equity Diversified Fund’s reported holdings.
Apple, Inc. - June 2026
“I included Apple (AAPL) in the chart, but I would not include it in this bucket.”
Apple, Inc. - June 2026
“Apple was also a top contributor to performance during the quarter.”
Apple, Inc. - June 2026
Listed in Buffalo Funds Growth Fund’s reported holdings.
Apple, Inc. - June 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Apple, Inc. - June 2026
Listed in Harding Loevner Global Equity ADR’s reported holdings.
Apple, Inc. - June 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* NVIDIA Corporation 12.66 Apple, Inc. 9.05 Microsoft Corporation 7.94 Alphabet, Inc. 6.34 Amazon.com, Inc.”
Apple, Inc. - June 2026
Listed in Royal London AM Global Equity Income Fund’s reported holdings.
Apple, Inc. - June 2026
Listed in Artisan Partners US Focus Fund’s reported holdings.
Apple, Inc. - June 2026
Listed in Royal London AM Global Equity Enhanced Fund’s reported holdings.
Apple, Inc. - June 2026
Listed in Royal London AM Royal London US Equity Trust’s reported holdings.
Apple, Inc. - HoldsOakmark FundJune 2026
Listed in Oakmark Fund’s reported holdings.
Apple, Inc. “Portfolio Changes We initiated new positions in Equinix and Arista Networks and exited our positions in Aon and Intuit. Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.”
Apple, Inc.Listed in Jensen Investment Management Quality Growth Equity Composite’s reported holdings.
Apple, Inc.- June 2026
Listed in Liontrust Global Technology Fund’s reported holdings.
Apple, Inc. - June 2026
Listed in Liontrust GF Global Technology Fund’s reported holdings.
Apple, Inc. - June 2026
“We added materially to existing holdings on the same logic: Apple’s share count rose c.90% (now the Fund’s largest position at 5.4%),”
Apple, Inc. - June 2026
“Magnificent 7: Our targeted positioning in Alphabet, Amazon and Apple saw positive attribution.”
Apple, Inc. - June 2026
“We added materially to existing holdings on the same logic: Apple’s share count rose c.90% (now the Fund’s largest position at 5.4%), Danaher, Thermo Fisher, L’Oréal and Ferrari were all more than doubled, and Lilly, Amazon, Alphabet and Meta increased.”
Apple, Inc. Listed in Tributary Capital Management All Cap Plus Equity Strategy’s reported holdings.
Apple, Inc.- June 2026
“Five new positions were added to the strategy in the second quarter. PepsiCo was added to the portfolio as the company works to restage its brands and address changes in customer preferences. PepsiCo is a leader in beverages and convenient food with a portfolio of more than 30 billion-dollar brands. Abbott is a healthcare company with products in diagnostics, medical devices, nutrition and branded generic medicines. Abbott expects its nutrition business to return to growth in the second half of the year, and the company should continue to produce solid organic growth. Boston Scientific is a medical technology company that provides devices and therapies that treat cardiovascular, respiratory, digestive, oncological, neurological and urological diseases and conditions. Innovation and positive clinical trial results should continue to drive long-term growth. Duke Energy is one of the largest energy holding companies in the U.S. Its electric and natural gas utilities serve customers in North Carolina, South Carolina, Ohio, Kentucky, Florida and Indiana. Duke has 5GW of data centers currently under construction in its footprint and is looking to add ~14GW of total capacity by 2031. Apple is a global technology company that makes consumer electronics, including the iPhone, iPad, Mac and Apple Watch, along with a growing services business that includes the App Store, iCloud, Apple Music and Apple TV.”
Apple, Inc. - HoldsAugustine Asset Management Global Equity & Fixed Income StrategiesJune 2026
“Positive contributions from global technology (Taiwan Semiconductor Manufacturing, ASML, Apple), European industrials (Siemens), Japanese financials (Mizuho, Sumitomo Mitsui), and US and Asian materials (Freeport McMoran, BHP) were partially offset by Japanese industrials (Mitsui, Marubeni), US healthcare (Gilead, Regeneron, United Therapeutics, Medtronic), and European energy (Shell, TotalEnergies).”
Apple, Inc. - HoldsBuffalo Growth FundMarch 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* NVIDIA Corporation 12.20 Alphabet, Inc. 11.82 Microsoft Corporation 11.22 Amazon.com, Inc. 8.79 Apple, Inc. 8.21 Meta Platforms, Inc.”
Apple, Inc. - March 2026
Listed in Buffalo Blue Chip Growth Fund’s reported holdings.
Apple, Inc. - March 2026
Listed in Hardman Johnston Large Cap Equity’s reported holdings.
Apple, Inc. - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products Energy 1.9 Cameco Corporation Canada 1.9 Oil, Gas & Consumable Fuels Financials 9.7 Charles Schwab Corp United States 3.0 Capital Markets Marsh & McLennan Cos. Inc. United States 3.0 Insurance Mastercard Inc. United States 3.8 Financial Services H ealt h Care 17.9 AstraZeneca plc United Kingdom 3.5 Pharmaceuticals Becton, Dickinson & Co. United States 1.4 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies Illumina, Inc. United States 2.0 Life Sciences Tools & Services IQVIA Holdings Inc. United States 1.9 Life Sciences Tools & Services Medtronic plc United States 1.7 Health Care Equipment & Supplies UnitedHealth Group Inc. United States 1.0 Health Care Providers & Services Vertex Pharmaceuticals Inc. United States 3.2 Biotechnology Waters Corporation United States 0.5 Life Sciences Tools & Services I ndust rials 23.4 Automatic Data Processing, Inc. United States 1.5 Professional Services Curtiss-Wright Corporation United States 5.9 Aerospace & Defense Howmet Aerospace, Inc. United States 7.0 Aerospace & Defense Stanley Black & Decker Inc. United States 2.0 Machinery Vertiv Holdings Co. United States 7.0 Electrical Equipment I nformat ion Technology 25.3 Adobe Inc. United States 1.2 Software Advanced Energy Industries United States 4.3 Electronic Equipment, Instruments & Components Apple Inc. United States 5.0 Technology Hardware, Storage & Peripherals”
Apple, Inc.
Also mentioned · 47
These funds discuss Apple, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedGuinness Asian Equity Income FundAugust 2026
“Investors remained cautious about declining handset revenues, faster-than-expected loss of Apple modem business, and the execution risk associated with Qualcomm’s expansion into the highly competitive data centre market.”
Apple, Inc. - MentionedCDT CapitalAugust 2026
“An IPO of OpenAI, a cash burning start up that is in a legal battle with Apple for egregious IP theft (Article) and has a growing executive turnover problem (Article) is just not likely.”
Apple, Inc. - MentionedCDT Capital Investment StrategyAugust 2026
“An IPO of OpenAI, a cash burning start up that is in a legal battle with Apple for egregious IP theft (Article) and has a growing executive turnover problem (Article) is just not likely.”
Apple, Inc. - MentionedMalborough Multi Cap IncomeAugust 2026
“The latest inflation data for the G10 economies (see table below) shows the UK inflation rate at 2.60% with the US at 3.5%, Norway at 2.70% and the Eurozone at 2.90%. Given the UK and US have targets of 2.0% for inflation, the UK is not looking out of step with other major economies. Directionally, it has been helpful to have commodity prices dip because of US-Iran peace talks. However, we are mindful that the position could change quickly and next month’s data may well show an increase again. When looking at global supply chains, shortages are expected in certain key components, whether these are for the likes of Apple or the larger US data centres.”
Apple, Inc. - July 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.”
Apple, Inc. - 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.”
Apple, Inc. - July 2026
“• Agentic commerce. Whilst we have our various doubts as to why agentic commerce will not be adopted quite as fast as its leading proponents suggest, the networks are not passive bystanders.5 Visa has launched its Intelligent Commerce Platform and Trusted Agent Protocol; Mastercard has Agent Pay. Authentication, delegated consent, fraud liability, and dispute resolution are precisely the problems card networks have spent decades solving. Money movement is a commodity, but globally networked acceptance, governance and security are not. The Apple Pay experience is instructive here. When Apple launched its own payments layer twelve years ago, many feared commoditisation and disintermediation.”
Apple, Inc. - MentionedCDT Capital VNAV StrategyJuly 2026
“• Apple – PrismML: Apple is looking at acquiring a start-up and Caltech spinout, PrismML.”
Apple, Inc. - MentionedCDT Capital VNAVJuly 2026
“• Apple – PrismML: Apple is looking at acquiring a start-up and Caltech spinout, PrismML.”
Apple, Inc. - July 2026
“Microsoft et Amazon ont toutes deux progressé de +16 % grâce à leurs activités infonuagiques. Mais la dispersion raconte sa propre histoire : Alphabet a reculé de -7 %, bien que les revenus de sa composante infonuagiques aient augmenté de 82 %. Pour sa part, Apple a chuté de -7 % à cause de la pression subie par le coût des micropuces.”
Apple, Inc. - MentionedBrandes IP Global Equity StrategyJuly 2026
“But building an investment strategy around the expectation of identifying the next Amazon or Apple is more appropriate for “prediction markets,” and in our opinion, is not fundamental investing.”
Apple, Inc. - MentionedBronte Capital Amalthea FundJuly 2026
Named in a table in Bronte Capital Amalthea Fund’s letter.
Apple, Inc. - July 2026
Named in a table in Pender Alternative Multi-Strategy Growth Fund’s letter.
Apple, Inc. - MentionedOsprey Private WealthJuly 2026
“Inflation The AI boom has created pressure on the availability of many goods and services, adding to inflationary pressures that were already above the Fed’s targets for maintaining price stability. Included in this list are a variety of types of semiconductors, natural gas turbines to generate electricity, optical fiber, and certain kinds of construction equipment, among many other items. (In recent weeks, Apple, one of the largest consumers of semiconductors, said it would have to significantly increase the prices of its products due to the higher costs of memory chips from its suppliers.”
Apple, Inc. - MentionedLongriver Partners FundJuly 2026
“Meta and Apple are protecting different control points. Meta is investing vertically in models and custom silicon because it cannot allow an outside supplier to control the intelligence behind its feeds, advertising and future devices. Apple may rent frontier intelligence from others, but it intends to keep personal context, permissions and action inside the iPhone.”
Apple, Inc. - June 2026
“While markets are constantly evolving, we witnessed an acceleration of those normal fluctuations in June, highlighted by unprecedented changes to large cap benchmarks in the Russell U.S. Indexes Reconstitution and SpaceX completing the largest initial public offering in history. The Russell rebalance substantially reduced the weighting of the Magnificent Seven in the Russell 1000 Growth Index (RLG), with Apple, Microsoft and Amazon shifting toward the Russell 1000 Value Index while Alphabet’s weight increased (Exhibit 1).”
Apple, Inc. - June 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.”
Apple, Inc. - MentionedVision Capital FundJune 2026
“We far prefer to own Apple than the players in Apple’s supply chain (or such equivalents).”
Apple, Inc. - MentionedAntipodes Global FundJune 2026
“As covered above, the Strategy's underweight to Semiconductors & Semiconductor Equipment and Technology Hardware & Equipment detracted on a relative basis over the Quarter, most notably not owning Micron Technology, SK Hynix, AMD, Samsung Electronics and Apple.”
Apple, Inc. - MentionedBaillie Gifford Global Income GrowthJune 2026
“Consider this quarter's SpaceX IPO. As index providers rush to accommodate the newly listed company, JPMorgan estimates that tracker funds will be forced to sell approximately $90 billion worth of existing holdings to make room - including more than $15 billion of Apple and more than $10 billion of each of Microsoft and Alphabet.”
Apple, Inc. - June 2026
“Consider this quarter's SpaceX IPO. As index providers rush to accommodate the newly listed company, JPMorgan estimates that tracker funds will be forced to sell approximately $90 billion worth of existing holdings to make room - including more than $15 billion of Apple and more than $10 billion of each of Microsoft and Alphabet. The sellers”
Apple, Inc. - June 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,”
Apple, Inc. - June 2026
“Our fourth-largest position is Taiwan Semiconductor, which is up nearly 100% since we bought it last summer. TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple. Its growth is also accelerating, with June revenue up 68% from a year earlier.”
Apple, Inc. - June 2026
“Taiwan Semiconductor Manufacturing or TSMC, the most valuable company outside the US, possesses a widely admired business model. For decades it has gained share in logic chip manufacturing by continually investing to create economies of scale and scope, going farther down the manufacturing experience curve than peers, and developing proprietary manufacturing processes that deliver to customers the most advanced chips at costs competitors cannot match. 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.”
Apple, Inc. - MentionedWarden Capital War CapJune 2026
“How hard would it be for Google to spin up a memory division? Or Amazon. Perhaps more likely is Apple or someone stands up a new player in China to secure and permanently commodify the memory supply chain so critical to their products.”
Apple, Inc. - 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. This pace of price increase is clearly unsustainable.”
Apple, Inc. - 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. This pace of price increase is clearly unsustainable.”
Apple, Inc. - MentionedHarding Loevner International EquityJune 2026
“Taiwan Semiconductor Manufacturing or TSMC, the most valuable company outside the US, possesses a widely admired business model. For decades it has gained share in logic chip manufacturing by continually investing to create economies of scale and scope, going farther down the manufacturing experience curve than peers, and developing proprietary manufacturing processes that deliver to customers the most advanced chips at costs competitors cannot match. 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”
Apple, Inc. - MentionedAntipodes Global Value Fund (Hedged)June 2026
“• As covered above, the Strategy's underweight to Semiconductors & Semiconductor Equipment and Technology Hardware & Equipment detracted on a relative basis over the Quarter, most notably not owning Micron Technology, SK Hynix, AMD, Samsung Electronics and Apple.”
Apple, Inc. - June 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.”
Apple, Inc. - MentionedBaron Technology ETFJune 2026
“Our non-ownership of Microsoft Corporation and Apple Inc. were the two largest individual contributors to relative performance during the quarter.”
Apple, Inc. - June 2026
Named in a table in Brown Advisory Large-Cap Sustainable Value Strategy’s letter.
Apple, Inc. - MentionedBrown Advisory U.S. Value FundJune 2026
Named in a table in Brown Advisory U.S. Value Fund’s letter.
Apple, Inc. - June 2026
“ Information Technology remains the largest relative underweight sector in the portfolio. The portfolio’s weight increased during the period, driven by the additions of Palantir Technologies (PLTR) and Arista Networks Inc (ANET), as well as strong performance from Datadog Inc (DDOG), Palo Alto Networks Inc (PANW), and Marvell Technology Inc (MRVL). Separately, Russell’s annual reconstitution further increased the benchmark’s concentration in Semiconductors & Semiconductor Equipment, which now represents approximately one-third of the Russell 1000® Growth Index, while reducing the weights of several mega-cap constituents, including Microsoft Corp (MSFT), Apple Inc (AAPL), and Amazon (AMZN).”
Apple, Inc. - June 2026
“Lastly, several of the world’s largest companies are whipsawing between the growth and value benchmarks, with Apple Inc (AAPL), Microsoft Corp (MSFT), Alphabet Inc Class C (GOOG) and Amazon.com Inc (AMZN) all seeing more than 400 bps change to weight in the Russell 1000® Growth Index during the late June reconstitution and technically those weights could shift meaningfully once again in six months.”
Apple, Inc. - June 2026
“Advanced chip manufacturing has become one of the most strategically vital links in the global economy, and that importance only deepens as AI infrastructure spending accelerates. TSMC sits at the center of that buildout, fabricating the most advanced silicon for the world's leading designers (i.e. Nvidia, Apple, AMD, and Broadcom among them) at a scale and yield no competitor can match.”
Apple, Inc. - MentionedHennessy Focus FundJune 2026
“The company has spoken about bypassing wireless carriers to sell service direct to consumers, has acquired wireless spectrum (and is likely to pursue more), and is reportedly developing its own AI device in competition with Apple, Google, Samsung and others.”
Apple, Inc. - MentionedFirst Eagle Investments Small Cap Market OverviewJune 2026
“companies like Amazon, Apple, Meta, Microsoft and Oracle that operate massive data centers supporting cloud computing”
Apple, Inc. - MentionedFirst Eagle Investments 2Q26 Market Overview: The Cost of CredibilityJune 2026
“The magnitude of capital expenditures by hyperscalers—companies like Amazon, Apple, Meta, Microsoft and Oracle that operate massive data centers supporting cloud computing—has been another source of support for investor sentiment.”
Apple, Inc. - MentionedO'Keefe Stevens AdvisoryJune 2026
“Qualcomm faced a long-standing structural challenge: customer concentration in Apple, which is internally developing its own modem and transitioning away from Qualcomm silicon.”
Apple, Inc. - MentionedCopeland Capital Management Dividend GrowthJune 2026
“Before the World Cup tournament began, reasonable bettors might have predicted Chart 1. Semiconductors—Percent of S&P 500 Weight is at All-Time Highs T h e M o s t B e a u t i f u l G a m e “I think that you might be so sure about what you want that you might not be leaving any room to figure out what you need.” - Ted Lasso, Apple TV+ Source: Bloomberg, S&P Global, as compiled by Citadel Securities5, GMI, as of June 15, 2026.”
Apple, Inc. - MentionedCopeland Capital Management Dividend Growth StrategyJune 2026
“"I think that you might be so sure about what you want that you might not be leaving any room to figure out what you need." - Ted Lasso, Apple TV+”
Apple, Inc. - MentionedGreenfield Seitz Capital ManagementJune 2026
“Magnificent 7 Underperforms We warned about the tech darlings swelling AI spending in our January letter, noting they were once asset light companies that are beginning to look more like industrials with heavy capex spending on semiconductors. The Magnificent 7 (Alphabet/Google, Amazon, Apple, Meta/Facebook, Microsoft, Nvidia, and Tesla) stocks are flat for 1H26, while the market is up 10%.”
Apple, Inc. - MentionedHL Global Developed Markets EquityMay 2026
Named in a table in HL Global Developed Markets Equity’s letter.
Apple, Inc. - 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.”
Apple, Inc. - March 2026
“We view TSMC as the global linchpin of advanced semiconductor manufacturing, uniquely positioned to benefit from the secular expansion of AI compute. Its unmatched technological leadership across 3nm and 2nm processes, trusted customer relationships with NVIDIA, Apple, and AMD, and disciplined capital allocation support durable pricing power and expanding margins.”
Apple, Inc. - MentionedSaga PortfolioMarch 2026
“Why Active Management Can Make Sense A low-cost index fund is a sensible default option. It gives investors ownership of a broad cross-section of productive businesses while helping them avoid many of the errors that plague active management. That matters because wealth creation in markets is highly uneven: a small number of companies account for a very large share of long-term returns, while most stocks underperform the market and many produce negative lifetime returns. Indexing ensures investors own the next Apple, Amazon, or Google before the market fully reflects the value those businesses will ultimately create,”
Apple, Inc.
Fund coverage · 4 theses
- Matthew 25 FundJune 2026
Apple, Inc. is included among the companies expected to benefit from AI software and is described as attractively priced relative to growth and future value.
Read the full thesis - 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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