
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.
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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