Portfolio changes · featured 13Fs

Activity

Moves in AAPL across featured managers — New / Exit / Add / Reduce.

13 managers with a move of 137 featured filed through 17 Aug 13 shown managers newest 13Fs

AAPL · all sizes

13 shown

13 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
AAPL	Reduce	Muhlenkamp & Co.	+1.03 pp	−0.7% sh	Q1→Q2
14 Aug 8
AAPL	New	Ron Baron - Bamco Inc. (Baron Capital)	0.00 pp	opened <0.01%	Q1→Q2
AAPL	Exit	Andreas Halvorsen - Viking Global Investors	−2.55 pp	was 2.6%	Q1→Q2
AAPL	Add	George Soros - Soros Fund Management	+0.49 pp	+5.8% sh	Q1→Q2
AAPL	Add	Christopher Bloomstran - Semper Augustus Investments Group	+0.03 pp	+12.1% sh	Q1→Q2
AAPL	Reduce	Duan Yongping - H&H International Investment	+4.33 pp	−6.4% sh	Q1→Q2
AAPL	Reduce	David Rolfe - Wedgewood Partners	+0.72 pp	−3.3% sh	Q1→Q2
AAPL	Reduce	Mairs & Power	−0.11 pp	−5.8% sh	Q1→Q2
AAPL	Reduce	Francois Rochon - Giverny Capital	−0.01 pp	−13.6% sh	Q1→Q2
12 Aug 1
AAPL	Reduce	Francis Chou - Chou Associates Management	+0.03 pp	−9.1% sh	Q1→Q2
7 Aug 1
AAPL	Reduce	Jensen Investment Management	−1.95 pp	−46.1% sh	Q1→Q2
5 Aug 1
AAPL	New	Steven Check - Check Capital Management	+0.18 pp	opened 0.18%	2026 Q2 restated
4 Aug 1
AAPL	Reduce	Polen Capital Management	0.00 pp	−28.6% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home