Avenir Tech Ltd AAPL — APPLE INC

Ownership history in Avenir Tech Ltd  ·  7 quarters on record

AI Ownership Summary

Avenir Tech Ltd reported APPLE INC (AAPL) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows AAPL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avenir Tech Ltd's position in APPLE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AAPL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AAPL stock page Avenir Tech Ltd fund profile Avenir Tech Ltd full holdings
How Avenir Tech Ltd held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 100 — 0% 0.00% $27K 2026-02-14 (Est.) $255.78
2025 Q3 UNCHANGED — — — 100 — 0% 0.00% $25K 2025-11-14 $272.16
2025 Q2 REDUCED 95.8% +24.1% ❌ 100 -2,300 -95.8% 0.00% $21K 2025-08-14 $232.34
2025 Q1 ADDED — — — 2,400 +2,300 +2300.0% 0.07% $533K 2025-05-15 $210.81
2024 Q4 UNCHANGED — — — 100 — 0% 0.00% $25K 2025-02-14 $243.54
2024 Q3 UNCHANGED — — — 100 — 0% 0.10% $23K 2024-11-14 $226.98
2024 Q2 INITIATED — — — 100 — — 0.01% $21K 2024-08-02 $218.17

🏢 Other funds also holding AAPL

As of 2026 Q1 — sorted by position size

GLP Holdings LLLP 95.49% RJA Asset Management LLC 3Y 91.53% Prospect Hill Management, LLC 3Y 57.18% INDEPENDENT INVESTORS INC 3Y 7Y 54.48% Hoffman, Alan N Investment Management 3Y 51.82% OAKLAND FINANCIAL CORP 30.03% Performance Wealth Partners, LLC 3Y 28.9% Harold Davidson & Associates Inc. 24.0% BIRINYI ASSOCIATES INC 3Y 7Y 22.87% Martin Capital Advisors, LLP 3Y 21.87%

FAQ About Avenir Tech Ltd and AAPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avenir Tech Ltd reported owning AAPL?

Avenir Tech Ltd reported AAPL across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AAPL position in Avenir Tech Ltd's portfolio?

The largest reported portfolio weight for AAPL was 0.10% in 2024 Q3.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when Avenir Tech Ltd reported 100 shares, equal to 0.00% of portfolio, with an estimated market value of $27K.

What does the chart on this AAPL ownership page compare?

The chart compares Avenir Tech Ltd's quarterly AAPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avenir Tech Ltd time their AAPL position?

Based on 13F filing dates vs. subsequent AAPL price moves, Avenir Tech Ltd correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on AAPL relative to SPY over the holding period was -6.6%.

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