Ownership history in MITCHELL CAPITAL MANAGEMENT CO Β· 57 quarters on record
This page tracks every 13F SEC filing in which MITCHELL CAPITAL MANAGEMENT CO reported a position in Apple Inc COM (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MITCHELL CAPITAL MANAGEMENT CO outperformed the S&P 500 by +48.2% annually on this AAPL position. Timing score: 55% (28/51 decisions correct). Average cost basis: $92.33. Maximum drawdown during holding period: β39.5%.
π₯ Exceptional β beat the S&P 500 by 48.2% per year on this position.
56 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
28 of 51 add/trim decisions correct
Best entry: $2.56 (2008 Q4) Β· Worst: $231.48 (2024 Q3)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
31 adds Β· 21 trims. Bought during 7 of 19 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.49% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size