AAPL β€” APPLE INC Common

Ownership history in OAKMONT Corp  Β·  33 quarters on record

This page tracks every 13F SEC filing in which OAKMONT Corp reported a position in APPLE INC Common (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.

πŸ” Peak position
14.06% (2023 Q4)
πŸ“Š Avg. % of fund
7.45%
πŸ“… First filed
2012 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
33

Position Intelligence

OAKMONT Corp Γ— AAPL AI Analytics

πŸ“ˆ OAKMONT Corp outperformed the S&P 500 by +24.8% annually on this AAPL position. Timing score: 30% (7/23 decisions correct). Average cost basis: $83.93. Maximum drawdown during holding period: –26.4%.

πŸ“ˆ Position Alpha vs SPY
+24.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 24.8% per year on this position.
31 quarters analyzed

⏱️ Timing Score
30%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
7 of 23 add/trim decisions correct

πŸ’° Entry Quality
$83.93
+223.6% vs current ($271.61)

Best entry: $24.45 (2014 Q4)  Β·  Worst: $271.61 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–26.4%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
32%
buy-side decisions

8 adds Β· 17 trims. Bought during 0 of 11 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ OAKMONT Corp has been actively increasing its AAPL allocation β€” a bullish signal from insiders.
Currently 9.17% of portfolio

⚠ 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.

% of Fund (quarterly)    AAPL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 194,926 +4,828 +2.5% 9.17% $53.0M $271.61
2025 Q3 REDUCED 190,098 -3,461 -1.8% 8.65% $48.4M $254.15
2025 Q2 REDUCED 193,559 -731 -0.4% 6.96% $39.7M $204.55
2025 Q1 REDUCED 194,290 -1,107 -0.6% 8.51% $43.2M $221.17
2024 Q4 ADDED 195,397 +23,692 +13.8% 8.56% $48.9M $249.06
2024 Q3 REDUCED 171,705 -120,459 -41.2% 7.36% $38.3M $231.48
2024 Q2 ADDED 292,164 +18,998 +7.0% 13.54% $61.5M $209.00
2024 Q1 REDUCED 273,166 -5,050 -1.8% 11.46% $46.8M $169.93
2023 Q4 UNCHANGED 278,216 β€” 0% 14.06% $53.6M $190.55
2023 Q3 REDUCED 278,216 -170,210 -38.0% 13.62% $47.6M $169.23
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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