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Apple Inc

AAPL

Apple Inc

Apple Inc historical holders

total: 42

Himalaya Capital Management Apple Inc transactions over time

Total transactions:
3
New positions:
1
Reduced:
2
Held since:
2020 Q4
Held for:
22 quarters
Latest activity:
2025 Q1
Li Lu has been an institutional investor in Apple Inc (AAPL) since 2020 Q4. According to 2026 Q1 report, Li Lu holds 110,600 shares with a market value of roughly $28.07M representing 0.88% of their equity portfolio. The fund/company first acquired AAPL in 2020 Q4, initially purchasing 759,600 shares. Since the initial investment, Himalaya Capital Management has made 2 more transactions in this position.

Does Li Lu still hold AAPL?

Yes, Li Lu continues to hold Apple Inc (AAPL). According to their 2026 Q1 report, they maintain a position of 110,600 shares valued at approximately $28.07M, representing 0.88% of their equity portfolio.

When did Li Lu first invest in AAPL?

Li Lu first invested in Apple Inc (AAPL) in 2020 Q4 at the reported quarter-end price of $132.69 per share, acquiring 759,600 shares in their initial purchase.

What is Li Lu's average cost basis for AAPL?

Based on historical transaction data, Li Lu's estimated cost basis for Apple Inc (AAPL) is approximately $132.69 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$132.69
Weighted AVG sell price:
$229.53

AAPL transactions history by Himalaya Capital Management

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q1
1.11%
110,600
$222.13
$24,567,578
-65.19% (-207,100)
-1.7%
2024 Q3
2.99%
317,700
$233.00
$74,024,100
-58.18% (-441,900)
-4.02%
2020 Q4
5.55%
$132.69
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.