Apple Inc.
CH ˙ SWX ˙ US0378331005
SecurityCH:AAPL / Apple Inc.
InstitutionKarani Asset Management LLC
Latest Disclosed Ownership41,560 shares
Latest Disclosed Value $ 10,547,512
Karani Asset Management LLC reports 55.57% increase in ownership of AAPL / Apple Inc.

On May 15, 2026 - Karani Asset Management LLC filed a 13F-HR form disclosing ownership of 41,560 shares of Apple Inc. (CH:AAPL) valued at $10,547,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 26,715 shares of Apple Inc.. This represents a change in shares of 55.57% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F APPLE COM 037833100 41,560 14,845 55.57 10,548 45.24 8.6381
2026-02-17 2025-12-31 13F APPLE COM 037833100 26,715 157 0.59 7,263 7.39 5.9464
2025-11-14 2025-09-30 13F APPLE COM 037833100 26,558 2,516 10.47 6,762 37.10 5.3998
2025-08-14 2025-06-30 13F APPLE COM 037833100 24,042 -1,561 -6.10 4,933 -13.28 4.7779
2025-05-15 2025-03-31 13F APPLE COM 037833100 25,603 -2,440 -8.70 5,687 -19.01 6.0207
2025-02-14 2024-12-31 13F APPLE COM 037833100 28,043 1,473 5.54 7,023 54.36 6.5523
2023-11-14 2023-09-30 13F APPLE COM 037833100 26,570 325 1.24 4,549 -10.63 6.5507
2023-08-14 2023-06-30 13F APPLE COM 037833100 26,245 2,071 8.57 5,091 27.70 5.1345
2023-05-15 2023-03-31 13F APPLE COM 037833100 24,174 -16 -0.07 3,986 26.82 4.2220
2023-02-14 2022-12-31 13F APPLE COM 037833100 24,190 -5,933 -19.70 3,143 -24.50 3.6643
2022-11-14 2022-09-30 13F APPLE COM 037833100 30,123 -4,210 -12.26 4,163 -11.31 4.2222
2022-08-15 2022-06-30 13F APPLE COM 037833100 34,333 -3,213 -8.56 4,694 -28.40 4.3407
2022-05-16 2022-03-31 13F APPLE COM 037833100 37,546 852 2.32 6,556 0.61 3.5460
2022-11-23 2021-12-31 13F/A-1 APPLE COM 037833100 36,694 -11,611 -24.04 6,516 -4.67 3.2233
2022-02-14 2021-12-31 13F APPLE COM 037833100 36,708 -11,611 6,518 3.2233
2022-11-23 2021-09-30 13F/A-1 APPLE COM 037833100 48,305 3,005 6.63 6,835 10.17 3.3170
2021-11-08 2021-09-30 13F APPLE COM 037833100 48,319 3,019 6,837 3.3171
2022-11-23 2021-06-30 13F/A-1 APPLE COM 037833100 45,300 292 0.65 6,204 12.84 3.2094
2021-08-13 2021-06-30 13F APPLE COM 037833100 45,300 306 6,204 2.5296
2022-11-23 2021-03-31 13F/A-1 APPLE COM 037833100 45,008 4,244 10.41 5,498 1.65 3.2376
2021-05-12 2021-03-31 13F APPLE COM 037833100 44,994 4,230 5,496 3.2373
2022-11-23 2020-12-31 13F/A-1 APPLE COM 037833100 40,764 -1,512 -3.58 5,409 10.48 3.1982
2021-02-16 2020-12-31 13F APPLE COM 037833100 40,764 -1,512 5,409 3.1982
2022-11-23 2020-09-30 13F/A-1 APPLE COM 037833100 42,276 31,058 276.86 4,896 19.65 3.2843
2020-11-06 2020-09-30 13F APPLE COM 037833100 42,276 31,058 4,896 3.2967
2022-11-23 2020-06-30 13F/A-1 APPLE COM 037833100 11,218 1,678 17.59 4,092 68.67 3.1719
2020-08-05 2020-06-30 13F APPLE COM 037833100 11,218 1,678 4,092 3.1715
2022-11-23 2020-03-31 13F/A-1 APPLE COM 037833100 9,540 9,540 2,426 2.5930
2020-04-30 2020-03-31 13F APPLE COM 037833100 9,540 9,540 2,426 2.5925
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.