Suvretta Capital Management’s Apple AAPL Stock Holding History

Suvretta Capital Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-336,147	Closed	-$78.3M	–	97
2024 Q3	$78.3M	Sell	336,147 -27,210	-7%	-$6.08M	2.51%	10
2024 Q2	$76.5M	Buy	363,357 +186,677	+106%	+$34.8M	2.81%	11
2024 Q1	$30.3M	Buy	+176,680	New	+$32.1M	1.13%	31
2021 Q3	–	Sell	-727,500	Closed	-$99.6M	–	107
2021 Q2	$99.6M	Buy	+727,500	New	+$94.3M	1.49%	26
2019 Q1	–	Sell	-40,000	Closed	-$1.58M	–	39
2018 Q4	$1.58M	Buy	+40,000	New	+$1.94M	0.09%	17
2016 Q4	–	Sell	-10,399,600	Closed	-$294M	–	46
2016 Q3	$294M	Buy	+10,399,600	New	+$275M	9.43%	3
2015 Q3	–	Sell	-1,757,404	Closed	-$55.1M	–	19
2015 Q2	$55.1M	Buy	+1,757,404	New	+$56.2M	2.61%	17

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Suvretta Capital Management's AAPL Position: Q4 2024 in Review

Suvretta Capital Management sold out of Apple (AAPL) in Q4 2024, closing a stake of 336,147 shares — an estimated $78.3M sold.

Suvretta Capital Management first reported a position in AAPL in Q2 2015 and held it in 7 quarters. The position peaked at $294M in Q3 2016. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Suvretta Capital Management reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
Suvretta Capital Management sold 336,147 Apple shares in Q4 2024, an estimated $78.3M.
Suvretta Capital Management first reported a position in Apple in Q2 2015 and held it in 7 quarters.
Suvretta Capital Management's Apple position peaked at $294M in Q3 2016.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Suvretta Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.