SEC 13F Intelligence

Lee Capital Holdings LLC / AAPL

Lee Capital Holdings LLC’s Apple Inc Position

Does Lee Capital Holdings LLC own Apple Inc (AAPL)? Not currently — the last reported position was 40.0K shares worth $5M in Q4 2022; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$5M
Q4 2022
Shares
40.0K
% of Portfolio
+7.94%
Quarters Held
16
position exited

Position History AAPL

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $3MQ1 ’20: $3MQ1 ’20Q2 ’20: $4MQ3 ’20: $5MQ3 ’20Q4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $5MQ3 ’21: $6MQ3 ’21Q4 ’21: $7MQ1 ’22: $7MQ1 ’22Q2 ’22: $5MQ3 ’22: $6MQ3 ’22Q4 ’22: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202240.0K$5M+7.94%
Q3 202240.0K$6M+7.76%
Q2 202240.0K$5M+4.28%
Q1 202240.0K$7M+3.91%
Q4 202140.0K$7M+3.72%
Q3 202140.0K$6M+2.97%
Q2 202140.0K$5M+2.76%
Q1 202140.0K$5M+2.16%
Q4 202040.0K$5M+3.13%
Q3 202040.0K$5M+2.71%
Q2 202010.0K$4M+3.35%
Q1 202010.0K$3M+2.10%
Q4 201910.0K$3M+2.71%
Q3 201910.0K$2M+2.09%
Q2 201910.0K$2M+2.12%
Q1 201910.0K$2M+2.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lee Capital Holdings LLC’s full portfolio or all institutional holders of AAPL.