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Hedge Fund Investor Letters-News


HERE IS WHY BARON TECHNOLOGY FUND INCREASED ITS HOLDINGS IN APPLE (AAPL)

PUBLISHED ON SEPTEMBER 6, 2024 AT 7:45 AM BY SOUMYA ESWARAN IN HEDGE FUND
INVESTOR LETTERS, NEWS

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Baron Funds, an investment management company, released its “Baron Technology
Fund” second quarter 2024 investor letter. A copy of the letter can be
downloaded here. After a slow start to the quarter, U.S. stocks increased
steadily in May and June. In the second quarter, the fund rose 7.09%
(Institutional Shares) underperforming an 11.38% return for the MSCI ACWI
Information Technology Index (the Benchmark) and outperforming the 4.28% gain
for the S&P 500 index. For the first half of 2024, the fund delivered solid
returns, increasing 22.86% compared to 24.80% and 15.29% returns for the
indexes. In addition, please check the fund’s top five holdings to know its best
picks in 2024.



Baron Technology Fund highlighted stocks like Apple Inc. (NASDAQ:AAPL), in the
second quarter 2024 investor letter. Apple Inc. (NASDAQ:AAPL) is an American
multinational company that designs, manufactures, and markets smartphones,
personal computers, tablets, wearables, and accessories. The one-month return of
Apple Inc. (NASDAQ:AAPL) was 2.84%, and its shares gained 24.81% of their value
over the last three months. On September 5, 2024, Apple Inc. (NASDAQ:AAPL) stock
closed at $222.38 per share with a market capitalization of $3.381 trillion.



Baron Technology Fund stated the following regarding Apple Inc. (NASDAQ:AAPL) in
its Q2 2024 investor letter:

> “The Fund’s chief relative detractor was Apple Inc. (NASDAQ:AAPL), even though
> it was a meaningful contributor to absolute performance, as we added to our
> Apple position significantly during the period. We bought Apple well, but in
> 20/20 hindsight we didn’t buy enough. Because Apple has an oversized weight in
> the Benchmark (its average weight was 15.7% for the period), when Apple’s
> stock outperforms (it appreciated 23.0%), it has generally been a headwind to
> relative performance. Our Apple underweight accounted for 33% of our relative
> underperformance for the period.
> 
> This quarter we increased the size of our position in Apple Inc., a leading
> technology company known for its innovative consumer electronics products like
> the iPhone, MacBook, iPad, and Apple Watch. Apple is a leader across its
> categories and geographies, with a growing installed base that now exceeds 2
> billion devices globally. The company’s attached services – including the App
> Store, iCloud, Apple TV+, Apple Music, and Apple Pay – provide a higher
> margin, recurring revenue stream that both enhances the value proposition for
> its hardware products and improves the financial profile. Apple now has well
> over 1 billion subscribers paying for these services, more than double the
> number it had just 4 years ago. The increasing services mix has led to healthy
> operating margin improvement, providing more free cash flow for Apple to
> reinvest in the business and to distribute to shareholders. Throughout its
> 48-year history, Apple has successfully navigated and capitalized on major
> technological shifts, from PCs to mobile to cloud computing. We believe the
> company’s leading brand and device ecosystem position it to do equally well in
> the AI age, and this was the driver of our decision to re-invest. “Apple
> Intelligence” – the AI strategy unveiled at Apple’s recent Worldwide Developer
> Conference – leverages on-device AI and integrations with tools like ChatGPT
> to enhance user experiences across its ecosystem. The AI suite enables users
> to create new images, summarize and generate text, and use Siri to perform
> actions across their mobile applications, all while maintaining user privacy
> and security. We think Apple Intelligence can drive accelerated product
> upgrade cycles and higher demand for Apple services. The combination of growth
> re-acceleration, increasing services contribution, and thoughtful capital
> allocation should continue driving long-term shareholder value.”

An Apple store displaying the latest in consumer electronics, from smartphones
to wearables.




Apple Inc. (NASDAQ:AAPL) is in 9th position on our list of 31 Most Popular
Stocks Among Hedge Funds. As per our database, 184 hedge fund portfolios held
Apple Inc. (NASDAQ:AAPL) at the end of the second quarter which was 150 in the
previous quarter. In the June quarter Apple Inc. (NASDAQ:AAPL) delivered $85.8
billion in revenues, up 5% from a year ago. While we acknowledge the potential
of Apple Inc. (NASDAQ:AAPL) as an investment, our conviction lies in the belief
that AI stocks hold greater promise for delivering higher returns, and doing so
within a shorter timeframe. If you are looking for an AI stock that is as
promising as NVIDIA but that trades at less than 5 times its earnings, check out
our report about the cheapest AI stock.

In another article, we discussed Apple Inc. (NASDAQ:AAPL) and shared the list of
trending AI stocks on latest analyst ratings and news. Mar Vista’s Focus
strategy benefited from Apple Inc.’s (NASDAQ:AAPL) performance during Q2 2024.
In the second quarter of 2024, New York-based investment advisor Third Point
Management initiated a position in Apple Inc. (NASDAQ:AAPL) and expressed
confidence in the stock’s considerable upside potential. In addition, please
check out our hedge fund investor letters Q2 2024 page for more investor letters
from hedge funds and other leading investors.

READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US
Stocks.

Disclosure: None. This article is originally published at Insider Monkey.

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AI FIRE SALE: INSIDER MONKEY’S #1 AI STOCK PICK IS ON A STEEP DISCOUNT

PUBLISHED ON AUGUST 31, 2024 AT BY INAN DOGAN, PHD

Artificial intelligence is the greatest investment opportunity of our lifetime.
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A NEW DAWN IS COMING TO U.S. STOCKS

PUBLISHED ON JULY 24, 2024 AT BY INSIDER MONKEY STAFF

I work for one of the largest independent financial publishers in the world –
representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind
of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is
50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options
department at a major brokerage firm and is a sought-after expert for CNBC, Fox
Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which
determines whether a stock could shoot sky-high in the next three to six months…
or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the
planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the
billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for
the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…

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