Mar Vista Investment Partners, LLC released its second-quarter 2025 investor letter, reporting a +14.29% return, outperforming the Russell 1000 and S&P 500 Indexes. Top holdings include Apple Inc. (AAPL), with a one-month return of 8.12% and a market cap of $3.173 trillion on July 10, 2025. The letter discusses Apple’s challenges and growth potential.

UBS maintains a $210 target on Apple (AAPL) with a focus on China’s importance in its supply chain. Apple is the 8th most popular stock among hedge funds, with 159 portfolios holding it at the end of the first quarter. While AAPL offers potential, some AI stocks may have greater upside and less risk. Check out our report on an undervalued AI stock with significant potential.

Read more at Yahoo Finance: What Gives Apple (AAPL) a Competitive Edge?