Fund holdings

Appaloosa disclosed an increased position in META for Q2 2026

Holdings as of Jun 30, 2026 (Q2 2026) · Filed Aug 14, 2026

675K
Shares reported · +239K vs prior quarter: 4.9%
Disclosed portfolio weight: $380M
Reported value

Why it stands out

3 tracked managers disclosed the same change for Q2 2026. From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — a quarter-end snapshot, not a live trade.

Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell

View the official recordSEC Form 13F-HR — Institutional Investment Manager Holdings Report

All the details

Dates, kept separate

Transaction date: Not disclosed
Holdings as of (quarter end): Jun 30, 2026
Filed with the SEC: Aug 14, 2026

Increased4.9% of disclosed portfolio+55% shares3 tracked managers

Context

Change vs prior quarter

Increased

Compared with the manager's Q1 2026 13F

Shares, prior quarter

436,500

Shares, this quarter

675,000

Share-count change

+54.6%

Share count drives classification; reported value also moves with price

Weight in disclosed 13F portfolio

4.92%

Within the filing's reported positions, not the manager's total assets

Tracked managers with the same change

3

For Q2 2026

Source receipt

Record ID: 0001656456-26-000003
Filed / recorded: Aug 14, 2026, 8:00 PM UTC
Added to OQRO: Oct 2, 2026, 9:25 AM UTC
Parser: 13f-infotable-v1
Data quality: Verified: identifiers matched exactly
Issuer (as reported): META PLATFORMS INC
CUSIP: 30303M102
Quarter end: Jun 30, 2026
Prior quarter end: Mar 31, 2026
Shares, prior: 436,500
Shares, current: 675,000
Reported value: $380,220,750
Split-adjusted: No

Around the same time

Officer sold ~$12.1M of Meta

Scheduled in advance3w ago

Officer sold ~$926K of Meta

Scheduled in advance3w ago

Officer sold ~$158K of Meta

Scheduled in advance4w ago

Why it stands out

Dates, kept separate

Context

Source receipt

Around the same time

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