David Tepper's Appaloosa Management increased its Meta Platforms Inc (META) position by 55% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 436K to 675K shares, worth about $380.2M, and from 4.21% to 5.09% of the reported portfolio.
What did the 2026 Q2 filing report for META?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 436K | 675K |
| Shares added | +238K (55%) | |
| Reported value | $249.7M | $380.2M |
| Portfolio weight | 4.21% | 5.09% |
| Rank in portfolio | 7th of 25 |
How much did David Tepper add to META?
David Tepper added 238K shares of META during 2026 Q2, taking the stake from 436K to 675K. The reported value of the position rose by about $130.5M, from about $249.7M to about $380.2M.
Where does META sit in the David Tepper portfolio?
META ranks 7th of 25 stock positions in the David Tepper portfolio at 5.09%, above the fund's average stock position of 4%. The META addition was the 9th largest of the quarter's 34 position changes by percent change to portfolio. The largest stock position is AMZN at 15.95%. Next come MU at 15.06% and TSM at 10.55%. The three largest stocks together are 41.56% of the book. Across the 2026 Q2 portfolio, David Tepper reported 25 stock positions, with 6 opened and 12 closed. The total portfolio value is about $7.5B, up 26% from the prior quarter.
How long has David Tepper held META?
David Tepper first reported META in the quarter ended March 31, 2014. The fund sold out of the name in 2016 Q2 and came back in 2016 Q3. The weight peaked at 15.02% in 2019 Q2. Last quarter the fund had cut the position by 27%, so the add reverses the prior move. Every reported trade is on the David Tepper META trade history page.
Did other funds buy or sell META in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 26 hold META. Of those, 7 added to the position this quarter and 11 trimmed it. The largest buyers of META this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Chase Coleman III, Terry Smith and Eagle Capital Management. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares did David Tepper buy in 2026 Q2?
David Tepper added 238K shares of META, a 55% increase, to 675K shares.
What is the META position of David Tepper worth now?
The META position of David Tepper is worth about $380.2M at June 30, 2026 prices, 5.09% of the portfolio.
Is META a top holding of David Tepper?
META ranks 7th of 25 stock positions in the David Tepper portfolio, at 5.09%.
Did other funds add to META in 2026 Q2?
Among the 26 other tracked funds that hold META, 7 added to it in 2026 Q2 and 11 trimmed it.