Skip to content
DISCOUNT! Back-to-Work Campaign: 50% off Yearly plans through September. Use code YEAR50

Ole Andreas Halvorsen's Viking Global Investors increased its META position by 76%, from 1.7% to 3% of the portfolio.

Now holds 1,867,619 shares worth $1.05B.
Published · Based on SEC filings

Low impact
Major add
2026 Q2

Meta Platforms Inc (META) grew to 3% of Ole Andreas Halvorsen's Viking Global Investors portfolio in 2026 Q2, from 1.7%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count rose 76% to 1.87M shares, and the position is worth about $1.1B and ranks 6th of 90 stocks by weight.

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 1.06M 1.87M
Shares added +805K (76%)
Reported value $607.9M $1.1B
Portfolio weight 1.7% 3%
Rank in portfolio 6th of 90

How much did Ole Andreas Halvorsen add to META?

Ole Andreas Halvorsen added 805K shares of META during 2026 Q2, taking the stake from 1.06M to 1.87M. The reported value of the position rose by about $444.1M, from about $607.9M to about $1.1B.

Where does META sit in the Ole Andreas Halvorsen portfolio?

META ranks 6th of 90 stock positions in the Ole Andreas Halvorsen portfolio at 3%, above the fund's average stock position of 1%. The META addition was the 16th largest of the quarter's 101 position changes by percent change to portfolio. The largest stock position is V at 6.25%. Next come TSM at 4.31% and APD at 3.96%. The three largest stocks together are 14.53% of the book. Across the 2026 Q2 portfolio, Ole Andreas Halvorsen reported 90 stock positions, with 34 opened and 21 closed. The total portfolio value is about $35.1B, down 2% from the prior quarter.

Ole Andreas Halvorsen buys and sells, 2026 Q2

How long has Ole Andreas Halvorsen held META?

Ole Andreas Halvorsen first reported META in the quarter ended September 30, 2013. The fund sold out of the name in 2025 Q4 and came back in 2026 Q1. The weight peaked at 10.37% in 2016 Q3. Every reported trade is on the Ole Andreas Halvorsen META trade history page.

Ole Andreas Halvorsen shares of META by quarter

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 Ole Andreas Halvorsen buy in 2026 Q2?

Ole Andreas Halvorsen added 805K shares of META, a 76% increase, to 1.87M shares.

What is the META position of Ole Andreas Halvorsen worth now?

The META position of Ole Andreas Halvorsen is worth about $1.1B at June 30, 2026 prices, 3% of the portfolio.

Is META a top holding of Ole Andreas Halvorsen?

META ranks 6th of 90 stock positions in the Ole Andreas Halvorsen portfolio, at 3%.

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.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst