Fenelon Opportunity Fund Inc. 13F Holdings · Q2 2026
Fenelon Opportunity Fund Inc. reported 6 securities worth $2.01B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (24.87%), GOOGL (20.26%), H (19.46%). Among its top 25 positions this quarter: 6 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $499.2M | 24.87% | 1.5M | New |
| 2 | GOOGL | ALPHABET INC | $406.6M | 20.26% | 1.2M | New |
| 3 | H | HYATT HOTELS CORP | $390.6M | 19.46% | 2.1M | New |
| 4 | PLTR | PALANTIR TECHNOLOGIES INC | $262.4M | 13.07% | 2.0M | New |
| 5 | KO | COCA COLA CO | $233.3M | 11.62% | 2.8M | New |
| 6 | WBD | WARNER BROS DISCOVERY INC | $215.3M | 10.73% | 8.5M | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR