# Fenelon Opportunity Fund Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2147005. Source: https://holderbook.com/funds/2147005-fenelon-opportunity-fund-inc/

- Reported value: $2.0B
- Positions: 6
- Weight of the ten largest: 100.0%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $499.2M | 1,497,545 | 24.9% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $406.6M | 1,245,378 | 20.3% | 1 |
| HYATT HOTELS CORP | [H](https://holderbook.com/stocks/H/) | $390.6M | 2,066,815 | 19.5% | 1 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $262.4M | 1,987,654 | 13.1% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $233.3M | 2,784,512 | 11.6% | 1 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $215.3M | 8,476,923 | 10.7% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.0B | 6 |