Leon Cooperman's portfolio grows to $3.5B in Q2 2026 update

Leon Cooperman’s Omega Advisors disclosed a $3.5 billion equity portfolio at the end of Q2 2026, marking a substantial gain from the $3.05 billion position reported in Q1 2026. The increase of roughly $450 million reflects strong stock market performance across his concentrated holdings in infrastructure and technology supply chain names.

Cooperman’s portfolio grew approximately 14.8% in the second quarter, outpacing the broader hedge fund industry’s 12.3% weighted average return for Q2 2026, according to hedge fund performance data. His holdings comprise more than 30 stocks with significant concentration in three core positions.

A portfolio tracking screen displaying stock tickers and position values, with data charts showing quarterly growth metrics and allocation percentages in a modern financial interface.

Vertiv Holdings (VRT) remains Cooperman’s largest position at $722.5 million, followed by Rocket Companies (RKT) at $331.0 million and Energy Transfer (ET) at $254.7 million. These three stocks represent a substantial portion of the portfolio’s value. Additional holdings include Apollo Global Management (APO), MP Materials, and Manchester United (MANU), reflecting Cooperman’s diversified approach across energy infrastructure, semiconductor supply chains, and alternative assets.

The growth from Q1 to Q2 2026 continues a broader upward trajectory for Cooperman’s assets. His portfolio stood at approximately $3.20 billion in Q3 2025, suggesting consistent gains through late 2025 and into 2026. The 13F filing that disclosed these holdings provides a window into Cooperman’s value-oriented investment strategy, which emphasizes concentration in names he views as undervalued relative to their long-term potential.

A close-up view of ticker symbols for Vertiv, Rocket Companies, and Energy Transfer on a financial data terminal, with position sizes highlighted in different colors.

Cooperman, the founder and CEO of Omega Advisors, has managed the family office since converting it from an external hedge fund at the end of 2018. His portfolio approach focuses on identifying overlooked value in mature industries and growth-oriented companies positioned to benefit from secular trends such as artificial intelligence infrastructure buildouts and energy transition.

Sources

Blockchain.News — Q2 2026 portfolio disclosure with $3.5B total value and top three holdings
Seeking Alpha — Q1 2026 portfolio update showing $3.05B and Q3 2025 position at $3.20B
HedgeFundAlpha — Q2 2026 hedge fund industry performance data showing 12.3% weighted average return

About the author, Chris Martin

Chris Martin is a US economics and current affairs journalist covering the intersection of policy, markets, and everyday financial life. With a background in financial reporting and a sharp eye for the stories behind the numbers, Chris brings clarity to some of the most complex issues shaping the American economy today. At ECIKS.org, Chris covers breaking developments across domestic economic policy, business strategy, Wall Street movements, and political decisions that ripple through financial markets. His reporting blends rigorous data analysis with accessible storytelling making critical information useful for investors, entrepreneurs, and engaged citizens alike.