Madison Large Cap Fund Sees Long-Term Value Creation in Meta Platforms’ (META) Huge Capex

1 hour ago 3

Soumya Eswaran

Mon, June 15, 2026 astatine 9:07 AM CDT 3 min read

Madison Investments, an concern advisor, released its first-quarter 2026 capitalist missive for the "Madison Large Cap Fund". A transcript of the missive is disposable to download here. The Madison Large Cap Fund (Class I) declined 2.7% successful the quarter, outperforming the S&P 500's -4.33% return. The money focuses connected semipermanent superior appreciation. The 4th saw a displacement successful the equity marketplace beyond the mega-cap exertion stocks into carnal system stocks, influenced by fears of AI disruption. Additionally, rising commodity prices owed to the Middle East struggle reignited ostentation concerns, benefiting sectors specified arsenic Energy, Materials, Utilities, Staples, and Real Estate, which the Fund does not put in, impacting its comparative performance. Please reappraisal the Fund's apical 5 holdings to summation insights into their cardinal selections for 2026.

In its first-quarter 2026 capitalist letter, Madison Large Cap Fund highlighted stocks similar Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META), the genitor institution of ascendant societal media platforms, is simply a multinational exertion institution that develops products to link people. On June 12, 2026, Meta Platforms, Inc. (NASDAQ:META) closed astatine $566.98 per share. One-month instrumentality of Meta Platforms, Inc. (NASDAQ:META) was -7.32%, and its shares mislaid 19.32% implicit the past 52 weeks. Meta Platforms, Inc. (NASDAQ:META) has a marketplace capitalization of $1.44 trillion.

Madison Large Cap Fund stated the pursuing regarding Meta Platforms, Inc. (NASDAQ:META) successful its Q1 2026 capitalist letter:

"During the quarter, we initiated positions successful Meta Platforms, Inc. (NASDAQ:META) and Salesforce.com. The 2nd caller concern was successful Meta Platforms, which owns 3 dominant, planetary societal web and communications apps successful Facebook, Instagram, and WhatsApp. We judge gross maturation volition stay beardown arsenic its idiosyncratic number grows and monetization of its apps improves. Meta is investing heavy successful AI and seeing existent benefits successful the personalization and efficacy of ads successful its societal network. Additionally, WhatsApp is yet starting to commercialize its concern aft galore years of focusing connected acquiring users. Investors are acrophobic astir expanding superior expenditures, but we judge overmuch of it volition garner beardown returns, and absorption volition stay prudent successful managing spending implicit the agelong term."

Meta Platforms, Inc. (META) "Still Has A Low Multiple," Says Jim Cramer

Meta Platforms, Inc. (NASDAQ:META) holds 5th presumption connected our database of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 262 hedge money portfolios held Meta Platforms, Inc. (NASDAQ:META) astatine the extremity of the archetypal quarter, compared to 256 successful the erstwhile quarter. Meta Platforms, Inc. (NASDAQ:META) reported full Q1 2026 revenue of $56.3 billion, up 33% oregon 29% connected a changeless currency basis. While we admit the imaginable of Meta Platforms, Inc. (NASDAQ:META) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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