Meta Platforms Inc. (META)

Sector:Technology
Super Investor Stats:
Ownership count:22
Ownership rank:6
% of all portfolios:1.823%
Hold Price * :$585.51
History Portfolio Manager Activity Share change % change to portfolio
Q4  2024
Dodge & Cox Reduce 0.10% 2,600 0.00
First Eagle Investment Management Reduce 0.13% 4,732 0.01
Samantha McLemore - Patient Capital Management Reduce 0.13% 196 0.01
Thomas Gayner - Markel Group Add 1.14% 3,150 0.02
Robert Olstein - Olstein Capital Management Reduce 11.54% 600 0.06
Francois Rochon - Giverny Capital Add 1.66% 5,153 0.11
David Katz - Matrix Asset Advisors Reduce 6.23% 2,521 0.16
Steven Romick - FPA Crescent Fund Reduce 2.81% 16,740 0.16
David Rolfe - Wedgewood Partners Reduce 3.97% 3,291 0.38
Ruane Cunniff - Sequoia Fund Reduce 10.76% 24,082 0.44
David Abrams - Abrams Capital Management Reduce 10.12% 62,795 0.59
Stephen Mandel - Lone Pine Capital Add 7.70% 145,593 0.63
Christopher Davis - Davis Advisors Reduce 8.19% 222,289 0.76
Terry Smith - Fundsmith Reduce 6.36% 310,012 0.77
Daniel Loeb - Third Point Add 22.02% 120,000 0.96
David Tepper - Appaloosa Management Reduce 21.60% 135,000 1.22
Pat Dorsey - Dorsey Asset Management Reduce 10.50% 24,422 1.47
John Armitage - Egerton Capital Reduce 22.08% 227,047 1.54
Q3  2024
Polen Capital Management Sell 100.00% 808 0.00
First Eagle Investment Management Add 0.05% 1,665 0.00
Thomas Gayner - Markel Group Add 1.57% 4,250 0.02
David Katz - Matrix Asset Advisors Reduce 1.82% 749 0.05
Robert Olstein - Olstein Capital Management Reduce 13.33% 800 0.08
David Rolfe - Wedgewood Partners Reduce 1.12% 940 0.10
Francois Rochon - Giverny Capital Add 4.11% 12,229 0.27
Steven Romick - FPA Crescent Fund Reduce 5.49% 34,565 0.31
Samantha McLemore - Patient Capital Management Reduce 7.57% 12,101 0.34
Pat Dorsey - Dorsey Asset Management Reduce 2.94% 7,055 0.44
Viking Global Investors Sell 100.00% 266,259 0.52
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 12,800 0.55
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 14.29% 12,500 0.76
Christopher Davis - Davis Advisors Reduce 11.26% 344,631 1.11
John Armitage - Egerton Capital Reduce 23.23% 311,176 1.80
Stephen Mandel - Lone Pine Capital Add 35.63% 496,900 2.12
David Tepper - Appaloosa Management Reduce 33.16% 310,000 2.63
ValueAct Capital Buy 211,500 2.77
Lee Ainslie - Maverick Capital Sell 100.00% 295,212 2.82
Robert Vinall - RV Capital GmbH Reduce 18.30% 33,500 3.96
Daniel Loeb - Third Point Reduce 50.45% 555,000 4.31
Q2  2024
Polen Capital Management Buy 808 0.00
First Eagle Investment Management Reduce 0.27% 9,685 0.01
Thomas Gayner - Markel Group Add 1.23% 3,300 0.02
David Katz - Matrix Asset Advisors Reduce 1.31% 549 0.03
Robert Olstein - Olstein Capital Management Reduce 7.69% 500 0.04
Francois Rochon - Giverny Capital Add 0.64% 1,893 0.04
Christopher Davis - Davis Advisors Reduce 0.63% 19,347 0.06
Samantha McLemore - Patient Capital Management Reduce 3.08% 5,074 0.14
Terry Smith - Fundsmith Reduce 1.98% 98,185 0.20
David Rolfe - Wedgewood Partners Reduce 2.48% 2,134 0.22
Steven Romick - FPA Crescent Fund Reduce 8.42% 57,906 0.46
John Armitage - Egerton Capital Reduce 7.04% 101,472 0.52
Prem Watsa - Fairfax Financial Holdings Buy 12,800 0.55
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 12.50% 12,500 0.72
Daniel Loeb - Third Point Reduce 11.00% 136,000 0.79
Viking Global Investors Reduce 63.62% 465,724 0.91
Lee Ainslie - Maverick Capital Add 93.34% 142,523 1.36
David Tepper - Appaloosa Management Reduce 16.70% 187,500 1.53
Robert Vinall - RV Capital GmbH Reduce 7.71% 15,300 1.86
Pat Dorsey - Dorsey Asset Management Reduce 16.54% 47,502 2.85
Stephen Mandel - Lone Pine Capital Reduce 34.77% 743,380 3.04
Q1  2024
Thomas Gayner - Markel Group Add 1.13% 3,000 0.01
Terry Smith - Fundsmith Reduce 0.58% 29,157 0.06
Dodge & Cox Reduce 11.55% 340,600 0.15
Francois Rochon - Giverny Capital Add 2.74% 7,888 0.16
Steven Romick - FPA Crescent Fund Reduce 5.54% 40,334 0.31
David Katz - Matrix Asset Advisors Reduce 12.49% 5,966 0.35
Daniel Loeb - Third Point Add 6.55% 76,000 0.47
Robert Olstein - Olstein Capital Management Reduce 48.00% 6,000 0.48
Prem Watsa - Fairfax Financial Holdings Sell 100.00% 21,600 0.52
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 9.09% 10,000 0.53
Samantha McLemore - Patient Capital Management Reduce 12.43% 23,425 0.55
David Abrams - Abrams Capital Management Reduce 12.79% 91,003 1.38
Lee Ainslie - Maverick Capital Reduce 50.90% 158,297 1.49
David Rolfe - Wedgewood Partners Reduce 15.86% 16,198 1.56
John Armitage - Egerton Capital Reduce 19.98% 359,908 1.69
First Eagle Investment Management Reduce 36.63% 2,054,359 2.27
Christopher Davis - Davis Advisors Reduce 22.20% 878,788 2.39
Hillman Value Fund Sell 100.00% 17,364 2.75
Stephen Mandel - Lone Pine Capital Reduce 25.61% 735,911 2.82
Viking Global Investors Reduce 75.53% 2,259,650 4.07
David Tepper - Appaloosa Management Reduce 39.32% 727,500 5.28
Pat Dorsey - Dorsey Asset Management Reduce 25.61% 98,907 5.58
Q4  2023
Terry Smith - Fundsmith Reduce 0.15% 7,439 0.01
Bill & Melinda Gates Foundation Trust Sell 100.00% 27,035 0.02
Samantha McLemore - Patient Capital Management Reduce 0.49% 928 0.02
Thomas Gayner - Markel Group Add 2.24% 5,800 0.02
David Katz - Matrix Asset Advisors Reduce 1.64% 796 0.04
First Eagle Investment Management Reduce 0.99% 56,354 0.05
Viking Global Investors Reduce 2.14% 65,389 0.08
Francois Rochon - Giverny Capital Add 1.94% 5,483 0.09
Robert Olstein - Olstein Capital Management Reduce 19.35% 3,000 0.18
Stephen Mandel - Lone Pine Capital Add 3.40% 94,625 0.29
Daniel Loeb - Third Point Add 5.45% 60,000 0.32
Hillman Value Fund Reduce 10.95% 2,136 0.34
Steven Romick - FPA Crescent Fund Reduce 12.75% 106,432 0.63
David Tepper - Appaloosa Management Reduce 5.13% 100,000 0.63
Ruane Cunniff - Sequoia Fund Reduce 30.48% 98,080 1.10
John Armitage - Egerton Capital Reduce 20.46% 463,330 1.78
Christopher Davis - Davis Advisors Reduce 19.05% 931,254 1.86
Lee Ainslie - Maverick Capital Reduce 47.01% 275,906 2.01

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.