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META —
META PLATFORMS INC
CUSIP: 30303M102 · Held by 29 superinvestors · Combined value: $32,670,006,720
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 2.4% | $15,800,360,461 | 23,936,676 | ADD | +2,403,187 |
| 2 | Dodge & Cox | 1.8% | $3,313,544,205 | 5,019,837 | ADD | +1,056,630 |
| 3 | Philippe Laffont | 6.2% | $2,496,426,714 | 3,781,949 | REDUCE | -253,768 |
| 4 | First Eagle Investment Mgmt | 3.7% | $2,079,248,192 | 3,149,947 | REDUCE | -182,005 |
| 5 | Chase Coleman | 6.1% | $1,815,653,455 | 2,750,615 | REDUCE | -68,386 |
| 6 | Bill Ackman | 11.4% | $1,764,796,161 | 2,673,569 | NEW BUY | +2,673,569 |
| 7 | Christopher Davis | 5.2% | $1,157,130,854 | 1,752,974 | ADD | +37,460 |
| 8 | Terry Smith | 5.3% | $900,058,459 | 1,363,539 | REDUCE | -195,125 |
| 9 | ValueAct Capital | 9.8% | $691,757,158 | 1,047,974 | ADD | +279,300 |
| 10 | Steven Romick | 6.1% | $463,463,051 | 702,121 | REDUCE | -8,874 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Ackman | NEW BUY | +2,673,569 | New |
| Bill Nygren | ADD | +474 | +12.4% |
| Christopher Davis | ADD | +37,460 | +2.2% |
| David Katz | ADD | +4,052 | +14.4% |
| David Tepper | ADD | +230,000 | +62.2% |
| Dodge & Cox | ADD | +1,056,630 | +26.7% |
| FPA Queens Road | ADD | +2,816 | +5.6% |
| Francois Rochon | ADD | +1,639 | +0.5% |
| Ken Griffin | ADD | +2,403,187 | +11.2% |
| Mairs & Power | ADD | +59,602 | +23.2% |
| Robert Olstein | ADD | +700 | +14.0% |
| Sarah Ketterer | ADD | +23,468 | +27.0% |
| ValueAct Capital | ADD | +279,300 | +36.3% |
| Chase Coleman | REDUCE | -68,386 | -2.4% |
| David Abrams | REDUCE | -69,600 | -17.6% |
| David Rolfe | REDUCE | -1,459 | -2.1% |
| First Eagle Investment Mgmt | REDUCE | -182,005 | -5.5% |
| Jensen Investment Mgmt | REDUCE | -33,893 | -8.5% |
| Pat Dorsey | REDUCE | -31,774 | -16.5% |
| Philippe Laffont | REDUCE | -253,768 | -6.3% |
| Ray Dalio | REDUCE | -193,218 | -46.3% |
| Robert Vinall | REDUCE | -3,401 | -2.4% |
| Samantha McLemore | REDUCE | -906 | -0.6% |
| Steven Romick | REDUCE | -8,874 | -1.2% |
| Terry Smith | REDUCE | -195,125 | -12.5% |
| Tom Gayner | REDUCE | -31,978 | -11.4% |
| Triple Frond Partners | REDUCE | -4,279 | -4.2% |
| Andreas Halvorsen | SOLD | -929,003 | Exit |
| Dan Loeb | SOLD | -220,000 | Exit |
| Jim Simons | SOLD | -482,499 | Exit |
| John Armitage | SOLD | -541,167 | Exit |
| Polen Capital | SOLD | -538 | Exit |
| Stanley Druckenmiller | SOLD | -76,100 | Exit |
| Steve Mandel | SOLD | -1,322,260 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Polen Capital | NEW BUY | +538 | New |
| Stanley Druckenmiller | NEW BUY | +76,100 | New |
| Andreas Halvorsen | ADD | +663,504 | +249.9% |
| Bill Nygren | ADD | +266 | +7.5% |
| Dan Loeb | ADD | +70,000 | +46.7% |
| David Rolfe | ADD | +2,264 | +3.3% |
| FPA Queens Road | ADD | +317 | +0.6% |
| Jensen Investment Mgmt | ADD | +196,521 | +96.6% |
| Jim Simons | ADD | +470,064 | +3780.2% |
| Ken Griffin | ADD | +1,128,964 | +5.5% |
| Mairs & Power | ADD | +38,166 | +17.4% |
| Philippe Laffont | ADD | +355,090 | +9.6% |
| Robert Olstein | ADD | +500 | +11.1% |
| ValueAct Capital | ADD | +145,300 | +23.3% |
| Chase Coleman | REDUCE | -4,714,524 | -62.6% |
| Christopher Davis | REDUCE | -392,300 | -18.6% |
| David Katz | REDUCE | -72 | -0.3% |
| David Tepper | REDUCE | -30,000 | -7.5% |
| Dodge & Cox | REDUCE | -200,046 | -4.8% |
| First Eagle Investment Mgmt | REDUCE | -989 | - |
| Francois Rochon | REDUCE | -7,092 | -2.2% |
| John Armitage | REDUCE | -10,128 | -1.8% |
| Pat Dorsey | REDUCE | -52,884 | -21.6% |
| Ray Dalio | REDUCE | -390,154 | -48.3% |
| Robert Vinall | REDUCE | -3,276 | -2.3% |
| Samantha McLemore | REDUCE | -295 | -0.2% |
| Sarah Ketterer | REDUCE | -8,653 | -9.1% |
| Steve Mandel | REDUCE | -342,757 | -20.6% |
| Steven Romick | REDUCE | -66,010 | -8.5% |
| Terry Smith | REDUCE | -2,010,088 | -56.3% |
| Triple Frond Partners | REDUCE | -8,545 | -7.8% |
| Wallace Weitz | REDUCE | -7,000 | -6.0% |
| Michael Burry | SOLD | -100,000 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Michael Burry | NEW BUY | +100,000 | New |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | SOLD | -88,200 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Leon Cooperman | REDUCE | -126,400 | -58.9% |
Who Owns META? Superinvestor Holdings
META PLATFORMS INC is held by 29 tracked superinvestors, with a combined position value of $32.7 billion . The largest positions are held by Ken Griffin (2.4% of portfolio), Dodge & Cox (1.8% of portfolio), Philippe Laffont (6.2% of portfolio).
In the most recent quarter, 13 superinvestors added or initiated positions while 14 reduced or exited.