Meta Platforms Inc. (META)

Sector:Technology
Super Investor Stats:
Ownership count:23
Ownership rank:5
% of all portfolios:2.048%
Hold Price * :$485.38
History Portfolio Manager Activity Share change % change to portfolio
Q1  2022
Samantha McLemore - Patient Capital Management Add 11.31% 3,550 0.31
Wallace Weitz - Weitz Large Cap Equity Fund Add 23.33% 35,000 0.84
Polen Capital Management Add 26.07% 2,722,842 1.18
Christopher Davis - Davis Advisors Add 26.20% 696,057 0.78
David Rolfe - Wedgewood Partners Add 28.71% 48,869 1.53
Pat Dorsey - Dorsey Asset Management Add 30.79% 177,972 3.81
David Katz - Matrix Asset Advisors Add 37.36% 15,928 0.48
First Eagle Investment Management Add 50.81% 1,711,722 0.93
Dodge & Cox Add 51.58% 2,283,600 0.53
Hillman Value Fund Add 63.16% 12,000 1.13
Robert Olstein - Olstein Capital Management Add 70.31% 22,500 0.63
Prem Watsa - Fairfax Financial Holdings Add 400.00% 5,600 0.04
Stephen Mandel - Lone Pine Capital Buy 3,662,065 4.85
Michael Burry - Scion Asset Management Buy 80,000 10.75
AltaRock Partners Reduce 79.58% 421,150 2.38
Viking Global Investors Reduce 35.88% 676,914 0.61
Chase Coleman - Tiger Global Management Reduce 22.77% 1,150,655 0.96
Terry Smith - Fundsmith Reduce 19.46% 1,323,330 1.01
David Tepper - Appaloosa Management Reduce 19.09% 210,000 1.87
Robert Vinall - RV Capital GmbH Reduce 18.13% 40,500 2.79
Lee Ainslie - Maverick Capital Reduce 11.83% 71,171 0.28
Bill Nygren - Oakmark Select Fund Reduce 2.94% 23,000 0.10
Seth Klarman - Baupost Group Reduce 1.48% 14,589 0.04
Torray Funds Sell 100.00% 19,095 0.95
John Armitage - Egerton Capital Sell 100.00% 758,612 1.19
Q4  2021
Francois Rochon - Giverny Capital Add 0.06% 153 0.00
Pat Dorsey - Dorsey Asset Management Add 0.43% 2,494 0.07
David Katz - Matrix Asset Advisors Add 0.92% 390 0.02
Bill Miller - Miller Value Partners Add 3.63% 10,884 0.13
Robert Vinall - RV Capital GmbH Add 4.10% 8,800 0.77
Terry Smith - Fundsmith Add 5.59% 360,125 0.30
Wallace Weitz - Weitz Large Cap Equity Fund Add 7.14% 10,000 0.33
Viking Global Investors Add 10.60% 180,813 0.18
Robert Olstein - Olstein Capital Management Add 14.29% 4,000 0.16
Lee Ainslie - Maverick Capital Add 15.23% 79,513 0.32
David Rolfe - Wedgewood Partners Add 15.84% 23,271 1.04
Li Lu - Himalaya Capital Management Add 53.02% 303,600 3.83
Dodge & Cox Add 78.88% 1,952,300 0.69
AltaRock Partners Reduce 72.67% 1,406,849 12.47
John Armitage - Egerton Capital Reduce 65.20% 1,421,086 2.23
Seth Klarman - Baupost Group Reduce 36.36% 562,500 1.91
Polen Capital Management Reduce 21.09% 2,791,548 1.58
Torray Funds Reduce 7.43% 1,533 0.08
William Von Mueffling - Cantillon Capital Management Reduce 7.02% 84,138 0.19
Ruane Cunniff - Sequoia Fund Reduce 5.48% 52,958 0.37
Triple Frond Partners Reduce 4.99% 9,028 0.34
David Tepper - Appaloosa Management Reduce 3.72% 42,500 0.37
First Eagle Investment Management Reduce 1.35% 46,107 0.04
Christopher Davis - Davis Advisors Reduce 1.17% 31,471 0.05
Glenn Greenberg - Brave Warrior Advisors Sell 100.00% 1,246 0.01
Christopher Bloomstran - Semper Augustus Sell 100.00% 900 0.10
Leon Cooperman Sell 100.00% 22,000 0.40
Daniel Loeb - Third Point Sell 100.00% 1,000,000 1.85
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,074,926 3.52
Q3  2021
David Katz - Matrix Asset Advisors Add 0.48% 201 0.01
Dodge & Cox Add 0.92% 22,500 0.01
Polen Capital Management Add 1.90% 246,874 0.15
Francois Rochon - Giverny Capital Add 5.92% 13,863 0.28
Ruane Cunniff - Sequoia Fund Add 9.13% 80,917 0.58
Torray Funds Add 11.71% 2,163 0.11
Stephen Mandel - Lone Pine Capital Reduce 38.33% 1,910,783 2.19
Lee Ainslie - Maverick Capital Reduce 23.08% 156,621 0.59
Viking Global Investors Reduce 16.00% 324,956 0.31
Christopher Davis - Davis Advisors Reduce 15.72% 501,467 0.79
Pat Dorsey - Dorsey Asset Management Reduce 14.94% 101,045 2.99
AltaRock Partners Reduce 13.38% 299,144 2.74
John Armitage - Egerton Capital Reduce 11.35% 279,046 0.45
Bill Miller - Miller Value Partners Reduce 9.85% 32,725 0.38
Robert Olstein - Olstein Capital Management Reduce 6.67% 2,000 0.08
David Tepper - Appaloosa Management Reduce 5.19% 62,500 0.51
Steven Romick - FPA Crescent Fund Reduce 5.03% 47,417 0.23
First Eagle Investment Management Reduce 1.97% 68,705 0.06
William Von Mueffling - Cantillon Capital Management Reduce 1.60% 19,483 0.05
David Rolfe - Wedgewood Partners Reduce 1.23% 1,834 0.09
Q2  2021
Terry Smith - Fundsmith Add 0.10% 6,488 0.01
Christopher Davis - Davis Advisors Add 0.39% 12,432 0.02
Thomas Gayner - Markel Group Add 0.79% 1,160 0.01
Francois Rochon - Giverny Capital Add 1.16% 2,680 0.06
Robert Vinall - RV Capital GmbH Add 2.14% 4,500 0.42
AltaRock Partners Add 2.64% 57,500 0.55
Bill Miller - Miller Value Partners Add 2.71% 8,753 0.08
Polen Capital Management Add 3.92% 489,542 0.33
Steven Romick - FPA Crescent Fund Add 3.99% 36,171 0.16
Dodge & Cox Add 12.07% 264,200 0.10
Seth Klarman - Baupost Group Add 19.28% 250,000 0.71
Triple Frond Partners Add 21.14% 31,600 1.19
William Von Mueffling - Cantillon Capital Management Add 24.44% 239,288 0.56
Prem Watsa - Fairfax Financial Holdings Buy 1,400 0.02
Christopher Bloomstran - Semper Augustus Buy 900 0.10
Glenn Greenberg - Brave Warrior Advisors Reduce 75.35% 3,809 0.03
David Tepper - Appaloosa Management Reduce 33.79% 615,000 4.42
Robert Olstein - Olstein Capital Management Reduce 25.00% 10,000 0.44
Leon Cooperman Reduce 18.52% 5,000 0.10
John Armitage - Egerton Capital Reduce 18.20% 546,902 0.95
Lee Ainslie - Maverick Capital Reduce 15.68% 126,244 0.41
Viking Global Investors Reduce 13.54% 317,979 0.34
Stephen Mandel - Lone Pine Capital Reduce 11.95% 676,650 0.76
Pat Dorsey - Dorsey Asset Management Reduce 9.36% 69,842 1.83
Chase Coleman - Tiger Global Management Reduce 9.12% 507,000 0.33
David Rolfe - Wedgewood Partners Reduce 5.94% 9,403 0.47

* "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.