META
Meta Platforms Inc-class A
31 of the 83 super-investors we track hold META, worth a combined $14.69B per their latest 13F filings. The largest position: Robert Vinall at 20.4% of their portfolio. This quarter the cohort logged 4 buys and 2 sells on the name. Conviction score: 66 of 100 (how strongly the cohort backs it) — ranked #15 of 742 stocks. The stock is up 10.0x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Pat Dorsey (38q straight), Robert Vinall (30q straight), Chase Coleman (38q straight) and 43 more. All multibaggers the cohort held →
Why super-investors own META
META is held by 31 super-investors in our cohort, with a combined position value of $14.7B. The highest-conviction owner is Robert Vinall at 20.4% of their portfolio. Cohort ownership has shrunk from 31 to 29 over the last four quarters — net interest is fading. This quarter the cohort registered 2 new positions, 2 added, 1 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Massive News for Meta Stock InvestorsThe Motley Fool ·
- Meta Platforms (META) Just Called a Potential Loss “Astronomical.” Here’s What’s at Stake in CaliforniaYahoo Finance ·
- Meta’s $18 Billion Settlement May Be a Win for InvestorsMarketBeat ·
- Meta Stock Could Have 50% Upside. Here’s the Bull Case24/7 Wall St. ·
- Meta Platforms Beats The Man, Again - We Move To Accumulate Rating (NASDAQ:META)Seeking Alpha ·
- Jim Cramer Was Left Surprised By Movement In Meta Platforms, Inc. (NASDAQ:META)’s SharesYahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (31) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.9% | 25q | $3.66B | 6,489,255 |
| 2 | First Eagle Investment Management | 3.0% | 39q | $1.81B | 3,217,353 |
| 3 | Chase Coleman | 6.6% | 39q | $1.59B | 2,823,180 |
| 4 | Bill Ackman | 11.1% | 2q | $1.52B | 2,660,861 |
| 5 | Viking Global Investors | 3.0% | 35q | $1.05B | 1,867,619 |
| 6 | Christopher Davis | 4.0% | 40q | $929M | 1,648,172 |
| 7 | Joel Greenblatt | 0.4% | 39q | $631M | 1,120,322 |
| 8 | Jeffrey Ubben et al | 9.2% | 8q | $516M | 915,674 |
| 9 | Lee Ainslie | 3.9% | 34q | $430M | 764,041 |
| 10 | First Pacific Advisors | 4.7% | 35q | $383M | 679,884 |
| 11 | David Tepper | 5.1% | 40q | $380M | 675,000 |
| 12 | Terry Smith | 4.2% | 21q | $192M | 340,730 |
| 13 | Mairs & Power Funds | 1.7% | 36q | $188M | 332,871 |
| 14 | Polen Capital Management | 1.6% | 31q | $186M | 329,573 |
| 15 | David Abrams | 3.3% | 31q | $183M | 325,155 |
| 16 | Francois Rochon | 5.7% | 33q | $171M | 302,888 |
| 17 | Thomas Gayner | 1.0% | 40q | $132M | 234,163 |
| 18 | Sarah Ketterer | 1.2% | 21q | $113M | 201,459 |
| 19 | Pat Dorsey | 7.2% | 39q | $113M | 199,901 |
| 20 | Samantha McLemore | 3.2% | 19q | $96M | 170,790 |
| 21 | Robert Vinall | 20.4% | 31q | $78M | 138,997 |
| 22 | Clifford Sosin | 4.1% | — 1q | $77M | 136,246 |
| 23 | Triple Frond Partners | 5.9% | 11q | $66M | 117,628 |
| 24 | Jensen Investment Management | 1.5% | 5q | $62M | 109,456 |
| 25 | Wallace Weitz | 4.0% | 34q | $58M | 102,960 |
| 26 | David Rolfe | 8.9% | 34q | $43M | 76,471 |
| 27 | David Katz | 1.7% | 32q | $21M | 37,665 |
| 28 | Robert Olstein | 1.0% | 25q | $5M | 7,900 |
| 29 | Bill Miller | 0.9% | 25q | $4M | 6,412 |
| 30 | Bill Nygren | <0.1% | 35q | $3M | 4,655 |
| 31 | Glenn Greenberg | <0.1% | 16q | $210K | 373 |
- 1Dodge & Cox Fundsport1.9%val$3.66B6,489,255 sh·25q held
- 2First Eagle Investment Managementport3.0%val$1.81B3,217,353 sh·39q held
- 3Chase Colemanport6.6%val$1.59B2,823,180 sh·39q held
- 4Bill Ackmanport11.1%val$1.52B2,660,861 sh·2q held
- 5Viking Global Investorsport3.0%val$1.05B1,867,619 sh·35q held
- 6Christopher Davisport4.0%val$929M1,648,172 sh·40q held
- 7Joel Greenblattport0.4%val$631M1,120,322 sh·39q held
- 8Jeffrey Ubben et alport9.2%val$516M915,674 sh·8q held
- 9Lee Ainslieport3.9%val$430M764,041 sh·34q held
- 10First Pacific Advisorsport4.7%val$383M679,884 sh·35q held
- 11David Tepperport5.1%val$380M675,000 sh·40q held
- 12Terry Smithport4.2%val$192M340,730 sh·21q held
- 13Mairs & Power Fundsport1.7%val$188M332,871 sh·36q held
- 14Polen Capital Managementport1.6%val$186M329,573 sh·31q held
- 15David Abramsport3.3%val$183M325,155 sh·31q held
- 16Francois Rochonport5.7%val$171M302,888 sh·33q held
- 17Thomas Gaynerport1.0%val$132M234,163 sh·40q held
- 18Sarah Kettererport1.2%val$113M201,459 sh·21q held
- 19Pat Dorseyport7.2%val$113M199,901 sh·39q held
- 20Samantha McLemoreport3.2%val$96M170,790 sh·19q held
- 21Robert Vinallport20.4%val$78M138,997 sh·31q held
- 22Clifford Sosinport4.1%val$77M136,246 sh·—1q held
- 23Triple Frond Partnersport5.9%val$66M117,628 sh·11q held
- 24Jensen Investment Managementport1.5%val$62M109,456 sh·5q held
- 25Wallace Weitzport4.0%val$58M102,960 sh·34q held
- 26David Rolfeport8.9%val$43M76,471 sh·34q held
- 27David Katzport1.7%val$21M37,665 sh·32q held
- 28Robert Olsteinport1.0%val$5M7,900 sh·25q held
- 29Bill Millerport0.9%val$4M6,412 sh·25q held
- 30Bill Nygrenport<0.1%val$3M4,655 sh·35q held
- 31Glenn Greenbergport<0.1%val$210K373 sh·16q held
Owners of META also hold
Congress is trading META
Congress tracker →- Rohit Khannabought$1,001 - $15,000 · 2026-07-07
- Jared Moskowitzbought$1,001 - $15,000 · 2026-06-17
- Jared Moskowitzbought$1,001 - $15,000 · 2026-06-17
- Matthew Robert Van Eppssold$1,001 - $15,000 · 2026-06-16
- John McGuirebought$1,001 - $15,000 · 2026-06-04
- Rohit Khannabought$1,001 - $15,000 · 2026-06-02
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (6)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.9% | +100% | $4M | Aug 14, 2026 |
| Clifford Sosin | NEW | 4.1% | +100% | $77M | Aug 14, 2026 |
| Daniel Loeb | EXIT | 2.5% | -100% | $0 | Aug 14, 2026 |
| David Tepper | ADD | 5.1% | +55% | $380M | Aug 14, 2026 |
| Pat Dorsey | ADD | 7.2% | +24% | $113M | Aug 14, 2026 |
| Terry Smith | TRIM | 4.2% | -27% | $192M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 30303M102. Not investment advice.