13FGuru
Sign in with Google Sign in with Discord

NASDAQ · Communication Services

META PLATFORMS INC META

Meta is a global social and advertising platform company. Core products include Facebook, Instagram, WhatsApp, Messenger, and Threads, alongside heavy investment in AI and Reality Labs.

Sources Meta investor relations investor.atmeta.com
Social / AI

Company profile

Business mix

  • Family of Apps: social feeds, short video, messaging, and advertising systems drive most profit.
  • AI recommendations, ad tools, and business messaging improve engagement and ad efficiency.
  • Reality Labs: VR, AR, and metaverse investments remain a long-term option and a current profit drag.

Current key questions

  • Can AI recommendations and ad tools keep improving advertiser ROI?
  • Will capex and Reality Labs spending stay disciplined?
  • How do regulation, privacy rules, and social-platform competition affect ad growth?
Holders 34 Current sample portfolio
Public mentions 16 Videos / interviews / letters
Valuation snapshot
PE 21.57 FCF 3.21% Buyback 1.45%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 2.4% $2.3B 2026-03-31
First Eagle legacy Jean-Marie Eveillard 2.4% $1.8B 2026-03-31
Tiger Global Management Chase Coleman 7.7% $1.8B 2026-03-31
Coatue Management Philippe Laffont 5.5% $1.6B 2026-03-31
Pershing Square Capital Management Bill Ackman 11.1% $1.5B 2026-03-31
Alkeon Capital Management 2.1% $1.2B 2026-03-31
Altimeter Capital Management Brad Gerstner 19.6% $1.1B 2026-03-31
Davis Advisors Chris Davis 4.5% $983.6M 2026-03-31
Soroban Capital Partners Eric Mandelblatt 1.5% $801.0M 2026-03-31
Fundsmith Terry Smith 5.9% $756.0M 2026-03-31
Eagle Capital Management 2.5% $752.7M 2026-03-31
Sands Capital Management Frank Sands 2.9% $731.8M 2026-03-31
Viking Global Investors Andreas Halvorsen 1.7% $607.9M 2026-03-31
ValueAct Holdings 9.2% $523.9M 2026-03-31
Dragoneer Investment Group Marc Stad 13.6% $407.8M 2026-03-31
Greenwoods / Jinglin George Jiang 8.0% $309.9M 2026-03-31
Whale Rock Capital Management Alex Sacerdote 3.8% $293.3M 2026-03-31
Polen Capital Management 1.9% $272.7M 2026-03-31
Appaloosa David Tepper 4.2% $249.7M 2026-03-31
Abrams Capital Management David Abrams 4.0% $186.0M 2026-03-31
Giverny Capital Francois Rochon 6.4% $176.1M 2026-03-31
Bridgewater Associates Ray Dalio 0.7% $166.9M 2026-03-31
Baron Capital Ron Baron 0.4% $146.9M 2026-03-31
Markel Group Tom Gayner 1.2% $142.1M 2026-03-31
Sequoia Fund 1.9% $115.1M 2026-03-31
Dorsey Asset Management Pat Dorsey 7.4% $92.5M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.2% $80.8M 2026-03-31
Glenview Capital Management Larry Robbins 1.8% $70.2M 2026-03-31
Triple Frond Partners 7.0% $67.3M 2026-03-31
Weitz Investment Management Wallace Weitz 4.2% $60.5M 2026-03-31
Third Point Dan Loeb 2.5% $51.5M 2026-03-31
Wedgewood Partners David Rolfe 7.8% $37.6M 2026-03-31
Mar Vista Investment Partners 3.0% $30.1M 2026-03-31
Soros Fund Management George Soros 0.2% $19.8M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 11 Last 4 13F filing periods
Net reducers 24 Last 4 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $3.2B Estimated from net added shares
Reduction amount $8.1B Estimated from net reduced shares
Net share change / base shares -19.8% -8,426,986 / 42,594,369
Pershing Square Capital Management Bill Ackman 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$1.8B
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.5% 13F value change -$242.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +2,660,861 (New) Total shares 2,660,861 Value $1.5B
Appaloosa David Tepper 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -27.3% 13F value change -$21.8M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -7.5% 13F value change -$23.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 62.2% 13F value change +$124.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -27.3% 13F value change -$146.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 550,000 Last 4 periods -113,500 (-20.6%) Total shares 436,500 Value $249.7M
Fundsmith Terry Smith 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -8.1% 13F value change +$395.6M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -56.3% 13F value change -$1.5B
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -12.5% 13F value change -$244.6M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -3.1% 13F value change -$144.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,883,796 Last 4 periods -2,562,421 (-66.0%) Total shares 1,321,375 Value $756.0M
Third Point Dan Loeb 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$110.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 46.7% 13F value change +$50.9M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$161.6M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$51.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +90,000 (New) Total shares 90,000 Value $51.5M
Coatue Management Philippe Laffont 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -2.0% 13F value change +$550.9M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 9.6% 13F value change +$247.1M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -6.3% 13F value change -$467.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -25.6% 13F value change -$887.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,757,611 Last 4 periods -945,555 (-25.2%) Total shares 2,812,056 Value $1.6B
Tiger Global Management Chase Coleman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 0.9% 13F value change +$1.3B
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -62.6% 13F value change -$3.5B
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.4% 13F value change -$254.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 12.2% 13F value change -$49.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,465,139 Last 4 periods -4,378,275 (-58.6%) Total shares 3,086,864 Value $1.8B
Viking Global Investors Andreas Halvorsen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -81.9% 13F value change -$649.2M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 249.9% 13F value change +$486.3M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$682.2M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$607.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,466,311 Last 4 periods -403,736 (-27.5%) Total shares 1,062,575 Value $607.9M
Bridgewater Associates Ray Dalio 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 89.6% 13F value change +$350.4M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -48.3% 13F value change -$289.5M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -46.3% 13F value change -$158.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 30.4% 13F value change +$19.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 425,614 Last 4 periods -133,949 (-31.5%) Total shares 291,665 Value $166.9M
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$19.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +34,607 (New) Total shares 34,607 Value $19.8M
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -1.3% 13F value change +$15.2M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 13.7% 13F value change +$9.5M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 18.0% 13F value change +$5.0M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 7.0% 13F value change -$6.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 99,557 Last 4 periods +41,622 (+41.8%) Total shares 141,179 Value $80.8M
Giverny Capital Francois Rochon 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor increase Shares 1.2% 13F value change +$53.7M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.2% 13F value change -$6.4M
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 0.5% 13F value change -$22.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.8% 13F value change -$30.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 315,144 Last 4 periods -7,323 (-2.3%) Total shares 307,821 Value $176.1M
Dorsey Asset Management Pat Dorsey 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -0.8% 13F value change +$38.5M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -21.6% 13F value change -$39.7M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -16.5% 13F value change -$35.3M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 0.8% 13F value change -$13.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 247,057 Last 4 periods -85,374 (-34.6%) Total shares 161,683 Value $92.5M
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -2.9% 13F value change +$39.5M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.9% 13F value change -$6.8M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.9% 13F value change -$16.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.0% 13F value change -$31.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 281,113 Last 4 periods -24,413 (-8.7%) Total shares 256,700 Value $146.9M
Sequoia Fund 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -22.2% 13F value change -$1.1M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -38.6% 13F value change -$114.2M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -2.1% 13F value change -$21.4M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -15.8% 13F value change -$42.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 510,972 Last 4 periods -309,825 (-60.6%) Total shares 201,147 Value $115.1M
ValueAct Holdings 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -38.6% 13F value change -$124.8M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 23.3% 13F value change +$104.4M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 36.3% 13F value change +$127.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.6% 13F value change -$167.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,014,874 Last 4 periods -99,200 (-9.8%) Total shares 915,674 Value $523.9M
Triple Frond Partners 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 43.6% 13F value change +$24.4M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -7.8% 13F value change +$6.0M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -4.2% 13F value change -$10.4M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 20.8% 13F value change +$3.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 76,750 Last 4 periods +40,878 (+53.3%) Total shares 117,628 Value $67.3M
Eagle Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -15.2% 13F value change +$110.3M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -24.5% 13F value change -$347.5M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -15.1% 13F value change -$248.5M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 8.7% 13F value change -$46.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,228,830 Last 4 periods -913,233 (-41.0%) Total shares 1,315,597 Value $752.7M
Whale Rock Capital Management Alex Sacerdote 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -8.3% 13F value change +$68.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 17.3% 13F value change +$76.9M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -35.6% 13F value change -$225.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 9.1% 13F value change -$16.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 678,058 Last 4 periods -165,489 (-24.4%) Total shares 512,569 Value $293.3M
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -19.9% 13F value change +$39.9M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -3.9% 13F value change -$68.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -3.3% 13F value change -$197.2M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 7.7% 13F value change -$87.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,674,629 Last 4 periods -529,230 (-19.8%) Total shares 2,145,399 Value $1.2B
Altimeter Capital Management Brad Gerstner 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 2.3% 13F value change +$327.6M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -0.6% 13F value change -$15.3M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.1% 13F value change -$152.2M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 5.9% 13F value change -$100.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,835,636 Last 4 periods +117,737 (+6.4%) Total shares 1,953,373 Value $1.1B
Dragoneer Investment Group Marc Stad 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$407.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +712,800 (New) Total shares 712,800 Value $407.8M
Soroban Capital Partners Eric Mandelblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$423.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 26.9% 13F value change +$111.1M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 61.1% 13F value change +$326.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 19.4% 13F value change -$60.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +1,400,083 (New) Total shares 1,400,083 Value $801.0M
Glenview Capital Management Larry Robbins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 157.0% 13F value change +$59.6M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -90.0% 13F value change -$77.1M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 960.0% 13F value change +$62.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 45,104 Last 4 periods +77,558 (+172.0%) Total shares 122,662 Value $70.2M
Eminence Capital Ricky Sandler 4 filing periods
13F 2025-06-30 Filed 2025-08-14
New Shares - 13F value change +$40.9M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 5.6% 13F value change +$2.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 6.3% 13F value change -$1.9M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$41.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Wedgewood Partners David Rolfe 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -1.8% 13F value change +$7.2M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 3.3% 13F value change -$1.2M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.1% 13F value change -$6.2M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -4.8% 13F value change -$8.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 69,553 Last 4 periods -3,748 (-5.4%) Total shares 65,805 Value $37.6M
Polen Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$272.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 4 periods +476,663 (New) Total shares 476,663 Value $272.7M
Abrams Capital Management David Abrams 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-07
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -17.6% 13F value change -$75.3M
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 394,755 Last 4 periods -69,600 (-17.6%) Total shares 325,155 Value $186.0M
Weitz Investment Management Wallace Weitz 4 filing periods
13F 2025-06-30 Filed 2025-08-12
Minor reduction Shares -4.2% 13F value change +$15.8M
13F 2025-09-30 Filed 2025-11-10
Minor reduction Shares -6.0% 13F value change -$5.6M
13F 2025-12-31 Filed 2026-02-12
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -2.8% 13F value change -$11.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 120,760 Last 4 periods -15,050 (-12.5%) Total shares 105,710 Value $60.5M
Mar Vista Investment Partners 4 filing periods
13F 2025-06-30 Filed 2025-08-11
Minor reduction Shares -0.9% 13F value change +$10.5M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -15.4% 13F value change -$7.8M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.4% 13F value change -$4.8M
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -6.4% 13F value change -$7.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 67,908 Last 4 periods -15,382 (-22.7%) Total shares 52,526 Value $30.1M
First Eagle legacy Jean-Marie Eveillard 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -6.0% 13F value change +$416.9M
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -0.0% 13F value change -$13.1M
13F 2025-12-31 Filed 2026-02-04
Minor reduction Shares -5.5% 13F value change -$367.7M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 1.4% 13F value change -$252.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 3,544,871 Last 4 periods -351,773 (-9.9%) Total shares 3,193,098 Value $1.8B
Greenwoods / Jinglin George Jiang 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor increase Shares 2.3% 13F value change +$173.0M
13F 2025-09-30 Filed 2025-11-10
Major increase Shares 23.7% 13F value change +$168.6M
13F 2025-12-31 Filed 2026-02-06
Major reduction Shares -18.7% 13F value change -$242.3M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -45.7% 13F value change -$348.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 969,277 Last 4 periods -427,588 (-44.1%) Total shares 541,689 Value $309.9M
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor reduction Shares -7.1% 13F value change +$640.0M
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -3.0% 13F value change -$139.9M
13F 2025-12-31 Filed 2026-01-23
Major reduction Shares -16.8% 13F value change -$981.1M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -6.8% 13F value change -$558.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 5,872,957 Last 4 periods -1,774,136 (-30.2%) Total shares 4,098,821 Value $2.3B
Sands Capital Management Frank Sands 4 filing periods
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -13.4% 13F value change +$95.0M
13F 2025-09-30 Filed 2025-11-13
Minor increase Shares 6.3% 13F value change +$55.4M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -9.6% 13F value change -$191.0M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 1.9% 13F value change -$96.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,507,762 Last 4 periods -228,641 (-15.2%) Total shares 1,279,121 Value $731.8M
Davis Advisors Chris Davis 4 filing periods
13F 2025-06-30 Filed 2025-08-08
Minor reduction Shares -4.6% 13F value change +$281.9M
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -18.6% 13F value change -$295.9M
13F 2025-12-31 Filed 2026-02-02
Minor increase Shares 2.2% 13F value change -$102.7M
13F 2026-03-31 Filed 2026-05-07
Minor reduction Shares -1.9% 13F value change -$173.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-07
Base shares 2,210,250 Last 4 periods -491,094 (-22.2%) Total shares 1,719,156 Value $983.6M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Minor increase Shares 0.1% 13F value change +$45.4M
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Minor reduction Shares -11.4% 13F value change -$41.9M
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 280,081 Last 4 periods -31,778 (-11.3%) Total shares 248,303 Value $142.1M
Lone Pine Capital Stephen Mandel 4 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$1.0B
13F 2025-06-30 Filed 2025-08-14
Minor reduction Shares -5.3% 13F value change +$215.7M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -20.6% 13F value change -$257.9M
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$971.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Duquesne Family Office Stanley Druckenmiller 2 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$55,886
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$55,886
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
GQG Partners Rajiv Jain 4 filing periods
13F 2025-03-31 Filed 2025-05-13
New Shares - 13F value change +$1.4B
13F 2025-06-30 Filed 2025-08-13
Minor reduction Shares -8.1% 13F value change +$240.5M
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -7.3% 13F value change -$123.5M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -100.0% 13F value change -$1.5B
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 0 Last 4 periods +518 (New) Total shares 518 Value $341,995

Recent mentions

Sequoia Fund Q1 2026 Investor Letter

Sequoia Fund

Sequoia Fund Q1 2026 investor letter disclosed a first-quarter return of -11.04%, discussing the addition of positions in SAP and Universal Music Group, the construction of new positions, and the pruning of positions such as Meta and TSMC.

Shareholder letter / fund letter

Giverny Capital Annual Letter 2025

Giverny Capital · Francois Rochon

François Rochon 2025 Letter to Partners Review Rochon Global Portfolio, AI investment boom, Canadian banks, Shopify, gold stocks, Alphabet, Meta and long-term principles.

Shareholder letter / fund letter

PSCM 2026 Annual Investor Presentation

Pershing Square Capital Management · Bill Ackman

The Ackman team's 2026 annual investor presentation, reviewing 2025 PSH performance, debt and discount strategies, Howard Hughes strategic trades, and public position logic for Amazon, Meta, Uber, and more.

Investment presentation

Sequoia Fund Year-End 2025 Letter

Sequoia Fund

Sequoia Fund's 2025 year-end letter discloses full-year returns of 22.13%, outperforming the S&P, and discusses portfolio resilience under tariff shocks, company quality, long-term processes and ETF conversion background.

Shareholder letter / fund letter

Chase Coleman Tiger Global Official Profile

Tiger Global Management · Chase Coleman

Tiger Global's official Chase Coleman page introduces its founder identity, Tiger Management background, public/private growth investment platform and long-term research orientation.

Investment presentation

Fundsmith Equity Fund 2025 Annual Letter

Fundsmith · Terry Smith

Terry Smith explains why Fundsmith will continue to underperform MSCI World in 2025, focusing on index concentration, passive fund momentum, AI leader valuations, dollar weakness and persistence in not chasing index weights.

Shareholder letter / fund letter

Sequoia Fund Q3 2025 Letter

Sequoia Fund

The Sequoia Fund Q3 2025 letter disclosed a quarterly return of 1.63%, a return of 21.59% from the beginning of the year to the third quarter, and explained the increase in Elevance and new positions after pruning Meta, Jacobs, Schwab, and TSMC.

Shareholder letter / fund letter

Third Point Q1 2025 Investor Letter

Third Point · Dan Loeb

Third Point Q1 2025 Investor Letter, discussing tariff impact, reduced net exposure, event-driven opportunities, CoStar new positions and structured credit portfolio, is an important source for observing Loeb's risk control and opportunity switching.

Shareholder letter / fund letter

Coatue CTEK Public AI Materials

Coatue Management · Philippe Laffont

Coatue's CTEK page focuses on demonstrating its open framework for AI infrastructure, application layers, software, and technology diffusion. It is the official information for understanding Coatue's technology growth style.

Investment presentation

Sequoia Fund Year-End 2024 Letter

Sequoia Fund

The Sequoia Fund 2024 year-end letter reviews annual performance, concentrated holdings, company cases and long-term goals and is important material for understanding the state of the portfolio ahead of 2025.

Shareholder letter / fund letter

Fundsmith Equity Fund 2024 Annual Letter

Fundsmith · Terry Smith

The 2024 letter revolves around AI, Nvidia, index concentration and passive funds, explaining why Fundsmith owns some large tech companies but is unwilling to turn the portfolio into a Magnificent Seven weight replication.

Shareholder letter / fund letter

Third Point Q1 2024 Investor Letter

Third Point · Dan Loeb

Third Point Q1 2024 investor letter, the fund rose 7.8% in the first quarter, with positive contributions from Meta, Vistra, Amazon, Bath & Body Works, Microsoft, and discusses macro noise and stock volatility.

Shareholder letter / fund letter

Fundsmith Equity Fund 2023 Annual Letter

Fundsmith · Terry Smith

The 2023 annual letter discusses contributions from Meta, Microsoft, Novo Nordisk and others, and re-elaborates Fundsmith's three-step strategy: buy good companies, don't pay too much, and do nothing.

Shareholder letter / fund letter

Giverny Capital Annual Letter 2022

Giverny Capital · Francois Rochon

Giverny's 2022 letter covers rising rates, falling markets, portfolio drawdowns, and long-term principles and is important material for watching how Rochon communicates during a stressful year.

Shareholder letter / fund letter

Fundsmith Equity Fund 2022 Annual Letter

Fundsmith · Terry Smith

The 2022 annual letter puts Fundsmith's pullback into the context of inflation, rising interest rates, the end of easy money, and the revaluation of highly valued growth stocks.

Shareholder letter / fund letter

Fundsmith Equity Fund 2022 Semi-Annual Letter

Fundsmith · Terry Smith

The 2022 semi-annual letter focuses on explaining the impact of inflation, gross margin, free cash flow yield and rising interest rates on high-quality growth portfolios.

Shareholder letter / fund letter

Mentioned by firms

Sequoia Fund Giverny Capital Francois Rochon Pershing Square Capital Management Bill Ackman Tiger Global Management Chase Coleman Fundsmith Terry Smith Third Point Dan Loeb Coatue Management Philippe Laffont