3G Capital Partners LP META — FACEBOOK INC

Ownership history in 3G Capital Partners LP  ·  19 quarters on record

AI Ownership Summary

3G Capital Partners LP reported FACEBOOK INC (META) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 21.32% in 2026 Q1. The latest visible filing shows META at 21.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this META ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3G Capital Partners LP's position in FACEBOOK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

META was reported at 21.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.32% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

META stock page 3G Capital Partners LP fund profile 3G Capital Partners LP full holdings
How 3G Capital Partners LP held META — position size vs. price
% of Fund (quarterly)    META price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 105,000 +15,000 +16.7% 21.32% $60.1M 2026-05-15 $614.23
2025 Q4 ADDED — — — 90,000 +10,000 +12.5% 14.01% $59.4M 2026-02-17 $638.74
2025 Q3 UNCHANGED — — — 80,000 — 0% 13.92% $58.8M 2025-11-14 $608.44
2025 Q2 REDUCED 5.9% +0.8% ❌ 80,000 -5,000 -5.9% 14.49% $59.0M 2025-08-14 $780.30
2025 Q1 ADDED — — — 85,000 +7,500 +9.7% 14.07% $49.0M 2025-05-15 $641.88
2024 Q4 ADDED — — — 77,500 +2,500 +3.3% 13.01% $45.4M 2025-02-14 $733.73
2024 Q3 ADDED — — — 75,000 +7,500 +11.1% 14.48% $42.9M 2024-11-14 $574.39
2024 Q2 REDUCED 27.0% +13.6% ❌ 67,500 -25,000 -27.0% 13.09% $34.0M 2024-08-14 $523.73
2024 Q1 UNCHANGED — — — 92,500 — 0% 18.87% $44.9M 2024-05-15 $478.30
2023 Q4 ADDED — — — 92,500 +14,500 +18.6% 19.97% $32.7M 2024-02-14 $469.59
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding META

As of 2026 Q1 — sorted by position size

AG Asset Advisory, LLC 40.88% Newlands Management Operations LLC 3Y 36.27% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 23.27% Palidye Holdings (Caymans) Ltd 22.85% GOBI CAPITAL LLC 3Y 7Y 22.34% Soroban Capital Partners LP 3Y 7Y 22.09% RV Capital AG 3Y 7Y 21.77% JAT Capital Mgmt LP 3Y 21.32% Tenzing Global Management, LLC 3Y 7Y 20.17% Concentrum Wealth Management 3Y 7Y 19.78%

FAQ About 3G Capital Partners LP and META

These are the practical questions this page is built to answer before you even open the full history table.

How long has 3G Capital Partners LP reported owning META?

3G Capital Partners LP reported META across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported META position in 3G Capital Partners LP's portfolio?

The largest reported portfolio weight for META was 21.32% in 2026 Q1.

What is the latest reported META position on this page?

The most recent filing on this page is 2026 Q1, when 3G Capital Partners LP reported 105,000 shares, equal to 21.32% of portfolio, with an estimated market value of $60.1M.

What does the chart on this META ownership page compare?

The chart compares 3G Capital Partners LP's quarterly META portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 3G Capital Partners LP time their META position?

Based on 13F filing dates vs. subsequent META price moves, 3G Capital Partners LP correctly timed 8 out of 16 reported position changes (50%). The annualised alpha on META relative to SPY over the holding period was +5.7%.

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