META β€” FACEBOOK INC

Ownership history in Altman Advisors, Inc.  Β·  28 quarters on record

This page tracks every 13F SEC filing in which Altman Advisors, Inc. reported a position in FACEBOOK INC (META). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.13% (2017 Q4)
πŸ“Š Avg. % of fund
1.19%
πŸ“… First filed
2017 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
28

Position Intelligence

Altman Advisors, Inc. Γ— META AI Analytics

πŸ“ˆ Altman Advisors, Inc. outperformed the S&P 500 by +13.4% annually on this META position. Timing score: 57% (13/23 decisions correct). Average cost basis: $237.47. Maximum drawdown during holding period: –53.6%.

πŸ“ˆ Position Alpha vs SPY
+13.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 13.4% per year on this position.
26 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
13 of 23 add/trim decisions correct

πŸ’° Entry Quality
$237.47
+177.7% vs current ($659.53)

Best entry: $158.55 (2018 Q1)  Β·  Worst: $736.36 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–53.6%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

14 adds Β· 11 trims. Bought during 5 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.33% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    META price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,339 +1,036 +24.1% 1.33% $3.5M $659.53
2025 Q3 UNCHANGED 4,303 β€” 0% 1.27% $3.1M $733.15
2025 Q2 ADDED 4,303 +36 +0.8% 1.26% $3.1M $736.36
2025 Q1 REDUCED 4,267 -2,425 -36.2% 1.08% $2.3M $574.57
2024 Q4 REDUCED 6,692 -33 -0.5% 1.67% $3.9M $583.17
2024 Q3 ADDED 6,725 +64 +1.0% 1.71% $3.8M $569.69
2024 Q2 ADDED 6,661 +980 +17.3% 1.91% $3.4M $501.32
2024 Q1 REDUCED 5,681 -872 -13.3% 1.36% $2.8M $482.31
2023 Q4 ADDED 6,553 +2,267 +52.9% 1.22% $2.3M $351.20
2023 Q3 REDUCED 4,286 -4,000 -48.3% 0.80% $1.3M $297.87
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding META

As of 2025 Q4 β€” sorted by position size

Newlands Management Operations LLC 3Y 33.34% GOBI CAPITAL LLC 3Y 7Y 22.47% Concentrum Wealth Management 3Y 7Y 21.77% RV Capital AG 3Y 7Y 20.95% OGBORNE CAPITAL MANAGEMENT, LLC 3Y 7Y 20.69% CAT ROCK CAPITAL MANAGEMENT LP 3Y 7Y 20.4% TB Alternative Assets Ltd. 3Y 7Y 18.72% Theleme Partners LLP 3Y 7Y 18.52% Altimeter Capital Management, LP 3Y 7Y 18.28% SP Asset Management LLC 3Y 17.9%
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