META β€” FACEBOOK INC

Ownership history in LMR Partners LLP  Β·  39 quarters on record

This page tracks every 13F SEC filing in which LMR Partners LLP 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
1.59% (2016 Q2)
πŸ“Š Avg. % of fund
0.29%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
39

Position Intelligence

LMR Partners LLP Γ— META AI Analytics

πŸ“ˆ LMR Partners LLP outperformed the S&P 500 by +18.4% annually on this META position. Timing score: 51% (19/37 decisions correct). Average cost basis: $404.76. Maximum drawdown during holding period: –65.4%.

πŸ“ˆ Position Alpha vs SPY
+18.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 18.4% per year on this position.
38 quarters analyzed

⏱️ Timing Score
51%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
19 of 37 add/trim decisions correct

πŸ’° Entry Quality
$404.76
+62.9% vs current ($659.53)

Best entry: $77.41 (2014 Q4)  Β·  Worst: $736.36 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–65.4%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
53%
buy-side decisions

20 adds Β· 18 trims. Bought during 5 of 10 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ LMR Partners LLP has been actively increasing its META allocation β€” a bullish signal from insiders.
Currently 0.45% 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 363,600 +342,900 +1656.5% 0.45% $240.0M $659.53
2025 Q4 ADDED 20,700 +15,196 +276.1% 0.03% $13.7M $659.53
2025 Q4 REDUCED 5,504 -7,296 -57.0% 0.01% $3.6M $659.53
2025 Q3 REDUCED 12,800 -7,014 -35.4% 0.04% $9.4M $733.15
2025 Q3 ADDED 19,814 +3,714 +23.1% 0.06% $14.6M $733.15
2025 Q3 ADDED 16,100 +8,071 +100.5% 0.05% $11.8M $733.15
2025 Q2 ADDED 8,029 +5,729 +249.1% 0.04% $5.9M $736.36
2025 Q2 REDUCED 2,300 -2,800 -54.9% 0.01% $1.7M $736.36
2025 Q2 REDUCED 5,100 -1,704 -25.0% 0.03% $3.8M $736.36
2025 Q1 REDUCED 6,804 -18,700 -73.3% 0.04% $3.9M $574.57
29 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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