&PARTNERS META FACEBOOK INC

Ownership history in &PARTNERS  ·  29 quarters on record

AI Ownership Summary

&PARTNERS reported FACEBOOK INC (META) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows META at 0.89% 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 &PARTNERS'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
2025 Q4

META was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

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 2025 Q4

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.

How &PARTNERS 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 258,906 +37,067 +16.7% 0.89% $170.9M 2026-02-14 (Est.) $639.22
2025 Q3 ADDED 221,839 +56,087 +33.8% 1.04% $163.1M 2025-11-14 $608.44
2025 Q2 ADDED 165,752 +53,503 +47.7% 0.94% $122.4M 2025-08-14 $780.30
2025 Q1 ADDED 112,249 +14,432 +14.8% 0.69% $64.7M 2025-05-15 $641.88
2024 Q4 ADDED 97,817 +37,916 +63.3% 0.71% $59.1M 2025-02-14 $733.73
2024 Q3 ADDED 59,901 +33,790 +129.4% 0.66% $34.3M 2024-11-14 $574.39
2024 Q2 ADDED 26,111 +18,652 +250.1% 0.58% $13.2M 2024-07-24 $458.62
2024 Q1 ADDED 7,459 +518 +7.5% 0.50% $3.6M 2024-04-11 $519.64
2023 Q4 ADDED 6,941 +4,843 +230.8% 0.59% $2.4M 2024-01-09 $354.65
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About &PARTNERS and META

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

How long has &PARTNERS reported owning META?

&PARTNERS reported META across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported META position in &PARTNERS's portfolio?

The largest reported portfolio weight for META was 1.04% in 2025 Q3.

What is the latest reported META position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 258,906 shares, equal to 0.89% of portfolio, with an estimated market value of $170.9M.

What does the chart on this META ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their META position?

Based on 13F filing dates vs. subsequent META price moves, &PARTNERS correctly timed 12 out of 25 reported position changes (48%). The annualised alpha on META relative to SPY over the holding period was +4.5%.

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