META β€” FACEBOOK INC CLASS A

Ownership history in Strategy Capital LLC  Β·  28 quarters on record

This page tracks every 13F SEC filing in which Strategy Capital LLC reported a position in FACEBOOK INC CLASS A (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
18.61% (2019 Q4)
πŸ“Š Avg. % of fund
11.47%
πŸ“… First filed
2019 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
28

Position Intelligence

Strategy Capital LLC Γ— META AI Analytics

πŸ“ˆ Strategy Capital LLC outperformed the S&P 500 by +12.4% annually on this META position. Timing score: 50% (13/26 decisions correct). Average cost basis: $332.27. Maximum drawdown during holding period: –65.4%.

πŸ“ˆ Position Alpha vs SPY
+12.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.4% per year on this position.
26 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
13 of 26 add/trim decisions correct

πŸ’° Entry Quality
$332.27
+98.5% vs current ($659.53)

Best entry: $119.40 (2022 Q4)  Β·  Worst: $583.17 (2024 Q4)

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

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

πŸ’ͺ Fund Conviction
54%
buy-side decisions

15 adds Β· 13 trims. Bought during 5 of 11 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 7.22% 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 REDUCED 148,299 -17,177 -10.4% 7.22% $97.9M $659.53
2025 Q3 REDUCED 165,476 -373 -0.2% 8.04% $121.5M $733.15
2025 Q2 REDUCED 165,849 -51,008 -23.5% 8.24% $122.4M $736.36
2025 Q1 REDUCED 216,857 -14,344 -6.2% 11.93% $125.0M $574.57
2024 Q4 ADDED 231,201 +105,521 +84.0% 11.01% $135.4M $583.17
2024 Q3 REDUCED 125,680 -123,041 -49.5% 5.20% $54.1M $569.69
2024 Q2 ADDED 248,721 +28,294 +12.8% 12.32% $125.4M $501.32
2024 Q1 ADDED 220,427 +4,339 +2.0% 10.87% $107.0M $482.31
2023 Q4 REDUCED 216,088 -14,306 -6.2% 8.31% $76.5M $351.20
2023 Q3 REDUCED 230,394 -551 -0.2% 9.65% $69.2M $297.87
18 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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