Bowie Capital Management’s Meta Platforms (Facebook) META Stock Holding History

Bowie Capital Management’s Portfolio META Stock Details META Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.2M	Sell	100,000 -11,100	-10%	-$7.11M	2.11%	21
2025 Q4	$73.3M	Buy	+111,100	New	+$74.2M	2.93%	18
2025 Q2	–	Sell	-55,000	Closed	-$31.7M	–	38
2025 Q1	$31.7M	Buy	+55,000	New	+$35.5M	1.49%	22
2023 Q4	–	Sell	-230,000	Closed	-$69M	–	33
2023 Q3	$69M	Buy	+230,000	New	+$69.3M	5.88%	3
2022 Q2	–	Sell	-40,000	Closed	-$8.89M	–	41
2022 Q1	$8.89M	Buy	+40,000	New	+$10M	1.13%	26
2021 Q4	–	Sell	-250,000	Closed	-$84.8M	–	38
2021 Q3	$84.8M	Buy	250,000 +220,000	+733%	+$79.2M	9.11%	1
2021 Q2	$10.4M	Buy	+30,000	New	+$9.62M	1.3%	27
2021 Q1	–	Sell	-75,000	Closed	-$20.5M	–	44
2020 Q4	$20.5M	Buy	75,000 +5,000	+7%	+$1.37M	3.07%	18
2020 Q3	$18.3M	Buy	70,000 +36,000	+106%	+$9.28M	2.92%	17
2020 Q2	$7.72M	Sell	34,000 -26,000	-43%	-$5.43M	1.28%	25
2020 Q1	$10M	Buy	+60,000	New	+$11.7M	2.56%	19
2019 Q4	–	Sell	-225,000	Closed	-$40.1M	–	33
2019 Q3	$40.1M	Buy	+225,000	New	+$42.8M	7.34%	4
2019 Q2	–	Sell	-60,000	Closed	-$10M	–	38
2019 Q1	$10M	Sell	60,000 -320,000	-84%	-$50.9M	2.96%	19
2018 Q4	$49.8M	Buy	380,000 +40,000	+12%	+$5.79M	9.13%	2
2018 Q3	$55.9M	Buy	+340,000	New	+$61.5M	9.55%	3
2018 Q2	–	Sell	-500,000	Closed	-$79.9M	–	35
2018 Q1	$79.9M	Buy	+500,000	New	+$89.8M	27.04%	1

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bowie Capital Management's META Position: Q1 2026 in Review

Bowie Capital Management increased its Meta Platforms (Facebook) (META) stake by 4.7% in Q1 2026, buying an estimated $7.46M and bringing the position to 258,214 shares worth $148M. The position accounts for 5.45% of the portfolio, ranked #4.

Bowie Capital Management first reported a position in META in Q1 2018 and has held it in 33 quarters since. The position peaked at $163M in Q4 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

Bowie Capital Management held 258,214 shares of Meta Platforms (Facebook) worth $148M as of Q1 2026.
Bowie Capital Management bought 11,637 Meta Platforms (Facebook) shares in Q1 2026, an estimated $7.46M.
Meta Platforms (Facebook) made up 5.45% of Bowie Capital Management's portfolio in Q1 2026, its #4 holding.
Bowie Capital Management first reported a position in Meta Platforms (Facebook) in Q1 2018 and has held it in 33 quarters since.
Bowie Capital Management's Meta Platforms (Facebook) position peaked at $163M in Q4 2025.
5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Bowie Capital Management's 13F filing for Q1 2026, filed 13 May 2026.