Gavin Baker’s Meta Platforms (Facebook) META Stock Holding History

Gavin Baker’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 Q2	$227M	Buy	+402,770	New	+$246M	1.58%	14
2025 Q4	–	Sell	-66,093	Closed	-$48.5M	–	67
2025 Q3	$48.5M	Sell	66,093 -78,240	-54%	-$58.2M	0.95%	30
2025 Q2	$107M	Sell	144,333 -95,456	-40%	-$59M	2.96%	13
2025 Q1	$138M	Buy	+239,789	New	+$155M	4.2%	7
2024 Q3	–	Sell	-83,611	Closed	-$42.2M	–	50
2024 Q2	$42.2M	Buy	+83,611	New	+$40.6M	1.38%	28
2023 Q4	–	Sell	-377,380	Closed	-$113M	–	42
2023 Q3	$113M	Buy	+377,380	New	+$114M	3.7%	11
2023 Q2	–	Sell	-285,474	Closed	-$60.5M	–	39
2023 Q1	$60.5M	Sell	285,474 -1,033,519	-78%	-$176M	1.85%	21
2022 Q4	$159M	Buy	1,318,993 +297,901	+29%	+$35M	6.26%	4
2022 Q3	$139M	Sell	1,021,092 -438,018	-30%	-$71M	3.64%	5
2022 Q2	$235M	Buy	+1,459,110	New	+$281M	8.74%	2
2020 Q1	–	Sell	-133,827	Closed	-$27.5M	–	28
2019 Q4	$27.5M	Buy	+133,827	New	+$25.9M	6.3%	4

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Gavin Baker's META Position: Q2 2026 in Review

Gavin Baker opened a new position in Meta Platforms (Facebook) (META) in Q2 2026: 402,770 shares worth $227M. The stake represents 1.58% of the portfolio and ranks #14 among its holdings. This is a return to the name: Gavin Baker previously reported a position in META as recently as Q3 2025.

Gavin Baker first reported a position in META in Q4 2019 and has held it in 11 quarters since. The position peaked at $235M in Q2 2022. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

Gavin Baker held 402,770 shares of Meta Platforms (Facebook) worth $227M as of Q2 2026.
Meta Platforms (Facebook) was a new Gavin Baker position in Q2 2026.
Meta Platforms (Facebook) made up 1.58% of Gavin Baker's portfolio in Q2 2026, its #14 holding.
Gavin Baker first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 11 quarters since.
Gavin Baker's Meta Platforms (Facebook) position peaked at $235M in Q2 2022.
5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.