SurgoCap Partners’s Meta Platforms (Facebook) META Stock Holding History

SurgoCap Partners’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
2025 Q4	–	Sell	-210,584	Closed	-$155M	–	19
2025 Q3	$155M	Buy	210,584 +13,806	+7%	+$10.3M	4.3%	12
2025 Q2	$145M	Sell	196,778 -13,269	-6%	-$8.2M	5.48%	11
2025 Q1	$121M	Sell	210,047 -63,000	-23%	-$40.6M	5.98%	9
2024 Q4	$160M	Sell	273,047 -30,797	-10%	-$18.1M	8.24%	6
2024 Q3	$174M	Buy	+303,844	New	+$156M	8.69%	4
2024 Q1	–	Sell	-288,218	Closed	-$102M	–	17
2023 Q4	$102M	Buy	+288,218	New	+$93.9M	7.12%	6

Other funds holding META

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

SurgoCap Partners's META Position: Q4 2025 in Review

SurgoCap Partners sold out of Meta Platforms (Facebook) (META) in Q4 2025, closing a stake of 210,584 shares — an estimated $155M sold.

SurgoCap Partners first reported a position in META in Q4 2023 and held it in 6 quarters. The position peaked at $174M in Q3 2024. 5,154 funds tracked by Wall St. Rank hold META as of Q4 2025.

SurgoCap Partners reported no remaining Meta Platforms (Facebook) position as of Q4 2025 after selling out during the quarter.
SurgoCap Partners sold 210,584 Meta Platforms (Facebook) shares in Q4 2025, an estimated $155M.
SurgoCap Partners first reported a position in Meta Platforms (Facebook) in Q4 2023 and held it in 6 quarters.
SurgoCap Partners's Meta Platforms (Facebook) position peaked at $174M in Q3 2024.
5,154 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q4 2025.

Based on SurgoCap Partners's 13F filing for Q4 2025, filed 17 Feb 2026.