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

Theleme 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
2026
Q2 		$259M Buy
459,450
+8,375
+2% +$5.12M 15.37% 2
2026
Q1 		$258M Buy
451,075
+20,000
+5% +$12.8M 17.19% 2
2025
Q4 		$285M Buy
431,075
+68,400
+19% +$45.7M 18.52% 1
2025
Q3 		$266M Buy
362,675
+91,675
+34% +$68.2M 17.02% 1
2025
Q2 		$200M Buy
+271,000
New +$167M 12.16% 3
2022
Q4 		– Sell
-1,148,000
Closed -$156M – 12
2022
Q3 		$156M Sell
1,148,000
-75,000
-6% -$12.2M 7.6% 4
2022
Q2 		$197M Buy
1,223,000
+412,000
+51% +$79.5M 7.9% 4
2022
Q1 		$180M Buy
811,000
+35,000
+5% +$8.75M 5.76% 5
2021
Q4 		$261M Buy
776,000
+46,000
+6% +$15.3M 4.36% 5
2021
Q3 		$248M Buy
730,000
+340,000
+87% +$122M 7.07% 3
2021
Q2 		$136M Buy
+390,000
New +$125M 3.96% 7

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Theleme Partners's META Position: Q2 2026 in Review

Theleme Partners increased its Meta Platforms (Facebook) (META) stake by 1.9% in Q2 2026, buying an estimated $5.12M and bringing the position to 459,450 shares worth $259M. The position accounts for 15.37% of the portfolio, ranked #2.

Theleme Partners first reported a position in META in Q2 2021 and has held it in 11 quarters since. The position peaked at $285M in Q4 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Theleme Partners held 459,450 shares of Meta Platforms (Facebook) worth $259M as of Q2 2026.
  • Theleme Partners bought 8,375 Meta Platforms (Facebook) shares in Q2 2026, an estimated $5.12M.
  • Meta Platforms (Facebook) made up 15.37% of Theleme Partners's portfolio in Q2 2026, its #2 holding.
  • Theleme Partners first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 11 quarters since.
  • Theleme Partners's Meta Platforms (Facebook) position peaked at $285M in Q4 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Theleme Partners's 13F filing for Q2 2026, filed 13 Aug 2026.