Altimeter Capital Management, LP — META PLATFORMS INC META: Quarterly 13F Position History
Altimeter Capital Management, LP has reported META PLATFORMS INC (META) on 33 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2018. As of Q1 2026, the position is sized at 1,953,373 shares ($1.12B market value, 19.61% of the equity book). Quarter-over-quarter share count change: + 108,005 (+5.9%) .
- 1,953,373Shares Held (Latest Filing)
- $1.12BReported Market Value (Latest Filing)
- 19.61%Portfolio Weight (% of 13F Equity Book)
- +108,005Quarter-over-Quarter Share Change
- -$100.5MQuarter-over-Quarter Value Change
- 3,753,400Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 33 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,953,373 | +108,005 | +5.9% | $1.12B | 19.61% | $572.13 |
| Q4 2025 | 1,845,368 | 20,570 | -1.1% | $1.22B | 18.28% | $660.09 |
| Q3 2025 | 1,865,938 | 11,363 | -0.6% | $1.37B | 18.07% | $734.38 |
| Q2 2025 | 1,877,301 | +41,665 | +2.3% | $1.39B | 19.99% | $738.09 |
| Q1 2025 | 1,835,636 | 6,550 | -0.4% | $1.06B | 21.28% | $576.36 |
| Q4 2024 | 1,842,186 | 421,815 | -18.6% | $1.08B | 19.45% | $585.51 |
| Q3 2024 | 2,264,001 | 28,660 | -1.3% | $1.30B | 19.19% | $572.44 |
| Q2 2024 | 2,292,661 | 64,740 | -2.7% | $1.16B | 17.17% | $504.22 |
| Q1 2024 | 2,357,401 | 47,380 | -2.0% | $1.14B | 17.59% | $485.58 |
| Q4 2023 | 2,404,781 | 0 | — | $851.2M | 14.13% | $353.96 |
| Q3 2023 | 2,404,781 | +176,905 | +7.9% | $721.9M | 13.70% | $300.21 |
| Q2 2023 | 2,227,876 | 0 | — | $639.4M | 11.57% | $286.98 |
| Q1 2023 | 2,227,876 | +233,400 | +11.7% | $472.2M | 10.37% | $211.94 |
| Q4 2022 | 1,994,476 | 352,500 | -15.0% | $240.0M | 6.57% | $120.34 |
| Q3 2022 | 2,346,976 | 111,800 | -4.5% | $318.4M | 6.81% | $135.68 |
| Q2 2022 | 2,458,776 | +108,776 | +4.6% | $396.5M | 9.06% | $161.25 |
| Q1 2022 | 2,350,000 | 0 | — | $522.5M | 6.69% | $222.36 |
| Q4 2021 | 2,350,000 | 1,403,400 | -37.4% | $790.4M | 7.52% | $336.35 |
| Q3 2021 | 3,753,400 | 0 | — | $1.27B | 10.21% | $339.39 |
| Q2 2021 | 3,753,400 | 0 | — | $1.31B | 9.82% | $347.71 |
| Q1 2021 | 3,753,400 | 0 | — | $1.11B | 7.91% | $294.53 |
| Q4 2020 | 3,753,400 | 0 | — | $1.03B | 9.49% | $273.16 |
| Q3 2020 | 3,753,400 | 0 | — | $983.0M | 16.60% | $261.90 |
| Q2 2020 | 3,753,400 | 0 | — | $852.3M | 18.03% | $227.07 |
| Q1 2020 | 3,753,400 | 0 | — | $626.1M | 18.79% | $166.80 |
| Q4 2019 | 3,753,400 | 0 | — | $770.4M | 17.24% | $205.25 |
| Q3 2019 | 3,753,400 | 0 | — | $668.4M | 16.35% | $178.08 |
| Q2 2019 | 3,753,400 | +200,000 | +5.6% | $724.4M | 19.90% | $193.00 |
| Q1 2019 | 3,553,400 | +185,400 | +5.5% | $592.3M | 20.34% | $166.69 |
| Q4 2018 | 3,368,000 | +2,727,900 | +426.2% | $441.5M | 16.12% | $131.09 |
| Q3 2018 | 640,100 | +459,300 | +254.0% | $105.3M | 4.12% | $164.46 |
| Q2 2018 | 180,800 | 19,500 | -9.7% | $35.1M | 1.65% | $194.32 |
| Q1 2018 | 200,300 | — | — | $32.0M | 1.59% | $159.79 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Altimeter Capital Management, LP first disclose a META position in 13F-HR filings?
Altimeter Capital Management, LP first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2018-03-31 (Q1 2018). The position has appeared on 33 reported quarters within Pactolio's tracked window.
What was Altimeter Capital Management, LP's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, Altimeter Capital Management, LP added 108,005 shares of META (+5.9%), bringing the total reported position to 1,953,373 shares at a market value of $1.12B.
Does the implied price-per-share represent Altimeter Capital Management, LP's cost basis in META?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.