Altimeter Capital Management, LP: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, Altimeter Capital Management, LP reported 1,953,373 shares of META PLATFORMS INC (META), worth $1.1B and representing 19.6% of its 13F equity book. Quarter-over-quarter share count change: + 108,005 (+5.9%) . The position first appeared in Q1 2018 and has been disclosed across 33 13F-HR filings in Pactolio's tracked window.
- 1,953,373Shares Held (Latest Filing)
- $1.1BReported Market Value (Latest Filing)
- 19.6%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% | $1.1B | 19.6% | $572.1 |
| Q4 2025 | 1,845,368 | 20,570 | -1.1% | $1.2B | 18.3% | $660.1 |
| Q3 2025 | 1,865,938 | 11,363 | -0.6% | $1.4B | 18.1% | $734.4 |
| Q2 2025 | 1,877,301 | +41,665 | +2.3% | $1.4B | 20.0% | $738.1 |
| Q1 2025 | 1,835,636 | 6,550 | -0.4% | $1.1B | 21.3% | $576.4 |
| Q4 2024 | 1,842,186 | 421,815 | -18.6% | $1.1B | 19.4% | $585.5 |
| Q3 2024 | 2,264,001 | 28,660 | -1.3% | $1.3B | 19.2% | $572.4 |
| Q2 2024 | 2,292,661 | 64,740 | -2.7% | $1.2B | 17.2% | $504.2 |
| Q1 2024 | 2,357,401 | 47,380 | -2.0% | $1.1B | 17.6% | $485.6 |
| Q4 2023 | 2,404,781 | 0 | — | $851.2M | 14.1% | $354.0 |
| Q3 2023 | 2,404,781 | +176,905 | +7.9% | $721.9M | 13.7% | $300.2 |
| Q2 2023 | 2,227,876 | 0 | — | $639.4M | 11.6% | $287.0 |
| Q1 2023 | 2,227,876 | +233,400 | +11.7% | $472.2M | 10.4% | $211.9 |
| Q4 2022 | 1,994,476 | 352,500 | -15.0% | $240.0M | 6.6% | $120.3 |
| Q3 2022 | 2,346,976 | 111,800 | -4.5% | $318.4M | 6.8% | $135.7 |
| Q2 2022 | 2,458,776 | +108,776 | +4.6% | $396.5M | 9.1% | $161.3 |
| Q1 2022 | 2,350,000 | 0 | — | $522.5M | 6.7% | $222.4 |
| Q4 2021 | 2,350,000 | 1,403,400 | -37.4% | $790.4M | 7.5% | $336.4 |
| Q3 2021 | 3,753,400 | 0 | — | $1.3B | 10.2% | $339.4 |
| Q2 2021 | 3,753,400 | 0 | — | $1.3B | 9.8% | $347.7 |
| Q1 2021 | 3,753,400 | 0 | — | $1.1B | 7.9% | $294.5 |
| Q4 2020 | 3,753,400 | 0 | — | $1.0B | 9.5% | $273.2 |
| Q3 2020 | 3,753,400 | 0 | — | $983.0M | 16.6% | $261.9 |
| Q2 2020 | 3,753,400 | 0 | — | $852.3M | 18.0% | $227.1 |
| Q1 2020 | 3,753,400 | 0 | — | $626.1M | 18.8% | $166.8 |
| Q4 2019 | 3,753,400 | 0 | — | $770.4M | 17.2% | $205.2 |
| Q3 2019 | 3,753,400 | 0 | — | $668.4M | 16.3% | $178.1 |
| Q2 2019 | 3,753,400 | +200,000 | +5.6% | $724.4M | 19.9% | $193.0 |
| Q1 2019 | 3,553,400 | +185,400 | +5.5% | $592.3M | 20.3% | $166.7 |
| Q4 2018 | 3,368,000 | +2,727,900 | +426.2% | $441.5M | 16.1% | $131.1 |
| Q3 2018 | 640,100 | +459,300 | +254.0% | $105.3M | 4.1% | $164.5 |
| Q2 2018 | 180,800 | 19,500 | -9.7% | $35.1M | 1.7% | $194.3 |
| Q1 2018 | 200,300 | — | — | $32.0M | 1.6% | $159.8 |
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 $1.1B.
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.