Appaloosa LP: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q2 2026, Appaloosa LP reported 675,000 shares of META PLATFORMS INC (META), worth $380.2M and representing 5.1% of its 13F equity book. Quarter-over-quarter share count change: + 238,500 (+54.6%) . The position first appeared in Q1 2016 and has been disclosed across 42 13F-HR filings in Pactolio's tracked window.
- 675,000Shares Held (Latest Filing)
- $380.2MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- +238,500Quarter-over-Quarter Share Change
- +$130.5MQuarter-over-Quarter Value Change
- 6,210,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 42 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 675,000 | +238,500 | +54.6% | $380.2M | 5.1% | $563.3 |
| Q1 2026 | 436,500 | 163,500 | -27.3% | $249.7M | 4.2% | $572.1 |
| Q4 2025 | 600,000 | +230,000 | +62.2% | $396.1M | 5.8% | $660.1 |
| Q3 2025 | 370,000 | 30,000 | -7.5% | $271.7M | 3.7% | $734.4 |
| Q2 2025 | 400,000 | 150,000 | -27.3% | $295.2M | 4.6% | $738.1 |
| Q1 2025 | 550,000 | +60,000 | +12.2% | $317.0M | 5.7% | $576.4 |
| Q4 2024 | 490,000 | 135,000 | -21.6% | $286.9M | 4.4% | $585.5 |
| Q3 2024 | 625,000 | 310,000 | -33.2% | $357.8M | 5.3% | $572.4 |
| Q2 2024 | 935,000 | 187,500 | -16.7% | $471.4M | 7.6% | $504.2 |
| Q1 2024 | 1,122,500 | 727,500 | -39.3% | $545.1M | 8.1% | $485.6 |
| Q4 2023 | 1,850,000 | 100,000 | -5.1% | $654.8M | 11.6% | $354.0 |
| Q3 2023 | 1,950,000 | +447,500 | +29.8% | $585.4M | 11.6% | $300.2 |
| Q2 2023 | 1,502,500 | +802,500 | +114.6% | $431.2M | 8.0% | $287.0 |
| Q1 2023 | 700,000 | +125,000 | +21.7% | $148.4M | 8.0% | $211.9 |
| Q4 2022 | 575,000 | 300,000 | -34.3% | $69.2M | 5.1% | $120.3 |
| Q3 2022 | 875,000 | 125,000 | -12.5% | $118.7M | 8.7% | $135.7 |
| Q2 2022 | 1,000,000 | +110,000 | +12.4% | $161.3M | 10.1% | $161.3 |
| Q1 2022 | 890,000 | 210,000 | -19.1% | $197.9M | 7.9% | $222.4 |
| Q4 2021 | 1,100,000 | 42,500 | -3.7% | $370.0M | 9.5% | $336.4 |
| Q3 2021 | 1,142,500 | 62,500 | -5.2% | $387.8M | 9.2% | $339.4 |
| Q2 2021 | 1,205,000 | 615,000 | -33.8% | $419.0M | 8.7% | $347.7 |
| Q1 2021 | 1,820,000 | 191,000 | -9.5% | $536.0M | 7.7% | $294.5 |
| Q4 2020 | 2,011,000 | +243,500 | +13.8% | $549.3M | 8.2% | $273.2 |
| Q3 2020 | 1,767,500 | 465,500 | -20.8% | $462.9M | 8.2% | $261.9 |
| Q2 2020 | 2,233,000 | 180,000 | -7.5% | $507.0M | 8.8% | $227.1 |
| Q1 2020 | 2,413,000 | 412,000 | -14.6% | $402.5M | 12.3% | $166.8 |
| Q4 2019 | 2,825,000 | 0 | – | $579.8M | 14.6% | $205.2 |
| Q3 2019 | 2,825,000 | +975,000 | +52.7% | $503.1M | 14.7% | $178.1 |
| Q2 2019 | 1,850,000 | 150,000 | -7.5% | $357.1M | 15.0% | $193.0 |
| Q1 2019 | 2,000,000 | +575,000 | +40.4% | $333.4M | 9.7% | $166.7 |
| Q4 2018 | 1,425,000 | 1,875,000 | -56.8% | $186.8M | 9.2% | $131.1 |
| Q3 2018 | 3,300,000 | 1,775,000 | -35.0% | $542.7M | 9.5% | $164.5 |
| Q2 2018 | 5,075,000 | 1,135,000 | -18.3% | $986.2M | 11.3% | $194.3 |
| Q1 2018 | 6,210,000 | +680,559 | +12.3% | $992.3M | 10.2% | $159.8 |
| Q4 2017 | 5,529,441 | +2,229,441 | +67.6% | $975.7M | 9.3% | $176.5 |
| Q3 2017 | 3,300,000 | +943,782 | +40.1% | $563.9M | 8.2% | $170.9 |
| Q2 2017 | 2,356,218 | +448,868 | +23.5% | $355.7M | 5.3% | $151.0 |
| Q1 2017 | 1,907,350 | 275,000 | -12.6% | $270.9M | 4.7% | $142.1 |
| Q4 2016 | 2,182,350 | +697,742 | +47.0% | $251.1M | 4.6% | $115.0 |
| Q3 2016 | 1,484,608 | +1,484,608 | – | $190.4M | 4.9% | $128.3 |
| Q2 2016 | 0 | 1,627,950 | -100.0% | $0 | 0.0% | – |
| Q1 2016 | 1,627,950 | – | – | $185.7M | 3.7% | $114.1 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Appaloosa LP first disclose a META position in 13F-HR filings?
Appaloosa LP first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 42 reported quarters within Pactolio's tracked window.
What was Appaloosa LP's most recent quarter-over-quarter share-count change in META?
Between Q1 2026 and Q2 2026, Appaloosa LP added 238,500 shares of META (+54.6%), bringing the total reported position to 675,000 shares at a market value of $380.2M.
Does the implied price-per-share represent Appaloosa 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.