Avala Global LP — META PLATFORMS INC META: Quarterly 13F Position History
Avala Global LP has reported META PLATFORMS INC (META) on 13 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2023. As of Q1 2026, the position is sized at 146,040 shares ($83.6M market value, 4.01% of the equity book). Quarter-over-quarter share count change: + 102,388 (+234.6%) .
- 146,040Shares Held (Latest Filing)
- $83.6MReported Market Value (Latest Filing)
- 4.01%Portfolio Weight (% of 13F Equity Book)
- +102,388Quarter-over-Quarter Share Change
- +$54.7MQuarter-over-Quarter Value Change
- 251,400Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 13 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 146,040 | +102,388 | +234.6% | $83.6M | 4.01% | $572.13 |
| Q4 2025 | 43,652 | 67,648 | -60.8% | $28.8M | 1.38% | $660.09 |
| Q3 2025 | 111,300 | +20,634 | +22.8% | $81.7M | 3.38% | $734.38 |
| Q2 2025 | 90,666 | 34,934 | -27.8% | $66.9M | 3.49% | $738.09 |
| Q1 2025 | 125,600 | +77,700 | +162.2% | $72.4M | 4.94% | $576.36 |
| Q4 2024 | 47,900 | 0 | — | $28.0M | 1.75% | $585.51 |
| Q3 2024 | 47,900 | +16,700 | +53.5% | $27.4M | 1.81% | $572.44 |
| Q2 2024 | 31,200 | 111,000 | -78.1% | $15.7M | 1.15% | $504.22 |
| Q1 2024 | 142,200 | 16,400 | -10.3% | $69.0M | 5.04% | $485.58 |
| Q4 2023 | 158,600 | 92,800 | -36.9% | $56.1M | 4.33% | $353.96 |
| Q3 2023 | 251,400 | +39,500 | +18.6% | $75.5M | 7.33% | $300.21 |
| Q2 2023 | 211,900 | 9,500 | -4.3% | $60.8M | 7.24% | $286.98 |
| Q1 2023 | 221,400 | — | — | $46.9M | 7.67% | $211.94 |
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 Avala Global LP first disclose a META position in 13F-HR filings?
Avala Global LP first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 13 reported quarters within Pactolio's tracked window.
What was Avala Global LP's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, Avala Global LP added 102,388 shares of META (+234.6%), bringing the total reported position to 146,040 shares at a market value of $83.6M.
Does the implied price-per-share represent Avala Global 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.