13F Portfolios

Avala Global LP: META PLATFORMS INC (META): Quarterly 13F Position History

As of Q1 2026, Avala Global LP reported 146,040 shares of META PLATFORMS INC (META), worth $83.6M and representing 4.0% of its 13F equity book. Quarter-over-quarter share count change: + 102,388 (+234.6%) . The position first appeared in Q1 2023 and has been disclosed across 13 13F-HR filings in Pactolio's tracked window.

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 4.0% $572.1
Q4 2025 43,652 67,648 -60.8% $28.8M 1.4% $660.1
Q3 2025 111,300 +20,634 +22.8% $81.7M 3.4% $734.4
Q2 2025 90,666 34,934 -27.8% $66.9M 3.5% $738.1
Q1 2025 125,600 +77,700 +162.2% $72.4M 4.9% $576.4
Q4 2024 47,900 0 $28.0M 1.7% $585.5
Q3 2024 47,900 +16,700 +53.5% $27.4M 1.8% $572.4
Q2 2024 31,200 111,000 -78.1% $15.7M 1.1% $504.2
Q1 2024 142,200 16,400 -10.3% $69.0M 5.0% $485.6
Q4 2023 158,600 92,800 -36.9% $56.1M 4.3% $354.0
Q3 2023 251,400 +39,500 +18.6% $75.5M 7.3% $300.2
Q2 2023 211,900 9,500 -4.3% $60.8M 7.2% $287.0
Q1 2023 221,400 $46.9M 7.7% $211.9

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.