Dorsal Capital Management, LP: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, Dorsal Capital Management, LP reported 210,000 shares of META PLATFORMS INC (META), worth $120.1M and representing 4.8% of its 13F equity book. Quarter-over-quarter share count change: 10,000 (-4.5%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.
- 210,000Shares Held (Latest Filing)
- $120.1MReported Market Value (Latest Filing)
- 4.8%Portfolio Weight (% of 13F Equity Book)
- 10,000Quarter-over-Quarter Share Change
- -$25.1MQuarter-over-Quarter Value Change
- 1,216,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 210,000 | 10,000 | -4.5% | $120.1M | 4.8% | $572.1 |
| Q4 2025 | 220,000 | 20,000 | -8.3% | $145.2M | 5.1% | $660.1 |
| Q3 2025 | 240,000 | +10,000 | +4.3% | $176.3M | 4.8% | $734.4 |
| Q2 2025 | 230,000 | 45,000 | -16.4% | $169.8M | 4.8% | $738.1 |
| Q1 2025 | 275,000 | 10,000 | -3.5% | $158.5M | 5.1% | $576.4 |
| Q4 2024 | 285,000 | 115,000 | -28.7% | $166.9M | 5.0% | $585.5 |
| Q3 2024 | 400,000 | 10,000 | -2.4% | $229.0M | 7.4% | $572.4 |
| Q2 2024 | 410,000 | 200,000 | -32.8% | $206.7M | 7.1% | $504.2 |
| Q1 2024 | 610,000 | 420,000 | -40.8% | $296.2M | 9.9% | $485.6 |
| Q4 2023 | 1,030,000 | +5,000 | +0.5% | $364.6M | 11.8% | $354.0 |
| Q3 2023 | 1,025,000 | +215,000 | +26.5% | $307.7M | 10.9% | $300.2 |
| Q2 2023 | 810,000 | +410,000 | +102.5% | $232.5M | 9.3% | $287.0 |
| Q1 2023 | 400,000 | +400,000 | — | $84.8M | 3.3% | $211.9 |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 740,000 | -100.0% | $0 | 0.0% | — |
| Q2 2021 | 740,000 | +240,000 | +48.0% | $257.3M | 12.0% | $347.7 |
| Q1 2021 | 500,000 | +500,000 | — | $147.3M | 7.5% | $294.5 |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 559,000 | -100.0% | $0 | 0.0% | — |
| Q4 2019 | 559,000 | 252,000 | -31.1% | $114.7M | 7.6% | $205.3 |
| Q3 2019 | 811,000 | +150,000 | +22.7% | $144.4M | 9.7% | $178.1 |
| Q2 2019 | 661,000 | +151,000 | +29.6% | $127.6M | 7.3% | $193.0 |
| Q1 2019 | 510,000 | 706,000 | -58.1% | $85.0M | 5.7% | $166.7 |
| Q4 2018 | 1,216,000 | +716,000 | +143.2% | $159.4M | 12.1% | $131.1 |
| Q3 2018 | 500,000 | 125,000 | -20.0% | $82.2M | 4.9% | $164.5 |
| Q2 2018 | 625,000 | +325,000 | +108.3% | $121.5M | 6.2% | $194.3 |
| Q1 2018 | 300,000 | +300,000 | — | $47.9M | 2.3% | $159.8 |
| Q4 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2017 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2016 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2016 | 0 | 500,000 | -100.0% | $0 | 0.0% | — |
| Q2 2016 | 500,000 | — | — | $57.1M | 4.2% | $114.3 |
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 Dorsal Capital Management, LP first disclose a META position in 13F-HR filings?
Dorsal Capital Management, LP first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Dorsal Capital Management, LP's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, Dorsal Capital Management, LP reduced its META position by 10,000 shares (-4.5%), leaving 210,000 shares at a market value of $120.1M.
Does the implied price-per-share represent Dorsal 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.