GOBI CAPITAL LLC: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, GOBI CAPITAL LLC reported 702,079 shares of META PLATFORMS INC (META), worth $401.7M and representing 23.5% of its 13F equity book. The position first appeared in Q2 2018 and has been disclosed across 32 13F-HR filings in Pactolio's tracked window.
- 702,079Shares Held (Latest Filing)
- $401.7MReported Market Value (Latest Filing)
- 23.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- -$61.8MQuarter-over-Quarter Value Change
- 2,149,682Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 32 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 702,079 | 0 | — | $401.7M | 23.5% | $572.1 |
| Q4 2025 | 702,079 | 0 | — | $463.4M | 23.1% | $660.1 |
| Q3 2025 | 702,079 | 0 | — | $515.6M | 25.0% | $734.4 |
| Q2 2025 | 702,079 | 14,500 | -2.0% | $518.2M | 25.6% | $738.1 |
| Q1 2025 | 716,579 | 21,900 | -3.0% | $413.0M | 23.5% | $576.4 |
| Q4 2024 | 738,479 | 5,100 | -0.7% | $432.4M | 25.4% | $585.5 |
| Q3 2024 | 743,579 | 31,700 | -4.1% | $425.7M | 24.4% | $572.4 |
| Q2 2024 | 775,279 | 23,482 | -2.9% | $390.9M | 24.8% | $504.2 |
| Q1 2024 | 798,761 | 47,800 | -5.6% | $387.9M | 24.2% | $485.6 |
| Q4 2023 | 846,561 | 94,992 | -10.1% | $299.6M | 21.7% | $354.0 |
| Q3 2023 | 941,553 | 185,900 | -16.5% | $282.7M | 20.9% | $300.2 |
| Q2 2023 | 1,127,453 | 84,151 | -6.9% | $323.6M | 21.0% | $287.0 |
| Q1 2023 | 1,211,604 | 82,297 | -6.4% | $256.8M | 18.4% | $211.9 |
| Q4 2022 | 1,293,901 | 293,464 | -18.5% | $155.7M | 13.6% | $120.3 |
| Q3 2022 | 1,587,365 | 86,600 | -5.2% | $215.4M | 19.2% | $135.7 |
| Q2 2022 | 1,673,965 | +17,271 | +1.0% | $269.9M | 22.4% | $161.3 |
| Q1 2022 | 1,656,694 | +584,718 | +54.5% | $368.4M | 22.0% | $222.4 |
| Q4 2021 | 1,071,976 | 1,077,706 | -50.1% | $360.6M | 18.3% | $336.3 |
| Q3 2021 | 2,149,682 | +1,061,741 | +97.6% | $729.6M | 19.3% | $339.4 |
| Q2 2021 | 1,087,941 | 0 | — | $378.3M | 22.8% | $347.7 |
| Q1 2021 | 1,087,941 | +107,073 | +10.9% | $320.4M | 21.7% | $294.5 |
| Q4 2020 | 980,868 | +2,619 | +0.3% | $267.9M | 21.8% | $273.2 |
| Q3 2020 | 978,249 | 0 | — | $256.2M | 22.7% | $261.9 |
| Q2 2020 | 978,249 | +7,974 | +0.8% | $222.1M | 18.9% | $227.1 |
| Q1 2020 | 970,275 | +212,679 | +28.1% | $161.8M | 22.4% | $166.8 |
| Q4 2019 | 757,596 | +7,000 | +0.9% | $155.5M | 22.3% | $205.3 |
| Q3 2019 | 750,596 | +61,126 | +8.9% | $133.7M | 20.4% | $178.1 |
| Q2 2019 | 689,470 | +1,720 | +0.3% | $133.1M | 26.5% | $193.0 |
| Q1 2019 | 687,750 | +122,700 | +21.7% | $114.6M | 23.1% | $166.7 |
| Q4 2018 | 565,050 | +203,450 | +56.3% | $74.1M | 20.1% | $131.1 |
| Q3 2018 | 361,600 | +285,000 | +372.1% | $59.5M | 16.1% | $164.5 |
| Q2 2018 | 76,600 | — | — | $14.9M | 6.0% | $194.3 |
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 GOBI CAPITAL LLC first disclose a META position in 13F-HR filings?
GOBI CAPITAL LLC first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2018-06-30 (Q2 2018). The position has appeared on 32 reported quarters within Pactolio's tracked window.
What was GOBI CAPITAL LLC's most recent quarter-over-quarter share-count change in META?
GOBI CAPITAL LLC held the same 702,079 shares of META between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent GOBI CAPITAL LLC'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.