Soroban Capital Partners LP: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, Soroban Capital Partners LP reported 1,400,083 shares of META PLATFORMS INC (META), worth $801.0M and representing 5.7% of its 13F equity book. Quarter-over-quarter share count change: + 227,117 (+19.4%) . The position first appeared in Q4 2016 and has been disclosed across 38 13F-HR filings in Pactolio's tracked window.
- 1,400,083Shares Held (Latest Filing)
- $801.0MReported Market Value (Latest Filing)
- 5.7%Portfolio Weight (% of 13F Equity Book)
- +227,117Quarter-over-Quarter Share Change
- -$60.4MQuarter-over-Quarter Value Change
- 2,769,900Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,400,083 | +227,117 | +19.4% | $801.0M | 5.7% | $572.1 |
| Q4 2025 | 1,172,966 | +444,720 | +61.1% | $861.4M | 6.3% | $734.4 |
| Q3 2025 | 728,246 | +154,161 | +26.9% | $534.8M | 4.4% | $734.4 |
| Q2 2025 | 574,085 | +574,085 | — | $423.7M | 4.1% | $738.1 |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 1,584,840 | -100.0% | $0 | 0.0% | — |
| Q4 2021 | 1,584,840 | 594,500 | -27.3% | $533.1M | 4.1% | $336.4 |
| Q3 2021 | 2,179,340 | +187,545 | +9.4% | $739.6M | 6.9% | $339.4 |
| Q2 2021 | 1,991,795 | +1,991,795 | — | $692.6M | 6.5% | $347.7 |
| Q1 2021 | 0 | 714,306 | -100.0% | $0 | 0.0% | — |
| Q4 2020 | 714,306 | 0 | — | $195.1M | 1.9% | $273.2 |
| Q3 2020 | 714,306 | 680,000 | -48.8% | $187.1M | 2.3% | $261.9 |
| Q2 2020 | 1,394,306 | 0 | — | $316.6M | 4.9% | $227.1 |
| Q1 2020 | 1,394,306 | +1,394,306 | — | $232.6M | 4.4% | $166.8 |
| Q4 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2019 | 0 | 1,552,207 | -100.0% | $0 | 0.0% | — |
| Q4 2018 | 1,552,207 | +412,689 | +36.2% | $203.5M | 4.4% | $131.1 |
| Q3 2018 | 1,139,518 | +1,139,518 | — | $187.4M | 3.6% | $164.5 |
| Q2 2018 | 0 | 2,339,100 | -100.0% | $0 | 0.0% | — |
| Q1 2018 | 2,339,100 | +2,339,100 | — | $373.8M | 3.7% | $159.8 |
| Q4 2017 | 0 | 1,651,900 | -100.0% | $0 | 0.0% | — |
| Q3 2017 | 1,651,900 | 0 | — | $282.3M | 2.4% | $170.9 |
| Q2 2017 | 1,651,900 | 75,000 | -4.3% | $249.4M | 2.0% | $151.0 |
| Q1 2017 | 1,726,900 | 1,043,000 | -37.7% | $245.3M | 2.3% | $142.0 |
| Q4 2016 | 2,769,900 | — | — | $318.7M | 3.7% | $115.0 |
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 Soroban Capital Partners LP first disclose a META position in 13F-HR filings?
Soroban Capital Partners LP first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2016-12-31 (Q4 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.
What was Soroban Capital Partners LP's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, Soroban Capital Partners LP added 227,117 shares of META (+19.4%), bringing the total reported position to 1,400,083 shares at a market value of $801.0M.
Does the implied price-per-share represent Soroban Capital Partners 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.