SRS Investment Management, LLC: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, SRS Investment Management, LLC reported 719,729 shares of META PLATFORMS INC (META), worth $411.8M and representing 4.4% of its 13F equity book. Quarter-over-quarter share count change: 23,771 (-3.2%) . The position first appeared in Q4 2016 and has been disclosed across 38 13F-HR filings in Pactolio's tracked window.
- 719,729Shares Held (Latest Filing)
- $411.8MReported Market Value (Latest Filing)
- 4.4%Portfolio Weight (% of 13F Equity Book)
- 23,771Quarter-over-Quarter Share Change
- -$79.0MQuarter-over-Quarter Value Change
- 5,362,896Peak 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 | 719,729 | 23,771 | -3.2% | $411.8M | 4.4% | $572.1 |
| Q4 2025 | 743,500 | 0 | — | $490.8M | 5.2% | $660.1 |
| Q3 2025 | 743,500 | 71,354 | -8.8% | $546.0M | 5.9% | $734.4 |
| Q2 2025 | 814,854 | +71,354 | +9.6% | $601.4M | 6.2% | $738.1 |
| Q1 2025 | 743,500 | 102,488 | -12.1% | $428.5M | 5.7% | $576.4 |
| Q4 2024 | 845,988 | 218,567 | -20.5% | $495.3M | 7.0% | $585.5 |
| Q3 2024 | 1,064,555 | 0 | — | $609.4M | 9.1% | $572.4 |
| Q2 2024 | 1,064,555 | 0 | — | $536.8M | 7.3% | $504.2 |
| Q1 2024 | 1,064,555 | 645,797 | -37.8% | $516.9M | 7.1% | $485.6 |
| Q4 2023 | 1,710,352 | 0 | — | $605.4M | 7.3% | $354.0 |
| Q3 2023 | 1,710,352 | 278,267 | -14.0% | $513.5M | 7.4% | $300.2 |
| Q2 2023 | 1,988,619 | 584,170 | -22.7% | $570.7M | 6.6% | $287.0 |
| Q1 2023 | 2,572,789 | 2,790,107 | -52.0% | $545.3M | 7.8% | $211.9 |
| Q4 2022 | 5,362,896 | +2,105,118 | +64.6% | $645.4M | 11.7% | $120.3 |
| Q3 2022 | 3,257,778 | 0 | — | $442.0M | 8.7% | $135.7 |
| Q2 2022 | 3,257,778 | +1,693,883 | +108.3% | $525.3M | 10.3% | $161.3 |
| Q1 2022 | 1,563,895 | +1,497,650 | +2260.8% | $347.7M | 3.8% | $222.4 |
| Q4 2021 | 66,245 | 0 | — | $22.3M | 0.3% | $336.4 |
| Q3 2021 | 66,245 | 0 | — | $22.5M | 0.3% | $339.4 |
| Q2 2021 | 66,245 | 0 | — | $23.0M | 0.4% | $347.7 |
| Q1 2021 | 66,245 | 0 | — | $19.5M | 0.3% | $294.5 |
| Q4 2020 | 66,245 | 0 | — | $18.1M | 0.3% | $273.2 |
| Q3 2020 | 66,245 | 1,006,333 | -93.8% | $17.4M | 0.3% | $261.9 |
| Q2 2020 | 1,072,578 | 241,067 | -18.4% | $243.6M | 4.7% | $227.1 |
| Q1 2020 | 1,313,645 | 496,278 | -27.4% | $219.1M | 5.0% | $166.8 |
| Q4 2019 | 1,809,923 | +27,124 | +1.5% | $371.5M | 8.9% | $205.3 |
| Q3 2019 | 1,782,799 | +90,196 | +5.3% | $317.5M | 8.6% | $178.1 |
| Q2 2019 | 1,692,603 | 0 | — | $326.7M | 7.7% | $193.0 |
| Q1 2019 | 1,692,603 | +910,759 | +116.5% | $282.1M | 6.4% | $166.7 |
| Q4 2018 | 781,844 | 2,350,637 | -75.0% | $102.5M | 3.2% | $131.1 |
| Q3 2018 | 3,132,481 | 0 | — | $515.2M | 11.3% | $164.5 |
| Q2 2018 | 3,132,481 | 0 | — | $608.7M | 11.4% | $194.3 |
| Q1 2018 | 3,132,481 | +3,132,481 | — | $500.5M | 9.9% | $159.8 |
| Q4 2017 | 0 | 3,726,552 | -100.0% | $0 | 0.0% | — |
| Q3 2017 | 3,726,552 | 0 | — | $636.8M | 13.1% | $170.9 |
| Q2 2017 | 3,726,552 | 0 | — | $562.6M | 13.6% | $151.0 |
| Q1 2017 | 3,726,552 | 0 | — | $529.4M | 12.7% | $142.1 |
| Q4 2016 | 3,726,552 | — | — | $428.7M | 12.4% | $115.1 |
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 SRS Investment Management, LLC first disclose a META position in 13F-HR filings?
SRS Investment Management, LLC 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 SRS Investment Management, LLC's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, SRS Investment Management, LLC reduced its META position by 23,771 shares (-3.2%), leaving 719,729 shares at a market value of $411.8M.
Does the implied price-per-share represent SRS Investment Management, 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.