Triple Frond Partners LLC: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, Triple Frond Partners LLC reported 117,628 shares of META PLATFORMS INC (META), worth $67.3M and representing 7.0% of its 13F equity book. Quarter-over-quarter share count change: + 20,252 (+20.8%) . The position first appeared in Q1 2021 and has been disclosed across 21 13F-HR filings in Pactolio's tracked window.
- 117,628Shares Held (Latest Filing)
- $67.3MReported Market Value (Latest Filing)
- 7.0%Portfolio Weight (% of 13F Equity Book)
- +20,252Quarter-over-Quarter Share Change
- +$3.0MQuarter-over-Quarter Value Change
- 181,100Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 21 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 117,628 | +20,252 | +20.8% | $67.3M | 7.0% | $572.1 |
| Q4 2025 | 97,376 | 4,279 | -4.2% | $64.3M | 6.7% | $660.1 |
| Q3 2025 | 101,655 | 8,545 | -7.8% | $74.7M | 8.1% | $734.4 |
| Q2 2025 | 110,200 | +33,450 | +43.6% | $68.6M | 12.0% | $622.9 |
| Q1 2025 | 76,750 | +76,750 | — | $44.2M | 6.0% | $576.4 |
| 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 | 172,072 | -100.0% | $0 | 0.0% | — |
| Q1 2022 | 172,072 | 0 | — | $38.3M | 4.7% | $222.4 |
| Q4 2021 | 172,072 | 9,028 | -5.0% | $57.9M | 6.5% | $336.4 |
| Q3 2021 | 181,100 | 0 | — | $61.5M | 6.7% | $339.4 |
| Q2 2021 | 181,100 | +31,600 | +21.1% | $63.0M | 6.8% | $347.7 |
| Q1 2021 | 149,500 | — | — | $44.0M | 5.5% | $294.5 |
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 Triple Frond Partners LLC first disclose a META position in 13F-HR filings?
Triple Frond Partners LLC first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2021-03-31 (Q1 2021). The position has appeared on 21 reported quarters within Pactolio's tracked window.
What was Triple Frond Partners LLC's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, Triple Frond Partners LLC added 20,252 shares of META (+20.8%), bringing the total reported position to 117,628 shares at a market value of $67.3M.
Does the implied price-per-share represent Triple Frond Partners 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.