Voyager Global Management LP: META PLATFORMS INC (META): Quarterly 13F Position History
As of Q1 2026, Voyager Global Management LP reported 225,000 shares of META PLATFORMS INC (META), worth $128.7M and representing 4.4% of its 13F equity book. Quarter-over-quarter share count change: + 225,000 (re-initiated) . The position first appeared in Q4 2021 and has been disclosed across 18 13F-HR filings in Pactolio's tracked window.
- 225,000Shares Held (Latest Filing)
- $128.7MReported Market Value (Latest Filing)
- 4.4%Portfolio Weight (% of 13F Equity Book)
- +225,000Quarter-over-Quarter Share Change
- +$128.7MQuarter-over-Quarter Value Change
- 1,800,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 225,000 | +225,000 | — | $128.7M | 4.4% | $572.1 |
| Q4 2025 | 0 | 250,000 | -100.0% | $0 | 0.0% | — |
| Q3 2025 | 250,000 | +200,000 | +400.0% | $183.6M | 5.4% | $734.4 |
| Q2 2025 | 50,000 | 105,000 | -67.7% | $36.9M | 1.3% | $738.1 |
| Q1 2025 | 155,000 | +105,000 | +210.0% | $89.3M | 4.0% | $576.4 |
| Q4 2024 | 50,000 | +50,000 | — | $29.3M | 1.2% | $585.5 |
| Q3 2024 | 0 | 50,000 | -100.0% | $0 | 0.0% | — |
| Q2 2024 | 50,000 | 80,000 | -61.5% | $25.2M | 1.1% | $504.2 |
| Q1 2024 | 130,000 | 385,000 | -74.8% | $63.1M | 3.1% | $485.6 |
| Q4 2023 | 515,000 | +140,000 | +37.3% | $182.3M | 8.7% | $354.0 |
| Q3 2023 | 375,000 | +50,000 | +15.4% | $112.6M | 5.3% | $300.2 |
| Q2 2023 | 325,000 | 675,000 | -67.5% | $93.3M | 4.5% | $287.0 |
| Q1 2023 | 1,000,000 | 800,000 | -44.4% | $211.9M | 11.6% | $211.9 |
| Q4 2022 | 1,800,000 | +370,000 | +25.9% | $216.6M | 13.4% | $120.3 |
| Q3 2022 | 1,430,000 | +405,000 | +39.5% | $194.0M | 11.2% | $135.7 |
| Q2 2022 | 1,025,000 | +75,000 | +7.9% | $165.3M | 10.6% | $161.2 |
| Q1 2022 | 950,000 | +525,000 | +123.5% | $211.2M | 12.1% | $222.4 |
| Q4 2021 | 425,000 | — | — | $142.9M | 10.4% | $336.4 |
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 Voyager Global Management LP first disclose a META position in 13F-HR filings?
Voyager Global Management LP first reported META PLATFORMS INC (META) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Voyager Global Management LP's most recent quarter-over-quarter share-count change in META?
Between Q4 2025 and Q1 2026, Voyager Global Management LP added 225,000 shares of META (re-initiated), bringing the total reported position to 225,000 shares at a market value of $128.7M.
Does the implied price-per-share represent Voyager Global 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.