Seth Klarman - Baupost Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $5,115,380,000
Holdings Activity Buys Sells    History
Holding/activity history for  Meta Platforms, Inc. (META)
← All META superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 3.54 $122.28–212.17 · VW $173.17i SEC
2022   Q4 1,727,851 3.54 Add 150.83% 2.13 $88.09–142.39 · VW $111.24i $207,930,000 SEC
2022   Q3 688,851 1.67 $135.68 $93,463,000 SEC
2022   Q2 688,851 1.71 Reduce 28.98% 0.70 $154.25–236.86 · VW $190.78i $111,077,000 SEC
2022   Q1 969,911 2.40 Reduce 1.48% 0.05 $185.82–343.09 · VW $246.93i $215,669,000 SEC
2021   Q4 984,500 3.38 Reduce 36.36% 1.77 $299.50–353.83 · VW $329.23i $331,137,000 SEC
2021   Q3 1,547,000 4.88 $339.39 $525,036,000 SEC
2021   Q2 1,547,000 4.42 Add 19.28% 0.71 $296.04–358.14 · VW $326.30i $537,907,000 SEC
2021   Q1 1,297,000 3.08 Add 40.98% 0.90 $244.61–299.71 · VW $270.71i $382,005,000 SEC
2020   Q4 920,000 2.36 Add 63.41% 0.92 $254.82–297.38 · VW $273.34i $251,307,000 SEC
2020   Q3 563,000 1.60 Reduce 33.88% 0.82 $226.90–304.67 · VW $266.23i $147,450,000 SEC
2020   Q2 851,500 2.42 Reduce 57.08% 2.80 $150.83–245.19 · VW $212.02i $193,350,000 SEC
2020   Q1 1,984,000 4.91 Buy 4.91 $137.10–224.20 · VW $185.55i $330,931,000 SEC
Price snapshot:
Current price$656.73
52-week low$519.78
52-week high$793.65