Exited position

Li Lu’s Meta (META) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Himalaya Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.33MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Himalaya Capital Management first reported Meta in Q2 2020. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Himalaya Capital Management sold the entire position in Q2 2022, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2022
Sold the entire position−876.20K shares · No shares reported at quarter-end
Q4 2021
Bought 53.0% more+303.60K shares · 876.20K shares reported after the change
Filing context

Quarter-end price $336.35 · Estimated holding basis $277.28

Q1 2021
Sold 40.4% of the position−387.70K shares · 572.60K shares remained
Filing context

Quarter-end price $294.53 · Estimated holding basis $245.97

Q4 2020
Sold 27.9% of the position−370.70K shares · 960.30K shares remained
Filing context

Quarter-end price $273.16 · Estimated holding basis $245.97

Q3 2020
Bought 118.6% more+722.10K shares · 1.33M shares reported after the change
Filing context

Quarter-end price $261.90 · Estimated holding basis $245.97

Q2 2020
New position+608.90K shares · 608.90K shares reported
Filing context

Quarter-end price $227.07 · Estimated holding basis $227.07

3 unchanged quarters are collapsed by default.

Portfolio importance

How important was Meta in Himalaya Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight8.2%Q1 2022
Last reported rank#5of 6 reported positions
Peak portfolio weight26.6%Q3 2020
Best historical rank#2Q3 2020
At peak importanceQ3 2020
META
26.6%
Largest holding
41.1%
Cross-investor discovery

Who else owns Meta?

Also reported by 10 other tracked investors in their latest verified filings.

Bill AckmanPershing Square Capital Management
META9.2% of reported portfolio
Pat DorseyDorsey Asset Management LLC
META7.2% of reported portfolio
Chase ColemanTiger Global Management LLC
META6.6% of reported portfolio
Explore Meta across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$665.752026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Meta stock page →

This tracker follows Himalaya Capital Management’s Form 13F disclosures. It is not Li Lu’s personal portfolio, and 13F filings do not reveal exact trade dates or execution prices.