Current position

Pat Dorsey’s Meta (META) position

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

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ4 2016Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares992.04KHighest verified quarter-end share count
Quarters reported37Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported Meta in Q4 2016. The reported position was increased and reduced across later filings. Dorsey Asset Management LLC currently reports 199.90K shares. The latest verified filing showed: Bought 23.6% more.

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 2026
Bought 23.6% more+38.22K shares · 199.90K shares reported after the change
Filing context

Quarter-end price $563.29 · Estimated holding basis $378.05

Q1 2026
Bought 0.8% more+1.23K shares · 161.68K shares reported after the change
Filing context

Quarter-end price $572.13 · Estimated holding basis $334.27

Q4 2025
Sold 16.5% of the position−31.77K shares · 160.45K shares remained
Filing context

Quarter-end price $660.09 · Estimated holding basis $332.44

Q3 2025
Sold 21.6% of the position−52.88K shares · 192.22K shares remained
Filing context

Quarter-end price $734.38 · Estimated holding basis $332.44

Q2 2025
Sold 0.8% of the position−1.95K shares · 245.11K shares remained
Filing context

Quarter-end price $738.09 · Estimated holding basis $332.44

Q1 2025
Bought 18.6% more+38.81K shares · 247.06K shares reported after the change
Filing context

Quarter-end price $576.36 · Estimated holding basis $332.44

Portfolio importance

How important is Meta in Dorsey Asset Management LLC’s reported portfolio?

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

Current portfolio weight7.2%Q2 2026
Current rank#9of 11 reported positions
Peak portfolio weight25.5%Q1 2020
Best historical rank#1Q4 2016
At peak importanceQ1 2020
META
25.5%
Largest holding
25.5%
Cross-investor discovery

Who else owns Meta?

Also reported by 9 other tracked investors in their latest verified filings.

Bill AckmanPershing Square Capital Management
META9.2% of reported portfolio
Chase ColemanTiger Global Management LLC
META6.6% of reported portfolio
David TepperAppaloosa LP
META5.1% 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 filing quarter-end price$563.29Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$378.05Historical reference — not actual purchase price

Calculated from supported filing history.

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

View Meta stock page →

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.