Exited position

Seth Klarman’s Meta (META) position

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

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.98MHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Baupost Group first reported Meta in Q1 2020. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Baupost Group sold the entire position in Q1 2023, 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.

Q1 2023
Sold the entire position−1.73M shares · No shares reported at quarter-end
Q4 2022
Bought 150.8% more+1.04M shares · 1.73M shares reported after the change
Filing context

Quarter-end price $120.34 · Estimated holding basis $172.71

Q2 2022
Sold 29.0% of the position−281.06K shares · 688.85K shares remained
Filing context

Quarter-end price $161.25 · Estimated holding basis $251.71

Q1 2022
Sold 1.5% of the position−14.59K shares · 969.91K shares remained
Filing context

Quarter-end price $222.36 · Estimated holding basis $251.71

Q4 2021
Sold 36.4% of the position−562.50K shares · 984.50K shares remained
Filing context

Quarter-end price $336.35 · Estimated holding basis $251.71

Q2 2021
Bought 19.3% more+250.00K shares · 1.55M shares reported after the change
Filing context

Quarter-end price $347.71 · Estimated holding basis $251.71

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Meta in Baupost Group’s reported portfolio?

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

Last reported portfolio weight3.4%Q4 2022
Last reported rank#11of 34 reported positions
Peak portfolio weight4.9%Q1 2020
Best historical rank#6Q3 2021
At peak importanceQ1 2020
META
4.9%
Largest holding
14.2%
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 2026-08-13
Open SEC filing ↗

View Meta stock page →

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’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.