SEC 13F Intelligence

Night Owl Capital Management, LLC / META

Night Owl Capital Management, LLC’s Meta Platforms Inc Position

Does Night Owl Capital Management, LLC own Meta Platforms Inc (META)? Yes81.7K shares worth $47M (+5.45% of its 13F portfolio) as of Q1 2026, up from 81.1K shares the prior filed quarter.

Position Value
$47M
Q1 2026
Shares
81.7K
% of Portfolio
+5.45%
Quarters Held
22
currently held

Position History META

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $12MQ2 ’19: $14MQ3 ’19: $13MQ3 ’19Q4 ’19: $15MQ1 ’20: $7MQ2 ’20: $10MQ2 ’20Q3 ’20: $12MQ4 ’20: $13MQ1 ’21: $21MQ1 ’21Q2 ’21: $25MQ3 ’21: $26MQ4 ’21: $14MQ4 ’21Q1 ’24: $22MQ2 ’24: $24MQ3 ’24: $28MQ3 ’24Q4 ’24: $30MQ1 ’25: $30MQ2 ’25: $40MQ2 ’25Q3 ’25: $48MQ4 ’25: $54MQ1 ’26: $47MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.7K$47M+5.45%
Q4 202581.1K$54M+5.87%
Q3 202565.2K$48M+5.22%
Q2 202554.3K$40M+4.63%
Q1 202552.6K$30M+3.79%
Q4 202450.6K$30M+3.83%
Q3 202449.0K$28M+3.83%
Q2 202447.6K$24M+3.59%
Q1 202446.2K$22M+3.40%
Q4 202141.4K$14M+2.83%
Q3 202175.7K$26M+4.51%
Q2 202172.3K$25M+4.96%
Q1 202171.5K$21M+4.29%
Q4 202048.8K$13M+2.56%
Q3 202045.7K$12M+2.49%
Q2 202043.0K$10M+2.32%
Q1 202041.2K$7M+2.30%
Q4 201971.9K$15M+4.25%
Q3 201972.9K$13M+4.12%
Q2 201973.3K$14M+4.33%
Q1 201974.0K$12M+4.41%
Q4 201874.7K$10M+4.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of META.