SEC 13F Intelligence

Gobi Capital LLC / META

Gobi Capital LLC’s Meta Platforms Inc Position

Does Gobi Capital LLC own Meta Platforms Inc (META)? Yes702.1K shares worth $402M (+22.34% of its 13F portfolio) as of Q1 2026.

Position Value
$402M
Q1 2026
Shares
702.1K
% of Portfolio
+22.34%
Quarters Held
30
currently held

Position History META

Reported value by quarter
Q4 ’18: $74MQ4 ’18Q1 ’19: $115MQ2 ’19: $133MQ3 ’19: $134MQ4 ’19: $155MQ4 ’19Q1 ’20: $162MQ2 ’20: $222MQ3 ’20: $256MQ4 ’20: $268MQ4 ’20Q1 ’21: $320MQ2 ’21: $378MQ3 ’21: $365MQ4 ’21: $361MQ4 ’21Q1 ’22: $368MQ2 ’22: $270MQ3 ’22: $215MQ4 ’22: $156MQ4 ’22Q1 ’23: $257MQ2 ’23: $324MQ3 ’23: $283MQ4 ’23: $300MQ4 ’23Q1 ’24: $388MQ2 ’24: $391MQ3 ’24: $426MQ4 ’24: $432MQ4 ’24Q1 ’25: $413MQ2 ’25: $518MQ3 ’25: $516MQ4 ’25: $463MQ4 ’25Q1 ’26: $402Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026702.1K$402M+22.34%
Q4 2025702.1K$463M+22.47%
Q3 2025702.1K$516M+25.05%
Q2 2025702.1K$518M+25.63%
Q1 2025716.6K$413M+23.52%
Q4 2024738.5K$432M+25.38%
Q3 2024743.6K$426M+24.43%
Q2 2024775.3K$391M+24.77%
Q1 2024798.8K$388M+24.21%
Q4 2023846.6K$300M+21.74%
Q3 2023941.6K$283M+20.94%
Q2 20231.13M$324M+20.95%
Q1 20231.21M$257M+18.37%
Q4 20221.29M$156M+13.57%
Q3 20221.59M$215M+19.17%
Q2 20221.67M$270M+22.44%
Q1 20221.66M$368M+22.00%
Q4 20211.07M$361M+18.34%
Q3 20211.07M$365M+19.29%
Q2 20211.09M$378M+22.78%
Q1 20211.09M$320M+21.67%
Q4 2020980.9K$268M+21.76%
Q3 2020978.2K$256M+22.70%
Q2 2020978.2K$222M+16.27%
Q1 2020970.3K$162M+22.37%
Q4 2019757.6K$155M+22.34%
Q3 2019750.6K$134M+20.35%
Q2 2019689.5K$133M+26.53%
Q1 2019687.8K$115M+23.11%
Q4 2018565.0K$74M+20.05%

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