Here’s What Pressured Meta Platforms (META) in Q1
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 20,000,000 | $11,442,600,000 | 22.09% | ||
| 2. | 13,294,200 | $7,606,010,646 | -12% | 1.23% | |
| 3. | Newlands Management Operations LLC Michael Abramson And Jan Koum | 9,797,414 | $5,605,394,472 | 36.27% | |
| 4. | 8,843,100 | $5,059,402,803 | +10% | 0.82% | |
| 5. | Fisher Asset Management Ken Fisher | 6,685,482 | $3,824,965,285 | +2% | 1.3% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $181.76 | 154 | $27,991.04 | 476,586 | 2019-08-28 | Filing | |
| $197.04 | 257 | $50,639.28 | 476,432 | 2019-07-30 | Filing | |
| $176.02 | 253 | $44,533.06 | 476,681 | 2019-04-04 | Filing | |
| $160.04 | 876 | $140,195.04 | 476,428 | 2019-02-21 | Filing | |
| $176.61 | 675 | $119,211.75 | 450,817 | 2018-05-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $604.57 | 408 | $246,664.56 | 85,189 | 2026-05-11 | Filing | |
| $604.57 | 82 | $49,574.74 | 7,556 | 2026-05-11 | Filing | |
| $604.57 | 57 | $34,460.49 | 2,258 | 2026-05-11 | Filing | |
| $604.57 | 82 | $49,574.74 | 7,556 | 2026-05-11 | Filing | |
| $604.57 | 926 | $559,831.82 | 6,853 | 2026-05-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 168,843,283 | $96,600,307,735 | 1.69% | |
| 2. | 142,138,157 | $81,321,503,763 | 2.04% | |
| 3. | 116,614,753 | $66,718,799,159 | 3.51% | |
| 4. | 54,165,192 | $30,880,025,420 | 1.92% | |
| 5. | 50,180,811 | $26,915,984,229 | 1.73% |