Meta Platforms’ (META) Capital Allocation Strategy
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 220,423 | $124,162,072 | -3% | 2.84% |
| 2. | Katamaran Capital Priya Kodeeswaran | 5,504 | $3,100,348 | -46% | 2.47% |
| 3. | Miura Global Management Pasco Alfaro / Richard Tumure | 1,500 | $844,935 | -25% | 3.35% |
| 4. | Ayrshire Capital Management John Nevin Jr. | 500 | $281,645 | 0.13% | |
| 5. | Ardsley Partners Philip Hempleman | 0 | $0 | 0% |
| 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 |
|---|---|---|---|---|---|---|
| $661.13 | 408 | $269,741.04 | 81,517 | 2026-07-13 | Filing | |
| $661.13 | 82 | $54,212.66 | 6,818 | 2026-07-13 | Filing | |
| $661.13 | 57 | $37,684.41 | 1,745 | 2026-07-13 | Filing | |
| $661.13 | 82 | $54,212.66 | 6,818 | 2026-07-13 | Filing | |
| $660.98 | 1,534 | $1,013,936.42 | 7,964 | 2026-07-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,830,596 | $1,594,446,421 | 1.37% | |
| 2. | 1,110,097 | $625,306,539 | 0.78% | |
| 3. | 930,966 | $524,403,838 | 2.64% | |
| 4. | 625,079 | $352,100,750 | 1.92% | |
| 5. | 525,071 | $295,766,990 | 2.92% |