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Dorsey Asset Management

Superinvestor

Dorsey Asset Management, LLC

SEC CIK
0001671657
Manager
Pat Dorsey
Style
Quality
Latest filing
Aug 14, 2026

META holding history

Meta Platforms, Inc. in every 13F filed by Dorsey Asset Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

META overviewAll 13F holders of METAFull Q2 2026 holdings

Shares (Q2 2026)
199,901
Value
$112.6M
% of portfolio
7.2%
Quarters held
22
Since Q1 2021
Holdings of META by Dorsey Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026199,901$112.6M7.2%+38,218+23.6%AddedHolders
Q1 2026161,683$92.5M7.4%+1,233+0.8%AddedHolders
Q4 2025160,450$105.9M9.2%−31,774−16.5%ReducedHolders
Q3 2025192,224$141.2M12.7%−52,884−21.6%ReducedHolders
Q2 2025245,108$180.9M16.2%−1,949−0.8%ReducedHolders
Q1 2025247,057$142.4M15.1%+38,810+18.6%AddedHolders
Q4 2024208,247$121.9M12.6%−24,422−10.5%ReducedHolders
Q3 2024232,669$133.2M14.4%−7,055−2.9%ReducedHolders
Q2 2024239,724$120.9M14.4%−47,502−16.5%ReducedHolders
Q1 2024287,226$139.5M16.2%−98,907−25.6%ReducedHolders
Q4 2023386,133$136.7M17.6%−83,051−17.7%ReducedHolders
Q3 2023469,184$140.9M18.4%−157,115−25.1%ReducedHolders
Q2 2023626,299$179.7M23.8%−329,799−34.5%ReducedHolders
Q1 2023956,098$202.6M23.0%−35,944−3.6%ReducedHolders
Q4 2022992,042$119.4M17.4%+196,239+24.7%AddedHolders
Q3 2022795,803$108.0M13.1%+39,209+5.2%AddedHolders
Q2 2022756,594$122.0M15.2%+637+0.1%AddedHolders
Q1 2022755,957$168.1M16.2%+177,972+30.8%AddedHolders
Q4 2021577,985$194.4M16.6%+2,494+0.4%AddedHolders
Q3 2021575,491$195.3M17.0%−101,045−14.9%ReducedHolders
Q2 2021676,536$235.2M17.7%−69,842−9.4%ReducedHolders
Q1 2021746,378$219.8M23.0%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.