Position in META
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$154,914,325
+$3,957,253 QoQ
Shares Held
275,017
+4.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#36
of 1,640 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in META Over Time
Shares Held
Position Value (USD)
Derivatives in META
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$56,329
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $340,287,625 across 15 Internet Content & Information names. META ranks #2 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
472,495 | $168,855,538 | |
| 2 | META |
Meta Platforms, Inc.
This page
|
275,017 | $154,914,325 | |
| 3 | STUB |
StubHub Holdings, Inc.
|
617,968 | $7,953,248 | |
| 4 | SPOT |
Spotify Technology S.A.
|
4,635 | $2,128,067 | |
| 5 | NBIS |
Nebius Group N.V.
|
6,623 | $1,829,073 | |
| 6 | BIDU |
Baidu, Inc.
|
7,761 | $887,004 | |
| 7 | PPLI |
People Inc
|
17,084 | $788,597 | |
| 8 | PINS |
Pinterest, Inc.
|
34,481 | $725,135 |
All Filings in META
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154,914,325 | 275,017 | Shares | Sole | 2026-07-17 | |
| 2026-06-30 | $56,329 | 100 | Put | Sole | 2026-07-17 | |
| 2026-03-31 | $150,957,072 | 263,851 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $166,563,150 | 252,334 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $165,179,687 | 224,924 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $73,438 | 100 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $155,387,135 | 210,526 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $109,285,925 | 189,614 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $101,663,272 | 173,632 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $90,095,186 | 157,388 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $151,266 | 300 | Call | Sole | 2024-07-15 | |
| 2024-06-30 | $61,879,895 | 122,724 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $52,848,584 | 108,836 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $46,477,071 | 131,306 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,266,881 | 34,199 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,604,646 | 33,468 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,609,984 | 31,188 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,285,883 | 27,305 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,829,237 | 13,482 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $3,508,961 | 21,761 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $9,721,579 | 43,720 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,031,880 | 38,745 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $3,745,168 | 11,035 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $10,410,089 | 29,939 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,246,015 | 11,021 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,441,542 | 12,599 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,159,823 | 12,065 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,806,812 | 12,361 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $1,792,266 | 10,745 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||