Francois Rochon's META Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 290,736 shares of Meta Platforms, Inc. (META) worth $210.84 M, representing 7.23% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 227 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in META, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 47,703 shares. Largest reduction occurred in Q2 2018, reducing 198,216 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Meta Platforms (META) Holding Value Over Time
Track share changes against reported price movement
Quarterly Meta Platforms (META) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | -12,152 | Reduce 4.01% | 290,736 | $725.18 |
| Q2 2026 | -4,933 | Reduce 1.60% | 302,888 | $563.29 |
| Q1 2026 | -5,628 | Reduce 1.80% | 307,821 | $572.13 |
| Q4 2025 | +1,639 | Add 0.53% | 313,449 | $660.09 |
| Q3 2025 | -7,092 | Reduce 2.22% | 311,810 | $734.38 |
| Q2 2025 | +3,758 | Add 1.19% | 318,902 | $738.09 |
| Q1 2025 | +49 | Add 0.02% | 315,144 | $576.36 |
| Q4 2024 | +5,153 | Add 1.66% | 315,095 | $585.51 |
| Q3 2024 | +12,229 | Add 4.11% | 309,942 | $572.44 |
| Q2 2024 | +1,893 | Add 0.64% | 297,713 | $504.22 |
| Q1 2024 | +7,888 | Add 2.74% | 295,820 | $485.58 |
| Q4 2023 | +5,483 | Add 1.94% | 287,932 | $353.96 |
| Q3 2023 | +2,741 | Add 0.98% | 282,449 | $300.21 |
| Q2 2023 | +16,237 | Add 6.16% | 279,708 | $286.98 |
| Q1 2023 | -7,315 | Reduce 2.70% | 263,471 | $211.94 |
| Q4 2022 | +2,356 | Add 0.88% | 270,786 | $120.34 |
| Q3 2022 | +4,640 | Add 1.76% | 268,430 | $135.68 |
| Q2 2022 | +6,773 | Add 2.64% | 263,790 | $161.25 |
| Q1 2022 | +8,706 | Add 3.51% | 257,017 | $222.36 |
| Q4 2021 | +153 | Add 0.06% | 248,311 | $336.35 |
| Q3 2021 | +13,863 | Add 5.92% | 248,158 | $339.39 |
| Q2 2021 | +2,680 | Add 1.16% | 234,295 | $347.71 |
| Q1 2021 | +12,025 | Add 5.48% | 231,615 | $294.53 |
| Q4 2020 | +7,929 | Add 3.75% | 219,590 | $273.16 |
| Q3 2020 | +910 | Add 0.43% | 211,661 | $261.90 |
| Q2 2020 | +41,336 | Add 24.40% | 210,751 | $227.07 |
| Q1 2020 | -13,821 | Reduce 7.54% | 169,415 | $166.80 |
| Q4 2019 | +6,284 | Add 3.55% | 183,236 | $205.25 |
| Q3 2019 | +3,636 | Add 2.10% | 176,952 | $178.08 |
| Q2 2019 | +8,743 | Add 5.31% | 173,316 | $193.00 |
| Q1 2019 | +47,703 | Add 40.82% | 164,573 | $166.69 |
| Q4 2018 | +3,261 | Add 2.87% | 116,870 | $131.09 |
| Q3 2018 | +8,937 | Add 8.54% | 113,609 | $164.46 |
| Q2 2018 | +104,672 | New Buy | 104,672 | $194.32 |
| Q1 1970 | +302,888 | Add 0.00% | 302,888 | $563.29 |
Francois Rochon's Meta Platforms Investment FAQs
Francois Rochon first purchased Meta Platforms, Inc. (META) in Q1 1970, acquiring 302,888 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Meta Platforms, Inc. (META) for 227 quarters since Q1 1970.
Francois Rochon's largest addition to Meta Platforms, Inc. (META) was in Q1 1970, adding 302,888 shares worth $170.61 M.
According to the latest 13F filing for Q3 2026, Francois Rochon's firm, Giverny Capital Inc., owns 290,736 shares of Meta Platforms, Inc. (META), valued at approximately $210.84 M.
As of the Q3 2026 filing, Meta Platforms, Inc. (META) represents approximately 7.23% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Meta Platforms, Inc. (META) was 318,902 shares, as reported at the end of Q2 2025.