Francois Rochon's META Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 311.8K shares of Meta Platforms, Inc. (META) worth $228.99 M, representing 7.02% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 30 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in META, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 47.7K shares. Largest reduction occurred in Q1 2020, reducing 13.8K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2018 | +104,672 | New Buy | 104,672 | $194.32 |
| Q3 2018 | +8,937 | Add 8.54% | 113,609 | $164.46 |
| Q4 2018 | +3,261 | Add 2.87% | 116,870 | $131.09 |
| Q1 2019 | +47,703 | Add 40.82% | 164,573 | $166.69 |
| Q2 2019 | +8,743 | Add 5.31% | 173,316 | $193.00 |
| Q3 2019 | +3,636 | Add 2.10% | 176,952 | $178.08 |
| Q4 2019 | +6,284 | Add 3.55% | 183,236 | $205.25 |
| Q1 2020 | -13,821 | Reduce 7.54% | 169,415 | $166.80 |
| Q2 2020 | +41,336 | Add 24.40% | 210,751 | $227.07 |
| Q3 2020 | +910 | Add 0.43% | 211,661 | $261.90 |
| Q4 2020 | +7,929 | Add 3.75% | 219,590 | $273.16 |
| Q1 2021 | +12,025 | Add 5.48% | 231,615 | $294.53 |
| Q2 2021 | +2,680 | Add 1.16% | 234,295 | $347.71 |
| Q3 2021 | +13,863 | Add 5.92% | 248,158 | $339.39 |
| Q4 2021 | +153 | Add 0.06% | 248,311 | $336.35 |
| Q1 2022 | +8,706 | Add 3.51% | 257,017 | $222.36 |
| Q2 2022 | +6,773 | Add 2.64% | 263,790 | $161.25 |
| Q3 2022 | +4,640 | Add 1.76% | 268,430 | $135.68 |
| Q4 2022 | +2,356 | Add 0.88% | 270,786 | $120.34 |
| Q1 2023 | -7,315 | Reduce 2.70% | 263,471 | $211.94 |
| Q2 2023 | +16,237 | Add 6.16% | 279,708 | $286.98 |
| Q3 2023 | +2,741 | Add 0.98% | 282,449 | $300.21 |
| Q4 2023 | +5,483 | Add 1.94% | 287,932 | $353.96 |
| Q1 2024 | +7,888 | Add 2.74% | 295,820 | $485.58 |
| Q2 2024 | +1,893 | Add 0.64% | 297,713 | $504.22 |
| Q3 2024 | +12,229 | Add 4.11% | 309,942 | $572.44 |
| Q4 2024 | +5,153 | Add 1.66% | 315,095 | $585.51 |
| Q1 2025 | +49 | Add 0.02% | 315,144 | $576.36 |
| Q2 2025 | +3,758 | Add 1.19% | 318,902 | $738.09 |
| Q3 2025 | -7,092 | Reduce 2.22% | 311,810 | $734.38 |
Francois Rochon's Meta Platforms Investment FAQs
Francois Rochon first purchased Meta Platforms, Inc. (META) in Q2 2018, acquiring 104,672 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 30 quarters since Q2 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Meta Platforms, Inc. (META) was in Q2 2018, adding 104,672 shares worth $20.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 311,810 shares of Meta Platforms, Inc. (META), valued at approximately $228.99 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Meta Platforms, Inc. (META) represents approximately 7.02% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in Meta Platforms, Inc. (META) was 318,902 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.