Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners Meta Platforms Inc stake
total: 42
Triple Frond Partners META trades
- Total transactions:
- 9
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Reduced:
- 3
- Held since:
- 2025 Q1
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Triple Frond Partners holds 117,628 Meta Platforms Inc (META) shares with a market value of roughly $67.30M accounting for 6.99% of the overall portfolio. To date, the estimated cost basis is nearly $617.18 for "buy" trades and estimated average "sell" price is $709.59. Triple Frond Partners first purchased META in 2021 Q1, initially acquiring 149,500 shares. Triple Frond Partners later completely sold out the position and invested in Meta Platforms Inc again in 2025 Q1. Since the initial investment in Meta Platforms Inc (META), Triple Frond Partners has made 8 more transactions.
When did Triple Frond Partners buy Meta Platforms Inc (META)?
Triple Frond Partners first invested in Meta Platforms Inc (META) in 2021 Q1 at the reported quarter-end price of $294.53 per share.
What's the cost basis of Triple Frond Partners's META stake?
The estimated cost basis for Meta Platforms Inc (META) stake is around $617.18 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $617.18
- Weighted AVG sell price:
- $709.59
Triple Frond Partners's historical trades in Meta Platforms Inc
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
6.99%
|
117,628
|
$572.13
|
$67,299,000
|
+20.80% (+20,252)
|
+1.2%
|
|
2025 Q4
|
6.68%
|
97,376
|
$660.09
|
$64,277,000
|
-4.21% (-4,279)
|
-0.31%
|
|
2025 Q3
|
8.13%
|
101,655
|
$734.38
|
$74,653,000
|
-7.75% (-8,545)
|
-0.71%
|
|
2025 Q2
|
9.19%
|
110,200
|
$738.09
|
$81,337,000
|
+43.58% (+33,450)
|
+2.79%
|
|
2025 Q1
|
5.98%
|
76,750
|
$576.36
|
$44,236,000
|
new
|
+5.98%
|
|
2022 Q2
|
0.00%
|
0
|
$222.36
|
|
-100% (-172,072)
|
-4.74%
|
|
2021 Q4
|
6.52%
|
172,072
|
$336.35
|
$57,877,000
|
-4.99% (-9,028)
|
-0.33%
|
|
2021 Q2
|
6.83%
|
181,100
|
$347.71
|
$62,970,000
|
+21.14% (+31,600)
|
+1.19%
|
|
2021 Q1
|
5.46%
|
149,500
|
$294.53
|
$44,032,000
|
new
|
+5.46%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.