Meta Platforms Inc (META) is gone from the Sequoia Fund portfolio as of June 30, 2026, according to the NPORT-P filed with the SEC on August 24, 2026. A quarter earlier the position was 52.3K shares worth about $29.9M, or 0.92% of the reported book. META had been in the portfolio for about 7 years, since the quarter ended September 30, 2019.
What did the 2026 Q2 filing report for META?
As of June 30, 2026, from the NPORT-P filed August 24, 2026.
| Before | After | |
|---|---|---|
| Shares | 52.3K | 0 |
| Reported value | $29.9M | $0 |
| Portfolio weight | 0.92% | 0% |
| Held since | 2019 Q3 | sold out in 2026 Q2 |
| Quarters held | 27 |
What did Sequoia Fund sell?
Sequoia Fund sold 52.3K shares of META between the quarter ended March 31, 2026 and June 30, 2026. The META exit was the 6th largest of the quarter's 15 position changes by percent change to portfolio.
Where does META sit in the Sequoia Fund portfolio?
Before the sale, META carried 0.92% of the Sequoia Fund portfolio, below the fund's average stock position of 4%. The largest stock position is RYCEF at 12.93%. Next come GOOGL at 9.61% and FWONK at 7.53%. The three largest stocks together are 30.07% of the book. Across the 2026 Q2 portfolio, Sequoia Fund reported 25 stock positions, with none opened and 8 closed. The total portfolio value is about $3.5B, up 7% from the prior quarter.
How long has Sequoia Fund held META?
Sequoia Fund held META for about 7 years, from the quarter ended September 30, 2019 to March 31, 2026. The weight peaked at 6.9% in 2021 Q3. Last quarter the fund had already cut the position by 25%, so the exit finishes a two-quarter unwind. Every reported trade is on the Sequoia Fund META trade history page.
Did other funds buy or sell META in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 24, 2026, 27 still hold META. Another 2 sold out of it this quarter as well. Meanwhile 3 opened it. The largest buyers of META this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Chase Coleman III, Terry Smith and Eagle Capital Management. Every tracked holder of META is on the META ownership page.
FAQ
How many META shares did Sequoia Fund sell?
Sequoia Fund sold all 52.3K shares of META it reported a quarter earlier, worth about $29.9M.
When did Sequoia Fund first buy META?
Sequoia Fund first reported META in the quarter ended September 30, 2019.
How much of the Sequoia Fund portfolio was META?
META was 0.92% of the Sequoia Fund portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell META in 2026 Q2?
2 other tracked funds sold out of META in 2026 Q2 and 11 trimmed it; 27 still hold it.