LongMETAAug 2026
Meta Platforms, Inc.
Meta continues to grow at an exceptional rate despite its enormous scale, with trailing twelve-month revenue above $228 billion and growth near 30%. Rowan Street sees measurable…
META
Which hedge funds are long META?
4 published ideas on Meta Platforms, Inc. across 4 funds — 4 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Meta Platforms, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMETAJul 2026
Meta Platforms, Inc.
Meta is a major hyperscaler and AI service-provider holding in the portfolio. The shares lagged in the second quarter as investors became more discerning about the buyers of AI…
LongMETAJun 2026
Meta Platforms, Inc.
Meta is part of Eagle's consumer-platform allocation, where scale and aggregated consumer demand create advantages for advertisers and sellers. Eagle believes AI is already…
LongMETAFeb 2026
Meta
Meta's current share price underappreciates its long-term AI upside, representing a discounted valuation for a world-class business. The company is a dominant leader in the…