In a recent 13F filing with the SEC, John Armitage's Egerton Capital disclosed a new stake in Meta Platforms, Inc. (META). The filing, which reflects holdings as of September 30, 2026, revealed the firm acquired 192,860 shares, valued at approximately $139.86 million. This new position constitutes 1.42% of Egerton's reported portfolio.
It is important for investors to remember that 13F filings are submitted to the SEC up to 45 days after the end of a quarter, so these trades occurred at some point between July 1 and September 30, 2026. This disclosure comes at a time when other investment firms are also highlighting Meta's position in the digital advertising market and its investments in artificial intelligence.