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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Meta Platforms, a new position initiated during the quarter, detracted due to our underweight exposure. Shares advanced on...
— Benjamin Allen, Todd Ahlsten, Andrew Choi
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Other investors who've written on Meta Platforms, Inc.
Meta Platforms ($META) represents 8.34% of the fund's portfolio. Meta operates the...
Meta Platforms operates world-class digital platforms, connecting billions of daily active users across apps like Facebook, Instagram, and WhatsApp. The fund initiated...
Meta Platforms ($META) operates the world's preeminent social media and digital interaction ecosystem, encompassing Facebook, Instagram, WhatsApp, Messenger, and Threads, connecting over 3.5 billion daily active users worldwide. The investment team...
More institutional theses from Parnassus Core Equity Fund
The manager initiated a new position in AMD after a sharp price correction. The stock provides...
The fund purchased shares of ServiceNow following a substantial decline in price. The firm has...