Meritage Group LP
Top Portfolio Positions
13 positions ·
$2,650,066,270 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
1,270,530 | $470,312,090 | 17.75% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,855,005 | $386,341,891 | 14.58% |
| TRU |
TransUnion
Financial Services
|
3,632,870 | $251,358,275 | 9.48% |
| COF |
Capital One Financial Corp
Financial Services
|
1,313,033 | $239,536,610 | 9.04% |
| AON |
Aon plc
Financial Services
|
680,169 | $219,544,949 | 8.28% |
| MSCI |
MSCI Inc.
Financial Services
|
406,084 | $218,883,336 | 8.26% |
| SPGI |
S&P Global Inc.
Financial Services
|
504,410 | $214,545,749 | 8.10% |
| WDAY |
Workday, Inc.
Technology
|
1,623,022 | $210,863,018 | 7.96% |
| PCOR |
Procore Technologies, Inc.
Technology
|
2,678,410 | $152,669,370 | 5.76% |
| CSGP |
Costar Group, Inc.
Real Estate
|
3,329,006 | $134,292,102 | 5.07% |
Holdings in COF
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,536,610 | 1,313,033 | Shares | Defined | 2026-05-14 | |
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