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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSCI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,883,336 | 406,084 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $267,712,171 | 466,617 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $235,649,912 | 415,308 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $179,547,813 | 311,315 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $212,410 | 379 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $265,289 | 469 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $232,938 | 454 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $274,534 | 585 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $210,722 | 453 | Shares | Defined | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||