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 QSR
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $218,385,876 | 3,200,731 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $210,435,450 | 3,280,877 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $217,489,336 | 3,280,877 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $220,024,554 | 3,301,689 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $215,204,089 | 3,301,689 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,038,720 | 56,000 | Shares | Defined | 2024-11-15 | |
| 2022-06-30 | $172,458,026 | 3,438,844 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $389,401,917 | 6,668,983 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $432,799,493 | 7,132,490 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $474,658,172 | 7,757,120 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $508,495,202 | 7,890,987 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $541,931,325 | 8,337,405 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $537,745,817 | 8,799,637 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $539,581,363 | 9,382,392 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $512,560,074 | 9,382,392 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $192,858,815 | 4,817,857 | Shares | Defined | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||