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 TRU
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,358,275 | 3,632,870 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $457,432,346 | 5,334,488 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $458,114,318 | 5,468,063 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $520,812,336 | 5,918,322 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $355,062,175 | 4,278,373 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $396,647,960 | 4,278,373 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $447,945,653 | 4,278,373 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $385,036,791 | 5,191,974 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $410,771,298 | 5,147,510 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $345,640,433 | 5,030,424 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $230,796,522 | 3,214,884 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $255,046,396 | 3,256,050 | Shares | Defined | 2023-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||