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 WDAY
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,863,018 | 1,623,022 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $346,337,689 | 1,612,523 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $358,507,874 | 1,489,253 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $307,783,680 | 1,282,432 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $301,518,055 | 1,291,132 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $333,150,789 | 1,291,132 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $315,565,572 | 1,291,132 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $288,034,033 | 1,288,397 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $348,399,667 | 1,277,359 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $276,467,464 | 1,001,476 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $251,894,222 | 1,172,419 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $315,457,192 | 1,396,508 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $400,650,216 | 1,939,819 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $322,856,374 | 1,929,459 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $352,284,268 | 2,314,310 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $266,394,292 | 1,908,542 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $268,595,816 | 1,121,673 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $306,426,825 | 1,121,703 | Shares | Defined | 2022-05-12 | |
| 2021-09-30 | $279,392,263 | 1,118,061 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $271,531,655 | 1,137,353 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $283,298,392 | 1,140,355 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $273,187,268 | 1,140,133 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $188,740,648 | 877,333 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $156,099,546 | 833,153 | Shares | Defined | 2020-08-13 | |
| No 13F history on record for this holder in this stock. | ||||||