Meritage Group LP 13F Holdings · Q2 2026
Meritage Group LP reported 12 securities worth $2.60B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MSFT (18.38%), AMZN (14.17%), COF (10.22%). Among its top 25 positions this quarter: 1 new, 9 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $477.0M | 18.38% | 1.3M | Added |
| 2 | AMZN | AMAZON COM INC | $367.6M | 14.17% | 1.5M | Trimmed |
| 3 | COF | CAPITAL ONE FINL CORP | $265.1M | 10.22% | 1.3M | Added |
| 4 | TRU | TRANSUNION | $263.8M | 10.16% | 3.7M | Added |
| 5 | AON | AON PLC | $227.0M | 8.75% | 684,518 | Added |
| 6 | SPGI | S&P GLOBAL INC | $206.7M | 7.97% | 507,635 | Added |
| 7 | WDAY | WORKDAY INC | $200.0M | 7.71% | 1.6M | Added |
| 8 | META | META PLATFORMS INC | $161.3M | 6.22% | 286,391 | New |
| 9 | MSCI | MSCI INC | $153.8M | 5.93% | 274,569 | Trimmed |
| 10 | CSGP | COSTAR GROUP INC | $152.8M | 5.89% | 5.4M | Added |
| 11 | TOST | TOAST INC | $95.5M | 3.68% | 3.4M | Added |
| 12 | EFX | EQUIFAX INC | $24.6M | 0.95% | 155,295 | Added |
| 13 | PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR