Meritage Group LP
12 holdingsFiling period: 2026-06-30Current AUM: $2.97Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 1.28M | $477.0M | $635.6M | 21.41% | +8.1K | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 1.54M | $367.6M | $383.2M | 12.91% | -312,608 | 2026-06-30 |
| 3 | COF | CAPITAL ONE FINL CORP | 1.32M | $265.1M | $273.3M | 9.21% | +8.4K | 2026-06-30 |
| 4 | TRU | TRANSUNION | 3.66M | $263.8M | $281.6M | 9.49% | +23.2K | 2026-06-30 |
| 5 | — | AON PLC | 684.5K | $227.0M | $227.0M | 7.65% | +4.3K | 2026-06-30 |
| 6 | SPGI | S&P GLOBAL INC | 507.6K | $206.7M | $209.4M | 7.05% | +3.2K | 2026-06-30 |
| 7 | WDAY | WORKDAY INC | 1.63M | $200.0M | $311.4M | 10.49% | +10.4K | 2026-06-30 |
| 8 | META | META PLATFORMS INC | 286.4K | $161.3M | $192.0M | 6.47% | -- | 2026-06-30 |
| 9 | MSCI | MSCI INC | 274.6K | $153.8M | $149.5M | 5.04% | -131,515 | 2026-06-30 |
| 10 | CSGP | COSTAR GROUP INC | 5.39M | $152.8M | $170.2M | 5.73% | +2.07M | 2026-06-30 |
| 11 | TOST | TOAST INC | 3.43M | $95.5M | $109.3M | 3.68% | +21.8K | 2026-06-30 |
| 12 | EFX | EQUIFAX INC | 155.3K | $24.6M | $25.9M | 0.87% | +987 | 2026-06-30 |
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