Meritage Group LP
13 holdingsFiling period: 2026-03-31Current AUM: $2.99Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 1.27M | $470.3M | $590.4M | 19.73% | +8.2K | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 1.86M | $386.3M | $503.8M | 16.84% | +12.0K | 2026-03-31 |
| 3 | TRU | TRANSUNION | 3.63M | $251.4M | $285.6M | 9.55% | -1,701,618 | 2026-03-31 |
| 4 | COF | CAPITAL ONE FINL CORP | 1.31M | $239.5M | $274.4M | 9.17% | -523,983 | 2026-03-31 |
| 5 | — | AON PLC | 680.2K | $219.5M | $219.5M | 7.34% | -- | 2026-03-31 |
| 6 | MSCI | MSCI INC | 406.1K | $218.9M | $232.4M | 7.77% | -60,533 | 2026-03-31 |
| 7 | SPGI | S&P GLOBAL INC | 504.4K | $214.5M | $207.8M | 6.94% | -- | 2026-03-31 |
| 8 | WDAY | WORKDAY INC | 1.62M | $210.9M | $260.2M | 8.70% | +10.5K | 2026-03-31 |
| 9 | PCOR | PROCORE TECHNOLOGIES INC | 2.68M | $152.7M | $146.7M | 4.90% | +8.8K | 2026-03-31 |
| 10 | CSGP | COSTAR GROUP INC | 3.33M | $134.3M | $95.7M | 3.20% | -- | 2026-03-31 |
| 11 | TOST | TOAST INC | 3.41M | $90.4M | $110.0M | 3.68% | -- | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 51.6K | $33.5M | $38.5M | 1.29% | -- | 2026-03-31 |
| 13 | EFX | EQUIFAX INC | 154.3K | $27.8M | $26.6M | 0.89% | -11,180 | 2026-03-31 |
← Scroll →