Meritage Group LP
- SEC CIK
- 0001427119
- Latest filing
- Aug 13, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 12
- −1 vs. Q1 2026
- Portfolio value
- $2.60B
- −$54.9M (−2.1%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 1,278,653 | $477.0M | 18.4% | +8,123+0.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,542,397 | $367.6M | 14.2% | −312,608−16.9% | Reduced | History |
| COFCapital One Financial Corp | Stock | 1,321,428 | $265.1M | 10.2% | +8,395+0.6% | Added | History |
| TRUTransUnion | COM | 3,656,097 | $263.8M | 10.2% | +23,227+0.6% | Added | History |
| AONAon plc | CL A | 684,518 | $227.0M | 8.7% | +4,349+0.6% | Added | History |
| SPGIS&P Global Inc. | Stock | 507,635 | $206.7M | 8.0% | +3,225+0.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 1,633,399 | $200.0M | 7.7% | +10,377+0.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 286,391 | $161.3M | 6.2% | +286,391 | New | History |
| MSCIMSCI Inc. | Stock | 274,569 | $153.8M | 5.9% | −131,515−32.4% | Reduced | History |
| CSGPCostar Group, Inc. | COM | 5,394,164 | $152.8M | 5.9% | +2,065,158+62.0% | Added | History |
| TOSTToast, Inc. | Stock | 3,432,027 | $95.5M | 3.7% | +21,804+0.6% | Added | History |
| EFXEquifax Inc | COM | 155,295 | $24.6M | 0.9% | +987+0.6% | Added | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.