Meritage Group LP
- SEC CIK
- 0001427119
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 35
- 2020 年第 4 季沒有 13F 資料
- 總值
- $52.2 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CHTRCharter Communications, Inc. | CL A | 1,097,375 | $6.77 億 | 13.0% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 265,411 | $5.49 億 | 10.5% | – | – | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 8,337,405 | $5.42 億 | 10.4% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 3,783,149 | $5.32 億 | 10.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,197,271 | $4.66 億 | 8.9% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 661,789 | $3.89 億 | 7.5% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 1,460,865 | $3.33 億 | 6.4% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 950,341 | $2.84 億 | 5.4% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,140,355 | $2.83 億 | 5.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 902,315 | $2.13 億 | 4.1% | – | – | 歷史 |
| AONAon plc | CL A | 836,106 | $1.92 億 | 3.7% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 322,338 | $1.68 億 | 3.2% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 395,626 | $1.51 億 | 2.9% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 403,899 | $1.19 億 | 2.3% | – | – | 歷史 |
| MIMEMimecast Ltd | ORD SHS | 2,368,065 | $9,522 萬 | 1.8% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 617,241 | $9,142 萬 | 1.8% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 720,130 | $8,357 萬 | 1.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 20,845 | $4,299 萬 | 0.8% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,700 | $67.4 萬 | <0.1% | – | – | 歷史 |
| SLGSL Green Realty Corp | COM | 6,222 | $43.5 萬 | <0.1% | – | – | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 729 | $41.6 萬 | <0.1% | – | – | 歷史 |
| REGRegency Centers Corp | COM | 7,253 | $41.1 萬 | <0.1% | – | – | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 8,832 | $40.1 萬 | <0.1% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,244 | $39.6 萬 | <0.1% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 4,407 | $39.3 萬 | <0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,627 | $33.9 萬 | <0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 5,254 | $33.6 萬 | <0.1% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 14,017 | $30.3 萬 | <0.1% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 695 | $29.5 萬 | <0.1% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 4,492 | $24.0 萬 | <0.1% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,740 | $23.9 萬 | <0.1% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 2,458 | $23.3 萬 | <0.1% | – | – | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 3,540 | $22.6 萬 | <0.1% | – | – | 歷史 |
| NWSNews Corp | CL B | 7,851 | $18.4 萬 | <0.1% | – | – | 歷史 |
| NWSANews Corp | CL A | 6,884 | $17.5 萬 | <0.1% | – | – | 歷史 |