Holders — by stockHoldings — by fund
Meritage Group LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001427119
$2.60B
disclosed book value
12
positions
18.4%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1.3M | $477.0M | 18.4% |
| 2 | AMZNAMAZON COM INC | 1.5M | $367.6M | 14.2% |
| 3 | COFCAPITAL ONE FINL CORP | 1.3M | $265.1M | 10.2% |
| 4 | TRUTRANSUNION | 3.7M | $263.8M | 10.2% |
| 5 | AONAON PLC | 684,518 | $227.0M | 8.7% |
| 6 | SPGIS&P GLOBAL INC | 507,635 | $206.7M | 8% |
| 7 | WDAYWORKDAY INC | 1.6M | $200.0M | 7.7% |
| 8 | METAMETA PLATFORMS INC | 286,391 | $161.3M | 6.2% |
| 9 | MSCIMSCI INC | 274,569 | $153.8M | 5.9% |
| 10 | CSGPCOSTAR GROUP INC | 5.4M | $152.8M | 5.9% |
| 11 | TOSTTOAST INC | 3.4M | $95.5M | 3.7% |
| 12 | EFXEQUIFAX INC | 155,295 | $24.6M | 0.9% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.