Meritage Group LP reported 12 holdings worth US$2.6B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Meritage Group LP reported 12 holdings worth US$2.6B as of Jun 30, 2026. Largest: Microsoft Corp., Amazon.com, Inc. and Capital One Financial Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$2.6B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 1.28M | US$477M | 18.4% |
| Amazon.com, Inc. | 1.54M | US$368M | 14.2% |
| Capital One Financial Corporation | 1.32M | US$265M | 10.2% |
| Transunion | 3.66M | US$264M | 10.2% |
| S&p Global Inc. | 508K | US$207M | 8.0% |
| Workday, Inc. | 1.63M | US$200M | 7.7% |
| Meta Platforms, Inc. | 286K | US$161M | 6.2% |
| Msci Inc. | 275K | US$154M | 5.9% |
| Costar Group, Inc. | 5.39M | US$153M | 5.9% |
| Toast, Inc. | 3.43M | US$95.5M | 3.7% |
| Equifax, Inc. | 155K | US$24.6M | 0.95% |
| Procore Technologies, Inc. | 0 | US$0 | 0.00% |