Holdings
Meritage Group LP
As of Jun 30, 2026, Meritage Group LP reported 11 positions worth US$2.37B. Largest: Microsoft Corp., Amazon.com, Inc. and Capital One Financial Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 1.28M | US$477M | +8,123 | Jun 30, 2026 |
| Amazon.com, Inc. | 1.54M | US$368M | −313K | Jun 30, 2026 |
| Capital One Financial Corporation | 1.32M | US$265M | +8,395 | Jun 30, 2026 |
| Transunion | 3.66M | US$264M | +23,227 | Jun 30, 2026 |
| S&p Global Inc. | 508K | US$207M | +3,225 | Jun 30, 2026 |
| Workday, Inc. | 1.63M | US$200M | +10,377 | Jun 30, 2026 |
| Meta Platforms, Inc. | 286K | US$161M | new | Jun 30, 2026 |
| Msci Inc. | 275K | US$154M | −132K | Jun 30, 2026 |
| Costar Group, Inc. | 5.39M | US$153M | +2.07M | Jun 30, 2026 |
| Toast, Inc. | 3.43M | US$95.5M | +21,804 | Jun 30, 2026 |