StockDriftsStockDriftsTop 12 Meritage Group LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 18.38% | 1.28M | $477.0M | +0.64%(+8.12K) | $409.44(+18.72%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 14.17% | 1.54M | $367.6M | -16.85%(-312.61K) | $133.77(+96.27%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 10.22% | 1.32M | $265.1M | +0.64%(+8.39K) | $172.34(+28.49%) | 2026-06-30 | |
| TRU | TRANSUNION | 10.16% | 3.66M | $263.8M | +0.64%(+23.23K) | $74.30(+8.32%) | 2026-06-30 | |
| AON | AON PLC | 8.75% | 684.5K | $227.0M | +0.64%(+4.35K) | $312.84(+13.74%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 7.97% | 507.6K | $206.7M | +0.64%(+3.23K) | $473.50(-12.22%) | 2026-06-30 | |
| WDAY | WORKDAY INC | 7.71% | 1.63M | $200.0M | +0.64%(+10.38K) | $205.55(-5.39%) | 2026-06-30 | |
| META | META PLATFORMS INC | 6.22% | 286.4K | $161.3M | new | $549.83(+5.54%) | 2026-06-30 | |
| MSCI | MSCI INC | 5.93% | 274.6K | $153.8M | -32.39%(-131.51K) | $568.84(+0.05%) | 2026-06-30 | |
| CSGP | COSTAR GROUP INC | 5.89% | 5.39M | $152.8M | +62.04%(+2.07M) | $46.44(-30.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.03% | +26.07% | +2.25% | +11.75% |
| Top 20 Holdings Unweighted | +6.37% | +20.36% | +1.87% | +9.71% |
Meritage Group LP reports $2.60B in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are MSFT (18.4%), AMZN (14.2%) and COF (10.2%). The top 20 holdings account for 100.03% of reported assets. Its disclosed equity book has returned +26.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Meritage Group LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1427119). View Meritage Group LP’s 13F filings on SEC