StockDriftsStockDriftsTop 13 Meritage Group LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 17.75% | 1.27M | $470.3M | +0.65%(+8.22K) | $409.71(-0.07%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 14.58% | 1.86M | $386.3M | +0.65%(+12.00K) | $133.77(+99.77%) | 2026-03-31 | |
| TRU | TRANSUNION | 9.48% | 3.63M | $251.4M | -31.90%(-1.70M) | $74.33(-10.97%) | 2026-03-31 | |
| COF | CAPITAL ONE FINL CORP | 9.04% | 1.31M | $239.5M | -28.52%(-523.98K) | $172.24(+7.87%) | 2026-03-31 | |
| AON | AON PLC | 8.28% | 680.2K | $219.5M | new | $312.74(+0.85%) | 2026-03-31 | |
| MSCI | MSCI INC | 8.26% | 406.1K | $218.9M | -12.97%(-60.53K) | $568.84(+0.15%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 8.1% | 504.4K | $214.5M | new | $473.97(-14.78%) | 2026-03-31 | |
| WDAY | WORKDAY INC | 7.96% | 1.62M | $210.9M | +0.65%(+10.50K) | $206.07(-42.37%) | 2026-03-31 | |
| PCOR | PROCORE TECHNOLOGIES INC | 5.76% | 2.68M | $152.7M | +0.33%(+8.82K) | $70.82(-34.27%) | 2026-03-31 | |
| CSGP | COSTAR GROUP INC | 5.07% | 3.33M | $134.3M | new | $53.79(-40.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.31% | +41.65% |
| Top 20 Holdings Unweighted | +10.78% | +35.94% |
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