Meritage Group LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Meritage Group LP reported 13 stock positions worth $2.7 billion. Its top holding was Microsoft (MSFT) at 17.7% of the portfolio, followed by Amazon.com (AMZN, 14.6%) and Transunion (TRU, 9.5%). Compared with Q4 2025, it opened 5 new positions, sold out of 2, added to 4 and reduced 4. The biggest buy was a new position in Aon Class A (AON) and the biggest sale an exit from Restaurant Brands Intern (QSR).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001427119
- Portfolio Value
- $2.7B (Q1 2026)
- SEC Filing
- 0001427119-26-000004 ↗ filed May 14, 2026
Holdings Value
Holdings 13 stocks · $2.7B
| MSFT Microsoft Corp. | 17.75% | 1,270,530 | $470.3M | Add +0.7% |
| AMZN Amazon.com Inc. | 14.58% | 1,855,005 | $386.3M | Add +0.7% |
| TRU Transunion | 9.48% | 3,632,870 | $251.4M | Reduce -31.9% |
| COF Capital One Financial Corp. | 9.04% | 1,313,033 | $239.5M | Reduce -28.5% |
| AON Aon PLC Class A | 8.28% | 680,169 | $219.5M | New |
| MSCI MSCI Inc. | 8.26% | 406,084 | $218.9M | Reduce -13.0% |
| SPGI S&P Global Inc. | 8.10% | 504,410 | $214.5M | New |
| WDAY Workday Inc. Class A | 7.96% | 1,623,022 | $210.9M | Add +0.7% |
| PCOR Procore Technologies Inc. | 5.76% | 2,678,410 | $152.7M | Add +0.3% |
| CSGP Costar Group Inc. | 5.07% | 3,329,006 | $134.3M | New |
| TOST Toast Inc. Class A | 3.41% | 3,410,223 | $90.4M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 51,554 | $33.5M | New |
| EFX Equifax Inc. | 1.05% | 154,308 | $27.8M | Reduce -6.8% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| AON Aon PLC Class A | New | 8.28% | +8.28 |
| SPGI S&P Global Inc. | New | 8.10% | +8.10 |
| CSGP Costar Group Inc. | New | 5.07% | +5.07 |
| TOST Toast Inc. Class A | New | 3.41% | +3.41 |
| AMZN Amazon.com Inc. | Add +0.7% | 14.58% | +1.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 1.27% | +1.27 |
| PCOR Procore Technologies Inc. | Add +0.3% | 5.76% | −0.28 |
| MSFT Microsoft Corp. | Add +0.7% | 17.75% | −1.24 |
| WDAY Workday Inc. Class A | Add +0.7% | 7.96% | −2.81 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $2.6B | MSFT, AMZN, COF, TRU, AON |
| Q1 2026 | 13 | $2.7B | MSFT, AMZN, TRU, COF, AON |
| Q4 2025 | 10 | $3.2B | MSFT, TRU, COF, AMZN, WDAY |
| Q3 2025 | 11 | $3.5B | MSFT, AMZN, COF, TRU, WDAY |
| Q2 2025 | 13 | $3.7B | MSFT, TRU, AMZN, COF, WDAY |
| Q1 2025 | 17 | $3.6B | MSFT, COF, TRU, AMZN, WDAY |
| Q4 2024 | 20 | $4.2B | TRU, AON, ADSK, WDAY, AMZN |
| Q3 2024 | 22 | $4.3B | TRU, ADSK, AON, GE, CP |
| Q2 2024 | 60 | $3.9B | GE, TRU, ADSK, AON, AMZN |
| Q1 2024 | 57 | $4.2B | GE, TRU, WDAY, CRL, A |