Meritage Group LP: 13F holdings
CIK 14271192026Q2
| Positions | 12 |
|---|---|
| Reported value | $2.6bn |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 1,278,653 | $477.0m | 18.4% |
| AMZN AMAZON COM INC | 1,542,397 | $367.6m | 14.2% |
| COF CAPITAL ONE FINL CORP | 1,321,428 | $265.1m | 10.2% |
| TRU TRANSUNION | 3,656,097 | $263.8m | 10.2% |
| AON PLC | 684,518 | $227.0m | 8.7% |
| SPGI S&P GLOBAL INC | 507,635 | $206.7m | 8.0% |
| WDAY WORKDAY INC | 1,633,399 | $200.0m | 7.7% |
| META META PLATFORMS INC | 286,391 | $161.3m | 6.2% |
| MSCI MSCI INC | 274,569 | $153.8m | 5.9% |
| CSGP COSTAR GROUP INC | 5,394,164 | $152.8m | 5.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1427119")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.