Meritage Group
$2.6B 13F equity value
14 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Meritage Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 1,278,653 | $477M | 18.4% |
| AMZN | AMAZON COM INC | 1,542,397 | $368M | 14.2% |
| COF | CAPITAL ONE FINL CORP | 1,321,428 | $265M | 10.2% |
| TRU | TRANSUNION | 3,656,097 | $264M | 10.2% |
| AON | AON PLC | 684,518 | $227M | 8.7% |
| SPGI | S&P GLOBAL INC | 507,635 | $207M | 8.0% |
| WDAY | WORKDAY INC | 1,633,399 | $200M | 7.7% |
| META | META PLATFORMS INC | 286,391 | $161M | 6.2% |
| MSCI | MSCI INC | 274,569 | $154M | 5.9% |
| CSGP | COSTAR GROUP INC | 5,394,164 | $153M | 5.9% |
Track Meritage Group's 13F portfolio: $2.6B in reported holdings, 14 positions. Top holdings and quarterly changes on SentiSense.
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