Meritage Group
$2.7B Assets Reported
15 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 1,270,530 | $470M | 17.7% |
| AMZN | AMAZON COM INC | 1,855,005 | $386M | 14.6% |
| TRU | TRANSUNION | 3,632,870 | $251M | 9.5% |
| COF | CAPITAL ONE FINL CORP | 1,313,033 | $240M | 9.0% |
| AON | AON PLC | 680,169 | $220M | 8.3% |
| MSCI | MSCI INC | 406,084 | $219M | 8.3% |
| SPGI | S&P GLOBAL INC | 504,410 | $215M | 8.1% |
| WDAY | WORKDAY INC | 1,623,022 | $211M | 8.0% |
| PCOR | PROCORE TECHNOLOGIES INC | 2,678,410 | $153M | 5.8% |
| CSGP | COSTAR GROUP INC | 3,329,006 | $134M | 5.1% |
Track Meritage Group's 13F portfolio: $2.7B in reported holdings, 15 positions. Top holdings, AUM, and quarterly changes on SentiSense.