Institutions / Meritage Group LP
Meritage Group LP
CIK 1427119 · Institution · as of Dec 31, 2025
Portfolio value
$3.22B
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $610.48M | 19.0% |
| TransUnion | $457.43M | 14.2% |
| Capital One Financial Corp | $445.22M | 13.8% |
| Amazon.com Inc | $425.40M | 13.2% |
| Workday Inc | $346.34M | 10.8% |
| MSCI Inc. | $267.71M | 8.3% |
| Restaurant Brands International Inc.QSR | $218.39M | 6.8% |
| Somnigroup International Inc | $214.60M | 6.7% |
| Procore Technologies, Inc. | $194.19M | 6.0% |
| Equifax Inc | $35.91M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.