Latest Meritage Group LP Stock Portfolio
$2.65Billion– No. of Holdings #13
About Meritage Group LP and 13F Hedge Fund Stock Holdings
Meritage Group LP is a hedge fund based in San Francisco, CA. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Meritage Group LP reported an equity portfolio of $2.7 Billions as of 31 Mar, 2026.
The top stock holdings of Meritage Group LP are MSFT, AMZN, TRU. The fund has invested 17.8% of it's portfolio in MICROSOFT CORP and 14.6% of portfolio in AMAZON COM INC.
The fund managers got completely rid off RESTAURANT BRANDS INTL INC (QSR) and SOMNIGROUP INTERNATIONAL INC (TPX) stocks. They significantly reduced their stock positions in TRANSUNION (TRU), CAPITAL ONE FINL CORP (COF) and MSCI INC (MSCI). Meritage Group LP opened new stock positions in AON PLC (AON), S&P GLOBAL INC (SPGI) and COSTAR GROUP INC (CSGP). The fund showed a lot of confidence in some stocks as they added substantially to WORKDAY INC (WDAY), AMAZON COM INC (AMZN) and MICROSOFT CORP (MSFT).
The top stock holdings of Meritage Group LP are MSFT, AMZN, TRU. The fund has invested 17.8% of it's portfolio in MICROSOFT CORP and 14.6% of portfolio in AMAZON COM INC.
The fund managers got completely rid off RESTAURANT BRANDS INTL INC (QSR) and SOMNIGROUP INTERNATIONAL INC (TPX) stocks. They significantly reduced their stock positions in TRANSUNION (TRU), CAPITAL ONE FINL CORP (COF) and MSCI INC (MSCI). Meritage Group LP opened new stock positions in AON PLC (AON), S&P GLOBAL INC (SPGI) and COSTAR GROUP INC (CSGP). The fund showed a lot of confidence in some stocks as they added substantially to WORKDAY INC (WDAY), AMAZON COM INC (AMZN) and MICROSOFT CORP (MSFT).
Meritage Group LP Equity Portfolio Value
Last Reported on: 14 May, 2026
Meritage Group LP Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| aon plc | 219,545,000 |
| s&p global inc | 214,546,000 |
| costar group inc | 134,292,000 |
| toast inc | 90,405,000 |
| state str spdr s&p 500 etf t | 33,527,600 |
New stocks bought by Meritage Group LP
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 0.65 |
| microsoft corp | 0.65 |
| workday inc | 0.65 |
| procore technologies inc | 0.33 |
Additions to existing portfolio by Meritage Group LP
Reductions
| Ticker | % Reduced |
|---|---|
| transunion | -31.9 |
| capital one finl corp | -28.52 |
| msci inc | -12.97 |
| equifax inc | -6.76 |
Meritage Group LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| restaurant brands intl inc | -218,386,000 |
| somnigroup international inc | -214,598,000 |
Meritage Group LP got rid off the above stocks
Sector Distribution
- Technology
- Financial Services
- Consumer Cyclical
- Industrials
- Real Estate
- Others
| Sector | % |
|---|---|
| Technology | 34.9 |
| Financial Services | 33.7 |
| Consumer Cyclical | 14.6 |
| Industrials | 10.5 |
| Real Estate | 5.1 |
| Others | 1.3 |
Market Cap. Distribution
- LARGE-CAP
- MEGA-CAP
- MID-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 60.6 |
| MEGA-CAP | 32.3 |
| MID-CAP | 5.8 |
| UNALLOCATED | 1.3 |
Stocks belong to which Index?
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 72.1 |
| Others | 27.9 |
Meritage Group LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Meritage Group LP
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 14.58 | 1,855,000 | 386,342,000 | added | 0.65 | ||
| AON | aon plc | 8.29 | 680,169 | 219,545,000 | new | |||
| COF | capital one finl corp | 9.04 | 1,313,030 | 239,537,000 | reduced | -28.52 | ||
| CSGP | costar group inc | 5.07 | 3,329,010 | 134,292,000 | new | |||
| EFX | equifax inc | 1.05 | 154,308 | 27,786,200 | reduced | -6.76 | ||
| MSCI | msci inc | 8.26 | 406,084 | 218,883,000 | reduced | -12.97 | ||
| MSFT | microsoft corp | 17.75 | 1,270,530 | 470,312,000 | added | 0.65 | ||
| PCOR | procore technologies inc | 5.76 | 2,678,410 | 152,669,000 | added | 0.33 | ||
| QSR | restaurant brands intl inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| SPGI | s&p global inc | 8.10 | 504,410 | 214,546,000 | new | |||
| SPY | state str spdr s&p 500 etf t | 1.26 | 51,554 | 33,527,600 | new | |||
| TOST | toast inc | 3.41 | 3,410,220 | 90,405,000 | new | |||
| TPX | somnigroup international inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TRU | transunion | 9.48 | 3,632,870 | 251,358,000 | reduced | -31.9 | ||
| WDAY | workday inc | 7.96 | 1,623,020 | 210,863,000 | added | 0.65 | ||