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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. <br><br> 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. <br><br> 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
$2.65Billion
  as of May 14, 2026

Meritage Group LP Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
aon plc219,545,000
s&p global inc214,546,000
costar group inc134,292,000
toast inc90,405,000
state str spdr s&p 500 etf t33,527,600
New stocks bought by Meritage Group LP

Additions

Ticker% Inc.
amazon com inc0.65
microsoft corp0.65
workday inc0.65
procore technologies inc0.33
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%
Technology34.9
Financial Services33.7
Consumer Cyclical14.6
Industrials10.5
Real Estate5.1
Others1.3

Market Cap. Distribution

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
Category%
LARGE-CAP60.6
MEGA-CAP32.3
MID-CAP5.8
UNALLOCATED1.3

Stocks belong to which Index?

  • S&P 500
  • Others
Index%
S&P 50072.1
Others27.9
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
WDAY
workday inc
-39.4 %
MSFT
microsoft corp
-23.4 %
PCOR
procore technologies inc
-21.6 %
COF
capital one finl corp
-21.2 %
EFX
equifax inc
-16.4 %
Top 5 Losers ($)$
MSFT
microsoft corp
-143.7 M
WDAY
workday inc
-137.3 M
COF
capital one finl corp
-94.4 M
TRU
transunion
-74.2 M
PCOR
procore technologies inc
-42.1 M

Meritage Group LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Meritage Group LP

$2.65BTotal Value
15.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Meritage Group LP, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
SPY
State Str Spdr S&P 500 Etf T

State Str Spdr S&P 500 Etf T

SPY
Meritage Group LP's holding in State Str Spdr S&P 500 Etf T over time
1.26%51,554
$33.53M
1.26%
new position