13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001427119
Total reported value
$2.6B
$2.6B
17 檔
72.1%
At the close of Q1 2025, Meritage Group LP disclosed equity holdings valued at approximately $2.6B, spread across 17 reported holdings.
In Q1 2025, Meritage Group LP displayed an active expansion posture, initiating 17 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, COF, TRU) accounted for 72.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $520.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 14.29% | +0.63% | — | |
| 2 | COF | Capital One Financial CORP | Stock-Financials | 10.18% | +1.18% | +61.79% | |
| 3 | TRU | Transunion | Stock-Financials | 9.76% | +0.68% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.92% | -0.41% | +14.77% | |
| 5 | WDAY | Workday Inc-class A | Stock-Tech | 8.29% | -0.25% | — | |
| 6 | ADSK | Autodesk Inc | Stock-Tech | 8.19% | — | — | |
| 7 | CP | Canadian Pacific Kansas City | Stock-Industrials | 7.29% | — | — | |
| 8 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 6.05% | — | — | |
| 9 | PCOR | Procore Technologies Inc | Stock-Tech | 4.98% | -5.76% | EXIT | |
| 10 | A | Agilent Technologies Inc | Stock-Healthcare | 4.29% | — | — | |
| 11 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 4.17% | — | — | |
| 12 | MCHP | Microchip Technology Inc | Stock-Tech | 3.99% | — | +18.60% | |
| 13 | SGI | Somnigroup International Inc | Stock-Consumer Disc | 3.12% | — | — | |
| 14 | EFX | Equifax Inc | Stock-Industrials | 2.70% | -0.10% | — | |
| 15 | ADI | Analog Devices Inc | Stock-Tech | 2.22% | — | -35.43% | |
| 16 | TDG | Transdigm Group Inc | Stock-Industrials | 1.46% | — | -59.47% | |
| 17 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.12% | — | -81.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | COF | Capital One Financial CORP | — | NEW | New buy |
| 3 | TRU | Transunion | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 6 | ADSK | Autodesk Inc | — | NEW | New buy |
| 7 | CP | Canadian Pacific Kansas City | — | NEW | New buy |
| 8 | QSR | Restaurant Brands Intern | — | NEW | New buy |
| 9 | PCOR | Procore Technologies Inc | — | NEW | New buy |
| 10 | A | Agilent Technologies Inc | — | NEW | New buy |
| 11 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 12 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 13 | SGI | Somnigroup International Inc | — | NEW | New buy |
| 14 | EFX | Equifax Inc | — | NEW | New buy |
| 15 | ADI | Analog Devices Inc | — | NEW | New buy |
| 16 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 17 | DLTR | Dollar Tree Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Meritage Group LP reported a total U.S. public equity portfolio value of $2.6B across 17 disclosed positions in Q1 2025.
During Q1 2025, Meritage Group LP's top holdings by market value included MSFT (14.3%)、COF (10.2%)、TRU (9.8%). The largest single position, MSFT, represented 14.3% of total portfolio value.
In Q1 2025, Meritage Group LP made 17 total portfolio adjustments, initiating 17 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.