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CIK: 0001427119
Total reported value
$2.6B
$2.6B
13 檔
60.4%
During the Q1 2026 filing period, Meritage Group LP (CIK: 0001427119) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 13 reported positions.
In Q1 2026, Meritage Group LP displayed an active expansion posture, initiating 5 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 17.75% | +0.63% | +0.65% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.58% | -0.41% | +0.65% | |
| 3 | TRU | Transunion | Stock-Financials | 9.48% | +0.68% | -31.90% | |
| 4 | COF | Capital One Financial CORP | Stock-Financials | 9.04% | +1.18% | -28.52% | |
| 5 | AON | Aon plc | Stock-Financials | 8.28% | +0.47% | — | |
| 6 | MSCI | Msci Inc | Stock-Financials | 8.26% | -2.33% | -12.97% | |
| 7 | SPGI | S&p Global Inc | Stock-Financials | 8.10% | -0.13% | — | |
| 8 | WDAY | Workday Inc-class A | Stock-Tech | 7.96% | -0.25% | +0.65% | |
| 9 | PCOR | Procore Technologies Inc | Stock-Tech | 5.76% | -5.76% | EXIT | |
| 10 | CSGP | Costar Group Inc | Stock-Real Estate | 5.07% | +0.82% | — | |
| 11 | TOST | Toast Inc-class A | Stock-Tech | 3.41% | +0.27% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -1.27% | EXIT | |
| 13 | EFX | Equifax Inc | Stock-Industrials | 1.05% | -0.10% | -6.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1.4% | +0.65% | Add |
| 2 | MSCI | Msci Inc | -0.1% | -12.97% | Trim |
| 3 | EFX | Equifax Inc | -0.1% | -6.76% | Trim |
| 4 | PCOR | Procore Technologies Inc | -0.3% | +0.33% | Add |
| 5 | MSFT | Microsoft CORP | -1.2% | +0.65% | Add |
| 6 | WDAY | Workday Inc-class A | -2.8% | +0.65% | Add |
| 7 | TRU | Transunion | -4.8% | -31.90% | Trim |
| 8 | COF | Capital One Financial CORP | -4.8% | -28.52% | Trim |
| 9 | AON | Aon plc | — | NEW | New buy |
| 10 | QSR | Restaurant Brands Intern | — | EXIT | Sold out |
| 11 | SGI | Somnigroup International Inc | — | EXIT | Sold out |
| 12 | SPGI | S&p Global Inc | — | NEW | New buy |
| 13 | CSGP | Costar Group Inc | — | NEW | New buy |
| 14 | TOST | Toast Inc-class A | — | NEW | New buy |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | 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 13 disclosed positions in Q1 2026.
During Q1 2026, Meritage Group LP's top holdings by market value included MSFT (17.8%)、AMZN (14.6%)、TRU (9.5%). The largest single position, MSFT, represented 17.8% of total portfolio value.
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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, TRU) accounted for 60.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
AON
市值: $219.5M
Top Position Liquidated / Trimmed
QSR
前期市值: $218.4M
In Q1 2026, Meritage Group LP made 15 total portfolio adjustments, initiating 5 new buys, adding to 4 positions, trimming 4 holdings, and fully liquidating 2 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.
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