Meritage Group LP
CIK 1427119
13F filing for Q2 2026・No. 1,404
- Holdings
- US$2.6B
- Quarter change
- −US$54.9M
- Entries
- 12
- Net bought (estimate)
- −US$103.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 2
- Cut 2
- Added 9
- Corporate actions 0
- Unchanged 0
Largest holdings
12 stocks worth US$2.6B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Added | 1,278,653 | US$476.96M | 18.38% |
| AMZNAmazonCOM | Cut | 1,542,397 | US$367.61M | 14.17% |
| COFCAPITAL ONE FINL CORPCOM | Added | 1,321,428 | US$265.1M | 10.22% |
| TRUTRANSUNIONCOM | Added | 3,656,097 | US$263.75M | 10.16% |
| AONAON PLCSHS CL A | Added | 684,518 | US$227.05M | 8.75% |
| SPGIS&P GLOBAL INCCOM | Added | 507,635 | US$206.74M | 7.97% |
| WDAYWORKDAY INCCL A | Added | 1,633,399 | US$199.96M | 7.71% |
| METAMetaCL A | New | 286,391 | US$161.32M | 6.22% |
| MSCIMSCI INCCOM | Cut | 274,569 | US$153.77M | 5.93% |
| CSGPCOSTAR GROUP INCCOM | Added | 5,394,164 | US$152.76M | 5.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.