account_balance
Investment manager · 13F filer · SEC CIK 1427119
Meritage Group LP
Reported value$2.78Bas of Sep 30, 2026
Positions13 3 new, 2 sold out
Top 10 weight95.6%MSFT alone is 22%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
21.9%Trimmed −7%
METAMeta Platforms, Inc.
17.9%Added +139%
AMZNAmazon.com Inc
12.1%Trimmed −12%
TRUTransUnion
8.2%
CSGPCoStar Group, Inc.
7.5%Added +41%
SPGIS&P Global Inc.
6.3%Trimmed −13%
COFCapital One Financial Corp
6.3%Trimmed −32%
AONAon PLC
6.2%Trimmed −10%
MSCIMSCI Inc.
5.4%
ACMAECOM
3.7%
TOSTToast, Inc.
3.7%
MSFTMicrosoft Corp
21.9%Trimmed −7%
METAMeta Platforms, Inc.
17.9%Added +139%
AMZNAmazon.com Inc
12.1%−12%
TRUTransUnion
8.2%
CSGPCoStar Group, Inc.
7.5%+41%
SPGIS&P Global Inc.
6.3%
COFCapital One Financial Corp
6.3%
AONAon PLC
6.2%
MSCI5.4%ACMTOSTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 21.9% Trimmed −7%META Meta Platforms, Inc. 17.9% Added +139%AMZN Amazon.com Inc 12.1% Trimmed −12%TRU TransUnion 8.2% HeldCSGP CoStar Group, Inc. 7.5% Added +41%SPGI S&P Global Inc. 6.3% Trimmed −13%COF Capital One Financial Corp 6.3% Trimmed −32%AON Aon PLC 6.2% Trimmed −10%MSCI MSCI Inc. 5.4% HeldACM AECOM 3.7% NewTOST Toast, Inc. 3.7% HeldSPY SPDR S&P 500 ETF Trust 0.8% New
What changed
Biggest moves since Jun 30, 2026
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