What does Meritage Group LP hold?

Meritage Group LP's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include MSFT, AMZN, TRU. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1427119.

What is Meritage Group LP's AUM?

Meritage Group LP reported approximately $2.7B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $14.1B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Meritage Group LP's holdings?

All Meritage Group LP holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1427119. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Meritage Group LP's 13F data updated on 13F Pro?

Meritage Group LP's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Meritage Group LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1427119

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$2.7B

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Meritage Group LP disclosed 13 positions worth $2.7B in its Form 13F-HR for Q1 2026, led by $MSFT (MICROSOFT CORP) at 17.8% of the equity portfolio, followed by $AMZN and $TRU. During the quarter the fund opened 5 new positions and exited 2 — including a new stake in $AON and a full exit from $QSR. The portfolio is most concentrated in Financials (44.2% of disclosed assets). All figures are sourced directly from Meritage Group LP’s Form 13F-HR filing with the SEC under CIK 1427119.

AI Fund Analysis

Diversifying

3 quarters accumulating

$MSFT

2 quarters accumulating

$TOST

2 quarters accumulating

Sector Allocation

FinancialsTechnologyConsumer DiscretionaryIndustrialsOther

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

MICROSOFT CORP
$MSFT
83.7#15
Quality
$470.3M1,270,530 sh
AMAZON COM INC
$AMZN
74.6#152
Quality
$386.3M1,855,005 sh
TransUnion
$TRU
69.1#382
Quality
$251.4M3,632,870 sh
CAPITAL ONE FINANCIAL CORP
$COF
71.0
Quality
$239.5M1,313,033 sh
Aon plc
$AON
—
Quality
$219.5M680,169 sh
MSCI Inc.
$MSCI
77.6
Quality
$218.9M406,084 sh
S&P Global Inc.
$SPGI
79.4
Quality
$214.5M504,410 sh
Workday, Inc.
$WDAY
74.2
Quality
$210.9M1,623,022 sh
PROCORE TECHNOLOGIES, INC.
$PCOR
51.8
Quality
$152.7M2,678,410 sh
COSTAR GROUP, INC.
$CSGP
49.5
Quality
$134.3M3,329,006 sh

Company	Quality	Value	Shares
MICROSOFT CORP$MSFT	83.7#15	$470.3M	1,270,530
AMAZON COM INC$AMZN	74.6#152	$386.3M	1,855,005
TransUnion$TRU	69.1#382	$251.4M	3,632,870
CAPITAL ONE FINANCIAL CORP$COF	71.0	$239.5M	1,313,033
Aon plc$AON	—	$219.5M	680,169
MSCI Inc.$MSCI	77.6	$218.9M	406,084
S&P Global Inc.$SPGI	79.4	$214.5M	504,410
Workday, Inc.$WDAY	74.2	$210.9M	1,623,022
PROCORE TECHNOLOGIES, INC.$PCOR	51.8	$152.7M	2,678,410
COSTAR GROUP, INC.$CSGP	49.5	$134.3M	3,329,006

Unlock AI quality scores for every holding

32-signal composite ranking on each of Meritage Group LP's 13 positions.

Showing top 10 of 13 holdings.

Sector Allocation

Financials

$1.2B

Technology

$924.2M

Consumer Discretionary

$386.3M

Industrials

$134.3M

Other

$33.5M

Full Holdings — Meritage Group LP (Q1 2026)

All 13 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$MSFT	MICROSOFT CORP	$470.3M	17.8%	+1%	83.7
2	$AMZN	AMAZON COM INC	$386.3M	14.6%	+1%	74.6
3	$TRU	TransUnion	$251.4M	9.5%	-32%	69.1
4	$COF	CAPITAL ONE FINANCIAL CORP	$239.5M	9.0%	-29%	71
5	$AON	Aon plc	$219.5M	8.3%	NEW	—
6	$MSCI	MSCI Inc.	$218.9M	8.3%	-13%	77.6
7	$SPGI	S&P Global Inc.	$214.5M	8.1%	NEW	79.4
8	$WDAY	Workday, Inc.	$210.9M	8.0%	+1%	74.2
9	$PCOR	PROCORE TECHNOLOGIES, INC.	$152.7M	5.8%	+0%	51.8
10	$CSGP	COSTAR GROUP, INC.	$134.3M	5.1%	NEW	49.5
11	$TOST	Toast, Inc.	$90.4M	3.4%	NEW	69.5
12	$SPY	SPDR S&P 500 ETF TRUST	$33.5M	1.3%	NEW	—
13	$EFX	EQUIFAX INC	$27.8M	1.1%	-7%	69.4

New Positions (5)

$AON Aon plc$219.5M

$SPGI S&P Global Inc.$214.5M

$CSGP COSTAR GROUP, INC.$134.3M

$TOST Toast, Inc.$90.4M

$SPY SPDR S&P 500 ETF TRUST$33.5M

Exited Positions (2)

$QSR Restaurant Brands International Inc.

$SGI SOMNIGROUP INTERNATIONAL INC.

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Available Analysis

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Accumulation & distribution patterns

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AI-Powered Hedge Fund Analysis: Meritage Group LP

13F Pro is an AI hedge fund tracker and stock research platform. For Meritage Group LP (SEC CIK: 1427119), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Meritage Group LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.