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Meritage Group LP
WatchNo.1496Latest AUM (Q2 2026)
$2.60B
QoQ Change Q1 2026
-$54.9M-2.1%
Holdings Value Trend
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|
 MICROSOFT CORPMSFT |
| 18.38% | 17.75% | $477.0M | 1.3M | $470.3M | 1.3M | +8,123+0.64% | Add |
 AMAZON COM INCAMZN |
| 14.17% | 14.58% | $367.6M | 1.5M | $386.3M | 1.9M | -312,608-16.85% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 10.22% | 9.04% | $265.1M | 1.3M | $239.5M | 1.3M | +8,395+0.64% | Add |
 TRANSUNIONTRU |
| 10.16% | 9.48% | $263.8M | 3.7M | $251.4M | 3.6M | +23,227+0.64% | Add |
 AON PLC SHS CL AAON |
| 8.75% | 8.28% | $227.0M | 684,518 | $219.5M | 680,169 | +4,349+0.64% | Add |
 S&P GLOBAL INCSPGI |
| 7.97% | 8.1% | $206.7M | 507,635 | $214.5M | 504,410 | +3,225+0.64% | Add |
 WORKDAY INCWDAY |
| 7.71% | 7.96% | $200.0M | 1.6M | $210.9M | 1.6M | +10,377+0.64% | Add |
 META PLATFORMS INCMETA |
| 6.22% | — | $161.3M | 286,391 | $0 | 0 | +286,391 | New Buy |
 MSCI INCMSCI |
| 5.93% | 8.26% | $153.8M | 274,569 | $218.9M | 406,084 | -131,515-32.39% | Reduce |
 COSTAR GROUP INCCSGP |
| 5.89% | 5.07% | $152.8M | 5.4M | $134.3M | 3.3M | +2.1M+62.04% | Add |
| TTOAST INC CL ATOST |
| 3.68% | 3.41% | $95.5M | 3.4M | $90.4M | 3.4M | +21,804+0.64% | Add |
 EQUIFAX INCEFX |
| 0.95% | 1.05% | $24.6M | 155,295 | $27.8M | 154,308 | +987+0.64% | Add |
🧭 Institutional Sector Flow Heatmap
Net Outflow Net Inflow
