Meritage Group as of March 31, 2026
Portfolio Holdings for Meritage Group
Meritage Group holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 17.7 | $470M | 1.3M | 370.17 | |
| Amazon (AMZN) | 14.6 | $386M | 1.9M | 208.27 | |
| Transunion (TRU) | 9.5 | $251M | 3.6M | 69.19 | |
| Capital One Financial (COF) | 9.0 | $240M | 1.3M | 182.43 | |
| Aon Shs Cl A (AON) | 8.3 | $220M | 680k | 322.78 | |
| Msci (MSCI) | 8.3 | $219M | 406k | 539.01 | |
| S&p Global (SPGI) | 8.1 | $215M | 504k | 425.34 | |
| Workday Cl A (WDAY) | 8.0 | $211M | 1.6M | 129.92 | |
| Procore Technologies (PCOR) | 5.8 | $153M | 2.7M | 57.00 | |
| CoStar (CSGP) | 5.1 | $134M | 3.3M | 40.34 | |
| Toast Cl A (TOST) | 3.4 | $90M | 3.4M | 26.51 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $34M | 52k | 650.34 | |
| Equifax (EFX) | 1.0 | $28M | 154k | 180.07 |
