13F HOLDINGS REPORT
Meritage Group LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001427119-25-000013
Total Value
$3.50B
Positions
11
Other Managers
1
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,124,698 | $582.5M | 16.63% |
| 2 | AMAZON COM INC | AMZN | 2,258,356 | $495.9M | 14.16% |
| 3 | CAPITAL ONE FINL CORP | 14040H105 | 2,318,833 | $492.9M | 14.07% |
| 4 | TRANSUNION | TRU | 5,468,063 | $458.1M | 13.08% |
| 5 | WORKDAY INC | WDAY | 1,489,253 | $358.5M | 10.24% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 3,036,205 | $256.0M | 7.31% |
| 7 | MSCI INC | MSCI | 415,308 | $235.6M | 6.73% |
| 8 | RESTAURANT BRANDS INTL INC | 76131D103 | 3,280,877 | $210.4M | 6.01% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 2,727,718 | $198.9M | 5.68% |
| 10 | AGILENT TECHNOLOGIES INC | A | 1,325,963 | $170.2M | 4.86% |
| 11 | EQUIFAX INC | EFX | 169,633 | $43.5M | 1.24% |