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Meritage Group LP (auto-surfaced)

Tier None · cloneable · 30-JUN-2025 → 30-SEP-2025

AUM $3,502,701,300 · 11 positions · top-10 98.8% · SEC filing history →

13FScore: n/a (insufficient price-covered history)

New positions

Issuer% bookValueConvictionBusiness
$EFX · EQUIFAX INC1.2%$43,515,953MedConsumer credit reporting and data analytics

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$MSCI · MSCI INC6.7%+33%MedEquity indices, ESG and analytics

Top holdings now

Issuer% bookBusiness
$MSFT · MICROSOFT CORP16.6%Windows, Office, Azure cloud, Xbox, AI software
$AMZN · AMAZON COM INC14.2%E-commerce, AWS cloud computing, advertising, devices
$COF · CAPITAL ONE FINL CORP14.1%Credit cards and consumer banking
$TRU · TRANSUNION13.1%Consumer credit reporting and analytics
$WDAY · WORKDAY INC10.2%Cloud HR and finance enterprise software
$TPD · SOMNIGROUP INTERNATIONAL INC7.3%Mattress maker/retailer (Tempur-Pedic, Sealy, Mattress Firm)
$MSCI · MSCI INC6.7%Equity indices, ESG and analytics
$QSR · RESTAURANT BRANDS INTL INC6.0%Burger King, Tim Hortons, Popeyes franchisor
$PCOR · PROCORE TECHNOLOGIES INC5.7%Construction management software platform
$AG8 · AGILENT TECHNOLOGIES INC4.9%Analytical lab instruments and diagnostics

Generated 2026-07-02 · Alpha-Investor tracker