Nathaniel Simons - Meritage Group Portfolio Stock Holdings
Meritage Group disclosed 13 stock positions valued at approximately $2.7 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, AMAZON COM INC, and TRANSUNION. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $2.7B
Holdings by Sector
Meritage Group Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 17.75% | 1,270,530 | +8,219 | +0.65% | $470,312,090 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 14.58% | 1,855,005 | +11,999 | +0.65% | $386,341,891 |
| TRANSUNION | TRU | Financial Services | 9.48% | 3,632,870 | -1,701,618 | -31.90% | $251,358,275 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 9.04% | 1,313,033 | -523,983 | -28.52% | $239,536,610 |
| AON PLC | AON | Financial Services | 8.28% | 680,169 | -316,042 | -31.72% | $219,544,950 |
| MSCI INC | MSCI | Financial Services | 8.26% | 406,084 | -60,533 | -12.97% | $218,883,337 |
| S&P GLOBAL INC | SPGI | Financial Services | 8.10% | 504,410 | +321,567 | +175.87% | $214,545,749 |
| WORKDAY INC | WDAY | Technology | 7.96% | 1,623,022 | +10,499 | +0.65% | $210,863,018 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 5.76% | 2,678,410 | +8,817 | +0.33% | $152,669,370 |
| COSTAR GROUP INC | CSGP | Real Estate | 5.07% | 3,329,006 | +3,329,006 | +100.00% | $134,292,102 |
| TOAST INC | TOST | Technology | 3.41% | 3,410,223 | +642,135 | +23.20% | $90,405,012 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.27% | 51,554 | -54,468 | -51.37% | $33,527,628 |
| EQUIFAX INC | EFX | Industrials | 1.05% | 154,308 | -11,180 | -6.76% | $27,786,242 |