Meritage Group LP holds a concentrated book of 12 stocks worth $2.6B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Meta Platforms Inc-Class A and trimmed Amazon.com Inc. Their largest long position is Microsoft Corp at 18% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Meritage Group LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 16 / 12 | $508.8B |
| STATE STREET CORP | 16 / 12 | $286.3B |
| FMR LLC | 16 / 12 | $223.2B |
| JPMORGAN CHASE & CO | 16 / 12 | $143.1B |
| MORGAN STANLEY | 16 / 12 | $142.1B |
| PRICE T ROWE ASSOCIATES INC /MD/ | 16 / 12 | $90.8B |
| BANK OF AMERICA CORP /DE/ | 16 / 12 | $82.4B |
| GOLDMAN SACHS GROUP INC | 16 / 12 | $76.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Meritage Group LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $477.0M | 1.28M | 18.4% | ▲+0.6% Added · +8K sh | |
| 2 | Amazon Com Inc COM | $367.6M | 1.54M | 14.2% | ▼−17% Reduced · −313K sh | |
| 3 | Capital One Finl Corp COM | $265.1M | 1.32M | 10.2% | ▲+0.6% Added · +8K sh | |
| 4 | Transunion COM | $263.8M | 3.66M | 10.2% | ▲+0.6% Added · +23K sh | |
| 5 | Aon PLC SHS CL A | $227.0M | 684.5K | 8.7% | ▲+0.6% Added · +4K sh | |
| 6 | S&P Global Inc COM | $206.7M | 507.6K | 8.0% | ▲+0.6% Added · +3K sh | |
| 7 | Workday Inc CL A | $200.0M | 1.63M | 7.7% | ▲+0.6% Added · +10K sh | |
| 8 | Meta Platforms Inc CL A | $161.3M | 286.4K | 6.2% | ▲New New position | |
| 9 | Msci Inc COM | $153.8M | 274.6K | 5.9% | ▼−32% Reduced · −132K sh | |
| 10 | Costar Group Inc COM | $152.8M | 5.39M | 5.9% | ▲+62% Added · +2.1M sh | |
| 11 | Toast Inc CL A | $95.5M | 3.43M | 3.7% | ▲+0.6% Added · +22K sh | |
| 12 | Equifax Inc COM | $24.6M | 155.3K | 0.9% | ▲+0.6% Added · +987 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1427119/holdings"
Use Arkolith to show Meritage Group LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 12 | $2.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 13 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 10 | $3.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 11 | $3.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 13 | $3.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 17 | $3.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 20 | $4.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 22 | $4.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 60 | $3.9B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 57 | $4.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 55 | $4.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 50 | $4.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 51 | $3.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 51 | $3.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 41 | $2.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 35 | $3.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 36 | $3.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 13, 2022 | 33 | $6.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | May 12, 2022 | 32 | $5.9B | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 35 | $5.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 34 | $5.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 35 | $5.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 37 | $5.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.