Arkolith/Funds/Meritage Group LP

Meritage Group LP

CIK 1427119Hedge fund
Holdings as of Mar 31, 2026·disclosed May 14, 2026·~44-day 13F lag·13F-HR
Active Filer

Meritage Group LP holds a focused book of 13 stocks worth $2.7B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Aon PLC-Class A and trimmed Transunion. Their largest long position is Microsoft Corp at 18% of the equity book.

Build

Build on this 13F portfolio

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.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what Meritage Group LP owns

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.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1427119/holdings"
Ask your agent
Use Arkolith to show Meritage Group LP's latest
holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
4
existing
Trimmed
4
reduced
Sold out
2
exited

Concentration

Top-heavy: focused book

Top 5 holdings
59%
Top 10 holdings
94%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
35%
Financials
34%
Industrials
16%
Consumer Discretionary
15%
ETF / fund or unclassified
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

13 positions
#SecurityValueShares% PortLast moveHistory
1Microsoft Corp
COM
$470.3M1.27M
17.7%
▲+0.7%
Added · +8K sh
2Amazon Com Inc
COM
$386.3M1.86M
14.6%
▲+0.7%
Added · +12K sh
3Transunion
COM
$251.4M3.63M
9.5%
▼−32%
Reduced · −1.7M sh
4Capital One Finl Corp
COM
$239.5M1.31M
9.0%
▼−29%
Reduced · −524K sh
5Aon PLC
SHS CL A
$219.5M680.2K
8.3%
▲New
New position
6Msci Inc
COM
$218.9M406.1K
8.3%
▼−13%
Reduced · −61K sh
7S&P Global Inc
COM
$214.5M504.4K
8.1%
▲New
New position
8Workday Inc
CL A
$210.9M1.62M
8.0%
▲+0.7%
Added · +10K sh
9Procore Technologies Inc
COM
$152.7M2.68M
5.8%
▲+0.3%
Added · +9K sh
10Costar Group Inc
COM
$134.3M3.33M
5.1%
▲New
New position
11Toast Inc
CL A
$90.4M3.41M
3.4%
▲New
New position
12State STR SPDR S&P 500 ETF T
TR UNIT
$33.5M51.6K
1.3%
▲New
New position
13Equifax Inc
COM
$27.8M154.3K
1.0%
▼−6.8%
Reduced · −11K sh
Showing all 13 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 14, 202613$2.7B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202610$3.2B13F-HR
Q3 2025Sep 30, 2025Nov 13, 202511$3.5B13F-HR
Q2 2025Jun 30, 2025Aug 13, 202513$3.7B13F-HR
Q1 2025Mar 31, 2025May 14, 202517$3.6B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202520$4.2B13F-HR
Q3 2024Sep 30, 2024Nov 15, 202422$4.3B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202460$3.9B13F-HR
Q1 2024Mar 31, 2024May 13, 202457$4.2B13F-HR
Q4 2023Dec 31, 2023Feb 12, 202455$4.3B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202350$4.2B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202351$3.6B13F-HR
Q1 2023Mar 31, 2023May 12, 202351$3.3B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202341$2.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202235$3.3B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202236$3.5B13F-HR
Q1 2022Mar 31, 2022May 13, 202233$6.4B13F-HR
Q4 2021Dec 31, 2021May 12, 202232$5.9B13F-HR/A
Q3 2021Sep 30, 2021Nov 15, 202135$5.1B13F-HR
Q2 2021Jun 30, 2021Aug 13, 202134$5.3B13F-HR
Q1 2021Mar 31, 2021May 14, 202135$5.2B13F-HR
Q4 2020Dec 31, 2020Feb 12, 202137$5.1B13F-HR
Q3 2020Sep 30, 2020Nov 13, 202030$5.3B13F-HR
Amended / restated
  • Q4 2021 · filed Feb 11, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.