Meritage Group LP
SAN FRANCISCO CA · SEC CIK 0001427119
$26.50亿2026Q1 申报市值
13持仓数
94.3%前十大占比 · 第一大 17.7%
5 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AON 新建仓+$2.20亿
SPGI 新建仓+$2.15亿
CSGP 新建仓+$1.34亿
TOST 新建仓+$9,040.50万
SPY 新建仓+$3,352.76万
2026Q1 卖出最多 按季末市值估算
QSR 清仓-$2.18亿
SGI 清仓-$2.15亿
TRU 减仓-$1.18亿
COF 减仓-$9,559.02万
MSCI 减仓-$3,262.79万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $4.70亿 | 17.75% | 1,270,530 | 8,219 | 0.7% | $304.24万 | 加仓 |
| AMZN | AMAZON COM INC | $3.86亿 | 14.58% | 1,855,005 | 11,999 | 0.7% | $249.90万 | 加仓 |
| TRU | TRANSUNION | $2.51亿 | 9.48% | 3,632,870 | -1,701,618 | -31.9% | -$1.18亿 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.40亿 | 9.04% | 1,313,033 | -523,983 | -28.5% | -$9,559.02万 | 减仓 |
| AON | AON PLC | $2.20亿 | 8.28% | 680,169 | 680,169 | — | $2.20亿 | 新建仓 |
| MSCI | MSCI INC | $2.19亿 | 8.26% | 406,084 | -60,533 | -13.0% | -$3,262.79万 | 减仓 |
| SPGI | S&P GLOBAL INC | $2.15亿 | 8.10% | 504,410 | 504,410 | — | $2.15亿 | 新建仓 |
| WDAY | WORKDAY INC | $2.11亿 | 7.96% | 1,623,022 | 10,499 | 0.7% | $136.40万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1.53亿 | 5.76% | 2,678,410 | 8,817 | 0.3% | $50.26万 | 加仓 |
| CSGP | COSTAR GROUP INC | $1.34亿 | 5.07% | 3,329,006 | 3,329,006 | — | $1.34亿 | 新建仓 |
| TOST | TOAST INC | $9,040.50万 | 3.41% | 3,410,223 | 3,410,223 | — | $9,040.50万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,352.76万 | 1.27% | 51,554 | 51,554 | — | $3,352.76万 | 新建仓 |
| EFX | EQUIFAX INC | $2,778.62万 | 1.05% | 154,308 | -11,180 | -6.8% | -$201.32万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -3,200,731 | -100.0% | -$2.18亿 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -2,403,651 | -100.0% | -$2.15亿 | 清仓 |