Meritage Group LP
SAN FRANCISCO CA · SEC CIK 0001427119
$25.95亿2026Q2 申报市值
12持仓数
95.4%前十大占比 · 第一大 18.4%
1 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
META 新建仓+$1.61亿
CSGP 加仓+$5,848.53万
MSFT 加仓+$303.00万
COF 加仓+$168.42万
TRU 加仓+$167.56万
2026Q2 卖出最多 按季末市值估算
PCOR 清仓-$1.53亿
AMZN 减仓-$7,450.70万
MSCI 减仓-$7,365.37万
SPY 清仓-$3,352.76万
2026Q2 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 | $4.77亿 | 18.38% | 1,278,653 | 8,123 | 0.6% | $303.00万 | 加仓 |
| AMZN | AMAZON COM INC | $3.68亿 | 14.17% | 1,542,397 | -312,608 | -16.9% | -$7,450.70万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $2.65亿 | 10.22% | 1,321,428 | 8,395 | 0.6% | $168.42万 | 加仓 |
| TRU | TRANSUNION | $2.64亿 | 10.16% | 3,656,097 | 23,227 | 0.6% | $167.56万 | 加仓 |
| AON | AON PLC | $2.27亿 | 8.75% | 684,518 | 4,349 | 0.6% | $144.25万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2.07亿 | 7.97% | 507,635 | 3,225 | 0.6% | $131.34万 | 加仓 |
| WDAY | WORKDAY INC | $2.00亿 | 7.71% | 1,633,399 | 10,377 | 0.6% | $127.04万 | 加仓 |
| META | META PLATFORMS INC | $1.61亿 | 6.22% | 286,391 | 286,391 | — | $1.61亿 | 新建仓 |
| MSCI | MSCI INC | $1.54亿 | 5.93% | 274,569 | -131,515 | -32.4% | -$7,365.37万 | 减仓 |
| CSGP | COSTAR GROUP INC | $1.53亿 | 5.89% | 5,394,164 | 2,065,158 | 62.0% | $5,848.53万 | 加仓 |
| TOST | TOAST INC | $9,547.90万 | 3.68% | 3,432,027 | 21,804 | 0.6% | $60.66万 | 加仓 |
| EFX | EQUIFAX INC | $2,464.84万 | 0.95% | 155,295 | 987 | 0.6% | $15.67万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,678,410 | -100.0% | -$1.53亿 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -51,554 | -100.0% | -$3,352.76万 | 清仓 |