Meritage Group discloses updated portfolio positions in 13F filing: New META position, Added to CSGP TRU TOST MSFT, Exited PCOR
Highlights from Q2 2026 filing as compared to Q1 2026 (all amounts are approximate):
- New: META (286K shares)
- Increased: CSGP (5.4 mln shares from 3.3 mln shares), TRU (3.7 mln from 3.6 mln), TOST (3.43 mln from 3.41 mln), WDAY (1.63 mln from 1.62 mln), COF (1.32 mln from 1.31 mln), MSFT (1.28 mln from 1.27 mln), AON (684K from 680K), SPGI (508K from 504K)
- Exited: PCOR (from 2.68 mln shares)
- Decreased: AMZN (1.54 mln shares from 1.86 mln shares), MSCI (275K from 406K)