Meritage Group LP Quant / Systematic

Location: San Francisco, CA

CIK: 0001427119 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 12, 2023

Total Value: $3.305B

Holdings (51)

CRM SALESFORCE INC 14.5%
Value $481M Shares 2,406,388 Est. Cost $178.52 Unrealized -6.5%
WDAY WORKDAY INC 12.1%
Value $401M Shares 1,939,819 Est. Cost $175.29 Unrealized +3.8%
CHTR CHARTER COMMUNICATIONS INC N 10.7%
Value $353M Shares 987,984 Est. Cost $352.39 Unrealized +6.0%
AMZN AMAZON COM INC 9.8%
Value $323M Shares 3,129,169 Est. Cost $126.29 Unrealized -23.5%
SHW SHERWIN WILLIAMS CO 9.5%
Value $313M Shares 1,392,074 Est. Cost $240.96 Unrealized -7.5%
GOOG ALPHABET INC 9.0%
Value $298M Shares 2,864,813 Est. Cost $107.81 Unrealized -11.1%
TDG TRANSDIGM GROUP INC 7.7%
Value $255M Shares 345,846 Est. Cost $256.43 Unrealized +138.1%
MCO MOODYS CORP 4.8%
Value $159M Shares 520,886 Est. Cost $164.64 Unrealized +79.2%
MSFT MICROSOFT CORP 3.9%
Value $129M Shares 448,314 Est. Cost $105.99 Unrealized +135.4%
GE GENERAL ELECTRIC CO 3.8%
Value $125M Shares 1,307,132 Est. Cost $65.91 Unrealized 0.0%
AVTR AVANTOR INC 3.3%
Value $109M Shares 5,142,424 Est. Cost $22.79 Unrealized 0.0%
ENDEAVOR GROUP HLDGS INC 2.7%
Value $89.34M Shares 3,733,522 Est. Cost $23.93 Unrealized
PERIMETER SOLUTIONS SA 2.0%
Value $64.64M Shares 8,000,000 Est. Cost $13.89 Unrealized
BILL BILL HOLDINGS INC 1.7%
Value $54.55M Shares 672,341 Est. Cost $92.75 Unrealized 0.0%
FRSH FRESHWORKS INC 1.4%
Value $46.84M Shares 3,049,711 Est. Cost $15.50 Unrealized -2.3%
NCNO NCINO INC 1.3%
Value $42.18M Shares 1,702,001 Est. Cost $26.37 Unrealized 0.0%
DLTR DOLLAR TREE INC 1.2%
Value $38.55M Shares 268,543 Est. Cost $155.12 Unrealized -6.5%
SPY SPDR S&P 500 ETF TR 0.5%
Value $15.38M Shares 37,561 Est. Cost $379.11 Unrealized
KIM KIMCO RLTY CORP 0.0%
Value $299K Shares 15,297 Est. Cost $17.85 Unrealized 0.0%
ALL ALLSTATE CORP 0.0%
Value $280K Shares 2,530 Est. Cost $118.15 Unrealized 0.0%
BKR BAKER HUGHES COMPANY 0.0%
Value $275K Shares 9,520 Est. Cost $26.05 Unrealized +8.6%
LUV SOUTHWEST AIRLS CO 0.0%
Value $274K Shares 8,435 Est. Cost $33.23 Unrealized -4.1%
DPZ DOMINOS PIZZA INC 0.0%
Value $269K Shares 815 Est. Cost $319.08 Unrealized 0.0%
XYL XYLEM INC 0.0%
Value $268K Shares 2,558 Est. Cost $100.91 Unrealized 0.0%
VRSK VERISK ANALYTICS INC 0.0%
Value $268K Shares 1,395 Est. Cost $172.18 Unrealized +3.3%
TYL TYLER TECHNOLOGIES INC 0.0%
Value $267K Shares 752 Est. Cost $326.61 Unrealized -0.4%
BBWI BATH & BODY WORKS INC 0.0%
Value $260K Shares 7,105 Est. Cost $38.62 Unrealized 0.0%
ENPH ENPHASE ENERGY INC 0.0%
Value $260K Shares 1,235 Est. Cost $216.60 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.0%
Value $257K Shares 3,084 Est. Cost $71.13 Unrealized 0.0%
CERIDIAN HCM HLDG INC 0.0%
Value $251K Shares 3,422 Est. Cost $70.96 Unrealized 0.0%
IT GARTNER INC 0.0%
Value $251K Shares 772 Est. Cost $330.57 Unrealized 0.0%
FTNT FORTINET INC 0.0%
Value $250K Shares 3,766 Est. Cost $52.11 Unrealized +9.1%
VRSN VERISIGN INC 0.0%
Value $249K Shares 1,177 Est. Cost $204.39 Unrealized 0.0%
RL RALPH LAUREN CORP 0.0%
Value $249K Shares 2,138 Est. Cost $94.49 Unrealized +18.3%
XRAY DENTSPLY SIRONA INC 0.0%
Value $247K Shares 6,294 Est. Cost $34.10 Unrealized +7.7%
PAYC PAYCOM SOFTWARE INC 0.0%
Value $246K Shares 808 Est. Cost $295.02 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC 0.0%
Value $239K Shares 610 Est. Cost $244.83 Unrealized +38.7%
PAYX PAYCHEX INC 0.0%
Value $237K Shares 2,070 Est. Cost $106.41 Unrealized -2.0%
BLACKROCK INC 0.0%
Value $232K Shares 347 Est. Cost $668.59 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value $232K Shares 3,615 Est. Cost $63.65 Unrealized -4.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value $228K Shares 3,063 Est. Cost $76.24 Unrealized 0.0%
MA MASTERCARD INCORPORATED 0.0%
Value $222K Shares 612 Est. Cost $323.40 Unrealized +10.5%
WEC WEC ENERGY GROUP INC 0.0%
Value $221K Shares 2,328 Est. Cost $82.72 Unrealized +1.0%
XEL XCEL ENERGY INC 0.0%
Value $219K Shares 3,249 Est. Cost $59.61 Unrealized +2.3%
AEE AMEREN CORP 0.0%
Value $218K Shares 2,525 Est. Cost $76.15 Unrealized +2.5%
GLW CORNING INC 0.0%
Value $210K Shares 5,961 Est. Cost $32.11 Unrealized 0.0%
EQT EQT CORP 0.0%
Value $206K Shares 6,458 Est. Cost $30.69 Unrealized 0.0%
STE STERIS PLC 0.0%
Value $206K Shares 1,078 Est. Cost $170.93 Unrealized +10.2%
MTCH MATCH GROUP INC NEW 0.0%
Value $204K Shares 5,301 Est. Cost $42.62 Unrealized 0.0%
AAL AMERICAN AIRLS GROUP INC 0.0%
Value $181K Shares 12,292 Est. Cost $15.59 Unrealized 0.0%
GOOGL ALPHABET INC 0.0%
Value $3,000 Shares 25 Est. Cost $94.68 Unrealized +0.6%