MERITAGE GROUP LP

PrivateCIK: 1427119
Location

SAN FRANCISCO, CA

13
Positions
$2.65B
Total AUM (reported)
20.91M
Total Shares

Allocation by class

TOTAL AUM$2.65B13 positions
COM$2.10B79.1%
CL A$301.27M11.4%
SHS CL A$219.54M8.3%
TR UNIT$33.53M1.3%

Portfolio Concentration

Top 341.8%4–1052.5%11–255.7%TOP 1094.3%0%100%
Top 3$1.11B41.8%
4–10$1.39B52.5%
11–25$151.72M5.7%

Top 3 weight

41.8%

Top 10 weight

94.3%

Voting Authority Distribution

Total shares with voting rights: 20.91M

Sole

Full voting authority

20.91M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other13
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:

MICROSOFT CORP

DFND
COM
Shares1.27M
TypeSH
Market value$470.31M
17.75%
Sole
1.27M
Shared
0.00
None
0.00

AMAZON COM INC

DFND
COM
Shares1.86M
TypeSH
Market value$386.34M
14.58%
Sole
1.86M
Shared
0.00
None
0.00

TRANSUNION

DFND
COM
Shares3.63M
TypeSH
Market value$251.36M
9.48%
Sole
3.63M
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

DFND
COM
Shares1.31M
TypeSH
Market value$239.54M
9.04%
Sole
1.31M
Shared
0.00
None
0.00

AON PLC

DFND
SHS CL A
Shares680.17K
TypeSH
Market value$219.54M
8.28%
Sole
680.17K
Shared
0.00
None
0.00

MSCI INC

DFND
COM
Shares406.08K
TypeSH
Market value$218.88M
8.26%
Sole
406.08K
Shared
0.00
None
0.00

S&P GLOBAL INC

DFND
COM
Shares504.41K
TypeSH
Market value$214.55M
8.10%
Sole
504.41K
Shared
0.00
None
0.00

WORKDAY INC

DFND
CL A
Shares1.62M
TypeSH
Market value$210.86M
7.96%
Sole
1.62M
Shared
0.00
None
0.00

PROCORE TECHNOLOGIES INC

DFND
COM
Shares2.68M
TypeSH
Market value$152.67M
5.76%
Sole
2.68M
Shared
0.00
None
0.00

COSTAR GROUP INC

DFND
COM
Shares3.33M
TypeSH
Market value$134.29M
5.07%
Sole
3.33M
Shared
0.00
None
0.00

TOAST INC

DFND
CL A
Shares3.41M
TypeSH
Market value$90.41M
3.41%
Sole
3.41M
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares51.55K
TypeSH
Market value$33.53M
1.27%
Sole
51.55K
Shared
0.00
None
0.00

EQUIFAX INC

DFND
COM
Shares154.31K
TypeSH
Market value$27.79M
1.05%
Sole
154.31K
Shared
0.00
None
0.00