Meritage Group LP activity
Every position Chris James opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
1
Add
9
Reduce
2
Exit
2
14 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| META | New | 0% to 6.2% | $161M | Q1→Q2 |
| PCOR | Exit | 5.8% to 0% | $153M | Q1→Q2 |
| SPY | Exit | 1.3% to 0% | $34M | Q1→Q2 |
| COF | Add | 9.0% to 10.2% | +0.6% sh | Q1→Q2 |
| CSGP | Add | 5.1% to 5.9% | +62.0% sh | Q1→Q2 |
| TRU | Add | 9.5% to 10.2% | +0.6% sh | Q1→Q2 |
| MSFT | Add | 17.8% to 18.4% | +0.6% sh | Q1→Q2 |
| AON | Add | 8.3% to 8.8% | +0.6% sh | Q1→Q2 |
| TOST | Add | 3.4% to 3.7% | +0.6% sh | Q1→Q2 |
| WDAY | Add | 8.0% to 7.7% | +0.6% sh | Q1→Q2 |
| SPGI | Add | 8.1% to 8.0% | +0.6% sh | Q1→Q2 |
| EFX | Add | 1.1% to 0.95% | +0.6% sh | Q1→Q2 |
| MSCI | Reduce | 8.3% to 5.9% | −32.4% sh | Q1→Q2 |
| AMZN | Reduce | 14.6% to 14.2% | −16.9% sh | Q1→Q2 |