Instuitional Investor - Meritage Group Lp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Microsoft Corp	MSFT	1,385,107	$519,955,317	14.29%
2.	Capital One Financial Corp	COF	2,065,594	$370,361,004	10.18%
3.	Transunion	TRU	4,278,373	$355,062,175	9.76%
4.	Amazon Com Inc	AMZN	1,705,389	$324,467,311	8.92%
5.	Workday Inc.	WDAY	1,291,132	$301,518,056	8.29%