UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
06-30-2023
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Meritage Group LP
Address:
ONE FERRY BUILDING
SUITE 375
SAN FRANCISCO, CA 94111
Form 13F File Number:
028-12802

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Laura Baxter-Simons
Title:
Chief Compliance Officer
Phone:
415-399-5330


Signature, Place, and Date of Signing:

Laura Baxter-Simons
                         [Signature]
San Francisco, CALIFORNIA
                 [City, State]
08-11-2023
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
1
Form 13F Information table Entry Total:
51
Form 13F Information table Value Total:
3589361
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

No.Form 13F File NumberNameCIK
1
028-14947
MWG GP LLC
0001547584


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALLSTATE CORPCOM0200021012552,339SHDFND12,339 0 0
ALPHABET INCCAP STK CL A02079K305326SHDFND126 0 0
ALPHABET INCCAP STK CL C02079K1072432,005SHDFND12,005 0 0
AMAZON COM INCCOM023135106293,0982,248,371SHDFND12,248,371 0 0
AMEREN CORPCOM0236081022082,552SHDFND12,552 0 0
ANALOG DEVICES INCCOM032654105124,387638,503SHDFND1638,503 0 0
AVANTOR INCCOM05352A100231,39711,265,674SHDFND111,265,674 0 0
BAKER HUGHES COMPANYCL A05722G1002969,372SHDFND19,372 0 0
BANK NEW YORK MELLON CORPCOM0640581002866,421SHDFND16,421 0 0
BILL HOLDINGS INCCOM09004310019,577167,540SHDFND1167,540 0 0
BIO RAD LABS INCCL A090572207285753SHDFND1753 0 0
BROWN FORMAN CORPCL B1156372092353,524SHDFND13,524 0 0
CARMAX INCCOM1431301022482,965SHDFND12,965 0 0
CDW CORPCOM12514G1082981,623SHDFND11,623 0 0
CERIDIAN HCM HLDG INCCOM15677J1082073,095SHDFND13,095 0 0
CHARTER COMMUNICATIONS INC NCL A16119P108183,008498,156SHDFND1498,156 0 0
CINCINNATI FINL CORPCOM1720621012973,053SHDFND13,053 0 0
DANAHER CORPORATIONCOM235851102116,809486,706SHDFND1486,706 0 0
DENTSPLY SIRONA INCCOM24906P1092305,753SHDFND15,753 0 0
DOLLAR TREE INCCOM25674610839,860277,770SHDFND1277,770 0 0
DOMINOS PIZZA INCCOM25754A201278826SHDFND1826 0 0
FORTINET INCCOM34959E1092543,359SHDFND13,359 0 0
FRESHWORKS INCCLASS A COM35805410454,3313,090,519SHDFND13,090,519 0 0
GARTNER INCCOM366651107267761SHDFND1761 0 0
GENERAL ELECTRIC COCOM NEW369604301349,7673,184,044SHDFND13,184,044 0 0
KIMCO RLTY CORPCOM49446R10928214,292SHDFND114,292 0 0
LIVE NATION ENTERTAINMENT INCOM5380341092763,030SHDFND13,030 0 0
MARKETAXESS HLDGS INCCOM57060D1082631,007SHDFND11,007 0 0
MCCORMICK & CO INCCOM NON VTG5797802062342,678SHDFND12,678 0 0
MSCI INCCOM55354G100275585SHDFND1585 0 0
NCINO INCCOM63947X10151,9501,724,775SHDFND11,724,775 0 0
NEWMONT CORPCOM6516391062064,827SHDFND14,827 0 0
NORTHERN TR CORPCOM6658591042953,976SHDFND13,976 0 0
NVIDIA CORPORATIONCOM67066G104230543SHDFND1543 0 0
PERIMETER SOLUTIONS SACOMMON STOCKL7579L10649,2008,000,000SHDFND18,000,000 0 0
PROGRESSIVE CORPCOM743315103229,5901,734,457SHDFND11,734,457 0 0
RALPH LAUREN CORPCL A7512121012331,892SHDFND11,892 0 0
SALESFORCE INCCOM79466L302340,0971,609,852SHDFND11,609,852 0 0
SHERWIN WILLIAMS COCOM824348106374,5691,410,701SHDFND11,410,701 0 0
SOUTHWEST AIRLS COCOM8447411082988,227SHDFND18,227 0 0
SPDR S&P 500 ETF TRTR UNIT78462F10314,65433,059SHDFND133,059 0 0
TERADYNE INCCOM8807701022502,243SHDFND12,243 0 0
TRANSDIGM GROUP INCCOM893641100305,272341,403SHDFND1341,403 0 0
TRANSUNIONCOM89400J107255,0463,256,050SHDFND13,256,050 0 0
TYLER TECHNOLOGIES INCCOM902252105252604SHDFND1604 0 0
UNION PAC CORPCOM907818108233,2701,140,017SHDFND11,140,017 0 0
VERISIGN INCCOM92343E1022761,221SHDFND11,221 0 0
VERISK ANALYTICS INCCOM92345Y1062961,309SHDFND11,309 0 0
WORKDAY INCCL A98138H101315,4571,396,508SHDFND11,396,508 0 0
XCEL ENERGY INCCOM98389B1002163,471SHDFND13,471 0 0
XYLEM INCCOM98419M1002502,216SHDFND12,216 0 0