Nathaniel Simons's Portfolio

Meritage Group 13F holdings

What is Nathaniel Simons's portfolio?

Meritage Group has disclosed a total of 13 security holdings in their (2025 Q2) SEC 13F filing(s) with portfolio value of $3,650,749,574.

What stocks does Nathaniel Simons own?

In Nathaniel Simons's portfolio as of 30 Jun 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (15.32%), (TRU) TRANSUNION (14.27%), (AMZN) AMAZONCOM INC (13.57%), (COF) CAPITAL ONE FINANCIAL CORP (13.51%) and (WDAY) WORKDAY INC-CLASS A (8.43%).

To see the historical data of Meritage Group's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Meritage Group's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $3,650M+
Period: 2025 Q2
Number of stock: 13
Update: 13 Aug 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
A
AGILENT TECHNOLOGIES INC
4.29%
1,325,963
$118.01
1.01% $119.20
$156,476,894
-0.67% (-8,995)
-0.03%
ABNB
AIRBNB INC-CLASS A
4.57%
1,261,608
$132.34
4.81% $125.97
$166,961,203
-0.62% (-7,891)
-0.03%
AMZN
AMAZONCOM INC
13.57%
2,258,356
$219.39
4.94% $230.22
$495,460,723
+32.42% (+552,967)
+3.32%
ADI
ANALOG DEVICES INC
2.59%
397,768
$238.02
2.46% $232.17
$94,676,739
-0.72% (-2,877)
-0.02%
COF
CAPITAL ONE FINANCIAL CORP
13.51%
2,318,833
$212.76
1.52% $215.99
$493,354,909
+12.26% (+253,239)
+1.48%
MSFT
MICROSOFT CORP
15.32%
1,124,698
$497.41
5.42% $524.35
$559,436,032
-18.80% (-260,409)
-3.55%
MSCI
MSCI INC
4.92%
311,315
$576.74
3.18% $558.42
$179,547,813
buy
+4.92%
PCOR
PROCORE TECHNOLOGIES INC
5.11%
2,727,718
$68.42
4.27% $65.50
$186,630,466
-0.65% (-17,786)
-0.03%
QSR
RESTAURANT BRANDS INTERN
5.96%
3,280,877
$66.29
1.67% $65.18
$217,489,336
-0.63% (-20,812)
-0.04%
SPY
SPDR S&P 500 ETF TRUST
1.79%
106,022
$617.85
4.16% $643.56
$65,505,693
buy
+1.79%
TPX
TEMPUR SEALY INTERNATIONAL I
5.66%
3,036,205
$68.05
3.29% $65.81
$206,613,750
+60.27% (+1,141,828)
+2.13%
TRU
TRANSUNION
14.27%
5,918,322
$88.00
1.73% $89.52
$520,812,336
+38.33% (+1,639,949)
+3.95%
WDAY
WORKDAY INC-CLASS A
8.43%
1,282,432
$240.00
6.12% $225.31
$307,783,680
-0.67% (-8,700)
-0.06%
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ADSK
AUTODESK INC
1,138,082
-8.16%
CP
CANADIAN PACIFIC KANSAS CITY
3,773,482
-7.26%
DLTR
DOLLAR TREE INC
58,257
-0.12%
EFX
EQUIFAX INC
402,901
-2.69%
MCHP
MICROCHIP TECHNOLOGY INC
2,999,177
-3.98%
TDG
TRANSDIGM GROUP INC
38,290
-1.45%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.