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 (2026 Q1) SEC 13F filing(s) with portfolio value of $2,650,066,274.

What stocks does Nathaniel Simons own?

In Nathaniel Simons's portfolio as of 31 Mar 2026, the top 5 holdings are (MSFT) MICROSOFT CORP (17.75%), (AMZN) AMAZONCOM INC (14.58%), (TRU) TRANSUNION (9.48%), (COF) CAPITAL ONE FINANCIAL CORP (9.04%) and (AON) AON PLC-CLASS A (8.28%).

To see the historical data of Meritage Group's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Meritage Group's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $2,650M+
Period: 2026 Q1
Number of stock: 13
Update: 14 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AMZN
AMAZONCOM INC
14.58%
1,855,005
$208.27
20.05% $250.02
$386,341,891
+0.65% (+11,999)
+0.09%
AON
AON PLC-CLASS A
8.28%
680,169
$322.78
2.22% $315.60
$219,544,950
buy
+8.28%
COF
CAPITAL ONE FINANCIAL CORP
9.04%
1,313,033
$182.43
2.64% $177.62
$239,536,610
-28.52% (-523,983)
-3.61%
CSGP
COSTAR GROUP INC
5.07%
3,329,006
$40.34
17.20% $33.40
$134,292,102
buy
+5.07%
EFX
EQUIFAX INC
1.05%
154,308
$180.07
5.50% $170.16
$27,786,242
-6.76% (-11,180)
-0.08%
MSFT
MICROSOFT CORP
17.75%
1,270,530
$370.17
15.44% $427.34
$470,312,090
+0.65% (+8,219)
+0.11%
MSCI
MSCI INC
8.26%
406,084
$539.01
13.83% $613.58
$218,883,337
-12.97% (-60,533)
-1.23%
PCOR
PROCORE TECHNOLOGIES INC
5.76%
2,678,410
$57.00
11.14% $50.65
$152,669,370
+0.33% (+8,817)
+0.02%
SPGI
S&P GLOBAL INC
8.10%
504,410
$425.34
3.07% $412.29
$214,545,749
buy
+8.10%
SPY
SPDR S&P 500 ETF TRUST
1.27%
51,554
$650.34
15.98% $754.24
$33,527,628
buy
+1.27%
TOST
TOAST INC-CLASS A
3.41%
3,410,223
$26.51
5.43% $25.07
$90,405,012
buy
+3.41%
TRU
TRANSUNION
9.49%
3,632,870
$69.19
0.29% $69.39
$251,358,275
-31.90% (-1,701,618)
-4.44%
WDAY
WORKDAY INC-CLASS A
7.96%
1,623,022
$129.92
13.07% $146.90
$210,863,018
+0.65% (+10,499)
+0.05%
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
QSR
RESTAURANT BRANDS INTERN
3,200,731
-8.24%
TPX
TEMPUR SEALY INTERNATIONAL I
2,403,651
-8.10%

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.