Nathaniel Simons's Portfolio

Meritage Group 13F holdings

What is Nathaniel Simons's portfolio?

Meritage Group has disclosed a total of 17 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $3,638,409,700.

What stocks does Nathaniel Simons own?

In Nathaniel Simons's portfolio as of 31 Mar 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (14.29%), (COF) CAPITAL ONE FINANCIAL CORP (10.18%), (TRU) TRANSUNION (9.76%), (AMZN) AMAZONCOM INC (8.92%) and (WDAY) WORKDAY INC-CLASS A (8.29%).

To see the historical data of Meritage Group's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Meritage Group's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $3,638M+
Period: 2025 Q1
Number of stock: 17
Update: 14 May 2025
A
4.29%
1,334,958
$116.98
5.21% $110.88
$156,163,387
ABNB
4.17%
1,269,499
$119.46
7.71% $128.67
$151,654,351
AMZN
8.92%
1,057,341
$190.26
7.60% $204.72
$201,169,732
+14.76% (+136,031)
+1.15%
ADI
2.22%
400,645
$201.67
6.92% $215.62
$80,798,077
-35.43% (-219,799)
-1.22%
ADSK
8.19%
1,138,082
$261.80
14.30% $299.23
$297,949,868
CP
7.29%
2,282,956
$70.25
14.94% $80.75
$160,386,634
COF
10.18%
2,065,594
$179.30
6.57% $191.08
$370,361,004
+61.79% (+788,887)
+3.89%
DLTR
0.12%
58,257
$75.07
19.01% $89.34
$4,373,353
-81.42% (-255,249)
-0.53%
EFX
2.70%
237,711
$243.56
7.63% $262.14
$57,897,035
buy
+2.70%
MCHP
3.99%
2,999,177
$48.41
18.69% $57.46
$145,190,159
+18.60% (+470,268)
+0.63%
MSFT
14.29%
1,385,107
$375.39
21.84% $457.36
$519,955,317
buy
+14.29%
PCOR
4.98%
1,578,664
$66.02
1.92% $67.29
$104,223,450
QSR
6.05%
3,301,689
$66.64
7.74% $71.80
$220,024,555
TPX
3.12%
1,894,377
$59.88
9.90% $65.81
$113,435,295
buy
+3.12%
TDG
1.46%
21,442
$1,383.29
5.58% $1,460.52
$29,661,057
-59.47% (-31,465)
-2.14%
TRU
9.76%
4,278,373
$82.99
3.58% $85.96
$355,062,175
WDAY
8.29%
1,291,132
$233.53
2.73% $239.90
$301,518,056
17 of 17

Completely sold out

AON
996,211
-9.83%
CRL
1,074,120
-5.45%
CRH
890,036
-4.15%
GE
1,231,708
-5.65%
PRM
3,916,272
-1.38%
UNH
300,755
-4.18%

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.