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
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
A
AGILENT TECHNOLOGIES INC
4.29%
1,334,958
$116.98
5.21% $110.88
$156,163,387
ABNB
AIRBNB INC-CLASS A
4.17%
1,269,499
$119.46
7.71% $128.67
$151,654,351
AMZN
AMAZONCOM INC
8.92%
1,057,341
$190.26
7.60% $204.72
$201,169,732
+14.76% (+136,031)
+1.15%
ADI
ANALOG DEVICES INC
2.22%
400,645
$201.67
6.92% $215.62
$80,798,077
-35.43% (-219,799)
-1.22%
ADSK
AUTODESK INC
8.19%
1,138,082
$261.80
14.30% $299.23
$297,949,868
CP
CANADIAN PACIFIC KANSAS CITY
7.29%
2,282,956
$70.25
14.94% $80.75
$160,386,634
COF
CAPITAL ONE FINANCIAL CORP
10.18%
2,065,594
$179.30
6.57% $191.08
$370,361,004
+61.79% (+788,887)
+3.89%
DLTR
DOLLAR TREE INC
0.12%
58,257
$75.07
19.01% $89.34
$4,373,353
-81.42% (-255,249)
-0.53%
EFX
EQUIFAX INC
2.70%
237,711
$243.56
7.63% $262.14
$57,897,035
buy
+2.70%
MCHP
MICROCHIP TECHNOLOGY INC
3.99%
2,999,177
$48.41
18.69% $57.46
$145,190,159
+18.60% (+470,268)
+0.63%
MSFT
MICROSOFT CORP
14.29%
1,385,107
$375.39
21.84% $457.36
$519,955,317
buy
+14.29%
PCOR
PROCORE TECHNOLOGIES INC
4.98%
1,578,664
$66.02
1.92% $67.29
$104,223,450
QSR
RESTAURANT BRANDS INTERN
6.05%
3,301,689
$66.64
7.74% $71.80
$220,024,555
TPX
TEMPUR SEALY INTERNATIONAL I
3.12%
1,894,377
$59.88
9.90% $65.81
$113,435,295
buy
+3.12%
TDG
TRANSDIGM GROUP INC
1.46%
21,442
$1,383.29
5.58% $1,460.52
$29,661,057
-59.47% (-31,465)
-2.14%
TRU
TRANSUNION
9.76%
4,278,373
$82.99
3.58% $85.96
$355,062,175
WDAY
WORKDAY INC-CLASS A
8.29%
1,291,132
$233.53
2.73% $239.90
$301,518,056
17 of 17

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
AON
AON PLC-CLASS A
996,211
-9.83%
CRL
CHARLES RIVER LABORATORIES
1,074,120
-5.45%
CRH
CRH PLC
890,036
-4.15%
GE
GENERAL ELECTRIC CO
1,231,708
-5.65%
PRM
PERIMETER SOLUTIONS INC
3,916,272
-1.38%
UNH
UNITEDHEALTH GROUP INC
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.