- Portfolio
- Activity
Nathaniel Simons Holdings Activity
Meritage Group Portfolio 13F
Meritage Group has disclosed a total of 45 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 13, bought 14 totally new, decreased the number of shares of 8 and completely sold out 10 position(s).
What stocks is Nathaniel Simons buying now?
In the recent quarter Nathaniel Simons has bought 27 securities out of which top 5 purchases (by % change to portfolio) are (WDAY) WORKDAY INC-CLASS A (added shares +70.15%), (PATH) UIPATH INC - CLASS A (new buy), (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +16.02%), (ZEN) ZENDESK INC (added shares +26.68%) and (COUP) COUPA SOFTWARE INC (added shares +38.66%).
What does Nathaniel Simons invest in?
Nathaniel Simons's top 5 holdings (by % of portfolio) are (CHTR) CHARTER COMMUNICATIONS INC-A (13.62%), (AMZN) AMAZONCOM INC (9.18%), (TDG) TRANSDIGM GROUP INC (8.84%), (GOOG) ALPHABET INC-CL C (8.6%) and (CRM) SALESFORCECOM INC (8.52%).
In the latest report(s) the following changes have been made to the top investments: (CHTR) CHARTER COMMUNICATIONS INC-A (added shares +16.02%), (AMZN) AMAZONCOM INC (added shares +13.95%), (TDG) TRANSDIGM GROUP INC (reduced shares -7.57%), (GOOG) ALPHABET INC-CL C (reduced shares -14.51%) and (CRM) SALESFORCECOM INC (reduced shares -25.01%).
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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.