Nathaniel Simons's Portfolio

Meritage Group 13F holdings

What is Nathaniel Simons's portfolio?

Meritage Group has disclosed a total of 11 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $3,502,701,300.

What stocks does Nathaniel Simons own?

In Nathaniel Simons's portfolio as of 30 Sep 2025, the top 5 holdings are (MSFT) MICROSOFT CORP (16.63%), (AMZN) AMAZONCOM INC (14.16%), (COF) CAPITAL ONE FINANCIAL CORP (14.07%), (TRU) TRANSUNION (13.08%) and (WDAY) WORKDAY INC-CLASS A (10.24%).

To see the historical data of Meritage Group's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Meritage Group's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $3,502M+
Period: 2025 Q3
Number of stock: 11
Update: 13 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
A
AGILENT TECHNOLOGIES INC
4.86%
1,325,963
$128.35
7.81% $138.37
$170,187,351
AMZN
AMAZONCOM INC
14.16%
2,258,356
$219.57
15.59% $253.79
$495,867,227
COF
CAPITAL ONE FINANCIAL CORP
14.07%
2,318,833
$212.58
13.82% $183.20
$492,937,519
EFX
EQUIFAX INC
1.24%
169,633
$256.53
33.35% $170.99
$43,515,953
buy
+1.24%
MSFT
MICROSOFT CORP
16.63%
1,124,698
$517.95
17.36% $428.05
$582,537,329
MSCI
MSCI INC
6.73%
415,308
$567.41
9.07% $618.87
$235,649,912
+33.40% (+103,993)
+1.68%
PCOR
PROCORE TECHNOLOGIES INC
5.68%
2,727,718
$72.92
30.47% $50.70
$198,905,197
QSR
RESTAURANT BRANDS INTERN
6.01%
3,280,877
$64.14
11.99% $71.83
$210,435,451
TPX
TEMPUR SEALY INTERNATIONAL I
7.31%
3,036,205
$84.33
-
$256,043,168
TRU
TRANSUNION
13.08%
5,468,063
$83.78
15.72% $70.61
$458,114,318
-7.61% (-450,259)
-1.08%
WDAY
WORKDAY INC-CLASS A
10.24%
1,489,253
$240.73
38.56% $147.91
$358,507,875
+16.13% (+206,821)
+1.42%
11 of 11

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ABNB
AIRBNB INC-CLASS A
1,261,608
-4.77%
ADI
ANALOG DEVICES INC
397,768
-2.70%
SPY
SPDR S&P 500 ETF TRUST
106,022
-1.87%

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.