Nathaniel Simons' Meritage Group holds 1.54M shares of Amazon.com Inc (AMZN) worth about $367.6M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 13, 2026. The position is 14.17% of the reported portfolio, the 2nd largest of 12 stock positions. Nathaniel Simons trimmed the share count by 17% in 2026 Q2.
What did the 2026 Q2 filing report for AMZN?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 14.17% |
| Shares | 1.54M |
| Reported value | $367.6M |
| Rank in portfolio | 2nd of 12 |
| Largest holding | MSFT at 18.38% |
| Top three holdings | 42.76% of the book |
| Change this quarter | -17% shares |
How concentrated is Nathaniel Simons in AMZN?
AMZN at 14.17% is 1.7 times the average stock position in the Nathaniel Simons portfolio, which is 8%. The largest holding is MSFT at 18.38%. The three largest stocks together are 42.76% of the reported book. A quarter earlier AMZN was 14.58% of the book.
Where does AMZN sit in the Nathaniel Simons portfolio?
AMZN ranks 2nd of 12 stock positions in the Nathaniel Simons portfolio at 14.17%, above the fund's average stock position of 8%. The AMZN cut was the 3rd largest of the quarter's 14 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Nathaniel Simons reported 12 stock positions, with 1 opened and 2 closed. The total portfolio value is about $2.6B, down 2% from the prior quarter.
How long has Nathaniel Simons held AMZN?
Nathaniel Simons first reported AMZN in the quarter ended March 31, 2017. The fund sold out of the name in 2020 Q2 and came back in 2021 Q2. The weight peaked at 14.58% in 2026 Q1. The share count was unchanged the quarter before. Every reported trade is on the Nathaniel Simons AMZN trade history page.
Did other funds buy or sell AMZN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 29 hold AMZN. One other tracked fund sold out of it. The largest buyers of AMZN this quarter were Dodge & Cox Stock Fund, David Tepper and Seth Klarman. The largest sellers were Lewis Sanders, Eagle Capital Management and Bill Ackman. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
What share of the Nathaniel Simons portfolio is AMZN?
AMZN is 14.17% of the Nathaniel Simons portfolio as of 2026 Q2, the 2nd largest of 12 stock positions.
What is the AMZN stake of Nathaniel Simons worth?
Nathaniel Simons holds 1.54M shares of AMZN, worth about $367.6M at June 30, 2026 prices, 14.17% of the reported portfolio.
What are the largest holdings of Nathaniel Simons?
The largest stock positions of Nathaniel Simons as of 2026 Q2 are MSFT (18.38%), AMZN (14.17%) and COF (10.22%), together 42.76% of the book.
Did Nathaniel Simons' Meritage Group change its AMZN position in 2026 Q2?
Nathaniel Simons trimmed the share count by 17% in 2026 Q2.