Microsoft Corp (MSFT) is 18.38% of Nathaniel Simons' Meritage Group portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 13, 2026: 1.28M shares worth about $477M, the largest of 12 stock positions. Nathaniel Simons added 1% to the share count in 2026 Q2.
What did the 2026 Q2 filing report for MSFT?
As of June 30, 2026, from the 13F-HR filed August 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 18.38% |
| Shares | 1.28M |
| Reported value | $477M |
| Rank in portfolio | 1st of 12 |
| Next largest holding | AMZN at 14.17% |
| Top three holdings | 42.76% of the book |
| Change this quarter | +1% shares |
How concentrated is Nathaniel Simons in MSFT?
MSFT at 18.38% is 2.2 times the average stock position in the Nathaniel Simons portfolio, which is 8%. The next largest holding is AMZN at 14.17%. The three largest stocks together are 42.76% of the reported book. A quarter earlier MSFT was 17.75% of the book.
Where does MSFT sit in the Nathaniel Simons portfolio?
MSFT is the largest of 12 stock positions in the Nathaniel Simons portfolio at 18.38%, above the fund's average stock position of 8%. The MSFT addition was the 7th 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 MSFT?
Nathaniel Simons first reported MSFT in the quarter ended March 31, 2015. The fund sold out of the name in 2023 Q2 and came back in 2025 Q1. The weight peaked at 18.98% in 2025 Q4. The share count was unchanged the quarter before. Every reported trade is on the Nathaniel Simons MSFT trade history page.
Did other funds buy or sell MSFT in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 13, 2026, 36 hold MSFT. Of those, 3 opened it this quarter. Another 4 sold out of it. The largest buyers of MSFT this quarter were Lewis Sanders, Dodge & Cox Stock Fund and Bill Ackman. The largest sellers were Eagle Capital Management, Polen Capital Management and Chris Hohn. Every tracked holder of MSFT is on the MSFT ownership page.
FAQ
What share of the Nathaniel Simons portfolio is MSFT?
MSFT is 18.38% of the Nathaniel Simons portfolio as of 2026 Q2, the largest of 12 stock positions.
What is the MSFT stake of Nathaniel Simons worth?
Nathaniel Simons holds 1.28M shares of MSFT, worth about $477M at June 30, 2026 prices, 18.38% 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 MSFT position in 2026 Q2?
Nathaniel Simons added 1% to the share count in 2026 Q2.