Amazon.com Inc (AMZN) is 12.15% of Nathaniel Simons' Meritage Group portfolio as of September 30, 2026, according to the 13F-HR filed with the SEC on November 13, 2026: 1.35M shares worth about $337M, the 3rd largest of 13 stock positions. Nathaniel Simons trimmed the share count by 12% in 2026 Q3.
What did the 2026 Q3 filing report for AMZN?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 12.15% |
| Shares | 1.35M |
| Reported value | $337M |
| Rank in portfolio | 3rd of 13 |
| Largest holding | MSFT at 21.91% |
| Top three holdings | 51.94% of the book |
| Change this quarter | -12% shares |
How concentrated is Nathaniel Simons in AMZN?
AMZN at 12.15% is 1.6 times the average stock position in the Nathaniel Simons portfolio, which is 8%. The largest holding is MSFT at 21.91%. The three largest stocks together are 51.94% of the reported book. A quarter earlier AMZN was 14.17% of the book.
Where does AMZN sit in the Nathaniel Simons portfolio?
AMZN ranks 3rd of 13 stock positions in the Nathaniel Simons portfolio at 12.15%, above the fund's average stock position of 8%. The AMZN cut was the 7th largest of the quarter's 15 position changes by percent change to portfolio. Across the 2026 Q3 portfolio, Nathaniel Simons reported 13 stock positions, with 3 opened and 2 closed. The total portfolio value is about $2.78B, up 7% 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. Last quarter the fund cut the position by 17%. Every reported trade is on the Nathaniel Simons AMZN trade history page.
Did other funds buy or sell AMZN in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 15 hold AMZN. Of those, 2 opened it this quarter. The largest buyers of AMZN this quarter were John Armitage, Parnassus Endeavor Fund and Harry Burn. The largest sellers were Lewis Sanders, Polen Capital Management and Nicolai Tangen. Every tracked holder of AMZN is on the AMZN ownership page.
FAQ
What share of the Nathaniel Simons portfolio is AMZN?
AMZN is 12.15% of the Nathaniel Simons portfolio as of 2026 Q3, the 3rd largest of 13 stock positions.
What is the AMZN stake of Nathaniel Simons worth?
Nathaniel Simons holds 1.35M shares of AMZN, worth about $337M at September 30, 2026 prices, 12.15% of the reported portfolio.
What are the largest holdings of Nathaniel Simons?
The largest stock positions of Nathaniel Simons as of 2026 Q3 are MSFT (21.91%), META (17.88%) and AMZN (12.15%), together 51.94% of the book.
Did Nathaniel Simons' Meritage Group change its AMZN position in 2026 Q3?
Nathaniel Simons trimmed the share count by 12% in 2026 Q3.