Meta Platforms Inc (META) is 17.88% of Nathaniel Simons' Meritage Group portfolio as of September 30, 2026, according to the 13F-HR filed with the SEC on November 13, 2026: 684K shares worth about $496M, the 2nd largest of 13 stock positions. Nathaniel Simons added 139% to the share count in 2026 Q3.
What did the 2026 Q3 filing report for META?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 17.88% |
| Shares | 684K |
| Reported value | $496M |
| Rank in portfolio | 2nd of 13 |
| Largest holding | MSFT at 21.91% |
| Top three holdings | 51.94% of the book |
| Change this quarter | +139% shares |
How concentrated is Nathaniel Simons in META?
META at 17.88% is 2.3 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 META was 6.22% of the book.
Where does META sit in the Nathaniel Simons portfolio?
META ranks 2nd of 13 stock positions in the Nathaniel Simons portfolio at 17.88%, above the fund's average stock position of 8%. The META addition was the 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 META?
Nathaniel Simons first reported META in the quarter ended March 31, 2018. The fund sold out of the name in 2024 Q3 and came back in 2026 Q2. The current weight is the highest the fund has reported for the name. Every reported trade is on the Nathaniel Simons META trade history page.
Did other funds buy or sell META in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 11 hold META. Of those, 2 opened it this quarter. The largest buyers of META this quarter were Polen Capital Management, John Armitage and Parnassus Endeavor Fund. The largest sellers were Lewis Sanders, Greenbrier Partners Capital Management and Francois Rochon. Every tracked holder of META is on the META ownership page.
FAQ
What share of the Nathaniel Simons portfolio is META?
META is 17.88% of the Nathaniel Simons portfolio as of 2026 Q3, the 2nd largest of 13 stock positions.
What is the META stake of Nathaniel Simons worth?
Nathaniel Simons holds 684K shares of META, worth about $496M at September 30, 2026 prices, 17.88% 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 META position in 2026 Q3?
Nathaniel Simons added 139% to the share count in 2026 Q3.