One name, Microsoft Corp (MSFT), is 21.91% of what Nathaniel Simons' Meritage Group reports for 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026. The stake is 1.19M shares worth about $608M, the largest of 13 stock positions. Nathaniel Simons trimmed the share count by 7% in 2026 Q3.
What did the 2026 Q3 filing report for MSFT?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Value | |
|---|---|
| Portfolio weight | 21.91% |
| Shares | 1.19M |
| Reported value | $608M |
| Rank in portfolio | 1st of 13 |
| Next largest holding | META at 17.88% |
| Top three holdings | 51.94% of the book |
| Change this quarter | -7% shares |
How concentrated is Nathaniel Simons in MSFT?
MSFT at 21.91% is 2.8 times the average stock position in the Nathaniel Simons portfolio, which is 8%. The next largest holding is META at 17.88%. The three largest stocks together are 51.94% of the reported book. A quarter earlier MSFT was 18.38% of the book.
Where does MSFT sit in the Nathaniel Simons portfolio?
MSFT is the largest of 13 stock positions in the Nathaniel Simons portfolio at 21.91%, above the fund's average stock position of 8%. The MSFT cut was the 6th 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 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 current weight is the highest the fund has reported for the name. 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 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 16 hold MSFT. One other tracked fund sold out of it. The largest buyers of MSFT this quarter were Donald Yacktman, Parnassus Endeavor Fund and Richard Pzena. The largest sellers were Lewis Sanders, Polen Capital Management and Vulcan Value Partners. Every tracked holder of MSFT is on the MSFT ownership page.
FAQ
What share of the Nathaniel Simons portfolio is MSFT?
MSFT is 21.91% of the Nathaniel Simons portfolio as of 2026 Q3, the largest of 13 stock positions.
What is the MSFT stake of Nathaniel Simons worth?
Nathaniel Simons holds 1.19M shares of MSFT, worth about $608M at September 30, 2026 prices, 21.91% 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 MSFT position in 2026 Q3?
Nathaniel Simons trimmed the share count by 7% in 2026 Q3.