Nathaniel Simons - Meritage Group Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Meritage Group disclosed 12 stock positions valued at approximately $2.60B as of quarter-end June 30, 2026. The largest holdings include MICROSOFT CORP, AMAZON COM INC, and CAPITAL ONE FINL CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 12
- Portfolio Value
- $2.60B
Holdings by Sector
Meritage Group Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 18.38% | 1,278,653 | +8,123 | +0.64% | $476,963,142 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 14.17% | 1,542,397 | -312,608 | -16.85% | $367,614,901 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 10.22% | 1,321,428 | +8,395 | +0.64% | $265,104,885 |
| TRANSUNION | TRU | Financial Services | 10.16% | 3,656,097 | +23,227 | +0.64% | $263,750,838 |
| AON PLC | AON | Financial Services | 8.75% | 684,518 | +4,349 | +0.64% | $227,047,775 |
| S&P GLOBAL INC | SPGI | Financial Services | 7.97% | 507,635 | +3,225 | +0.64% | $206,739,430 |
| WORKDAY INC | WDAY | Technology | 7.71% | 1,633,399 | +10,377 | +0.64% | $199,960,706 |
| META PLATFORMS INC | META | Communication Services | 6.22% | 286,391 | +285,913 | +59814.44% | $161,321,186 |
| MSCI INC | MSCI | Financial Services | 5.93% | 274,569 | -131,515 | -32.39% | $153,769,623 |
| COSTAR GROUP INC | CSGP | Real Estate | 5.89% | 5,394,164 | +2,065,158 | +62.04% | $152,762,724 |
| TOAST INC | TOST | Technology | 3.68% | 3,432,027 | +21,804 | +0.64% | $95,478,991 |
| EQUIFAX INC | EFX | Industrials | 0.95% | 155,295 | +987 | +0.64% | $24,648,422 |
Showing 12 of 12 holdings in the latest reporting period.