Nathaniel Simons - Meritage Group Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the Meritage Group portfolio balances reported a total equity value of $2.60B across 12 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 18.4% of total equity value, followed by AMAZON COM INC (AMZN), CAPITAL ONE FINL CORP (COF), TRANSUNION (TRU), and others. Collectively, the top five holdings represent 61.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.