Nathaniel Simons Portfolio Analysis: Concentration in Tech and Financial Services
A detailed look at Nathaniel Simons' portfolio concentration as of December 31, 2025, highlighting major holdings in Technology and Financial Services sectors.
As of December 31, 2025, Nathaniel Simons' portfolio, managed through Meritage Group, shows significant concentration in specific sectors, with Technology and Financial Services dominating the holdings.
The largest position is Microsoft Corp (MSFT), holding approximately 18.98% of the total portfolio value. This allocation underscores a substantial stake in one of the world's leading technology companies. Simons' position in Microsoft saw an increase in shares during the prior period.
TRANSUNION (TRU) follows as the second-largest holding, representing 14.23% of the portfolio. This Financial Services stock experienced a slight increase in shares, albeit a decrease in percentage allocation, suggesting overall portfolio rebalancing or value changes.
CAPITAL ONE FINL CORP (COF) holds the third position with a 13.85% allocation. This Financial Services holding saw a significant reduction in shares during the prior period, indicating a substantial divestment.
AMAZON COM INC (AMZN) is the fourth-largest holding at 13.23% allocation. Similar to Capital One, Amazon's share count decreased notably in the prior period.
WORKDAY INC (WDAY) and MSCI INC (MSCI) round out the top five holdings, representing significant portions of the portfolio. WDAY, a Technology company, saw an increase in shares, while MSCI, a Financial Services firm, also increased its share count.
Restaurants Brands International (QSR) and Somnigroup International (TPX) are substantial holdings within the Consumer Cyclical sector, each accounting for around 6-7% of the portfolio. TPX saw a large decrease in shares.
Procore Technologies (PCOR), another Technology holding, also experienced a decline in its share count during the prior period.
EQUIFAX INC (EFX) completes the list of top holdings, representing a smaller but still notable portion of the portfolio.
For a comprehensive view of Nathaniel Simons' investment profile, you can visit his profile on Insiderset. Detailed analysis of each stock holding, including Microsoft (MSFT), TransUnion (TRU), Capital One (COF), Amazon (AMZN), Workday (WDAY), MSCI (MSCI), Restaurant Brands International (QSR), Somnigroup (TPX), Procore (PCOR), and Equifax (EFX), is available on Insiderset's investor stock pages.