Nathaniel Simons Portfolio Analysis: Concentration in Tech and Financials
Detailed analysis of Nathaniel Simons' portfolio concentration as of March 31, 2026, highlighting key holdings and sector allocations.
As of March 31, 2026, Nathaniel Simons' portfolio at Meritage Group shows significant concentration in specific sectors, with Technology and Financial Services dominating the holdings. The portfolio totals approximately $2.65 billion, with allocations heavily weighted toward large-cap technology and financial companies.
Microsoft (MSFT) stands as the largest holding, representing 17.75% of the portfolio with a value of approximately $470 million. The position saw an increase in shares during the prior period, reflecting a steady allocation strategy. Investors can explore Microsoft's profile at https://www.insiderset.com/investors/stocks/MSFT.
Amazon (AMZN) follows as the second-largest position, accounting for 14.58% of the portfolio. This consumer cyclical stock also showed positive share growth, indicating continued confidence in e-commerce and cloud services. For more details, visit https://www.insiderset.com/investors/stocks/AMZN.
The Financial Services sector dominates the remaining allocations, with seven of the top ten holdings falling within this category. TransUnion (TRU) represents 9.48% of the portfolio, though it experienced a significant reduction in shares during the prior period. Capital One (COF) and S&P Global (SPGI) also show substantial holdings but varying share movements. Detailed profiles for these companies are available at https://www.insiderset.com/investors/stocks/TRU, https://www.insiderset.com/investors/stocks/COF, and https://www.insiderset.com/investors/stocks/SPGI.
Technology remains a strong sector focus beyond Microsoft, with Workday (WDAY) and Procore Technologies (PCOR) each holding around 7-8% of the portfolio. These companies, along with MSCI and others, demonstrate the breadth of the Technology allocation despite the dominance of Microsoft. More information on these companies can be found at https://www.insiderset.com/investors/stocks/WDAY, https://www.insiderset.com/investors/stocks/PCOR, and https://www.insiderset.com/investors/stocks/MSCI.
The complete portfolio breakdown reveals a highly concentrated approach, with Technology and Financial Services accounting for the vast majority of allocations. For a comprehensive view of Nathaniel Simons' investment strategy, please visit his profile at https://www.insiderset.com/investor/nathaniel-simons-meritage-group.