Nathaniel Simons Portfolio Analysis: Top Holdings and Concentration
A detailed look at Nathaniel Simons' portfolio concentration as of December 31, 2025, highlighting key holdings and share changes.
Nathaniel Simons, managing director at Meritage Group, has a substantial portfolio valued at approximately $3.22 billion as of December 31, 2025. This portfolio demonstrates significant concentration in specific sectors and holdings.
The largest position is Microsoft Corp (MSFT), holding 1,262,311 shares valued at $610.5 million, representing 18.98% of the total portfolio. This position saw an increase in shares during the prior period, growing by 12.24%.
TransUnion (TRU) is the second-largest holding, with 5,334,488 shares valued at $457.4 million (14.23% allocation). This position experienced a slight decrease in shares (-2.44%) during the prior period.
Capital One Financial Corp (COF) holds the third position with 1,837,016 shares valued at $445.2 million (13.85% allocation). This position saw a significant reduction in shares (-20.78%) from the previous period.
Additional major positions include Amazon.com Inc. (AMZN), Equifax Inc. (EFX), Workday Inc. (WDAY), MSCI Inc. (MSCI), and several others, showcasing a concentration primarily in Technology and Financial Services sectors.
For a complete view of Nathaniel Simons' holdings, visit his profile on Insiderset: https://www.insiderset.com/investor/nathaniel-simons-meritage-group. Detailed information on each stock, including Microsoft Corp (MSFT), TransUnion (TRU), and Capital One Financial Corp (COF), is available on Insiderset.