Nathaniel Simons' Portfolio Snapshot: Top Holdings in Tech and Financial Services as of March 31, 2026
A snapshot of Nathaniel Simons' portfolio as of March 31, 2026, highlighting top holdings in Technology and Financial Services sectors, including significant changes in shares for TransUnion and Capital One.
As of March 31, 2026, Nathaniel Simons' portfolio at Meritage Group is valued at approximately $2.65 billion. The portfolio is heavily concentrated in Technology and Financial Services sectors, with Microsoft (MSFT) and Amazon (AMZN) leading the Technology holdings, while TransUnion (TRU) and several Financial Services stocks make up a significant portion of the portfolio.
Simons' Technology holdings include Microsoft (MSFT) and Amazon (AMZN), both with steady increases in shares (+0.65%) from the prior period. Workday (WDAY) and Procore Technologies (PCOR) also feature in the top holdings, showing small share increases. Notably, Microsoft (MSFT) holds the largest allocation at 17.75% of the portfolio.
In the Financial Services sector, TransUnion (TRU) shows a significant decrease in shares (-31.9%) and allocation (-9.48%). Capital One (COF) and AON (AON) also saw substantial reductions in shares (-28.52% and -31.72%, respectively) and allocation. Conversely, S&P Global (SPGI) experienced a substantial increase in shares (+175.87%) and allocation (+8.1%).
For Real Estate, Costar Group (CSGP) represents a new addition to the top holdings, with shares increasing by 100% from the prior period, adding 5.07% to the portfolio allocation.
For detailed insights into Nathaniel Simons' investment strategy and holdings, visit his profile on Insiderset: Nathaniel Simons (Meritage Group). You can also explore each stock's performance and details on Insiderset: Microsoft (MSFT), TransUnion (TRU), Capital One (COF), and more.