Nathaniel Simons' Portfolio Trends: Quarterly Gains & Losses Revealed
Nathaniel Simons' portfolio, valued at over $3.2 billion as of December 31, 2025, showed significant changes in major holdings, with notable increases in Microsoft and Workday, alongside substantial decreases in Amazon and Capital One.
Nathaniel Simons' portfolio, with a total value of $3.21 billion as of December 31, 2025, displayed significant quarterly movements across its top holdings. The portfolio is heavily concentrated in Technology and Financial Services sectors.
Microsoft (MSFT) stands out as the largest position, representing 18.98% of the portfolio. There was a substantial increase in shares held, rising by 12.24% compared to the previous period, indicating strong confidence in this Technology stock. For more details on Microsoft, visit their profile.
TRANSUNION (TRU) and CAPITAL ONE (COF), both in the Financial Services sector, saw significant reductions. TRANSUNION's position decreased by 2.44% in shares, while CAPITAL ONE experienced a sharp decline of 20.78% in shares held. AMAZON COM INC (AMZN), a Consumer Cyclical stock, also showed a substantial decrease, with shares down by 18.39%. Investors can find more information on AMAZON at their profile.
Conversely, WORKDAY INC (WDAY), a Technology stock, saw an increase in its position, with shares growing by 8.28%. MSCI INC (MSCI), another Financial Services holding, also increased its share count by 12.35%. For further analysis, see Workday's profile and MSCI's profile.
Other significant holdings like RESTAURANT BRANDS INTL INC (QSR), SOMNIGROUP INTERNATIONAL INC (TPX), PROCORE TECHNOLOGIES INC (PCOR), and EQUIFAX INC (EFIX) all showed decreases in their respective positions during the quarter, although their portfolio weightings are smaller compared to the top holdings.
To view Nathaniel Simons' complete portfolio holdings and performance, visit his investor profile at InsiderSet.