Nathaniel Simons' Top Holdings in Meritage Group Portfolio

As of December 31, 2025, Nathaniel Simons' portfolio managed by Meritage Group is valued at approximately $3.22 billion. The top holdings show a mix of technology, financial services, and consumer cyclical stocks, with notable changes in share positions from the prior period.

Microsoft (MSFT), a dominant player in the Technology sector, holds an 18.98% allocation and saw a 12.24% increase in shares, indicating confidence in the company's performance.

TRANSUNION (TRU) in Financial Services increased its shares by 2.44%, maintaining its 14.23% allocation. Similarly, MSCI (MSCI), also in Financial Services, increased its position by 12.35%, contributing to an 8.33% portfolio allocation.

CAPITAL ONE FINL CORP (COF) in Financial Services experienced a significant reduction, with shares down by 20.78% from the prior period, slightly decreasing its allocation to 13.85%. AMAZON COM INC (AMZN) in Consumer Cyclical also saw a decline of 18.39% in shares, reducing its allocation to 13.23%.

WORKDAY INC (WDAY) in Technology showed positive momentum, with an 8.28% increase in shares, maintaining its 10.77% allocation. RESTAURANT BRANDS INTL INC (QSR) and SOMNIGROUP INTERNATIONAL INC (TPX), both in Consumer Cyclical, saw modest declines of 2.44% each, reducing their allocations to 6.79% and 6.67% respectively.

PROCORE TECHNOLOGIES INC (PCOR) in Technology experienced a slight decrease of 2.13% in shares, reducing its allocation to 6.04%. EQUIFAX INC (EFX) in Industrials saw a minor reduction of 2.44% in shares, maintaining its small 1.12% allocation.

For detailed insights into Nathaniel Simons' investment strategy and stock performance, readers can explore the investor profile and individual stock analyses on Insiderset.