Nathaniel Simons' Top Holdings: Microsoft, TransUnion, and Key Financial Stocks

Nathaniel Simons, managing director at Meritage Group, has built a substantial portfolio as of December 31, 2025, with a total value of approximately $3.22 billion. His holdings are concentrated in key sectors, with Technology and Financial Services leading the allocation. Below is a detailed breakdown of his top holdings, including share changes from the prior period.

Nathaniel Simons, through Meritage Group, maintains a significant position in Microsoft (MSFT). As of the reporting date, Microsoft represents 18.98% of his portfolio, with a total stock value of $610.5 million. The position saw an increase of 12.24% in shares during the prior period, indicating confidence in the company's growth trajectory.

In the Financial Services sector, TransUnion (TRU) holds the second-largest allocation at 14.23% of the portfolio, valued at $457.4 million. Simons' stake in TransUnion experienced a slight reduction, with a -2.44% change in shares from the previous period.

Captial One Financial Corporation (COF) follows closely with a 13.85% allocation, valued at $445.2 million. This position saw a significant reduction, with a -20.78% decrease in shares during the prior period.

Consumer Cyclical holdings are prominent in Simons' portfolio, with Amazon (AMZN) at 13.23% and Restaurant Brands International (QSR) at 6.79%. Amazon's position decreased by -18.39% in shares, while Restaurant Brands saw a minor reduction of -2.44%.

Technology remains a strong theme with Workday (WDAY) at 10.77% allocation. This position saw positive growth with an 8.28% increase in shares during the prior period.

Additional significant holdings include MSCI (MSCI) at 8.33%, Procore Technologies (PCOR) at 6.04%, and Equifax (EFX) at 1.12%. Each of these positions offers diversification within their respective sectors.

For detailed insights into Nathaniel Simons' investment activities, readers can explore his profile at https://www.insiderset.com/investor/nathaniel-simons-meritage-group. Individual stock analyses are available at each company's page, such as for Microsoft at https://www.insiderset.com/investors/stocks/MSFT.