Nathaniel Simons' Top Holdings: Tech and Financial Stocks in Focus

Nathaniel Simons, managing director at Meritage Group, has built a substantial portfolio worth $2.65 billion as of March 31, 2026. His top holdings reflect a strategic focus on high-growth sectors, with significant allocations to Technology and Financial Services stocks. For more on Nathaniel Simons' investment profile, visit his investor profile.

Microsoft Corporation (MSFT) stands as the largest holding in Simons' portfolio, representing 17.75% of the total value. With a stake of 1,270,530 shares valued at $470.3 million, Microsoft's stock has seen a modest increase in shares held, rising by 0.65% from the previous period. Learn more about Microsoft's investor landscape at MSFT.

Amazon.com Inc. (AMZN) is the second-largest holding, accounting for 14.58% of the portfolio with a value of $386.3 million. Simons holds 1,855,005 shares, which also increased by 0.65% during the period. Explore Amazon's stock performance and investor data here: AMZN.

TransUnion (TRU) is a key position in the Financial Services sector, making up 9.48% of the portfolio with $251.4 million in value. However, Simons has significantly reduced his stake, with a 31.9% decrease in shares held. For detailed investor data on TransUnion, see TRU.

Captial One Financial Corp. (COF) holds 9.04% allocation with $239.5 million in value. This position also saw a substantial reduction, with shares down 28.52% from the prior period. Visit COF for more insights.

Aon PLC (AON) represents 8.28% of the portfolio, valued at $219.5 million. Simons' stake in this insurance services company decreased by 31.72% during the period. Check out AON's investor data at AON.

MSCI Inc. (MSCI) is allocated at 8.26% with a $218.9 million value. This position experienced a decline of 12.97% in shares held. Explore MSCI's investor profile here: MSCI.

S&P Global Inc. (SPGI) holds an 8.10% allocation with $214.5 million in value. Notably, Simons increased his stake in this financial data provider by 175.87% during the period. Learn more about S&P Global at SPGI.

Workday Inc. (WDAY) is positioned at 7.96% of the portfolio, valued at $210.9 million. This stake also saw a small increase of 0.65% from prior periods. Visit WDAY for more information.

Procore Technologies Inc. (PCOR) represents 5.76% allocation with $152.7 million in value. Shares held increased by just 0.33% during the period. Explore Procore's investor data at PCOR.

Costar Group Inc. (CSGP) is the tenth-largest holding, accounting for 5.07% of the portfolio with $134.3 million in value. This position saw a remarkable 100% increase in shares held during the period. For more on Costar Group, see CSGP.