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

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 investment strategy appears to favor large-cap technology and financial services companies, as evidenced by his top holdings.

Microsoft Corporation (MSFT) stands as the largest holding in Simons' portfolio, representing 18.98% of the total value. Simons holds a significant position in the tech giant, with 1,262,311 shares valued at $610.5 million. The position saw a healthy increase of 12.24% in shares during the period, indicating confidence in Microsoft's continued growth trajectory.

TransUnion (TRU) is another major holding, accounting for 14.23% of the portfolio. This financial services company saw a slight reduction in Simons' stake, with a 2.44% decrease in shares held.

Captial One Financial Corporation (COF) maintains a strong position at 13.85% allocation. However, Simons has significantly reduced his stake in this financial services company, experiencing an 20.78% decline in shares.

Amazon.com Inc. (AMZN) represents another core holding at 13.23% allocation. Similar to Capital One, Simons has reduced his position in Amazon, with an 18.39% decrease in shares.

The investor's focus on technology extends to WORKDAY Inc. (WDAY), which holds a 10.77% allocation. This position has seen positive growth, with an 8.28% increase in shares during the period.

MSCI Inc. (MSCI) completes the top five holdings with an 8.33% allocation. This diversification into another financial services company shows breadth in Simons' investment approach.

Further strengthening his position in the financial services sector, Simons also holds Restaurant Brands International (QSR) and Somnigroup International (TPX), each representing around 6-7% of the portfolio. In the technology space, Procore Technologies (PCOR) adds another dimension to his holdings.

For more detailed information about Nathaniel Simons' investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/nathaniel-simons-meritage-group. To explore each stock holding in depth, including company profiles and financials, check out the individual stock pages: Microsoft, TransUnion, Capital One, Amazon, WORKDAY, MSCI, Restaurant Brands, Somnigroup, and Procore.