Quarterly Portfolio Analysis: Nathaniel Simons' Investment Trends

Nathaniel Simons, managing a portfolio valued at approximately $2.65 billion as of March 31, 2026, demonstrated notable quarterly trends across various sectors. His holdings in Financial Services and Technology experienced significant changes, reflecting both strategic adjustments and market dynamics.

Simons increased his stake in Microsoft (MSFT) and Amazon (AMZN), both Technology stocks, by 0.65% in terms of shares. These positions show steady growth but lack the dramatic shifts seen elsewhere in the portfolio.

In the Technology sector, Simons also boosted his holdings in Workday (WDAY) and Procore Technologies (PCOR) by 0.65% and 0.33% respectively, indicating continued confidence in these areas.

The most striking increase during this period was in S&P Global (SPGI). Simons significantly expanded his position in this Financial Services stock by 175.87% in terms of shares, making it the standout performer in terms of share growth.

Conversely, Simons reduced his exposure in several Financial Services companies. TransUnion (TRU) saw a sharp 31.9% decrease in shares, while Capital One (COF) and AON (AON) experienced reductions of 28.5% and 31.7% respectively. MSCI (MSCI) also saw a decline of 12.97% in shares.

Simons also notably increased his position in Costar Group (CSGP) by 100% in shares during the quarter, another significant addition to his portfolio.

For comprehensive insights into Nathaniel Simons' investment activities, visit his profile on Insiderset. Detailed analysis of each stock, including Microsoft (MSFT), Amazon (AMZN), TransUnion (TRU), Capital One (COF), AON (AON), MSCI (MSCI), S&P Global (SPGI), Workday (WDAY), Procore Technologies (PCOR), and Costar Group (CSGP), is available on Insiderset's investor coverage pages.