Nathaniel Simons - Meritage Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 17 | |
| Portfolio Value | $3.64B |
Portfolio Overview
Comprehensive analysis of Nathaniel Simons's investment portfolio
17
Total Holdings
$3.6B
Portfolio Value
Mar 31, 2025
Latest Filing
14.3%
Largest Position
Top Holdings
1
MSFT
MICROSOFT CORP
$520.0M
14.3%
↑+2.1%
2
COF
CAPITAL ONE FINL CORP
$370.4M
10.2%
↑+0.6%
3
TRU
TRANSUNION
$355.1M
9.8%
4
AMZN
AMAZON COM INC
$324.5M
8.9%
↑+0.1%
5
WDAY
WORKDAY INC
$301.5M
8.3%
Recent Activity
TDG
Transdigm Group Incorporated
-38,290
Jun 30, 2025
DLTR
Dollar Tree, Inc.
-58,257
Jun 30, 2025
ADI
Analog Devices, Inc.
-400,645
Jun 30, 2025