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
Technology
Top Sector
6
Sectors
Investment Strategy Insights
- • Nathaniel Simons maintains a diversified portfolio across 6 sectors
- • Top 5 holdings represent 51.4% of the portfolio
- • Largest position: MICROSOFT CORP (MSFT) at 14.3%
Trends by sector
Investment Adjustments from Previous Filing
Meritage Group Holdings
| Symbol | Portfolio % | Total Value |
|---|---|---|
| MSFT MICROSOFT CORP | 14.29% | $519,955,317 |
| COF CAPITAL ONE FINL CORP | 10.18% | $370,361,004 |
| TRU TRANSUNION | 9.76% | $355,062,175 |
| AMZN AMAZON COM INC | 8.92% | $324,467,311 |
| WDAY WORKDAY INC | 8.29% | $301,518,056 |
| ADSK AUTODESK INC | 8.19% | $297,949,868 |
| CP CANADIAN PACIFIC KANSAS CITY | 7.29% | $265,101,876 |
| QSR RESTAURANT BRANDS INTL INC | 6.05% | $220,024,555 |
| PCOR PROCORE TECHNOLOGIES INC | 4.98% | $181,258,174 |
| A AGILENT TECHNOLOGIES INC | 4.29% | $156,163,387 |
| ABNB AIRBNB INC | 4.17% | $151,654,351 |
| MCHP MICROCHIP TECHNOLOGY INC. | 3.99% | $145,190,159 |
| TPX SOMNIGROUP INTERNATIONAL INC | 3.12% | $113,435,295 |
| EFX EQUIFAX INC | 2.70% | $98,130,568 |
| ADI ANALOG DEVICES INC | 2.22% | $80,798,077 |
| TDG TRANSDIGM GROUP INC | 1.46% | $52,966,174 |
| DLTR DOLLAR TREE INC | 0.12% | $4,373,353 |