Nat Simons Portfolio Holdings
Meritage Group LP
- $3.62 Billion
- Q2 2025
Meritage Group LP, under direction of Nat Simons has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.62 Billion distributed in 13 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $559M, Trans Union with a value of $521M, Amazon Com Inc with a value of $495M, Capital One Financial Corp with a value of $493M, and Workday, Inc. with a value of $308M.
Examining the 13F form we can see an increase of $268M in the current position value, from $3.35B to 3.62B.
Meritage Group LP is based out at San Francisco, CA
Below you can find more details about Nat Simons portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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