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.

Portfolio value $3.62 Billion
Technology: $1.15 Billion
Consumer Cyclical: $1.05 Billion
Financial Services: $673 Million
Industrials: $521 Million
Healthcare: $156 Million
ETFs: $65.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$559 Million 15.46% of portfolio
1,124,698
Q2 2025 Reduced 18.8%
$16.9B
$521 Million 14.39% of portfolio
5,918,322
Q2 2025 Added 38.33%
$2.26T
$495 Million 13.69% of portfolio
2,258,356
Q2 2025 Added 32.42%
$83.2B
$493 Million 13.63% of portfolio
2,318,833
Q2 2025 Added 12.26%
$43.1B
$308 Million 8.5% of portfolio
1,282,432
Q2 2025 Reduced 0.67%
$19.8B
$217 Million 6.01% of portfolio
3,280,877
Q2 2025 Reduced 0.63%
$8.64B
$187 Million 5.16% of portfolio
2,727,718
Q2 2025 Reduced 0.65%
$44B
$180 Million 4.96% of portfolio
311,315
Q2 2025 New
$9.92B
$175 Million 4.83% of portfolio
3,036,205
Q2 2025 Added 60.27%
$48.5B
$167 Million 4.61% of portfolio
1,261,608
Q2 2025 Reduced 0.62%
$34.7B
$156 Million 4.32% of portfolio
1,325,963
Q2 2025 Reduced 0.67%
$119B
$94.7 Million 2.62% of portfolio
397,768
Q2 2025 Reduced 0.72%
$0
$65.5 Million 1.81% of portfolio
106,022
Q2 2025 New
Nat Simons

Nat Simons

Nat Simons is the founder and CEO of Meritage Group, an investment firm that focuses on value investing. Simons is known for his expertise in value investing and his disciplined approach to investing. He has been involved in a number of successful investments over the course of his career.
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Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $3.62 Billion
  • Prior Value $3.35 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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