Nathaniel Simons – Meritage Group Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Meritage Group portfolio balances reported a total equity value of $3.65B across 13 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 13, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight MICROSOFT CORP (MSFT) as the single largest position, accounting for 15.3% of total equity value, followed by TRANSUNION (TRU), AMAZON COM INC (AMZN), CAPITAL ONE FINL CORP (COF), and others. Collectively, the top five holdings represent 65.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.