Meritage Group LP
Family Office • Multi-Strategy
Meritage Group LP is a Family Office specializing in Multi-Strategy based in San Francisco, CA led by Nathaniel Henry Simons, reporting $14.6B in AUM as of Q3 2025 with 30% Technology concentration, 94% concentrated in top 10 holdings, and 15% allocation to MSFT.
ChairmanNathaniel Henry Simons
- Portfolio Value
- $3.8B
- Positions
- 12
- Top Holding
- MSFT at 15.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Meritage Group LP's portfolio (94.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $582.5M | 15.50% | — | 0.02% 1.1M shares | |
Specialty Retail Consumer Cyclical | $495.9M | 13.19% | — | 0.02% 2.3M shares | |
Financial - Credit Services Financial Services | $492.9M | 13.11% | — | 0.36% 2.3M shares | |
Consulting Services Industrials | $458.1M | 12.19% | -$37.7M Sold | 2.81% 5.5M shares | |
Software - Application Technology | $358.5M | 9.54% | +$49.8M Bought | 0.56% 1.5M shares | |
Unknown Unknown | $256.0M | 6.81% | — | — 3.0M shares | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $256.0M | 6.81% | — | 1.45% 3.0M shares | |
Financial - Data & Stock Exchanges Financial Services | $235.6M | 6.27% | +$59.0M Bought | 0.54% 415.3K shares | |
Restaurants Consumer Cyclical | $210.4M | 5.60% | — | 1.00% 3.3M shares | |
Software - Application Technology | $198.9M | 5.29% | — | 1.82% 2.7M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Meritage Group LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+33.4% | |
+16.13% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-7.61% |
Analytics
Portfolio insights and performance metrics for Meritage Group LP
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