About the Fund
Meritage Group LP is an investment firm founded in 1997 by Nathaniel (Nat) Simons, the son of legendary mathematician and billionaire Jim Simons, the founder of Renaissance Technologies. Meritage specializes in investments across public and private equities, credit instruments, and real estate. The firm is headquartered in San Francisco, with additional offices in New York and Greenwich. Meritage Group follows a balanced investment strategy, combining long-term positions in resilient companies with active management and adaptation to changing market conditions. The firm invests across a range of sectors, including technology, industrials, consumer goods, financial services, and healthcare.
Portfolio Holdings
Period:
Holding | Sector | Portfolio Weight (%) | Change | Return (mln) | Value (mln) |
|---|---|---|---|---|---|
Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only |
Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only |
Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only | Data is available to registered users only |
Portfolio Weight
Return (mln)
Change
Value (mln)
Portfolio Weight
Return (mln)
Change
Value (mln)
Portfolio Weight
Return (mln)
Change
Value (mln)
Sector Allocation for Q1 2026
- -Data is available to registered users onlyData is available to registered users only
- -Data is available to registered users onlyData is available to registered users only
- -Data is available to registered users onlyData is available to registered users only
- -Data is available to registered users onlyData is available to registered users only
About the Fund
Meritage Group LP is an investment firm founded in 1997 by Nathaniel (Nat) Simons, the son of legendary mathematician and billionaire Jim Simons, the founder of Renaissance Technologies. Meritage specializes in investments across public and private equities, credit instruments, and real estate. The firm is headquartered in San Francisco, with additional offices in New York and Greenwich. Meritage Group follows a balanced investment strategy, combining long-term positions in resilient companies with active management and adaptation to changing market conditions. The firm invests across a range of sectors, including technology, industrials, consumer goods, financial services, and healthcare.