Windacre Partnership
$9.3B Assets Reported
13 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | 7,498,000 | $2.7B | 28.4% |
| FNF | FIDELITY NATL FINL INC | 20,902,800 | $969M | 10.4% |
| AMZN | AMAZON COM INC | 3,958,000 | $824M | 8.8% |
| EXPE | EXPEDIA GROUP INC | 3,433,400 | $793M | 8.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2,221,100 | $751M | 8.0% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8,222,760 | $608M | 6.5% |
| TDG | TRANSDIGM GROUP INC | 509,600 | $591M | 6.3% |
| MCO | MOODYS CORP | 1,332,900 | $581M | 6.2% |
| NVDA | NVIDIA CORPORATION | 3,253,100 | $567M | 6.1% |
| PRM | PERIMETER SOLUTIONS INC | 21,854,600 | $534M | 5.7% |
Track Windacre Partnership's 13F portfolio: $9.3B in reported holdings, 13 positions. Top holdings, AUM, and quarterly changes on SentiSense.