Windacre Partnership
$10.1B 13F equity value
11 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Windacre Partnership covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | 8,630,200 | $2.9B | 28.9% |
| EXPE | EXPEDIA GROUP INC | 3,909,500 | $1.0B | 9.9% |
| FNF | FIDELITY NATL FINL INC | 20,902,800 | $986M | 9.7% |
| TDG | TRANSDIGM GROUP INC | 684,100 | $911M | 9.0% |
| SAP | SAP SE | 4,399,300 | $678M | 6.7% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8,420,300 | $660M | 6.5% |
| MCO | MOODYS CORP | 1,409,900 | $639M | 6.3% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1,318,000 | $629M | 6.2% |
| AMZN | AMAZON COM INC | 2,422,500 | $577M | 5.7% |
| PRM | PERIMETER SOLUTIONS INC | 16,148,621 | $576M | 5.7% |
Track Windacre Partnership's 13F portfolio: $10.1B in reported holdings, 11 positions. Top holdings and quarterly changes on SentiSense.
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