Windacre Partnership Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$9.34B
Q ending 2026-03-31
Prior quarter
$9.32B
Q ending 2025-12-31
Change
+0.2% QoQ · +40.0% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Roper Technologies Inc | ROP | Shares | $2.65B | 7.5M |
| Fidelity Natl Finl Inc | FNF | Shares | $969.5M | 20.9M |
| Amazon Com Inc | AMZN | Shares | $824.3M | 4.0M |
| Expedia Group Inc | EXPE | Shares | $792.7M | 3.4M |
| Taiwan Semiconductor Manufac | TSM | Shares | $750.6M | 2.2M |
| Somnigroup International Inc | SGI | Shares | $607.8M | 8.2M |
| Transdigm Group Inc | TDG | Shares | $590.6M | 510K |
| Moodys Corp | MCO | Shares | $581.5M | 1.3M |
| Nvidia Corporation | NVDA | Shares | $567.3M | 3.3M |
| Perimeter Solutions Inc | PRM | Shares | $533.7M | 21.9M |
| Sap Se | SAP | Shares | $472.9M | 2.8M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.