Institutions / Windacre Partnership LLC

Windacre Partnership LLC

CIK 1599383 · Institution · as of Dec 31, 2025

Portfolio value

$9.32B

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Roper Technologies Inc	—	$1.38B	3,096,100	14.8%
Fidelity National Financial Inc	—	$1.08B	19,704,000	11.5%
Amazon.com Inc	—	$949.34M	4,112,900	10.2%
Somnigroup International Inc	—	$832.61M	9,325,800	8.9%
Taiwan Semiconductor Manufacturing Co LtdTSM	ADR	$754.59M	2,483,100	8.1%
TransDigm Group Inc.	—	$752.83M	566,100	8.1%
Expedia Group Inc	—	$666.37M	2,352,100	7.1%
NVIDIA Corp	—	$606.70M	3,253,100	6.5%
Perimeter Solutions, Inc.	—	$601.66M	21,854,600	6.5%
Sap SE	—	$595.40M	2,451,125	6.4%
Moody's Corp	—	$571.59M	1,118,900	6.1%
Alphabet Inc.	—	$528.72M	1,689,200	5.7%
F&G Annuities & Life, Inc.FG	Common Stock	$10.80M	350,000	0.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.