account_balance
Investment manager · 13F filer · SEC CIK 1599383
Windacre Partnership LLC
Reported value$10.1Bas of Jun 30, 2026
Positions11 0 new, 0 sold out
Top 10 weight94.7%ROP alone is 29%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
ROPRoper Technologies Inc
28.9%Added +15%
EXPEExpedia Group Inc
9.9%Added +14%
FNFFidelity Natl Finl Inc
9.7%
TDGTransdigm Group Inc
9.0%Added +34%
SAPSap Se
6.7%Added +59%
SGISomnigroup International Inc
6.5%Added +2%
MCOMoodys Corp
6.3%Added +6%
TSMTaiwan Semiconductor Manufac
6.2%Trimmed −41%
AMZNAmazon Com Inc
5.7%Trimmed −39%
PRMPerimeter Solutions Inc
5.7%Trimmed −26%
NVDANvidia Corporation
5.3%Trimmed −17%
ROPRoper Technologies Inc
28.9%Added +15%
EXPE9.9%FNF9.7%TDG9.0%SAP6.7%SGI6.5%MCO6.3%TSM6.2%AMZN5.7%PRM5.7%NVDA5.3%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
ROP Roper Technologies Inc 28.9% Added +15%EXPE Expedia Group Inc 9.9% Added +14%FNF Fidelity Natl Finl Inc 9.7% HeldTDG Transdigm Group Inc 9.0% Added +34%SAP Sap Se 6.7% Added +59%SGI Somnigroup International Inc 6.5% Added +2%MCO Moodys Corp 6.3% Added +6%TSM Taiwan Semiconductor Manufac 6.2% Trimmed −41%AMZN Amazon Com Inc 5.7% Trimmed −39%PRM Perimeter Solutions Inc 5.7% Trimmed −26%NVDA Nvidia Corporation 5.3% Trimmed −17%
What changed