Holdings

Windacre Partnership LLC

As of Jun 30, 2026, Windacre Partnership LLC reported 11 positions worth US$10.1B. Largest: Roper Technologies, Inc., Expedia Group, Inc. and Fidelity National Financial, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Roper Technologies, Inc.8.63MUS$2.92B+1.13MJun 30, 2026
Expedia Group, Inc.3.91MUS$1B+476KJun 30, 2026
Fidelity National Financial, Inc.20.9MUS$986Mno changeJun 30, 2026
Transdigm Group Inc.684KUS$911M+175KJun 30, 2026
Sap Se4.4MUS$678M+1.64MJun 30, 2026
Somnigroup International Inc.8.42MUS$660M+198KJun 30, 2026
Moody's Corporation1.41MUS$639M+77,000Jun 30, 2026
Taiwan Semiconductor Manufacturing Co., Ltd.1.32MUS$629M−903KJun 30, 2026
Amazon.com, Inc.2.42MUS$577M−1.54MJun 30, 2026
Perimeter Solutions, Sa16.1MUS$576M−5.71MJun 30, 2026