Windacre Partnership as of June 30, 2022
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 9 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nielsen Hldgs Shs Eur | 47.9 | $2.3B | 98M | 23.22 | |
| Amazon (AMZN) | 13.7 | $653M | 6.1M | 106.21 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.8 | $561M | 257k | 2179.26 | |
| TransDigm Group Incorporated (TDG) | 5.8 | $278M | 518k | 536.67 | |
| Perimeter Solutions Sa Common Stock (PRM) | 4.9 | $234M | 22M | 10.84 | |
| Victorias Secret And Common Stock (VSCO) | 4.4 | $208M | 7.4M | 27.97 | |
| Herbalife Nutrition Com Shs (HLF) | 4.3 | $206M | 10M | 20.45 | |
| E2open Parent Holdings Com Cl A (ETWO) | 4.3 | $204M | 26M | 7.78 | |
| Sap Se Spon Adr (SAP) | 2.9 | $140M | 1.5M | 90.72 |
