Windacre Partnership as of Dec. 31, 2022
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 18.7 | $772M | 8.8M | 88.23 | |
| Amazon (AMZN) | 17.1 | $707M | 8.4M | 84.00 | |
| Fidelity National Financial Fnf Group Com (FNF) | 8.6 | $357M | 9.5M | 37.62 | |
| Verisign (VRSN) | 7.5 | $312M | 1.5M | 205.44 | |
| Moody's Corporation (MCO) | 7.0 | $290M | 1.0M | 278.62 | |
| TransDigm Group Incorporated (TDG) | 7.0 | $289M | 458k | 629.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $245M | 3.3M | 74.49 | |
| Victorias Secret And Common Stock (VSCO) | 5.5 | $229M | 6.4M | 35.78 | |
| Sap Se Spon Adr (SAP) | 5.4 | $222M | 2.1M | 103.19 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.1 | $211M | 386k | 546.40 | |
| Perimeter Solutions Sa Common Stock (PRM) | 4.8 | $197M | 22M | 9.14 | |
| E2open Parent Holdings Com Cl A (ETWO) | 4.1 | $169M | 29M | 5.87 | |
| Herbalife Nutrition Com Shs (HLF) | 3.3 | $138M | 9.3M | 14.88 |
