Windacre Partnership as of March 31, 2023
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 11 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 26.2 | $1.2B | 12M | 103.73 | |
| Amazon (AMZN) | 20.4 | $957M | 9.3M | 103.29 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.9 | $466M | 5.0M | 93.02 | |
| Fidelity National Financial Fnf Group Com (FNF) | 8.5 | $397M | 11M | 34.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 7.8 | $365M | 536k | 680.71 | |
| Moody's Corporation (MCO) | 6.8 | $319M | 1.0M | 306.02 | |
| Sap Se Spon Adr (SAP) | 5.3 | $246M | 1.9M | 126.55 | |
| Victorias Secret And Common Stock (VSCO) | 4.6 | $217M | 6.3M | 34.15 | |
| Perimeter Solutions Sa Common Stock (PRM) | 3.7 | $175M | 22M | 8.08 | |
| E2open Parent Holdings Com Cl A (ETWO) | 3.6 | $168M | 29M | 5.82 | |
| Herbalife Nutrition Com Shs (HLF) | 3.2 | $149M | 9.3M | 16.10 |
