Windacre Partnership as of June 30, 2024
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 12 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 23.2 | $1.8B | 9.7M | 182.15 | |
| Amazon (AMZN) | 18.3 | $1.4B | 7.2M | 193.25 | |
| Fidelity National Financial Fnf Group Com (FNF) | 10.7 | $812M | 16M | 49.42 | |
| Moody's Corporation (MCO) | 9.1 | $689M | 1.6M | 420.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 8.6 | $653M | 639k | 1022.73 | |
| TransDigm Group Incorporated (TDG) | 8.6 | $652M | 510k | 1277.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.2 | $545M | 3.1M | 173.81 | |
| Expedia Group Com New (EXPE) | 4.8 | $364M | 2.9M | 125.99 | |
| Sap Se Spon Adr (SAP) | 4.6 | $346M | 1.7M | 201.71 | |
| Perimeter Solutions Sa Common Stock | 2.2 | $169M | 22M | 7.83 | |
| E2open Parent Holdings Com Cl A (ETWO) | 1.7 | $129M | 29M | 4.49 | |
| Herbalife Com Shs (HLF) | 1.2 | $90M | 8.7M | 10.39 |
