Windacre Partnership as of Sept. 30, 2024
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 18.7 | $1.4B | 7.5M | 186.33 | |
| TransDigm Group Incorporated (TDG) | 13.8 | $1.0B | 728k | 1427.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 13.7 | $1.0B | 6.2M | 165.85 | |
| Fidelity National Financial Fnf Group Com (FNF) | 13.2 | $995M | 16M | 62.06 | |
| Expedia Group Com New (EXPE) | 8.5 | $640M | 4.3M | 148.02 | |
| Moody's Corporation (MCO) | 7.4 | $558M | 1.2M | 474.59 | |
| Asml Holding N V N Y Registry Shs (ASML) | 7.4 | $553M | 664k | 833.25 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.7 | $508M | 2.9M | 173.67 | |
| Sap Se Spon Adr (SAP) | 4.3 | $321M | 1.4M | 229.10 | |
| Perimeter Solutions Sa Common Stock (PRM) | 3.9 | $291M | 22M | 13.45 | |
| E2open Parent Holdings Com Cl A (ETWO) | 1.7 | $127M | 29M | 4.41 | |
| Herbalife Com Shs (HLF) | 0.8 | $57M | 8.0M | 7.19 |
