Windacre Partnership as of Dec. 31, 2024
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 14.3 | $972M | 5.1M | 189.30 | |
| TransDigm Group Incorporated (TDG) | 14.0 | $956M | 754k | 1267.28 | |
| Fidelity National Financial Fnf Group Com (FNF) | 12.9 | $883M | 16M | 56.14 | |
| Amazon (AMZN) | 11.5 | $782M | 3.6M | 219.39 | |
| Expedia Group Com New (EXPE) | 11.1 | $758M | 4.1M | 186.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.3 | $501M | 2.5M | 197.49 | |
| Moody's Corporation (MCO) | 7.0 | $478M | 1.0M | 473.37 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.8 | $464M | 669k | 693.08 | |
| NVIDIA Corporation (NVDA) | 5.5 | $377M | 2.8M | 134.29 | |
| Sap Se Spon Adr (SAP) | 4.3 | $296M | 1.2M | 246.21 | |
| Perimeter Solutions Common Stock (PRM) | 4.0 | $276M | 22M | 12.78 | |
| E2open Parent Holdings Com Cl A (ETWO) | 1.1 | $77M | 29M | 2.66 |
