Windacre Partnership as of March 31, 2025
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 15.0 | $999M | 722k | 1383.29 | |
| Fidelity National Financial Fnf Group Com (FNF) | 14.1 | $943M | 15M | 65.08 | |
| Amazon (AMZN) | 11.2 | $747M | 3.9M | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.8 | $654M | 4.2M | 154.64 | |
| Tempur-Pedic International (SGI) | 9.3 | $623M | 10M | 59.88 | |
| Expedia Group Com New (EXPE) | 7.9 | $527M | 3.1M | 168.10 | |
| Moody's Corporation (MCO) | 7.1 | $471M | 1.0M | 465.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.6 | $442M | 2.7M | 166.00 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.7 | $378M | 571k | 662.63 | |
| NVIDIA Corporation (NVDA) | 5.1 | $341M | 3.1M | 108.38 | |
| Sap Se Spon Adr (SAP) | 4.1 | $274M | 1.0M | 268.44 | |
| Perimeter Solutions Common Stock (PRM) | 3.3 | $218M | 22M | 10.07 | |
| E2open Parent Holdings Com Cl A (ETWO) | 0.9 | $58M | 29M | 2.00 |
