Windacre Partnership as of June 30, 2025
Portfolio Holdings for Windacre Partnership
Windacre Partnership holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TransDigm Group Incorporated (TDG) | 14.8 | $1.1B | 713k | 1520.64 | |
| Amazon (AMZN) | 13.3 | $968M | 4.4M | 219.39 | |
| Fidelity National Financial Com Shs (FNF) | 11.1 | $809M | 14M | 56.06 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.1 | $666M | 2.9M | 226.49 | |
| NVIDIA Corporation (NVDA) | 7.8 | $570M | 3.6M | 157.99 | |
| Expedia Group Com New (EXPE) | 7.8 | $569M | 3.4M | 168.68 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.7 | $562M | 3.2M | 176.23 | |
| Tempur-Pedic International (SGI) | 7.3 | $531M | 7.8M | 68.05 | |
| Moody's Corporation (MCO) | 6.8 | $493M | 984k | 501.59 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.9 | $433M | 540k | 801.39 | |
| Sap Se Spon Adr (SAP) | 4.3 | $311M | 1.0M | 304.10 | |
| Perimeter Solutions Common Stock (PRM) | 4.2 | $304M | 22M | 13.92 |
