Windacre Partnership LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Windacre Partnership LLC disclosed 11 US equity positions worth $9.3bn in its Q1 2026 13F filing. The largest position was ROP at 28.4% of the reported book, followed by FNF and AMZN.
What did Windacre Partnership LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ROP ROPER TECHNOLOGIES INC | Technology | 28.4% | $2.7bn | 7,498,000 | – | |
| 2 | FNF FIDELITY NATL FINL INC | Financial Services | 10.4% | $969.5m | 20,902,800 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 8.8% | $824.3m | 3,958,000 | – | |
| 4 | EXPE EXPEDIA GROUP INC | Consumer Cyclical | 8.5% | $792.7m | 3,433,400 | – | |
| 5 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 8.0% | $750.6m | 2,221,100 | – | |
| 6 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 6.5% | $607.8m | 8,222,760 | – | |
| 7 | TDG TRANSDIGM GROUP INC | Industrials | 6.3% | $590.6m | 509,600 | – | |
| 8 | MCO MOODYS CORP | Financial Services | 6.2% | $581.5m | 1,332,900 | – | |
| 9 | NVDA NVIDIA CORPORATION | Technology | 6.1% | $567.3m | 3,253,100 | – | |
| 10 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 5.7% | $533.7m | 21,854,600 | – | |
| 11 | SAP SAP SE | Technology | 5.1% | $472.9m | 2,762,125 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.