Windacre Partnership LLC 13F Holdings · Q2 2026
Windacre Partnership LLC reported 11 securities worth $10.11B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ROP (28.87%), EXPE (9.89%), FNF (9.75%). Among its top 25 positions this quarter: 6 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | $2.92B | 28.87% | 8.6M | Added |
| 2 | EXPE | EXPEDIA GROUP INC | $1.00B | 9.89% | 3.9M | Added |
| 3 | FNF | FIDELITY NATL FINL INC | $985.8M | 9.75% | 20.9M | Hold |
| 4 | TDG | TRANSDIGM GROUP INC | $911.2M | 9.01% | 684,100 | Added |
| 5 | SAP | SAP SE | $678.0M | 6.70% | 4.4M | Added |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | $660.2M | 6.53% | 8.4M | Added |
| 7 | MCO | MOODYS CORP | $638.6M | 6.31% | 1.4M | Added |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $629.4M | 6.22% | 1.3M | Trimmed |
| 9 | AMZN | AMAZON COM INC | $577.4M | 5.71% | 2.4M | Trimmed |
| 10 | PRM | PERIMETER SOLUTIONS INC | $575.7M | 5.69% | 16.1M | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $537.8M | 5.32% | 2.7M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR