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CIK 0001599383 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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=jivedata("windacre-partnership-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $528.7M | 5.7%Prev: 9.5% | 1,689,200 SH | Decreased-1,441,300 SH |
| AMAZON COM INC | COM | $949.3M | 10.2%Prev: 9.6% | 4,112,900 SH | Increased+611,879 SH |
| EXPEDIA GROUP INC | COM NEW | $666.4M | 7.1%Prev: 9.8% | 2,352,100 SH | Decreased-1,330,000 SH |
| F&G ANNUITIES & LIFE INC | COMMON STOCK | $10.8M | 0.1% | 350,000 SH | New |
| FIDELITY NATIONAL FINANCIAL | COM SHS | $1.08B | 11.5%Prev: 14.3% | 19,704,000 SH | Decreased+798,900 SH |
| MOODYS CORP | COM | $571.6M | 6.1%Prev: 6.9% | 1,118,900 SH | Increased-46,000 SH |
| NVIDIA CORPORATION | COM | $606.7M | 6.5%Prev: 5.9% | 3,253,100 SH | Increased+724,000 SH |
| PERIMETER SOLUTIONS INC | COMMON STOCK | $601.7M | 6.5%Prev: 6.1% | 21,854,600 SH | Increased |
| ROPER TECHNOLOGIES INC | COM | $1.38B | 14.8% | 3,096,100 SH | New |
| SAP SE | SPON ADR | $595.4M | 6.4%Prev: 7.9% | 2,451,125 SH | Decreased+93,900 SH |
| SOMNIGROUP INTERNATIONAL INC | COM | $832.6M | 8.9%Prev: 9.9% | 9,325,800 SH | Increased-48,400 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $754.6M | 8.1%Prev: 9.9% | 2,483,100 SH | Decreased-344,000 SH |
| TRANSDIGM GROUP INC | COM | $752.8M | 8.1%Prev: 10.1% | 566,100 SH | Decreased-46,400 SH |
| 13F-HR |
| 0001214659-26-010394 |
| $10.11B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012241 | $7.30B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006480 | $9.34B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007847 | $6.67B | View |