Windacre Partnership LLC
Annual return '25
-0.1%
SPY '25
+17.7%
Alpha
-17.9ptsvs SPY
Invested
$9.3B
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ROP
ROPER TECHNOLOGIES INC
Held since at least Q1 2024
28.4%
02
$FNF
FIDELITY NATL FINL INC
Q3 2025: Increased +31.0% (14.43M → 18.91M shares)
10.4%
03
$AMZN
AMAZON COM INC
Q3 2025: Sold 20.6% (4.41M → 3.50M shares)
8.8%
04
$EXPE
EXPEDIA GROUP INC
Q3 2025: Increased +9.2% (3.37M → 3.68M shares)
8.5%
05
$TSM
TAIWAN SEMICONDUCTOR MANUFAC
Q3 2025: Sold 3.9% (2.94M → 2.83M shares)
8.0%
06
$SGI
SOMNIGROUP INTERNATIONAL INC
Q3 2025: Increased +20.2% (7.80M → 9.37M shares)
6.5%
07
$TDG
TRANSDIGM GROUP INC
Q3 2025: Sold 14.1% (712.7k → 612.5k shares)
6.3%
08
$MCO
MOODYS CORP
Q3 2025: Increased +18.4% (983.6k → 1.16M shares)
6.2%
09
$NVDA
NVIDIA CORPORATION
Q3 2025: Sold 29.9% (3.61M → 2.53M shares)
6.1%
10
$PRM
PERIMETER SOLUTIONS INC
Q2 2025: Increased +1.2% (21.60M → 21.85M shares)
5.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.