Windacre Partnership LLC holds a concentrated book of 11 stocks worth $9.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed Amazon.com Inc. Their largest long position is Roper Technologies Inc at 28% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1599383/holdings"
Use Arkolith to show WINDACRE PARTNERSHIP LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Roper Technologies Inc COM | $2.7B | 7.50M | 28.4% | ▲+142% Added · +4.4M sh | |
| 2 | Fidelity Natl Finl Inc COM SHS | $969.5M | 20.90M | 10.4% | ▲+6.1% Added · +1.2M sh | |
| 3 | Amazon Com Inc COM | $824.3M | 3.96M | 8.8% | ▼−3.8% Reduced · −155K sh | |
| 4 | Expedia Group Inc COM NEW | $792.7M | 3.43M | 8.5% | ▲+46% Added · +1.1M sh | |
| 5 | Taiwan Semiconductor Manufac SPONSORED ADS | $750.6M | 2.22M | 8.0% | ▼−11% Reduced · −262K sh | |
| 6 | Somnigroup International Inc COM | $607.8M | 8.22M | 6.5% | ▼−12% Reduced · −1.1M sh | |
| 7 | Transdigm Group Inc COM | $590.6M | 509.6K | 6.3% | ▼−10.0% Reduced · −57K sh | |
| 8 | Moodys Corp COM | $581.5M | 1.33M | 6.2% | ▲+19% Added · +214K sh | |
| 9 | Nvidia Corporation COM | $567.3M | 3.25M | 6.1% | —Held | |
| 10 | Perimeter Solutions Inc COMMON STOCK | $533.7M | 21.85M | 5.7% | —Held | |
| 11 | Sap SE SPON ADR | $472.9M | 2.76M | 5.1% | ▲+13% Added · +311K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 11 | $9.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 13 | $9.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 11 | $8.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 12 | $7.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 13 | $6.7B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 12 | $6.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 12 | $7.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 12 | $7.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 13 | $7.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 13 | $6.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 13 | $5.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Nov 16, 2023 | 13 | $5.2B | 13F-HR/A |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 11 | $4.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 13 | $4.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 12 | $6.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 9 | $4.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 10 | $4.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 10 | $4.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 11 | $4.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 9 | $4.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 9 | $4.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 10 | $3.8B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 11 | $3.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.