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Size ($ in 1000's)
At 12/31/2023: $6,590,730
At 09/30/2023: $5,495,899
Windacre Partnership LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Windacre Partnership LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Windacre Partnership LLC top holdings by largest position size, as per the latest 13f filing made by Windacre Partnership LLC.
In the Windacre Partnership LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Windacre Partnership LLC in that top holding, then the share count change between reporting periods, and finally the Windacre Partnership LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ALPHABET INC |
9,021,500 |
+1,789,800 |
$1,260,213 | | GOOGL | 9,021,500 | +1,789,800 | $1,260,213 | | AMAZON COM INC |
7,595,100 |
+1,105,400 |
$1,153,999 | | AMZN | 7,595,100 | +1,105,400 | $1,153,999 | | FIDELITY NATIONAL FINANCIAL |
14,824,500 |
-860,000 |
$756,346 | | FNF | 14,824,500 | -860,000 | $756,346 | | ASML HOLDING N V |
862,300 |
+53,200 |
$652,692 | | ASML | 862,300 | +53,200 | $652,692 | | MOODYS CORP |
1,572,100 |
+22,600 |
$613,999 | | MCO | 1,572,100 | +22,600 | $613,999 | | TRANSDIGM GROUP INC |
580,200 |
+16,900 |
$586,930 | | TDG | 580,200 | +16,900 | $586,930 | | TAIWAN SEMICONDUCTOR MFG LTD |
4,015,000 |
-1,574,000 |
$417,560 | | TSM | 4,015,000 | -1,574,000 | $417,560 |  PETROLEO BRASILEIRO SA PETRO |
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$328,000 | | PBR.A | 21,466,000 | -6,990,000 | $328,000 | | SAP SE |
2,011,400 |
-217,700 |
$310,942 | | SAP | 2,011,400 | -217,700 | $310,942 | | VICTORIAS SECRET AND CO |
5,588,190 |
-1,201,710 |
$148,311 | | VSCO | 5,588,190 | -1,201,710 | $148,311 | | HERBALIFE LTD |
8,903,500 |
-350,000 |
$135,867 | | HLF | 8,903,500 | -350,000 | $135,867 | | E2OPEN PARENT HOLDINGS INC |
28,817,992 |
UNCH |
$126,511 | | ETWO | 28,817,992 | UNCH | $126,511 |
See Full List: All Stocks Held By Windacre Partnership LLC
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Windacre Partnership LLC
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