Windacre Partnership
Snehal Amin
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
11
Market Value
$9.3B
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
1
R
$ROP
Roper Technologies, Inc.
28.4%
% of Portfolio
Increased 142.18%
2F
$FNF
Fidelity National Financial, Inc.
10.4%
% of Portfolio
Increased 6.08%
3A
$AMZN
Amazon.com, Inc.
8.8%
% of Portfolio
Decreased 3.77%
4E
$EXPE
Expedia Group, Inc.
8.5%
% of Portfolio
Increased 45.97%
5T
$TSM
Taiwan Semiconductor Manufacturing Company Limited
8.0%
% of Portfolio
Decreased 10.55%
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| ROP | 28.4% | 14.8% | - | - |
| FNF | 10.4% | 11.5% | 14.3% | 11.1% |
| AMZN | 8.8% | 10.2% | 9.6% | 13.3% |
| EXPE | 8.5% | 7.2% | 9.8% | 7.8% |
| TSM | 8.0% | 8.1% | 9.9% | 9.1% |
| SGI | 6.5% | 8.9% | 9.9% | 7.3% |
| TDG | 6.3% | 8.1% | 10.1% | 14.8% |
| MCO | 6.2% | - | 6.9% | 6.8% |
| NVDA | 6.1% | 6.5% | - | 7.8% |
| PRM | 5.7% | 6.5% | 6.1% | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
GOOGL+416.51%
PRM+27.23%
AMZN+24.18%
TSM+23.10%
EXPE+39.30%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
SAP+26.80%
Sector Analysis
Materials5.7%
Financials16.6%
Technology47.6%
Industrials6.3%
Communication Services0.0%
Consumer Discretionary23.8%
Trading Summary
No stocks in this category