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Christopher Smith

Windacre Partnership Llc

Assets Managed
$9.344B
Holdings
11
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
0.22%(2Q avg: 8.43%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Windacre Partnership Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Windacre Partnership Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 9.344B in assets, with a quarterly growth rate of 0.22% and a 2-quarter average growth rate of 8.43%. The portfolio is managed by Christopher Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ROP
Roper Technologies Inc
Recent Activity
Increased 142.18%
28.4%
$2.653B
7.498M shares@ $353.86 avg price
FNF
Fidelity National Financial
Recent Activity
Increased 6.09%
10.38%
$969.472M
20.903M shares@ $46.38 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -3.76%
8.83%
$824.333M
3.958M shares@ $208.27 avg price
EXPE
Expedia Group Inc
Recent Activity
Increased 45.98%
8.49%
$792.738M
3.433M shares@ $230.89 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -10.55%
8.04%
$750.621M
2.221M shares@ $337.95 avg price
TPX
Tempur Sealy International I
Recent Activity
Decreased -11.82%
6.51%
$607.826M
8.223M shares@ $73.92 avg price
TDG
Transdigm Group Inc
Recent Activity
Decreased -9.98%
6.33%
$590.606M
509,600 shares@ $1158.96 avg price
MCO
Moody's Corp
Recent Activity
Increased 19.13%
6.23%
$581.478M
1.333M shares@ $436.25 avg price
NVDA
Nvidia Corp
Recent Activity
6.08%
$567.341M
3.253M shares@ $174.4 avg price
PRM
Perimeter Solutions Inc
Recent Activity
5.72%
$533.689M
21.855M shares@ $24.42 avg price

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