StockDriftsStockDriftsTop 11 Windacre Partnership Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | 28.39% | 7.50M | $2.65B | +142.18%(+4.40M) | $429.40(-25.27%) | 2026-03-31 | |
| FNF | FIDELITY NATL FINL INC | 10.38% | 20.90M | $969.5M | +6.08%(+1.20M) | $39.20(+22.26%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 8.82% | 3.96M | $824.3M | -3.77%(-154.90K) | $160.84(+64.23%) | 2026-03-31 | |
| EXPE | EXPEDIA GROUP INC | 8.48% | 3.43M | $792.7M | +45.97%(+1.08M) | $177.35(+22.77%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.03% | 2.22M | $750.6M | -10.55%(-262.00K) | $100.74(+301.38%) | 2026-03-31 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 6.5% | 8.22M | $607.8M | -11.83%(-1.10M) | $61.30(+2.26%) | 2026-03-31 | |
| TDG | TRANSDIGM GROUP INC | 6.32% | 509.6K | $590.6M | -9.98%(-56.50K) | $816.79(+40.67%) | 2026-03-31 | |
| MCO | MOODYS CORP | 6.22% | 1.33M | $581.5M | +19.13%(+214.00K) | $337.05(+27.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.07% | 3.25M | $567.3M | +0.00%(+0) | $141.04(+59.76%) | 2026-03-31 | |
| PRM | PERIMETER SOLUTIONS INC | 5.71% | 21.85M | $533.7M | +0.00%(+0) | $13.69(+142.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.29% | +87.42% |
| Top 20 Holdings Unweighted | +21.67% | +80.13% |
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