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Windacre Partnership LLC
inversor institucional · cartera $10.1 mil M · 11 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 11
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Roper Technologies Inc US:ROP | 8 630 200 | $2.92 mil M | 28.87% | +1 132 200 |
| Expedia Group Inc. US:EXPE | 3 909 500 | $1.00 mil M | 9.89% | +476 100 |
| Fidelity National Financial… US:FNF | 20 902 800 | $986 M | 9.75% | — |
| Transdigm Group Incorporated US:TDG | 684 100 | $911 M | 9.01% | +174 500 |
| SAP SE ADR US:SAP · certificado de depósito | 4 399 300 | $678 M | 6.70% | +1 637 175 |
| Somnigroup International Inc… US:SGI | 8 420 300 | $660 M | 6.53% | +197 540 |
| Moodys Corporation US:MCO | 1 409 900 | $639 M | 6.31% | +77 000 |
| Taiwan Semiconductor Manufac… US:TSM · certificado de depósito | 1 318 000 | $629 M | 6.22% | −903 100 |
| Amazon.com, Inc. US:AMZN | 2 422 500 | $577 M | 5.71% | −1 535 500 |
| Perimeter Solutions SA US:PRM | 16 148 621 | $576 M | 5.69% | −5 705 979 |
| NVIDIA Corporation US:NVDA | 2 687 700 | $538 M | 5.32% | −565 400 |
En las empresas de nuestra base de datos 4
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| Roper Technologies Inc | 8.1% | 8 630 200 | 2026-06-30 |
| Somnigroup International Inc… | 4% | 8 420 300 | 2026-06-30 |
| Expedia Group Inc. | 3.41% | 3 909 500 | 2026-06-30 |
| SAP SE ADR | 0.38% | 4 399 300 | 2026-06-30 |
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