← naar grote beleggers
Windacre Partnership LLC
institutionele belegger · portefeuille $10.1 mld. · 11 posities · rapport per 30.06.2026
Aandelenposities rapport over 30.06.2026, ingediend op 14.08.2026; verandering — t.o.v. 31.03.2026 · 11
| Bedrijf | Aandelen | Waarde | % van de portefeuille | Verandering per Kwartaal |
|---|---|---|---|---|
| Roper Technologies Inc US:ROP | 8 630 200 | $2.92 mld. | 28.87% | +1 132 200 |
| Expedia Group Inc. US:EXPE | 3 909 500 | $1.00 mld. | 9.89% | +476 100 |
| Fidelity National Financial… US:FNF | 20 902 800 | $986 mln. | 9.75% | — |
| Transdigm Group Incorporated US:TDG | 684 100 | $911 mln. | 9.01% | +174 500 |
| SAP SE ADR US:SAP · certificaat van aandelen | 4 399 300 | $678 mln. | 6.70% | +1 637 175 |
| Somnigroup International Inc… US:SGI | 8 420 300 | $660 mln. | 6.53% | +197 540 |
| Moodys Corporation US:MCO | 1 409 900 | $639 mln. | 6.31% | +77 000 |
| Taiwan Semiconductor Manufac… US:TSM · certificaat van aandelen | 1 318 000 | $629 mln. | 6.22% | −903 100 |
| Amazon.com, Inc. US:AMZN | 2 422 500 | $577 mln. | 5.71% | −1 535 500 |
| Perimeter Solutions SA US:PRM | 16 148 621 | $576 mln. | 5.69% | −5 705 979 |
| NVIDIA Corporation US:NVDA | 2 687 700 | $538 mln. | 5.32% | −565 400 |
In bedrijven uit onze database 4
| Bedrijf | Belang | Aandelen | Rapportdatum |
|---|---|---|---|
| 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 |
advertentie