Windacre Partnership (Snehal Amin) latest 13F portfolio: 11 holdings worth $10.1B as of Q2 2026.
Backtested since 2020: mirroring Windacre Partnership's reported 13F equity holdings each quarter would have returned +223.9% versus +182.3%for the S&P 500 (+20.4% annualized). See the Performance tab for the full equity curve.
Investor: Snehal Amin
Number of Assets: 11
Reporting Period: Q2 - 2026
Holdings at Report: $10,114,756,543
Return $ Since Report: +$216,221,657
Return % Since Report: +2.14%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity National Financial Inc. (FNF) | Equity | 0% | 20,902,800 | 9.75% | $47.16 | $42.50 | $985,776,048 | $888,369,000 | -$97,407,048 | -9.88% |
| Perimeter Solutions Inc. (PRM) | Equity | -26.11% | 16,148,621 | 5.69% | $35.65 | $32.18 | $575,698,339 | $519,662,624 | -$56,035,715 | -9.73% |
| Amazon.com Inc. (AMZN) | Equity | -38.79% | 2,422,500 | 5.71% | $238.34 | $253.71 | $577,378,650 | $614,612,475 | +$37,233,825 | +6.45% |
| Moody's Corp. (MCO) | Equity | +5.78% | 1,409,900 | 6.31% | $452.92 | $468.59 | $638,571,908 | $660,665,041 | +$22,093,133 | +3.46% |
| Roper Technologies Inc. (ROP) | Equity | +15.10% | 8,630,200 | 28.87% | $338.39 | $372.74 | $2,920,373,378 | $3,216,820,748 | +$296,447,370 | +10.15% |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | Equity | -40.66% | 1,318,000 | 6.22% | $477.57 | $434.67 | $629,437,260 | $572,895,060 | -$56,542,200 | -8.98% |
| Expedia Group Inc. (EXPE) | Equity | +13.87% | 3,909,500 | 9.89% | $255.88 | $279.35 | $1,000,362,860 | $1,092,118,825 | +$91,755,965 | +9.17% |
| Nvidia Corp. (NVDA) | Equity | -17.38% | 2,687,700 | 5.32% | $200.09 | $222.27 | $537,781,893 | $597,395,079 | +$59,613,186 | +11.09% |
| SAP SE (SAP) | Equity | +59.27% | 4,399,300 | 6.70% | $154.11 | $209.45 | $677,976,123 | $921,433,385 | +$243,457,262 | +35.91% |
| Transdigm Group Inc. (TDG) | Equity | +34.24% | 684,100 | 9.01% | $1,332.04 | $1,086.05 | $911,248,564 | $742,966,805 | -$168,281,759 | -18.47% |
| Somnigroup International Inc. (TPX) | Equity | +2.40% | 8,420,300 | 6.53% | $78.40 | $59.86 | $660,151,520 | $504,039,158 | -$156,112,362 | -23.65% |