Windacre Partnership (Snehal Amin) latest 13F portfolio: 11 holdings worth $9.3B as of Q1 2026.
Backtested since 2020: mirroring Windacre Partnership's reported 13F equity holdings each quarter would have returned +243.9% versus +185.2%for the S&P 500 (+22.0% annualized). See the Performance tab for the full equity curve.
Investor: Snehal Amin
Number of Assets: 11
Reporting Period: Q1 - 2026
Holdings at Report: $9,344,248,728
Return $ Since Report: +$1,560,701,100
Return % Since Report: +16.70%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Somnigroup International Inc. (TPX) | Equity | -11.83% | 8,222,760 | 6.50% | $73.92 | $59.86 | $607,826,419 | $492,214,414 | -$115,612,005 | -19.02% |
| Transdigm Group Inc. (TDG) | Equity | -9.98% | 509,600 | 6.32% | $1,158.96 | $1,241.07 | $590,606,016 | $632,449,272 | +$41,843,256 | +7.08% |
| Roper Technologies Inc. (ROP) | Equity | +142.18% | 7,498,000 | 28.39% | $353.86 | $392.22 | $2,653,242,280 | $2,940,865,560 | +$287,623,280 | +10.84% |
| Amazon.com Inc. (AMZN) | Equity | -3.77% | 3,958,000 | 8.82% | $208.27 | $274.96 | $824,332,660 | $1,088,291,680 | +$263,959,020 | +32.02% |
| Moody's Corp. (MCO) | Equity | +19.13% | 1,332,900 | 6.22% | $436.25 | $482.53 | $581,477,625 | $643,164,237 | +$61,686,612 | +10.61% |
| SAP SE (SAP) | Equity | +12.69% | 2,762,125 | 5.06% | $171.21 | $195.43 | $472,903,421 | $539,802,089 | +$66,898,668 | +14.15% |
| Fidelity National Financial Inc. (FNF) | Equity | +6.08% | 20,902,800 | 10.38% | $46.38 | $50.84 | $969,471,864 | $1,062,698,352 | +$93,226,488 | +9.62% |
| Perimeter Solutions Inc. (PRM) | Equity | 0% | 21,854,600 | 5.71% | $24.42 | $35.60 | $533,689,332 | $778,023,760 | +$244,334,428 | +45.78% |
| Expedia Group Inc. (EXPE) | Equity | +45.97% | 3,433,400 | 8.48% | $230.89 | $316.58 | $792,737,726 | $1,086,945,772 | +$294,208,046 | +37.11% |
| Nvidia Corp. (NVDA) | Equity | 0% | 3,253,100 | 6.07% | $174.40 | $219.85 | $567,340,640 | $715,177,770 | +$147,837,130 | +26.06% |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | Equity | -10.55% | 2,221,100 | 8.03% | $337.95 | $416.60 | $750,620,745 | $925,316,923 | +$174,696,178 | +23.27% |