WindAcre Partnership
Superinvestor profile · Rank #49 by reported 13F value (2026 Q2 filers) · CIK 0001599383 · All profiles
Houston, Texas, United StatesConcentrated equity investing — latest parsed 13F showed 11 holdings with top 5 at 64% of valueKey person: Snehal Amin
Reported 13F value
$10.1B
Period 2026-06-30 · Filed 2026-08-14
Positions
11
Top 10 = 94.7% of value
Clone CAGR (full window)
+25.3%
2016-11-14 → 2026-10-02 · cumulative +832%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-34%
Month-end values, approximate
Latest-quarter activity
0 new · 0 exited
6 increased · 4 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +25.34% | Cumulative +831.7% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +14.39% | |
| Trailing 3Y | +29.54% | |
| Trailing 1Y | +11.40% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| ROP | Roper Technologies Inc | 28.87% | $2.9B |
| EXPE | Expedia Group Inc | 9.89% | $1.0B |
| FNF | Fidelity Natl Finl Inc | 9.75% | $986M |
| TDG | Transdigm Group Inc | 9.01% | $911M |
| SAP | Sap Se | 6.70% | $678M |
| SGI | Somnigroup International Inc | 6.53% | $660M |
| MCO | Moodys Corp | 6.31% | $639M |
| TSM | Taiwan Semiconductor Manufac | 6.22% | $629M |
| AMZN | Amazon Com Inc | 5.71% | $577M |
| PRM | Perimeter Solutions Inc | 5.69% | $576M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 100.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://portfoliosavvy.com/filer/0001599383-windacre-partnership-llc — founded year not found in public sources; Houston-based at 2200 Post Oak Blvd per Illinois State Board of Investment report; founder and managing member Snehal Amin, co-founder of TCI (The Children's Investment Fund); very low public profile.