Generalist · Houston, TX
Windacre Partnership
Q1 2021 · compared with Q4 2020
Filed as Windacre Partnership LLC
- Software
- $245M
- Weight of 13F
- 6.1%
- Names
- 1
- Net bought
- +$23.0M
Filed 17 May 2021 · SEC filing.
9 positions in the whole 13F.
Quarters on file
Each quarter on file, back to June 2016 when the filing exists. Net bought is the share change from the previous quarter at that quarter’s close. A split that leaves the dollar value in place counts as flat.
- Q2 20262 names$3.6B+$681M
- Q1 20262 names$3.1B+$2.0B
- Q4 20252 names$2.0B+$1.6B
- Q3 20251 name$630M+$406M
- Q2 20251 name$310MFlat
- Q1 20251 name$274M−$45.0M
- Q4 20241 name$296M−$44.8M
- Q3 20241 name$321M−$64.1M
- Q2 20241 name$346M−$28.6M
- Q1 20241 name$364M−$22.8M
- Q4 20231 name$311M−$28.2M
- Q3 20231 name$288M+$50.1M
- Q2 20231 name$255M−$10.3M
- Q1 20231 name$246M−$333M
- Q4 20222 names$534M+$124M
- Q3 20222 names$314M+$191M
- Q2 20221 name$140M+$8.1M
- Q1 20221 name$163M−$7.3M
- Q4 20211 name$213M−$16.8M
- Q3 20211 name$222M−$49.0M
- Q2 20211 name$280MFlat
- Q1 20211 name$245M+$23.0M
- Q4 20201 name$237M+$283M
- Q3 20200 names$0—
- Q2 20200 names$0—
- Q1 20200 names$0—
- Q4 20190 names$0—
- Q3 20190 names$0—
- Q2 20190 names$0—
- Q1 20190 names$0—
- Q4 20180 names$0—
- Q3 20180 names$0—
- Q2 20180 names$0—
- Q1 20180 names$0—
- Q4 20170 names$0—
- Q3 20170 names$0—
- Q2 20170 names$0—
- Q1 20170 names$0—
- Q4 20160 names$0—
- Q3 20160 names$0—
- Q2 20160 names$0—
What moved the book
The five software lines with the largest share change this quarter.