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WINDACRE PARTNERSHIP LLC 13F holdings

Filed 2026-08-14 · WINDACRE PARTNERSHIP LLC · 11 positions · $10.1B

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TickerCompanySharesValue% of portfolio
ROPROPER TECHNOLOGIES INC8.6M$2.9B28.9%
EXPEEXPEDIA GROUP INC3.9M$1.0B9.9%
FNFFIDELITY NATL FINL INC20.9M$985.8M9.7%
TDGTRANSDIGM GROUP INC684.1K$911.2M9.0%
SAPSAP SE4.4M$678.0M6.7%
SGISOMNIGROUP INTERNATIONAL INC8.4M$660.2M6.5%
MCOMOODYS CORP1.4M$638.6M6.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.3M$629.4M6.2%
AMZNAMAZON COM INC2.4M$577.4M5.7%
PRMPERIMETER SOLUTIONS INC16.1M$575.7M5.7%
NVDANVIDIA CORPORATION2.7M$537.8M5.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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