WINDACRE PARTNERSHIP LLC
11 holdingsFiling period: 2026-03-31Current AUM: $10.65Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | 7.50M | $2.65B | $2.94B | 27.61% | +4.40M | 2026-03-31 |
| 2 | FNF | FIDELITY NATL FINL INC | 20.90M | $969.5M | $1.08B | 10.13% | +1.20M | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 3.96M | $824.3M | $1.07B | 10.10% | -154,900 | 2026-03-31 |
| 4 | EXPE | EXPEDIA GROUP INC | 3.43M | $792.7M | $1.01B | 9.51% | +1.08M | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.22M | $750.6M | $897.9M | 8.43% | -262,000 | 2026-03-31 |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | 8.22M | $607.8M | $537.2M | 5.05% | -1,103,040 | 2026-03-31 |
| 7 | TDG | TRANSDIGM GROUP INC | 509.6K | $590.6M | $639.2M | 6.00% | -56,500 | 2026-03-31 |
| 8 | MCO | MOODYS CORP | 1.33M | $581.5M | $637.6M | 5.99% | +214.0K | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 3.25M | $567.3M | $653.1M | 6.13% | -- | 2026-03-31 |
| 10 | PRM | PERIMETER SOLUTIONS INC | 21.85M | $533.7M | $669.0M | 6.28% | -- | 2026-03-31 |
| 11 | SAP | SAP SE | 2.76M | $472.9M | $507.2M | 4.76% | +311.0K | 2026-03-31 |
← Scroll →