WINDACRE PARTNERSHIP LLC
11 holdingsFiling period: 2026-06-30Current AUM: $10.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | 8.63M | $2.92B | $3.31B | 31.56% | +1.13M | 2026-06-30 |
| 2 | EXPE | EXPEDIA GROUP INC | 3.91M | $1.00B | $1.15B | 10.91% | +476.1K | 2026-06-30 |
| 3 | FNF | FIDELITY NATL FINL INC | 20.90M | $985.8M | $911.8M | 8.69% | -- | 2026-06-30 |
| 4 | TDG | TRANSDIGM GROUP INC | 684.1K | $911.2M | $742.2M | 7.07% | +174.5K | 2026-06-30 |
| 5 | SAP | SAP SE | 4.40M | $678.0M | $948.8M | 9.04% | +1.64M | 2026-06-30 |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | 8.42M | $660.2M | $550.4M | 5.24% | +197.5K | 2026-06-30 |
| 7 | MCO | MOODYS CORP | 1.41M | $638.6M | $658.6M | 6.27% | +77.0K | 2026-06-30 |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.32M | $629.4M | $545.3M | 5.19% | -903,100 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 2.42M | $577.4M | $601.8M | 5.73% | -1,535,500 | 2026-06-30 |
| 10 | PRM | PERIMETER SOLUTIONS INC | 16.15M | $575.7M | $509.7M | 4.85% | -5,705,979 | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 2.69M | $537.8M | $570.2M | 5.43% | -565,400 | 2026-06-30 |
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