WINDACRE PARTNERSHIP LLC 13F Holdings

CIK 0001599383

As of Sep 30, 2025, WINDACRE PARTNERSHIP LLC reported 11 positions worth $8.0B in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
FIDELITY NATIONAL FINANCIAL INCFNFFinancial Services18,905,100 .1B14.31%
TRANSDIGM GROUP INCTDGIndustrials612,500$807.3M10.10%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical9,374,200$790.5M9.89%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology2,827,100$789.6M9.88%
EXPEDIA GROUP INCEXPEIndustrials3,682,100$787.0M9.85%
AMAZON.COM INCAMZNEquity3,501,021$768.7M9.62%
ALPHABET INCGOOGLEquity3,130,500$761.0M9.52%
SAP SESAPEquity2,357,225$629.9M7.88%
MOODYS CORPMCOFinancial Services1,164,900$555.1M6.94%
PERIMETER SOLUTIONS INCPRMBasic Materials21,854,600$489.3M6.12%
NVIDIA CORPNVDATechnology2,529,100$471.9M5.90%