WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROPER INDUSTRIES INC | 8.6M | $2.9B | 28.9% | $387.00 | +6.41% | 3 qtrssince 2025-Q4 | Increased 74 |
EXPEDIA GROUP INC | 3.9M | $1B | 9.9% | $176.33 | +92.33% | 9 qtrssince 2024-Q2 | Increased 73 |
FIDELITY NATIONAL FINANCIAL | 20.9M | $985.8M | 9.7% | $39.65 | +19.30% | 16 qtrssince 2022-Q3 | Unchanged 0 |
TRANSDIGM GROUP INC | 684,100 | $911.2M | 9.0% | $1,025.48 | +17.05% | 13 qtrssince 2023-Q2 | Increased 83 |
SAP SE-SPONSORED ADR | 4.4M | $678M | 6.7% | $181.85 | +20.25% | 23 qtrssince 2020-Q4 | Increased 91 |
TEMPUR SEALY INTERNATIONAL I | 8.4M | $660.2M | 6.5% | $62.47 | +2.86% | 6 qtrssince 2025-Q1 | Increased 66 |
MOODY'S CORP | 1.4M | $638.6M | 6.3% | $336.82 | +48.08% | 16 qtrssince 2022-Q3 | Increased 68 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.3M | $629.4M | 6.2% | $105.09 | +298.67% | 15 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 2.4M | $577.4M | 5.7% | $151.60 | +72.87% | 25 qtrssince 2020-Q2 | Decreased 0 |
PERIMETER SOLUTIONS INC | 16.1M | $575.7M | 5.7% | $12.79 | +145.74% | 7 qtrssince 2024-Q4 | Decreased 0 |
NVIDIA CORP | 2.7M | $537.8M | 5.3% | $148.59 | +44.51% | 7 qtrssince 2024-Q4 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $10.1B across 11 positions as of Q2 2026. Top holdings: ROP (28.9%), EXPE (9.9%), FNF (9.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Increased 6, trimmed 4. Top move: SAP (INCREASED, conviction 91). Portfolio: $10.1B across 11 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR