WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings11 positions
Roper Technologies Inc | 8.6M | $2.9B | 28.9% | $381.46 | -4.52% | 3 qtrssince 2025-Q4 | Increased 74 |
Expedia Group Inc | 3.9M | $1B | 9.9% | $176.33 | +53.20% | 9 qtrssince 2024-Q2 | Increased 73 |
FIDELITY NATIONAL FINANCIAL | 20.9M | $985.8M | 9.7% | $38.25 | +3.98% | 16 qtrssince 2022-Q3 | Unchanged 0 |
TRANSDIGM GROUP INC | 684,100 | $911.2M | 9.0% | $1,032.92 | +5.46% | 13 qtrssince 2023-Q2 | Increased 83 |
SAP SE SPON ADR | 4.4M | $678M | 6.7% | $181.85 | +15.73% | 23 qtrssince 2020-Q4 | Increased 91 |
TEMPUR SEALY INTL INC | 8.4M | $660.2M | 6.5% | $63.57 | -1.93% | 6 qtrssince 2025-Q1 | Increased 66 |
Moodys Corp. | 1.4M | $638.6M | 6.3% | $336.82 | +36.18% | 16 qtrssince 2022-Q3 | Increased 68 |
TAIWAN SEMICONDUCTOR MFG LTD | 1.3M | $629.4M | 6.2% | $104.26 | +339.29% | 15 qtrssince 2022-Q4 | Decreased 0 |
Amazon.com, Inc. | 2.4M | $577.4M | 5.7% | $162.94 | +55.92% | 25 qtrssince 2020-Q2 | Decreased 0 |
PERIMETER SOLUTIONS INC COMMON STOCK | 16.1M | $575.7M | 5.7% | $12.79 | +123.70% | 7 qtrssince 2024-Q4 | Decreased 0 |
NVIDIA Corp. | 2.7M | $537.8M | 5.3% | $146.01 | +57.85% | 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: Concentrated Value. 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
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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
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