WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings9 positions
NIELSEN HOLDINGS PLC | 35.2M | $885.4M | 22.0% | — | — | 9 qtrssince 2019-Q1 | Unchanged 0 |
Amazon.com, Inc. | 170,900 | $528.8M | 13.2% | $149.53 | +3.46% | 4 qtrssince 2020-Q2 | Increased 100 |
TRANSDIGM GROUP INC | 821,456 | $483M | 12.0% | $285.36 | +71.24% | 9 qtrssince 2019-Q1 | Decreased 0 |
AIR LEASE CORP | 9.4M | $458.6M | 11.4% | — | — | 5 qtrssince 2020-Q1 | Decreased 0 |
FIDELITY NATL FINL INC | 11.2M | $455.3M | 11.3% | $22.27 | +35.82% | 4 qtrssince 2020-Q2 | Decreased 0 |
Alphabet Inc. | 219,500 | $452.7M | 11.3% | $81.59 | +25.20% | 7 qtrssince 2019-Q3 | Increased 99 |
Moody's Corporation | 1.1M | $332.7M | 8.3% | $224.64 | +26.93% | 9 qtrssince 2019-Q1 | Increased 81 |
SAP SE | 2M | $244.8M | 6.1% | $117.32 | -5.34% | 2 qtrssince 2020-Q4 | Increased 69 |
E2OPEN PARENT HOLDINGS INC | 17.8M | $177.5M | 4.4% | — | — | 1 qtr | New 87 |
WINDACRE PARTNERSHIP LLC manages $4B across 9 positions as of Q1 2021. Top holdings: NLSN (22.0%), AMZN (13.2%), TDG (12.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added ETWO; exited WFC and SC; increased 4, led by MCO (+294,800 shares); trimmed 3, led by AL (−1.6M shares). Top move: AMZN (INCREASED, conviction 100). Portfolio: $4.0B across 9 positions.
Top holdings by portfolio weight
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Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR