WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings10 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 300,500 | $979.6M | 20.6% | $156.69 | +6.13% | 8 qtrssince 2020-Q2 | Increased 83 |
NIELSEN HLDGS PLC | 34.6M | $941.3M | 19.8% | — | — | 13 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 232,000 | $645.3M | 13.6% | $92.57 | +52.17% | 11 qtrssince 2019-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 724,400 | $472M | 9.9% | $372.43 | +50.04% | 13 qtrssince 2019-Q1 | Decreased 0 |
PETROLEO BRASIL-SP PREF ADR | 28.3M | $395.8M | 8.3% | $4.94 | 0.00% | 1 qtr | New 99 |
VICTORIA'S SECRET & CO | 7.4M | $382.6M | 8.0% | $56.23 | -6.11% | 3 qtrssince 2021-Q3 | Increased 66 |
HERBALIFE LTD | 10M | $303.7M | 6.4% | $33.26 | -8.75% | 2 qtrssince 2021-Q4 | Increased 100 |
| 20M | $242.2M | 5.1% | — | — | 2 qtrssince 2021-Q4 | Unchanged 0 | |
E2OPEN PARENT HOLDINGS INC | 26.2M | $230.8M | 4.9% | — | — | 5 qtrssince 2021-Q1 | Increased 62 |
SAP SE-SPONSORED ADR | 1.5M | $163M | 3.4% | $119.47 | -11.42% | 6 qtrssince 2020-Q4 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $4.8B across 10 positions as of Q1 2022. Top holdings: AMZN (20.6%), NLSN (19.8%), GOOGL (13.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 1 new position, exited 1, increased 4, trimmed 3. Top move: HLF (INCREASED, conviction 100). Portfolio: $4.8B across 10 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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