WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings13 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INC | 722,000 | $998.7M | 15.0% | $920.50 | +39.99% | 8 qtrssince 2023-Q2 | Decreased 0 |
FIDELITY NATIONAL FINANCIAL | 14.5M | $943.4M | 14.1% | $32.44 | +87.30% | 11 qtrssince 2022-Q3 | Decreased 0 |
AMAZON.COM INC | 3.9M | $746.6M | 11.2% | $126.78 | +52.01% | 20 qtrssince 2020-Q2 | Increased 71 |
ALPHABET INC-CL A | 4.2M | $653.9M | 9.8% | $114.21 | +34.75% | 23 qtrssince 2019-Q3 | Decreased 0 |
TEMPUR SEALY INTERNATIONAL I | 10.4M | $623M | 9.3% | $57.99 | 0.00% | 1 qtr | New 100 |
EXPEDIA GROUP INC | 3.1M | $526.6M | 7.9% | $132.57 | +26.05% | 4 qtrssince 2024-Q2 | Decreased 0 |
MOODY'S CORP | 1M | $470.6M | 7.1% | $280.37 | +64.06% | 11 qtrssince 2022-Q3 | Unchanged 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.7M | $441.8M | 6.6% | $92.24 | +77.46% | 10 qtrssince 2022-Q4 | Increased 67 |
ASML HOLDING NV-NY REG SHS | 571,100 | $378.4M | 5.7% | $612.35 | +6.90% | 10 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA CORP | 3.1M | $340.8M | 5.1% | $134.44 | -18.44% | 2 qtrssince 2024-Q4 | Increased 71 |
SAP SE-SPONSORED ADR | 1M | $274.1M | 4.1% | $108.87 | +143.97% | 18 qtrssince 2020-Q4 | Decreased 0 |
PERIMETER SOLUTIONS INC | 21.6M | $217.5M | 3.3% | $12.78 | -19.41% | 2 qtrssince 2024-Q4 | Unchanged 0 |
E2OPEN PARENT HOLDINGS INC | 28.8M | $57.6M | 0.9% | — | — | 17 qtrssince 2021-Q1 | Unchanged 0 |
WINDACRE PARTNERSHIP LLC manages $6.7B across 13 positions as of Q1 2025. Top holdings: TDG (15.0%), FNF (14.1%), AMZN (11.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 1 new position, increased 3, trimmed 6. Top move: SGI (NEW, conviction 100). Portfolio: $6.7B across 13 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