WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings13 positions
TRANSDIGM GROUP INC | 722,000 | $998.7M | 15.0% | $930.49 | +39.10% | 8 qtrssince 2023-Q2 | Decreased 0 |
FIDELITY NATL FINL INC | 14.5M | $943.4M | 14.1% | $31.39 | +88.17% | 11 qtrssince 2022-Q3 | Decreased 0 |
AMAZON.COM | 3.9M | $746.6M | 11.2% | $142.58 | +33.44% | 20 qtrssince 2020-Q2 | Increased 71 |
ALPHABET - CLASS A | 4.2M | $653.9M | 9.8% | $113.76 | +35.30% | 23 qtrssince 2019-Q3 | Decreased 0 |
SOMNIGROUP INTERNATIONAL INC | 10.4M | $623M | 9.3% | $59.10 | 0.00% | 1 qtr | New 100 |
EXPEDIA GROUP INC | 3.1M | $526.6M | 7.9% | $131.46 | +26.39% | 4 qtrssince 2024-Q2 | Decreased 0 |
MOODY'S | 1M | $470.6M | 7.1% | $280.37 | +64.06% | 11 qtrssince 2022-Q3 | Unchanged 0 |
TAIWAN SEMICONDUCTOR ADR | 2.7M | $441.8M | 6.6% | $91.73 | +77.87% | 10 qtrssince 2022-Q4 | Increased 67 |
ASML HLDG NV | 571,100 | $378.4M | 5.7% | $611.54 | +6.90% | 10 qtrssince 2022-Q4 | Decreased 0 |
NVIDIA | 3.1M | $340.8M | 5.1% | $131.14 | -17.56% | 2 qtrssince 2024-Q4 | Increased 71 |
SAP SE | 1M | $274.1M | 4.1% | $107.06 | +144.25% | 18 qtrssince 2020-Q4 | Decreased 0 |
PERIMETER SOLUTIONS INC | 21.6M | $217.5M | 3.3% | $12.78 | -21.21% | 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 Score: 5/5.0.
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
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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