WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROPER INDUSTRIES INC | 7.5M | $2.7B | 28.4% | $394.47 | -9.75% | 2 qtrssince 2025-Q4 | Increased 100 |
FIDELITY NATIONAL FINANCIAL | 20.9M | $969.5M | 10.4% | $39.65 | +27.77% | 15 qtrssince 2022-Q3 | Increased 69 |
AMAZON.COM INC | 4M | $824.3M | 8.8% | $151.60 | +37.69% | 24 qtrssince 2020-Q2 | Decreased 0 |
EXPEDIA GROUP INC | 3.4M | $792.7M | 8.5% | $165.30 | +30.15% | 8 qtrssince 2024-Q2 | Increased 87 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.2M | $750.6M | 8.0% | $105.09 | +236.03% | 14 qtrssince 2022-Q4 | Decreased 0 |
TEMPUR SEALY INTERNATIONAL I | 8.2M | $607.8M | 6.5% | $62.09 | +38.72% | 5 qtrssince 2025-Q1 | Decreased 0 |
TRANSDIGM GROUP INC | 509,600 | $590.6M | 6.3% | $920.50 | +44.09% | 12 qtrssince 2023-Q2 | Decreased 0 |
MOODY'S CORP | 1.3M | $581.5M | 6.2% | $330.17 | +31.54% | 15 qtrssince 2022-Q3 | Increased 75 |
NVIDIA CORP | 3.3M | $567.3M | 6.1% | $148.59 | +21.18% | 6 qtrssince 2024-Q4 | Unchanged 0 |
PERIMETER SOLUTIONS INC | 21.9M | $533.7M | 5.7% | $12.79 | +90.40% | 6 qtrssince 2024-Q4 | Unchanged 0 |
SAP SE-SPONSORED ADR | 2.8M | $472.9M | 5.1% | $198.30 | -0.99% | 22 qtrssince 2020-Q4 | Increased 71 |
WINDACRE PARTNERSHIP LLC manages $9.3B across 11 positions as of Q1 2026. Top holdings: ROP (28.4%), FNF (10.4%), AMZN (8.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Exited 2, increased 5, trimmed 4. Top move: ROP (INCREASED, conviction 100). Portfolio: $9.3B 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