WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings11 positions
ROPER TECHNOLOGIES | 7.5M | $2.7B | 28.4% | $388.22 | -9.54% | 2 qtrssince 2025-Q4 | Increased 100 |
FIDELITY NATL FINL INC | 20.9M | $969.5M | 10.4% | $38.25 | +18.52% | 15 qtrssince 2022-Q3 | Increased 69 |
AMAZON.COM | 4M | $824.3M | 8.8% | $162.94 | +27.82% | 24 qtrssince 2020-Q2 | Decreased 0 |
EXPEDIA GROUP INC | 3.4M | $792.7M | 8.5% | $168.76 | +36.33% | 8 qtrssince 2024-Q2 | Increased 87 |
TAIWAN SEMICONDUCTOR ADR | 2.2M | $750.6M | 8.0% | $104.26 | +222.53% | 14 qtrssince 2022-Q4 | Decreased 0 |
SOMNIGROUP INTERNATIONAL INC | 8.2M | $607.8M | 6.5% | $63.22 | +16.33% | 5 qtrssince 2025-Q1 | Decreased 0 |
TRANSDIGM GROUP INC | 509,600 | $590.6M | 6.3% | $930.49 | +24.55% | 12 qtrssince 2023-Q2 | Decreased 0 |
MOODY'S | 1.3M | $581.5M | 6.2% | $330.17 | +31.54% | 15 qtrssince 2022-Q3 | Increased 75 |
NVIDIA | 3.3M | $567.3M | 6.1% | $146.01 | +19.17% | 6 qtrssince 2024-Q4 | Unchanged 0 |
PERIMETER SOLUTIONS INC | 21.9M | $533.7M | 5.7% | $12.79 | +90.88% | 6 qtrssince 2024-Q4 | Unchanged 0 |
SAP SE | 2.8M | $472.9M | 5.1% | $193.70 | -13.12% | 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 Score: 5/5.0.
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
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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