WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings9 positions
NIELSEN HOLDINGS PLC | 35.2M | $868.5M | 19.2% | — | — | 10 qtrssince 2019-Q1 | Unchanged 0 |
AMAZON COM INC | 226,400 | $778.9M | 17.2% | $155.04 | +10.94% | 5 qtrssince 2020-Q2 | Increased 82 |
ALPHABET INC | 276,500 | $675.2M | 14.9% | $89.70 | +34.82% | 8 qtrssince 2019-Q3 | Increased 79 |
TRANSDIGM GROUP INC | 793,256 | $513.5M | 11.3% | $285.36 | +88.53% | 10 qtrssince 2019-Q1 | Decreased 0 |
FIDELITY NATL FINL INC | 10.8M | $470.2M | 10.4% | $22.27 | +46.30% | 5 qtrssince 2020-Q2 | Decreased 0 |
MOODYS CORP | 1.1M | $384.8M | 8.5% | $224.64 | +54.32% | 10 qtrssince 2019-Q1 | Decreased 0 |
AIR LEASE CORP | 8.4M | $350.7M | 7.7% | $20.91 | +83.89% | 6 qtrssince 2020-Q1 | Decreased 0 |
SAP SE | 2M | $280.1M | 6.2% | $117.32 | +10.06% | 3 qtrssince 2020-Q4 | Unchanged 0 |
E2OPEN PARENT HOLDINGS INC | 17.8M | $203.5M | 4.5% | — | — | 2 qtrssince 2021-Q1 | Unchanged 0 |
WINDACRE PARTNERSHIP LLC manages $4.5B across 9 positions as of Q2 2021. Top holdings: NLSN (19.2%), AMZN (17.2%), GOOGL (14.9%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Increased 2, trimmed 4. Top move: AMZN (INCREASED, conviction 82). Portfolio: $4.5B across 9 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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
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