WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2022
Top Holdings9 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NIELSEN HLDGS PLC | 98.2M | $2.3B | 47.9% | — | — | 14 qtrssince 2019-Q1 | Increased 100 |
AMAZON.COM INC | 6.1M | $653M | 13.7% | $111.26 | -2.10% | 9 qtrssince 2020-Q2 | Increased 100 |
ALPHABET INC-CL A | 257,200 | $560.5M | 11.8% | $94.36 | +17.48% | 12 qtrssince 2019-Q3 | Increased 71 |
TRANSDIGM GROUP INC | 518,400 | $278.2M | 5.8% | $372.43 | +17.29% | 14 qtrssince 2019-Q1 | Decreased 0 |
| 21.6M | $234.1M | 4.9% | — | — | 3 qtrssince 2021-Q4 | Increased 64 | |
VICTORIA'S SECRET & CO | 7.4M | $208.4M | 4.4% | $56.23 | -46.47% | 4 qtrssince 2021-Q3 | Unchanged 0 |
HERBALIFE LTD | 10.1M | $206.2M | 4.3% | $33.17 | -35.20% | 3 qtrssince 2021-Q4 | Increased 59 |
E2OPEN PARENT HOLDINGS INC | 26.2M | $203.8M | 4.3% | — | — | 6 qtrssince 2021-Q1 | Unchanged 0 |
SAP SE-SPONSORED ADR | 1.5M | $139.9M | 2.9% | $118.09 | -23.43% | 7 qtrssince 2020-Q4 | Increased 57 |
WINDACRE PARTNERSHIP LLC manages $4.8B across 9 positions as of Q2 2022. Top holdings: NLSN (47.9%), AMZN (13.7%), GOOGL (11.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Exited 1, increased 6, trimmed 1. Top move: NLSN (INCREASED, conviction 100). Portfolio: $4.8B 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
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