WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings12 positions
ALPHABET INC | 9.7M | $1.8B | 23.2% | $113.76 | +58.79% | 20 qtrssince 2019-Q3 | Decreased 0 |
AMAZON COM INC | 7.2M | $1.4B | 18.3% | $135.44 | +42.69% | 17 qtrssince 2020-Q2 | Decreased 0 |
FIDELITY NATL FINL INC | 16.4M | $811.9M | 10.7% | $31.39 | +39.49% | 8 qtrssince 2022-Q3 | Increased 65 |
MOODYS CORP | 1.6M | $688.6M | 9.1% | $280.37 | +47.48% | 8 qtrssince 2022-Q3 | Decreased 0 |
ASML HLDG NV | 638,500 | $653M | 8.6% | $603.49 | +66.37% | 7 qtrssince 2022-Q4 | Unchanged 0 |
TRANSDIGM GROUP INC | 510,300 | $652M | 8.6% | $774.89 | +46.11% | 5 qtrssince 2023-Q2 | Increased 66 |
TAIWAN SEMICONDUCTOR MANUFAC | 3.1M | $544.7M | 7.2% | $88.21 | +91.60% | 7 qtrssince 2022-Q4 | Increased 70 |
EXPEDIA GROUP INC | 2.9M | $364.4M | 4.8% | $124.98 | 0.00% | 1 qtr | New 89 |
SAP SE | 1.7M | $346.4M | 4.6% | $107.06 | +83.53% | 15 qtrssince 2020-Q4 | Decreased 0 |
| 21.6M | $169.1M | 2.2% | — | — | 11 qtrssince 2021-Q4 | Unchanged 0 | |
E2OPEN PARENT HOLDINGS INC | 28.8M | $129.4M | 1.7% | — | — | 14 qtrssince 2021-Q1 | Unchanged 0 |
HERBALIFE LTD | 8.7M | $90.4M | 1.2% | $32.32 | -67.86% | 11 qtrssince 2021-Q4 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $7.6B across 12 positions as of Q2 2024. Top holdings: GOOGL (23.2%), AMZN (18.3%), FNF (10.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added 1 new position, exited 2, increased 3, trimmed 5. Top move: EXPE (NEW, conviction 89). Portfolio: $7.6B across 12 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