WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings12 positions
TRANSDIGM GROUP INC | 712,700 | $1.1B | 14.8% | $930.49 | +52.91% | 9 qtrssince 2023-Q2 | Decreased 0 |
AMAZON COM INC | 4.4M | $967.9M | 13.3% | $151.08 | +45.22% | 21 qtrssince 2020-Q2 | Increased 73 |
FIDELITY NATIONAL FINANCIAL | 14.4M | $808.8M | 11.1% | $31.39 | +63.57% | 12 qtrssince 2022-Q3 | Decreased 0 |
TAIWAN SEMICONDUCTOR MFG LTD | 2.9M | $666.1M | 9.1% | $104.26 | +114.29% | 11 qtrssince 2022-Q4 | Increased 71 |
NVIDIA CORPORATION | 3.6M | $570.2M | 7.8% | $134.54 | +17.14% | 3 qtrssince 2024-Q4 | Increased 73 |
EXPEDIA GROUP INC | 3.4M | $568.8M | 7.8% | $135.24 | +25.82% | 5 qtrssince 2024-Q2 | Increased 69 |
ALPHABET INC | 3.2M | $561.8M | 7.7% | $113.76 | +54.37% | 24 qtrssince 2019-Q3 | Decreased 0 |
TEMPUR SEALY INTL INC | 7.8M | $530.6M | 7.3% | $59.10 | +13.91% | 2 qtrssince 2025-Q1 | Decreased 0 |
MOODYS CORP | 983,595 | $493.4M | 6.8% | $280.37 | +77.04% | 12 qtrssince 2022-Q3 | Decreased 0 |
ASML HOLDING N V | 539,700 | $432.5M | 5.9% | $612.35 | +190.74% | 11 qtrssince 2022-Q4 | Decreased 0 |
SAP SE | 1M | $310.5M | 4.3% | $107.06 | +179.19% | 19 qtrssince 2020-Q4 | Unchanged 0 |
PERIMETER SOLUTIONS INC | 21.9M | $304.2M | 4.2% | $12.79 | +8.81% | 3 qtrssince 2024-Q4 | Increased 60 |
WINDACRE PARTNERSHIP LLC manages $7.3B across 12 positions as of Q2 2025. Top holdings: TDG (14.8%), AMZN (13.3%), FNF (11.1%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Exited 1, increased 5, trimmed 6. Top move: AMZN (INCREASED, conviction 73). Portfolio: $7.3B 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
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