WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings12 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INC | 712,700 | $1.1B | 14.8% | $920.50 | +52.39% | 9 qtrssince 2023-Q2 | Decreased 0 |
AMAZON.COM INC | 4.4M | $967.9M | 13.3% | $137.45 | +62.46% | 21 qtrssince 2020-Q2 | Increased 73 |
FIDELITY NATIONAL FINANCIAL | 14.4M | $808.8M | 11.1% | $32.44 | +65.07% | 12 qtrssince 2022-Q3 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.9M | $666.1M | 9.1% | $105.09 | +116.24% | 11 qtrssince 2022-Q4 | Increased 71 |
NVIDIA CORP | 3.6M | $570.2M | 7.8% | $137.43 | +14.77% | 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-CL A | 3.2M | $561.8M | 7.7% | $114.21 | +56.07% | 24 qtrssince 2019-Q3 | Decreased 0 |
TEMPUR SEALY INTERNATIONAL I | 7.8M | $530.6M | 7.3% | $57.99 | +16.00% | 2 qtrssince 2025-Q1 | Decreased 0 |
MOODY'S CORP | 983,595 | $493.4M | 6.8% | $280.37 | +77.04% | 12 qtrssince 2022-Q3 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 539,700 | $432.5M | 5.9% | $612.35 | +201.15% | 11 qtrssince 2022-Q4 | Decreased 0 |
SAP SE-SPONSORED ADR | 1M | $310.5M | 4.3% | $108.87 | +176.57% | 19 qtrssince 2020-Q4 | Unchanged 0 |
PERIMETER SOLUTIONS INC | 21.9M | $304.2M | 4.2% | $12.79 | +9.27% | 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: Steady Compounder. HoldingsIntel Rating: 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