WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 296,700 | $793.2M | 17.7% | $92.57 | +44.05% | 9 qtrssince 2019-Q3 | Increased 69 |
AMAZON.COM INC | 224,400 | $737.2M | 16.4% | $153.44 | +7.58% | 6 qtrssince 2020-Q2 | Decreased 0 |
NIELSEN HLDGS PLC | 35.2M | $675.6M | 15.1% | — | — | 11 qtrssince 2019-Q1 | Unchanged 0 |
TRANSDIGM GROUP INC | 668,800 | $417.7M | 9.3% | $299.10 | +76.32% | 11 qtrssince 2019-Q1 | Decreased 0 |
VICTORIA'S SECRET & CO | 6.2M | $342M | 7.6% | $56.49 | 0.00% | 1 qtr | New 99 |
FIDELITY NATIONAL FINANCIAL | 6.9M | $313.1M | 7.0% | $22.92 | +56.62% | 6 qtrssince 2020-Q2 | Decreased 0 |
MOODY'S CORP | 866,800 | $307.8M | 6.9% | $224.64 | +51.48% | 11 qtrssince 2019-Q1 | Decreased 0 |
E2OPEN PARENT HOLDINGS INC | 25M | $282.1M | 6.3% | — | — | 3 qtrssince 2021-Q1 | Increased 83 |
AIR LEASE CORP | 6.5M | $257.4M | 5.7% | $20.91 | +76.67% | 7 qtrssince 2020-Q1 | Decreased 0 |
SAP SE-SPONSORED ADR | 1.6M | $222.1M | 5.0% | $119.47 | +6.74% | 4 qtrssince 2020-Q4 | Decreased 0 |
POWERSCHOOL HOLDINGS INC | 5.5M | $136.4M | 3.0% | — | — | 1 qtr | New 87 |
WINDACRE PARTNERSHIP LLC manages $4.5B across 11 positions as of Q3 2021. Top holdings: GOOGL (17.7%), AMZN (16.4%), NLSN (15.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 2 new positions, increased 2, trimmed 6. Top move: VSCO (NEW, conviction 99). Portfolio: $4.5B across 11 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