WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings12 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NIELSEN HLDGS PLC | 98.2M | $2.7B | 45.6% | — | — | 15 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 6.5M | $735.9M | 12.3% | $111.45 | +3.00% | 10 qtrssince 2020-Q2 | Increased 68 |
ALPHABET INC-CL A | 5.9M | $565.4M | 9.5% | $96.59 | +0.10% | 13 qtrssince 2019-Q3 | Increased 100 |
MOODY'S CORP | 1.2M | $301.4M | 5.0% | $234.95 | 0.00% | 1 qtr | New 98 |
TRANSDIGM GROUP INC | 548,400 | $287.8M | 4.8% | $376.86 | +20.31% | 15 qtrssince 2019-Q1 | Increased 63 |
FIDELITY NATIONAL FINANCIAL | 7.9M | $285.8M | 4.8% | $29.54 | 0.00% | 1 qtr | New 88 |
VICTORIA'S SECRET & CO | 7.5M | $219.8M | 3.7% | $55.87 | -47.18% | 5 qtrssince 2021-Q3 | Increased 60 |
HERBALIFE LTD | 10M | $198.6M | 3.3% | $33.17 | -37.50% | 4 qtrssince 2021-Q4 | Decreased 0 |
SAP SE-SPONSORED ADR | 2.2M | $182.3M | 3.1% | $105.39 | -26.48% | 8 qtrssince 2020-Q4 | Increased 79 |
| 21.6M | $173M | 2.9% | — | — | 4 qtrssince 2021-Q4 | Unchanged 0 | |
E2OPEN PARENT HOLDINGS INC | 27.6M | $167.8M | 2.8% | — | — | 7 qtrssince 2021-Q1 | Increased 58 |
VERISIGN INC | 760,000 | $132M | 2.2% | $174.65 | 0.00% | 1 qtr | New 81 |
WINDACRE PARTNERSHIP LLC manages $6B across 12 positions as of Q3 2022. Top holdings: NLSN (45.6%), AMZN (12.3%), GOOGL (9.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 5/5.0.
Added 3 new positions, increased 6, trimmed 2. Top move: GOOGL (INCREASED, conviction 100). Portfolio: $6.0B 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