WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q3 2022
Top Holdings12 positions
NIELSEN HOLDINGS PLC | 98.2M | $2.7B | 45.6% | — | — | 15 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 6.5M | $735.9M | 12.3% | $153.52 | -26.39% | 10 qtrssince 2020-Q2 | Increased 68 |
ALPHABET INC | 5.9M | $565.4M | 9.5% | $94.20 | +0.59% | 13 qtrssince 2019-Q3 | Increased 100 |
MOODYS CORP | 1.2M | $301.4M | 5.0% | $234.95 | 0.00% | 1 qtr | New 98 |
TRANSDIGM GROUP INC | 548,400 | $287.8M | 4.8% | $368.25 | +21.82% | 15 qtrssince 2019-Q1 | Increased 63 |
FIDELITY NATL FINL INC | 7.9M | $285.8M | 4.8% | $28.51 | 0.00% | 1 qtr | New 88 |
VICTORIAS SECRET AND CO | 7.5M | $219.8M | 3.7% | $55.87 | -47.18% | 5 qtrssince 2021-Q3 | Increased 60 |
HERBALIFE LTD | 10M | $198.6M | 3.3% | $33.08 | -39.86% | 4 qtrssince 2021-Q4 | Decreased 0 |
SAP SE | 2.2M | $182.3M | 3.1% | $103.65 | -25.82% | 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 Score: 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
Verify source filings on SEC EDGAR