WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings12 positions
AMAZON COM INC | 7.5M | $1.4B | 18.7% | $137.78 | +35.24% | 18 qtrssince 2020-Q2 | Increased 68 |
TRANSDIGM GROUP INC | 728,000 | $1B | 13.8% | $921.38 | +37.27% | 6 qtrssince 2023-Q2 | Increased 86 |
ALPHABET INC | 6.2M | $1B | 13.7% | $113.76 | +44.77% | 21 qtrssince 2019-Q3 | Decreased 0 |
FIDELITY NATL FINL INC | 16M | $994.5M | 13.2% | $31.39 | +76.56% | 9 qtrssince 2022-Q3 | Decreased 0 |
EXPEDIA GROUP INC | 4.3M | $640M | 8.5% | $132.57 | +11.57% | 2 qtrssince 2024-Q2 | Increased 88 |
MOODYS CORP | 1.2M | $558.1M | 7.4% | $280.37 | +66.58% | 9 qtrssince 2022-Q3 | Decreased 0 |
ASML HLDG NV | 664,100 | $553.4M | 7.4% | $611.82 | +33.95% | 8 qtrssince 2022-Q4 | Increased 67 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.9M | $507.5M | 6.7% | $88.21 | +92.15% | 8 qtrssince 2022-Q4 | Decreased 0 |
SAP SE | 1.4M | $320.6M | 4.3% | $107.06 | +108.45% | 16 qtrssince 2020-Q4 | Decreased 0 |
| 21.6M | $290.5M | 3.9% | — | — | 12 qtrssince 2021-Q4 | Unchanged 0 | |
E2OPEN PARENT HOLDINGS INC | 28.8M | $127M | 1.7% | — | — | 15 qtrssince 2021-Q1 | Decreased 0 |
HERBALIFE LTD | 8M | $57.3M | 0.8% | $32.32 | -79.30% | 12 qtrssince 2021-Q4 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $7.5B across 12 positions as of Q3 2024. Top holdings: AMZN (18.7%), TDG (13.8%), GOOGL (13.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Increased 4, trimmed 7. Top move: EXPE (INCREASED, conviction 88). Portfolio: $7.5B across 12 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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