WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings12 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AMAZON.COM INC | 7.5M | $1.4B | 18.7% | $120.14 | +56.46% | 18 qtrssince 2020-Q2 | Increased 68 |
TRANSDIGM GROUP INC | 728,000 | $1B | 13.8% | $910.61 | +36.53% | 6 qtrssince 2023-Q2 | Increased 86 |
ALPHABET INC-CL A | 6.2M | $1B | 13.7% | $114.21 | +42.83% | 21 qtrssince 2019-Q3 | Decreased 0 |
FIDELITY NATIONAL FINANCIAL | 16M | $994.5M | 13.2% | $32.44 | +74.04% | 9 qtrssince 2022-Q3 | Decreased 0 |
EXPEDIA GROUP INC | 4.3M | $640M | 8.5% | $132.57 | +11.57% | 2 qtrssince 2024-Q2 | Increased 88 |
MOODY'S CORP | 1.2M | $558.1M | 7.4% | $280.37 | +66.58% | 9 qtrssince 2022-Q3 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 664,100 | $553.4M | 7.4% | $611.82 | +33.95% | 8 qtrssince 2022-Q4 | Increased 67 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.9M | $507.5M | 6.7% | $88.72 | +97.31% | 8 qtrssince 2022-Q4 | Decreased 0 |
SAP SE-SPONSORED ADR | 1.4M | $320.6M | 4.3% | $108.87 | +107.55% | 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% | $32.41 | -61.96% | 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 Rating: 3/5.0.
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
Best and worst performing positions by estimated return
Top Winners
Top Losers
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