WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings11 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
FIDELITY NATIONAL FINANCIAL | 18.9M | $1.1B | 14.3% | $38.29 | +49.23% | 13 qtrssince 2022-Q3 | Increased 82 |
TRANSDIGM GROUP INC | 612,500 | $807.3M | 10.1% | $920.50 | +40.06% | 10 qtrssince 2023-Q2 | Decreased 0 |
TEMPUR SEALY INTERNATIONAL I | 9.4M | $790.5M | 9.9% | $62.09 | +32.65% | 3 qtrssince 2025-Q1 | Increased 76 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.8M | $789.6M | 9.9% | $105.09 | +159.30% | 12 qtrssince 2022-Q4 | Decreased 0 |
EXPEDIA GROUP INC | 3.7M | $787M | 9.8% | $142.38 | +54.61% | 6 qtrssince 2024-Q2 | Increased 70 |
AMAZON.COM INC | 3.5M | $768.7M | 9.6% | $137.45 | +61.63% | 22 qtrssince 2020-Q2 | Decreased 0 |
ALPHABET INC-CL A | 3.1M | $761M | 9.5% | $114.21 | +113.55% | 25 qtrssince 2019-Q3 | Decreased 0 |
SAP SE-SPONSORED ADR | 2.4M | $629.9M | 7.9% | $196.71 | +34.12% | 20 qtrssince 2020-Q4 | Increased 100 |
MOODY'S CORP | 1.2M | $555.1M | 6.9% | $310.26 | +52.26% | 13 qtrssince 2022-Q3 | Increased 75 |
PERIMETER SOLUTIONS INC | 21.9M | $489.3M | 6.1% | $12.79 | +67.11% | 4 qtrssince 2024-Q4 | Unchanged 0 |
NVIDIA CORP | 2.5M | $471.9M | 5.9% | $137.43 | +32.31% | 4 qtrssince 2024-Q4 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $8B across 11 positions as of Q3 2025. Top holdings: FNF (14.3%), TDG (10.1%), SGI (9.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Exited 1, increased 5, trimmed 5. Top move: SAP (INCREASED, conviction 100). Portfolio: $8.0B 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