WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings10 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 290,700 | $842.2M | 18.8% | $92.57 | +56.74% | 10 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 224,400 | $748.2M | 16.7% | $153.44 | +9.91% | 7 qtrssince 2020-Q2 | Unchanged 0 |
NIELSEN HLDGS PLC | 34.6M | $708.7M | 15.8% | — | — | 12 qtrssince 2019-Q1 | Decreased 0 |
TRANSDIGM GROUP INC | 985,500 | $627.1M | 14.0% | $372.43 | +41.58% | 12 qtrssince 2019-Q1 | Increased 87 |
VICTORIA'S SECRET & CO | 7.2M | $400.1M | 8.9% | $56.34 | -1.57% | 2 qtrssince 2021-Q3 | Increased 73 |
E2OPEN PARENT HOLDINGS INC | 25M | $281.1M | 6.3% | — | — | 4 qtrssince 2021-Q1 | Unchanged 0 |
AIR LEASE CORP | 6.3M | $278.3M | 6.2% | $20.91 | — | 8 qtrssince 2020-Q1 | Decreased 0 |
| 20M | $277.8M | 6.2% | — | — | 1 qtr | New 98 | |
SAP SE-SPONSORED ADR | 1.5M | $213.1M | 4.7% | $119.47 | +9.91% | 5 qtrssince 2020-Q4 | Decreased 0 |
HERBALIFE LTD | 2.7M | $109.1M | 2.4% | $41.27 | 0.00% | 1 qtr | New 81 |
WINDACRE PARTNERSHIP LLC manages $4.5B across 10 positions as of Q4 2021. Top holdings: GOOGL (18.8%), AMZN (16.7%), NLSN (15.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 2 new positions, exited 3, increased 2, trimmed 4. Top move: PRMN (NEW, conviction 98). Portfolio: $4.5B across 10 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