WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings13 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 8.8M | $772.3M | 18.7% | $93.66 | -6.50% | 14 qtrssince 2019-Q3 | Increased 88 |
AMAZON.COM INC | 8.4M | $707M | 17.1% | $105.24 | -20.18% | 11 qtrssince 2020-Q2 | Increased 80 |
FIDELITY NATIONAL FINANCIAL | 9.5M | $356.8M | 8.6% | $30.00 | +7.55% | 2 qtrssince 2022-Q3 | Increased 75 |
VERISIGN INC | 1.5M | $312.3M | 7.5% | $189.16 | +44.20% | 2 qtrssince 2022-Q3 | Increased 100 |
MOODY'S CORP | 1M | $290.3M | 7.0% | $234.95 | +14.88% | 2 qtrssince 2022-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 458,300 | $288.6M | 7.0% | $376.86 | +42.82% | 16 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.3M | $245.1M | 5.9% | $71.09 | 0.00% | 1 qtr | New 98 |
VICTORIA'S SECRET & CO | 6.4M | $229.2M | 5.5% | $55.87 | -35.96% | 6 qtrssince 2021-Q3 | Decreased 0 |
SAP SE-SPONSORED ADR | 2.1M | $221.7M | 5.4% | $105.39 | -5.73% | 9 qtrssince 2020-Q4 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 385,600 | $210.7M | 5.1% | $529.10 | 0.00% | 1 qtr | New 97 |
| 21.6M | $197.4M | 4.8% | — | — | 5 qtrssince 2021-Q4 | Unchanged 0 | |
E2OPEN PARENT HOLDINGS INC | 28.8M | $169M | 4.1% | — | — | 8 qtrssince 2021-Q1 | Increased 61 |
HERBALIFE LTD | 9.3M | $137.7M | 3.3% | $33.17 | -55.13% | 5 qtrssince 2021-Q4 | Decreased 0 |
WINDACRE PARTNERSHIP LLC manages $4.1B across 13 positions as of Q4 2022. Top holdings: GOOGL (18.7%), AMZN (17.1%), FNF (8.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 2 new positions, exited 1, increased 5, trimmed 5. Top move: VRSN (INCREASED, conviction 100). Portfolio: $4.1B across 13 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