WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings12 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL A | 5.1M | $971.9M | 14.3% | $114.21 | +66.79% | 22 qtrssince 2019-Q3 | Decreased 0 |
TRANSDIGM GROUP INC | 753,997 | $955.5M | 14.0% | $920.50 | +30.10% | 7 qtrssince 2023-Q2 | Increased 67 |
FIDELITY NATIONAL FINANCIAL | 15.7M | $883M | 12.9% | $32.44 | +61.03% | 10 qtrssince 2022-Q3 | Decreased 0 |
AMAZON.COM INC | 3.6M | $782.1M | 11.5% | $120.14 | +84.21% | 19 qtrssince 2020-Q2 | Decreased 0 |
EXPEDIA GROUP INC | 4.1M | $757.6M | 11.1% | $132.57 | +39.55% | 3 qtrssince 2024-Q2 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.5M | $500.9M | 7.3% | $88.72 | +122.87% | 9 qtrssince 2022-Q4 | Decreased 0 |
MOODY'S CORP | 1M | $478.4M | 7.0% | $280.37 | +66.45% | 10 qtrssince 2022-Q3 | Decreased 0 |
ASML HOLDING NV-NY REG SHS | 669,100 | $463.7M | 6.8% | $612.35 | +11.58% | 9 qtrssince 2022-Q4 | Increased 64 |
NVIDIA CORP | 2.8M | $376.6M | 5.5% | $137.45 | 0.00% | 1 qtr | New 99 |
SAP SE-SPONSORED ADR | 1.2M | $296.3M | 4.3% | $108.87 | +126.51% | 17 qtrssince 2020-Q4 | Decreased 0 |
PERIMETER SOLUTIONS INC | 21.6M | $276M | 4.0% | $12.78 | 0.00% | 1 qtr | New 88 |
E2OPEN PARENT HOLDINGS INC | 28.8M | $76.6M | 1.1% | — | — | 16 qtrssince 2021-Q1 | Unchanged 0 |
WINDACRE PARTNERSHIP LLC manages $6.8B across 12 positions as of Q4 2024. Top holdings: GOOGL (14.3%), TDG (14.0%), FNF (12.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 2 new positions, exited 2, increased 2, trimmed 7. Top move: NVDA (NEW, conviction 99). Portfolio: $6.8B 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
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