WPWINDACRE PARTNERSHIP LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings13 positions
ROPER TECHNOLOGIES INC | 3.1M | $1.4B | 14.8% | $440.87 | 0.00% | 1 qtr | New 100 |
FIDELITY NATL FINL INC | 19.7M | $1.1B | 11.5% | $37.82 | +39.55% | 14 qtrssince 2022-Q3 | Increased 68 |
AMAZON COM INC | 4.1M | $949.3M | 10.2% | $162.94 | +41.66% | 23 qtrssince 2020-Q2 | Increased 75 |
SOMNIGROUP INTERNATIONAL INC | 9.3M | $832.6M | 8.9% | $63.22 | +40.22% | 4 qtrssince 2025-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.5M | $754.6M | 8.1% | $104.26 | +189.21% | 13 qtrssince 2022-Q4 | Decreased 0 |
TRANSDIGM GROUP INC | 566,100 | $752.8M | 8.1% | $930.49 | +42.92% | 11 qtrssince 2023-Q2 | Decreased 0 |
EXPEDIA GROUP INC | 2.4M | $666.4M | 7.1% | $142.38 | +100.16% | 7 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA CORPORATION | 3.3M | $606.7M | 6.5% | $146.01 | +27.43% | 5 qtrssince 2024-Q4 | Increased 80 |
PERIMETER SOLUTIONS INC | 21.9M | $601.7M | 6.5% | $12.79 | +115.19% | 5 qtrssince 2024-Q4 | Unchanged 0 |
SAP SE | 2.5M | $595.4M | 6.4% | $196.93 | +21.24% | 21 qtrssince 2020-Q4 | Increased 67 |
MOODYS CORP | 1.1M | $571.6M | 6.1% | $310.26 | +63.56% | 14 qtrssince 2022-Q3 | Decreased 0 |
ALPHABET INC | 1.7M | $528.7M | 5.7% | $113.76 | +199.39%as of Oct 16 | 26 qtrssince 2019-Q3 | Decreased 0 |
F&G ANNUITIES & LIFE INC | 350,000 | $10.8M | 0.1% | $31.82 | -38.50%as of Oct 16 | 1 qtr | New 49 |
WINDACRE PARTNERSHIP LLC manages $9.3B across 13 positions as of Q4 2025. Top holdings: ROP (14.8%), FNF (11.5%), AMZN (10.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 5/5.0.
Added 2 new positions, increased 4, trimmed 6. Top move: ROP (NEW, conviction 100). Portfolio: $9.3B 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
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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
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