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WINDACRE PARTNERSHIP LLC
WINDACRE PARTNERSHIP LLC
Latest filing: 2026-06-30
WINDACRE PARTNERSHIP LLC runs WINDACRE PARTNERSHIP LLC and currently holds 11 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $10.11B. Their top holdings are ROP, EXPE, FNF, TDG, SAP. The top five represent 64.2% of reported portfolio weight. WINDACRE PARTNERSHIP LLC ranks #451 out of 1000 investors tracked by Alpha Score. They added to 6 existing positions. They trimmed 4 positions. Their current best-performing preview position is PRM with returns of +45.99%.
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11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ROP ROPER TECHNOLOGIES INC | 28.87% | $384.57 | $411.79 | +7.08% | Added +15.10% |
 EXPE EXPEDIA GROUP INC | 9.89% | $179.47 | $321.63 | +79.21% | Added +13.87% |
 FNF FIDELITY NATL FINL INC | 9.75% | $43.08 | $47.31 | +9.82% | Held |
 TDG TRANSDIGM GROUP INC | 9.01% | $1,134.90 | $1,200.42 | +5.77% | Added +34.24% |
 SAP SAP SE | 6.70% | $182.71 | $218.62 | +19.65% | Added +59.27% |
 SGI SOMNIGROUP INTERNATIONAL INC | 6.53% | $64.33 | $64.72 | +0.61% | Added +2.40% |
 MCO MOODYS CORP | 6.31% | $343.32 | $503.33 | +46.61% | Added +5.78% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 6.22% | $108.22 | $418.87 | +287.05% | Trimmed -40.66% |
 AMZN AMAZON COM INC | 5.71% | $162.94 | $258.63 | +58.73% | Trimmed -38.79% |
 PRM PERIMETER SOLUTIONS INC | 5.69% | $12.79 | $31.45 | +145.86% | Trimmed -26.11% |
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