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WINDACRE PARTNERSHIP LLC 13F Portfolio
WINDACRE PARTNERSHIP LLC
Latest SEC 13F filing: 2026-06-30
WINDACRE PARTNERSHIP LLC runs WINDACRE PARTNERSHIP LLC and currently holds 11 stock positions, which is fewer than the average of 231 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 #460 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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Top 5 Holdings
ROP28.9%
EXPE9.9%
FNF9.7%
TDG9.0%
SAP6.7%
Top 5: 64.2%
Portfolio Returns
1 Year
+13.74%
#874/10003 Year
+82.94%
#364/10005 Year
+79.21%
#444/1000Portfolio Value
$10.11B
Alpha Score
60.2
#460 of 1000
Holdings
11
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WINDACRE PARTNERSHIP LLC Current 13F Holdings
Reported holdings from WINDACRE PARTNERSHIP LLC's latest SEC 13F filing, ranked by portfolio weight.
11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ROP ROPER TECHNOLOGIES INC | 28.87% | $384.57 | $364.09 | -5.33% | Added +15.10% |
 EXPE EXPEDIA GROUP INC | 9.89% | $179.47 | $274.22 | +52.79% | Added +13.87% |
 FNF FIDELITY NATL FINL INC | 9.75% | $43.08 | $38.79 | -9.96% | Held |
 TDG TRANSDIGM GROUP INC | 9.01% | $1,134.90 | $1,108.27 | -2.35% | Added +34.24% |
 SAP SAP SE | 6.70% | $182.71 | $214.83 | +17.58% | Added +59.27% |
 SGI SOMNIGROUP INTERNATIONAL INC | 6.53% | $64.33 | $62.20 | -3.32% | Added +2.40% |
 MCO MOODYS CORP | 6.31% | $343.32 | $464.39 | +35.26% | Added +5.78% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 6.22% | $108.22 | $453.28 | +318.85% | Trimmed -40.66% |
 AMZN AMAZON COM INC | 5.71% | $162.94 | $262.43 | +61.06% | Trimmed -38.79% |
 PRM PERIMETER SOLUTIONS INC | 5.69% | $12.79 | $27.75 | +116.97% | Trimmed -26.11% |
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