WINDACRE PARTNERSHIP LLC
WINDACRE PARTNERSHIP LLC's WINDACRE PARTNERSHIP LLC holds 11 U.S.-equity positions worth $9.3B (SEC 13F, Q1 2026). Top positions: Roper Technologies, Inc. Common Stock 28.4%, Fidelity National Financial, Inc. 10.4%, Amazon.Com Inc 8.8%. 13F-replication return is +128% over 3 years (+65 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| ROP Roper Technologies, Inc. Common Stock | 28.4% | 7.5M | $2.7B | ▲ 142% (+4.4M) | $391.55 | $391.97 (+0%) | 2026-03-31 |
| FNF Fidelity National Financial, Inc. | 10.4% | 20.9M | $969M | ▲ 6.1% (+1.2M) | $43.40 | $51.59 (+19%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 8.8% | 4.0M | $824M | ▼ 3.8% (−155K) | $150.07 | $271.58 (+81%) | 2026-03-31 |
| EXPE Expedia Group, Inc. Common Stock | 8.5% | 3.4M | $793M | ▲ 46% (+1.1M) | $170.24 | $294.74 (+73%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 8.0% | 2.2M | $751M | ▼ 11% (−262K) | $116.17 | $404.25 (+248%) | 2026-03-31 |
| SGI Somnigroup International Inc. | 6.5% | 8.2M | $608M | ▼ 12% (−1.1M) | $63.99 | $65.33 (+2%) | 2026-03-31 |
| TDG TransDigm Group Incorporated | 6.3% | 510K | $591M | ▼ 10.0% (−56K) | $1,067.80 | $1,254.38 (+17%) | 2026-03-31 |
| MCO Moody's Corporation | 6.2% | 1.3M | $581M | ▲ 19% (+214K) | $363.53 | $478.38 (+32%) | 2026-03-31 |
| NVDA NVIDIA CORP | 6.1% | 3.3M | $567M | — | $146.38 | $200.75 (+37%) | 2026-03-31 |
| PRM Perimeter Solutions, Inc. | 5.7% | 21.9M | $534M | — | $12.79 | $30.61 (+139%) | 2026-03-31 |
| SAP Sap Se | 5.1% | 2.8M | $473M | ▲ 13% (+311K) | $203.75 | $183.62 (−10%) | 2026-03-31 |
FAQ ▾
What are WINDACRE PARTNERSHIP LLC's largest holdings?
As of the latest 13F: Roper Technologies, Inc. Common Stock 28.4%, Fidelity National Financial, Inc. 10.4%, Amazon.Com Inc 8.8%, Expedia Group, Inc. Common Stock 8.5%, Taiwan Semiconductor Manufac 8.0%.
How big is WINDACRE PARTNERSHIP LLC's 13F portfolio?
$9.3B across 11 disclosed U.S.-equity positions.
What is WINDACRE PARTNERSHIP LLC's 3-year performance?
+128% (13F-replication, price return), +65 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.