WINDACRE PARTNERSHIP LLC: 13F holdings
CIK 15993832026Q2
| Positions | 11 |
|---|
| Reported value | $10.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 11 (+0 vs prior quarter) |
|---|
| Reported value | $10.1bn (+8.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ROP ROPER TECHNOLOGIES INC | 8,630,200 | $2.9bn | 28.9% |
| EXPE EXPEDIA GROUP INC | 3,909,500 | $1.0bn | 9.9% |
| FNF FIDELITY NATL FINL INC | 20,902,800 | $985.8m | 9.7% |
| TDG TRANSDIGM GROUP INC | 684,100 | $911.2m | 9.0% |
| SAP SAP SE | 4,399,300 | $678.0m | 6.7% |
| SGI SOMNIGROUP INTERNATIONAL INC | 8,420,300 | $660.2m | 6.5% |
| MCO MOODYS CORP | 1,409,900 | $638.6m | 6.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 1,318,000 | $629.4m | 6.2% |
| AMZN AMAZON COM INC | 2,422,500 | $577.4m | 5.7% |
| PRM PERIMETER SOLUTIONS INC | 16,148,621 | $575.7m | 5.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599383")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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