WINDACRE PARTNERSHIP LLC
CIK: 0001599383SEC EDGAR →
Portfolio Value
$9.3B
Holdings
13
As of
Q4 2025
New Positions
0
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ROPER TECHNOLOGIES INC | 3,096,100 | $1.4B | 14.78% |
| 2 | FIDELITY NATIONAL FINANCIAL | 19,704,000 | $1.1B | 11.54% |
| 3 | AMAZON COM INC | 4,112,900 | $949.3M | 10.18% |
| 4 | SOMNIGROUP INTERNATIONAL INC | 9,325,800 | $832.6M | 8.93% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 2,483,100 | $754.6M | 8.09% |
| 6 | TRANSDIGM GROUP INC | 566,100 | $752.8M | 8.07% |
| 7 | EXPEDIA GROUP INC | 2,352,100 | $666.4M | 7.15% |
| 8 | NVIDIA CORPORATION | 3,253,100 | $606.7M | 6.51% |
| 9 | PERIMETER SOLUTIONS INC | 21,854,600 | $601.7M | 6.45% |
| 10 | SAP SE | 2,451,125 | $595.4M | 6.39% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 3 | $2.0B | 21.0% |
| Financial Services | 3 | $1.7B | 17.8% |
| Consumer Cyclical | 2 | $1.6B | 17.3% |
| Unknown | 2 | $1.6B | 17.0% |
| Industrials | 1 | $1.4B | 14.8% |
| Basic Materials | 1 | $601.7M | 6.5% |
| Communication Services | 1 | $528.7M | 5.7% |