WINDACRE PARTNERSHIP LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$7.3B
Holdings
13
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 11,147,000 | $1682.4T | 23122389.12% | |
| 2 | AMZNAMAZON COM INC | 7,595,100 | $1370.0T | 18828729.28% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 16,249,267 | $862.8T | 11858436.39% | |
| 4 | MCOMOODYS CORP | 1,746,000 | $686.2T | 9431246.00% | |
| 5 | ASMLASML HOLDING N V | 638,500 | $619.6T | 8516127.38% | |
| 6 | T7DTRANSDIGM GROUP INC | 498,000 | $613.3T | 8429428.97% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,854,000 | $388.3T | 5336440.20% | |
| 8 | SAPSAP SE | 1,864,000 | $363.5T | 4996276.46% | |
| 9 | PJXPETROLEO BRASILEIRO SA PETRO | 13,851,600 | $206.4T | 2836516.68% | |
| 10 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $160.3T | 2202707.29% | |
| 11 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,817,992 | $128.0T | 1758513.95% | |
| 12 | VSCOVICTORIAS SECRET AND CO | 5,301,244 | $102.7T | 1411987.01% | |
| 13 | HLFHERBALIFE LTD | 9,203,500 | $92.5T | 1271212.66% |