WINDACRE PARTNERSHIP LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$6.7T
Holdings
13
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | T7DTRANSDIGM GROUP INC | 722,000 | $998.7B | 14.97% | |
| 2 | FNFFIDELITY NATIONAL FINANCIAL | 14,496,000 | $943.4B | 14.14% | |
| 3 | AMZNAMAZON COM INC | 3,924,000 | $746.6B | 11.19% | |
| 4 | GOOGLALPHABET INC | 4,228,800 | $653.9B | 9.80% | |
| 5 | TPDSOMNIGROUP INTERNATIONAL INC | 10,403,500 | $623.0B | 9.34% | |
| 6 | EXPEEXPEDIA GROUP INC | 3,132,700 | $526.6B | 7.89% | |
| 7 | MCOMOODYS CORP | 1,010,595 | $470.6B | 7.05% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,661,200 | $441.8B | 6.62% | |
| 9 | ASMLASML HOLDING N V | 571,100 | $378.4B | 5.67% | |
| 10 | NVDANVIDIA CORPORATION | 3,144,900 | $340.8B | 5.11% | |
| 11 | SAPSAP SE | 1,020,900 | $274.1B | 4.11% | |
| 12 | PRMPERIMETER SOLUTIONS INC | 21,600,000 | $217.5B | 3.26% | |
| 13 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,807,992 | $57.6B | 0.86% |