WINDACRE PARTNERSHIP LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$4.8T
Holdings
9
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —NIELSEN HLDGS PLC | 98,190,100 | $2.3T | 47.86% | |
| 2 | AMZNAMAZON COM INC | 6,148,000 | $653.0B | 13.71% | |
| 3 | GOOGLALPHABET INC | 257,200 | $560.5B | 11.77% | |
| 4 | T7DTRANSDIGM GROUP INC | 518,400 | $278.2B | 5.84% | |
| 5 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $234.1B | 4.91% | |
| 6 | VSCOVICTORIAS SECRET AND CO | 7,449,300 | $208.4B | 4.37% | |
| 7 | HLFHERBALIFE NUTRITION LTD | 10,083,500 | $206.2B | 4.33% | |
| 8 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 26,198,792 | $203.8B | 4.28% | |
| 9 | SAPSAP SE | 1,541,600 | $139.9B | 2.94% |