WINDACRE PARTNERSHIP LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$5.2B
Holdings
13
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 6,735,100 | $806.2T | 15541804.37% | |
| 2 | AMZNAMAZON COM INC | 4,751,200 | $619.4T | 11940180.81% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,109,000 | $616.5T | 11885312.53% | |
| 4 | FNFFIDELITY NATIONAL FINANCIAL | 14,702,900 | $529.3T | 10203959.91% | |
| 5 | MCOMOODYS CORP | 1,457,100 | $506.7T | 9767474.10% | |
| 6 | ASMLASML HOLDING N V | 694,600 | $503.4T | 9704792.24% | |
| 7 | T7DTRANSDIGM GROUP INC | 535,300 | $478.6T | 9227426.14% | |
| 8 | PBRPETROLEO BRASILEIRO SA PETRO | 27,261,000 | $337.2T | 6500918.50% | |
| 9 | SAPSAP SE | 1,862,700 | $254.8T | 4912742.45% | |
| 10 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,817,992 | $161.4T | 3111107.24% | |
| 11 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $132.8T | 2560896.97% | |
| 12 | HLFHERBALIFE LTD | 9,253,500 | $122.5T | 2361876.87% | |
| 13 | VSCOVICTORIAS SECRET AND CO | 6,789,900 | $118.3T | 2281518.55% |