WINDACRE PARTNERSHIP LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$7.6T
Holdings
12
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 9,685,000 | $1.8T | 23.20% | |
| 2 | AMZNAMAZON COM INC | 7,185,100 | $1.4T | 18.26% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 16,429,300 | $811.9B | 10.68% | |
| 4 | MCOMOODYS CORP | 1,636,000 | $688.6B | 9.06% | |
| 5 | ASMLASML HOLDING N V | 638,500 | $653.0B | 8.59% | |
| 6 | T7DTRANSDIGM GROUP INC | 510,300 | $652.0B | 8.58% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,134,000 | $544.7B | 7.16% | |
| 8 | EXPEEXPEDIA GROUP INC | 2,892,200 | $364.4B | 4.79% | |
| 9 | SAPSAP SE | 1,717,200 | $346.4B | 4.56% | |
| 10 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $169.1B | 2.22% | |
| 11 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,817,992 | $129.4B | 1.70% | |
| 12 | HLFHERBALIFE LTD | 8,703,500 | $90.4B | 1.19% |