WINDACRE PARTNERSHIP LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$7.3T
Holdings
12
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | T7DTRANSDIGM GROUP INC | 712,700 | $1.1T | 14.85% | |
| 2 | AMZNAMAZON COM INC | 4,411,900 | $967.9B | 13.26% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 14,427,200 | $808.8B | 11.08% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,941,100 | $666.1B | 9.13% | |
| 5 | NVDANVIDIA CORPORATION | 3,609,100 | $570.2B | 7.81% | |
| 6 | EXPEEXPEDIA GROUP INC | 3,372,200 | $568.8B | 7.79% | |
| 7 | GOOGLALPHABET INC | 3,187,800 | $561.8B | 7.70% | |
| 8 | TPDSOMNIGROUP INTERNATIONAL INC | 7,797,600 | $530.6B | 7.27% | |
| 9 | MCOMOODYS CORP | 983,595 | $493.4B | 6.76% | |
| 10 | ASMLASML HOLDING N V | 539,700 | $432.5B | 5.93% | |
| 11 | SAPSAP SE | 1,020,900 | $310.5B | 4.25% | |
| 12 | PRMPERIMETER SOLUTIONS INC | 21,854,600 | $304.2B | 4.17% |