WINDACRE PARTNERSHIP LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$6.0T
Holdings
12
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —NIELSEN HLDGS PLC | 98,186,880 | $2.7T | 45.58% | |
| 2 | AMZNAMAZON COM INC | 6,512,000 | $735.9B | 12.32% | |
| 3 | GOOGLALPHABET INC | 5,911,000 | $565.4B | 9.47% | |
| 4 | MCOMOODYS CORP | 1,239,900 | $301.4B | 5.05% | |
| 5 | T7DTRANSDIGM GROUP INC | 548,400 | $287.8B | 4.82% | |
| 6 | FNFFIDELITY NATIONAL FINANCIAL | 7,895,000 | $285.8B | 4.79% | |
| 7 | VSCOVICTORIAS SECRET AND CO | 7,549,300 | $219.8B | 3.68% | |
| 8 | HLFHERBALIFE NUTRITION LTD | 9,983,500 | $198.6B | 3.33% | |
| 9 | SAPSAP SE | 2,243,700 | $182.3B | 3.05% | |
| 10 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $173.0B | 2.90% | |
| 11 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 27,638,792 | $167.8B | 2.81% | |
| 12 | VRSNVERISIGN INC | 760,000 | $132.0B | 2.21% |