WINDACRE PARTNERSHIP LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$5.5T
Holdings
13
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 7,231,700 | $946.3B | 17.22% | |
| 2 | AMZNAMAZON COM INC | 6,489,700 | $825.0B | 15.01% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 15,684,500 | $647.8B | 11.79% | |
| 4 | MCOMOODYS CORP | 1,549,500 | $489.9B | 8.91% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,589,000 | $485.7B | 8.84% | |
| 6 | ASMLASML HOLDING N V | 809,100 | $476.3B | 8.67% | |
| 7 | T7DTRANSDIGM GROUP INC | 563,300 | $474.9B | 8.64% | |
| 8 | PJXPETROLEO BRASILEIRO SA PETRO | 28,456,000 | $390.1B | 7.10% | |
| 9 | SAPSAP SE | 2,229,100 | $288.3B | 5.25% | |
| 10 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,817,992 | $130.8B | 2.38% | |
| 11 | HLFHERBALIFE LTD | 9,253,500 | $129.5B | 2.36% | |
| 12 | VSCOVICTORIAS SECRET AND CO | 6,789,900 | $113.3B | 2.06% | |
| 13 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $98.1B | 1.78% |