WINDACRE PARTNERSHIP LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$7.5T
Holdings
12
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 7,532,100 | $1.4T | 18.65% | |
| 2 | T7DTRANSDIGM GROUP INC | 728,000 | $1.0T | 13.81% | |
| 3 | GOOGLALPHABET INC | 6,226,900 | $1.0T | 13.73% | |
| 4 | FNFFIDELITY NATIONAL FINANCIAL | 16,024,300 | $994.5B | 13.22% | |
| 5 | EXPEEXPEDIA GROUP INC | 4,323,700 | $640.0B | 8.51% | |
| 6 | MCOMOODYS CORP | 1,176,000 | $558.1B | 7.42% | |
| 7 | ASMLASML HOLDING N V | 664,100 | $553.4B | 7.35% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,922,000 | $507.5B | 6.74% | |
| 9 | SAPSAP SE | 1,399,200 | $320.6B | 4.26% | |
| 10 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $290.5B | 3.86% | |
| 11 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,807,992 | $127.0B | 1.69% | |
| 12 | HLFHERBALIFE LTD | 7,969,053 | $57.3B | 0.76% |