WINDACRE PARTNERSHIP LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$8.0T
Holdings
11
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FNFFIDELITY NATIONAL FINANCIAL | 18,905,100 | $1.1T | 14.31% | |
| 2 | T7DTRANSDIGM GROUP INC | 612,500 | $807.3B | 10.10% | |
| 3 | TPDSOMNIGROUP INTERNATIONAL INC | 9,374,200 | $790.5B | 9.89% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,827,100 | $789.6B | 9.88% | |
| 5 | EXPEEXPEDIA GROUP INC | 3,682,100 | $787.0B | 9.85% | |
| 6 | AMZNAMAZON COM INC | 3,501,021 | $768.7B | 9.62% | |
| 7 | GOOGLALPHABET INC | 3,130,500 | $761.0B | 9.52% | |
| 8 | SAPSAP SE | 2,357,225 | $629.9B | 7.88% | |
| 9 | MCOMOODYS CORP | 1,164,900 | $555.1B | 6.94% | |
| 10 | PRMPERIMETER SOLUTIONS INC | 21,854,600 | $489.3B | 6.12% | |
| 11 | NVDANVIDIA CORPORATION | 2,529,100 | $471.9B | 5.90% |