WINDACRE PARTNERSHIP LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$4.1T
Holdings
13
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 8,753,400 | $772.3B | 18.66% | |
| 2 | AMZNAMAZON COM INC | 8,416,200 | $707.0B | 17.08% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 9,485,000 | $356.8B | 8.62% | |
| 4 | VRSNVERISIGN INC | 1,520,000 | $312.3B | 7.55% | |
| 5 | MCOMOODYS CORP | 1,041,800 | $290.3B | 7.01% | |
| 6 | T7DTRANSDIGM GROUP INC | 458,300 | $288.6B | 6.97% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,290,000 | $245.1B | 5.92% | |
| 8 | VSCOVICTORIAS SECRET AND CO | 6,406,800 | $229.2B | 5.54% | |
| 9 | SAPSAP SE | 2,148,700 | $221.7B | 5.36% | |
| 10 | ASMLASML HOLDING N V | 385,600 | $210.7B | 5.09% | |
| 11 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $197.4B | 4.77% | |
| 12 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,792,992 | $169.0B | 4.08% | |
| 13 | HLFHERBALIFE NUTRITION LTD | 9,253,500 | $137.7B | 3.33% |