WINDACRE PARTNERSHIP LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$6.6T
Holdings
13
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 9,021,500 | $1.3T | 19.12% | |
| 2 | AMZNAMAZON COM INC | 7,595,100 | $1.2T | 17.51% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 14,824,500 | $756.3B | 11.48% | |
| 4 | ASMLASML HOLDING N V | 862,300 | $652.7B | 9.90% | |
| 5 | MCOMOODYS CORP | 1,572,100 | $614.0B | 9.32% | |
| 6 | T7DTRANSDIGM GROUP INC | 580,200 | $586.9B | 8.91% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,015,000 | $417.6B | 6.34% | |
| 8 | PJXPETROLEO BRASILEIRO SA PETRO | 21,466,000 | $328.0B | 4.98% | |
| 9 | SAPSAP SE | 2,011,400 | $310.9B | 4.72% | |
| 10 | VSCOVICTORIAS SECRET AND CO | 5,588,190 | $148.3B | 2.25% | |
| 11 | HLFHERBALIFE LTD | 8,903,500 | $135.9B | 2.06% | |
| 12 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,817,992 | $126.5B | 1.92% | |
| 13 | PRMPERIMETER SOLUTIONS SA | 21,600,000 | $99.4B | 1.51% |