WINDACRE PARTNERSHIP LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$6.8T
Holdings
12
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 5,134,300 | $971.9B | 14.25% | |
| 2 | T7DTRANSDIGM GROUP INC | 753,997 | $955.5B | 14.01% | |
| 3 | FNFFIDELITY NATIONAL FINANCIAL | 15,728,700 | $883.0B | 12.95% | |
| 4 | AMZNAMAZON COM INC | 3,565,000 | $782.1B | 11.47% | |
| 5 | EXPEEXPEDIA GROUP INC | 4,065,700 | $757.6B | 11.11% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,536,200 | $500.9B | 7.35% | |
| 7 | MCOMOODYS CORP | 1,010,595 | $478.4B | 7.02% | |
| 8 | ASMLASML HOLDING N V | 669,100 | $463.7B | 6.80% | |
| 9 | NVDANVIDIA CORPORATION | 2,804,200 | $376.6B | 5.52% | |
| 10 | SAPSAP SE | 1,203,500 | $296.3B | 4.35% | |
| 11 | PRMPERIMETER SOLUTIONS INC | 21,600,000 | $276.0B | 4.05% | |
| 12 | ETWOGBPE2OPEN PARENT HOLDINGS INC | 28,807,992 | $76.6B | 1.12% |