WINDACRE PARTNERSHIP LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$9.3T
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROPROPER TECHNOLOGIES INC | 3,096,100 | $1.4T | 14.78% | |
| 2 | FNFFIDELITY NATIONAL FINANCIAL | 19,704,000 | $1.1T | 11.54% | |
| 3 | AMZNAMAZON COM INC | 4,112,900 | $949.3B | 10.18% | |
| 4 | TPDSOMNIGROUP INTERNATIONAL INC | 9,325,800 | $832.6B | 8.93% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,483,100 | $754.6B | 8.09% | |
| 6 | T7DTRANSDIGM GROUP INC | 566,100 | $752.8B | 8.07% | |
| 7 | EXPEEXPEDIA GROUP INC | 2,352,100 | $666.4B | 7.15% | |
| 8 | NVDANVIDIA CORPORATION | 3,253,100 | $606.7B | 6.51% | |
| 9 | PRMPERIMETER SOLUTIONS INC | 21,854,600 | $601.7B | 6.45% | |
| 10 | SAPSAP SE | 2,451,125 | $595.4B | 6.39% | |
| 11 | MCOMOODYS CORP | 1,118,900 | $571.6B | 6.13% | |
| 12 | GOOGLALPHABET INC | 1,689,200 | $528.7B | 5.67% | |
| 13 | FGF&G ANNUITIES & LIFE INC | 350,000 | $10.8B | 0.12% |