Filed: 2/14/2025ACC: 0001214659-25-002857
📋 What this filing means
WINDACRE PARTNERSHIP LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $6.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$6.82B
Total AUM (reported)
87.88M
Total Shares
Allocation by class
COM$2.59B38.0%
CAP STK CL A$971.92M14.3%
FNF GROUP COM$883.01M12.9%
COM NEW$757.56M11.1%
SPONSORED ADS$500.87M7.3%
N Y REGISTRY SHS$463.74M6.8%
SPON ADR$296.31M4.3%
Portfolio Concentration
Top 3$2.81B41.2%
4–10$3.66B53.6%
11–25$352.68M5.2%
Top 3 weight
41.2%
Top 10 weight
94.8%
Voting Authority Distribution
Total shares with voting rights: 87.88M
Sole
Full voting authority
87.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
ALPHABET INC
SOLEShares5.13M
TypeSH
Market value$971.92M
14.25%
Sole
5.13M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares754K
TypeSH
Market value$955.53M
14.01%
Sole
754K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares15.73M
TypeSH
Market value$883.01M
12.95%
Sole
15.73M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.56M
TypeSH
Market value$782.13M
11.47%
Sole
3.56M
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares4.07M
TypeSH
Market value$757.56M
11.11%
Sole
4.07M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.54M
TypeSH
Market value$500.87M
7.35%
Sole
2.54M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares1.01M
TypeSH
Market value$478.39M
7.02%
Sole
1.01M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares669.10K
TypeSH
Market value$463.74M
6.80%
Sole
669.10K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.80M
TypeSH
Market value$376.58M
5.52%
Sole
2.80M
Shared
0.00
None
0.00
SAP SE
SOLEShares1.20M
TypeSH
Market value$296.31M
4.35%
Sole
1.20M
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares21.60M
TypeSH
Market value$276.05M
4.05%
Sole
21.60M
Shared
0.00
None
0.00
E2OPEN PARENT HOLDINGS INC
SOLEShares28.81M
TypeSH
Market value$76.63M
1.12%
Sole
28.81M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 5.13M | SH | $971.92M 14.25% | 5.13M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 754K | SH | $955.53M 14.01% | 754K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | FNF GROUP COM | 15.73M | SH | $883.01M 12.95% | 15.73M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.56M | SH | $782.13M 11.47% | 3.56M | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 4.07M | SH | $757.56M 11.11% | 4.07M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.54M | SH | $500.87M 7.35% | 2.54M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 1.01M | SH | $478.39M 7.02% | 1.01M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 669.10K | SH | $463.74M 6.80% | 669.10K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.80M | SH | $376.58M 5.52% | 2.80M | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 1.20M | SH | $296.31M 4.35% | 1.20M | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 21.60M | SH | $276.05M 4.05% | 21.60M | 0.00 | 0.00 |
E2OPEN PARENT HOLDINGS INCSOLE | COM CL A | 28.81M | SH | $76.63M 1.12% | 28.81M | 0.00 | 0.00 |