Filed: 5/15/2025ACC: 0001214659-25-007847
📋 What this filing means
WINDACRE PARTNERSHIP LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $6.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$6.67B
Total AUM (reported)
95.72M
Total Shares
Allocation by class
COM$3.18B47.7%
FNF GROUP COM$943.40M14.1%
CAP STK CL A$653.94M9.8%
COM NEW$526.61M7.9%
SPONSORED ADS$441.76M6.6%
N Y REGISTRY SHS$378.43M5.7%
SPON ADR$274.05M4.1%
Portfolio Concentration
Top 3$2.69B40.3%
4–10$3.44B51.5%
11–25$549.18M8.2%
Top 3 weight
40.3%
Top 10 weight
91.8%
Voting Authority Distribution
Total shares with voting rights: 95.72M
Sole
Full voting authority
95.72M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
TRANSDIGM GROUP INC
SOLEShares722K
TypeSH
Market value$998.74M
14.97%
Sole
722K
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares14.50M
TypeSH
Market value$943.40M
14.14%
Sole
14.50M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.92M
TypeSH
Market value$746.58M
11.19%
Sole
3.92M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.23M
TypeSH
Market value$653.94M
9.80%
Sole
4.23M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares10.40M
TypeSH
Market value$622.96M
9.34%
Sole
10.40M
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares3.13M
TypeSH
Market value$526.61M
7.89%
Sole
3.13M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares1.01M
TypeSH
Market value$470.62M
7.05%
Sole
1.01M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.66M
TypeSH
Market value$441.76M
6.62%
Sole
2.66M
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares571.10K
TypeSH
Market value$378.43M
5.67%
Sole
571.10K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.14M
TypeSH
Market value$340.84M
5.11%
Sole
3.14M
Shared
0.00
None
0.00
SAP SE
SOLEShares1.02M
TypeSH
Market value$274.05M
4.11%
Sole
1.02M
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares21.60M
TypeSH
Market value$217.51M
3.26%
Sole
21.60M
Shared
0.00
None
0.00
E2OPEN PARENT HOLDINGS INC
SOLEShares28.81M
TypeSH
Market value$57.62M
0.86%
Sole
28.81M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INCSOLE | COM | 722K | SH | $998.74M 14.97% | 722K | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | FNF GROUP COM | 14.50M | SH | $943.40M 14.14% | 14.50M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.92M | SH | $746.58M 11.19% | 3.92M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.23M | SH | $653.94M 9.80% | 4.23M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 10.40M | SH | $622.96M 9.34% | 10.40M | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 3.13M | SH | $526.61M 7.89% | 3.13M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 1.01M | SH | $470.62M 7.05% | 1.01M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.66M | SH | $441.76M 6.62% | 2.66M | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 571.10K | SH | $378.43M 5.67% | 571.10K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.14M | SH | $340.84M 5.11% | 3.14M | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 1.02M | SH | $274.05M 4.11% | 1.02M | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 21.60M | SH | $217.51M 3.26% | 21.60M | 0.00 | 0.00 |
E2OPEN PARENT HOLDINGS INCSOLE | COM CL A | 28.81M | SH | $57.62M 0.86% | 28.81M | 0.00 | 0.00 |