Filed: 11/14/2025ACC: 0001214659-25-016647
📋 What this filing means
WINDACRE PARTNERSHIP LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $7.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$7.99B
Total AUM (reported)
69.94M
Total Shares
Allocation by class
COM$3.39B42.5%
COM SHS$1.14B14.3%
SPONSORED ADS$789.58M9.9%
COM NEW$787.05M9.8%
CAP STK CL A$761.02M9.5%
SPON ADR$629.87M7.9%
COMMON STOCK$489.32M6.1%
Portfolio Concentration
Top 3$2.74B34.3%
4–10$4.78B59.8%
11–25$471.88M5.9%
Top 3 weight
34.3%
Top 10 weight
94.1%
Voting Authority Distribution
Total shares with voting rights: 69.94M
Sole
Full voting authority
69.94M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
FIDELITY NATIONAL FINANCIAL
SOLEShares18.91M
TypeSH
Market value$1.14B
14.31%
Sole
18.91M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares612.50K
TypeSH
Market value$807.29M
10.10%
Sole
612.50K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares9.37M
TypeSH
Market value$790.53M
9.89%
Sole
9.37M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.83M
TypeSH
Market value$789.58M
9.88%
Sole
2.83M
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares3.68M
TypeSH
Market value$787.05M
9.85%
Sole
3.68M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.50M
TypeSH
Market value$768.72M
9.62%
Sole
3.50M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares3.13M
TypeSH
Market value$761.02M
9.52%
Sole
3.13M
Shared
0.00
None
0.00
SAP SE
SOLEShares2.36M
TypeSH
Market value$629.87M
7.88%
Sole
2.36M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares1.16M
TypeSH
Market value$555.05M
6.94%
Sole
1.16M
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares21.85M
TypeSH
Market value$489.32M
6.12%
Sole
21.85M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.53M
TypeSH
Market value$471.88M
5.90%
Sole
2.53M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY NATIONAL FINANCIALSOLE | COM SHS | 18.91M | SH | $1.14B 14.31% | 18.91M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 612.50K | SH | $807.29M 10.10% | 612.50K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 9.37M | SH | $790.53M 9.89% | 9.37M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.83M | SH | $789.58M 9.88% | 2.83M | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 3.68M | SH | $787.05M 9.85% | 3.68M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.50M | SH | $768.72M 9.62% | 3.50M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 3.13M | SH | $761.02M 9.52% | 3.13M | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 2.36M | SH | $629.87M 7.88% | 2.36M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 1.16M | SH | $555.05M 6.94% | 1.16M | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 21.85M | SH | $489.32M 6.12% | 21.85M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.53M | SH | $471.88M 5.90% | 2.53M | 0.00 | 0.00 |