Filed: 2/17/2026ACC: 0001214659-26-001994
📋 What this filing means
WINDACRE PARTNERSHIP LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $9.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$9.32B
Total AUM (reported)
72.36M
Total Shares
Allocation by class
COM$5.09B54.6%
COM SHS$1.08B11.5%
SPONSORED ADS$754.59M8.1%
COM NEW$666.37M7.1%
COMMON STOCK$612.45M6.6%
SPON ADR$595.40M6.4%
CAP STK CL A$528.72M5.7%
Portfolio Concentration
Top 3$3.40B36.5%
4–10$4.81B51.6%
11–25$1.11B11.9%
Top 3 weight
36.5%
Top 10 weight
88.1%
Voting Authority Distribution
Total shares with voting rights: 72.36M
Sole
Full voting authority
72.36M
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:
ROPER TECHNOLOGIES INC
SOLEShares3.10M
TypeSH
Market value$1.38B
14.78%
Sole
3.10M
Shared
0.00
None
0.00
FIDELITY NATIONAL FINANCIAL
SOLEShares19.70M
TypeSH
Market value$1.08B
11.54%
Sole
19.70M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares4.11M
TypeSH
Market value$949.34M
10.18%
Sole
4.11M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares9.33M
TypeSH
Market value$832.61M
8.93%
Sole
9.33M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.48M
TypeSH
Market value$754.59M
8.09%
Sole
2.48M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares566.10K
TypeSH
Market value$752.83M
8.07%
Sole
566.10K
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares2.35M
TypeSH
Market value$666.37M
7.15%
Sole
2.35M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.25M
TypeSH
Market value$606.70M
6.51%
Sole
3.25M
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares21.85M
TypeSH
Market value$601.66M
6.45%
Sole
21.85M
Shared
0.00
None
0.00
SAP SE
SOLEShares2.45M
TypeSH
Market value$595.40M
6.39%
Sole
2.45M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares1.12M
TypeSH
Market value$571.59M
6.13%
Sole
1.12M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.69M
TypeSH
Market value$528.72M
5.67%
Sole
1.69M
Shared
0.00
None
0.00
F&G ANNUITIES & LIFE INC
SOLEShares350K
TypeSH
Market value$10.80M
0.12%
Sole
350K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROPER TECHNOLOGIES INCSOLE | COM | 3.10M | SH | $1.38B 14.78% | 3.10M | 0.00 | 0.00 |
FIDELITY NATIONAL FINANCIALSOLE | COM SHS | 19.70M | SH | $1.08B 11.54% | 19.70M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 4.11M | SH | $949.34M 10.18% | 4.11M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 9.33M | SH | $832.61M 8.93% | 9.33M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.48M | SH | $754.59M 8.09% | 2.48M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 566.10K | SH | $752.83M 8.07% | 566.10K | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 2.35M | SH | $666.37M 7.15% | 2.35M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.25M | SH | $606.70M 6.51% | 3.25M | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 21.85M | SH | $601.66M 6.45% | 21.85M | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 2.45M | SH | $595.40M 6.39% | 2.45M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 1.12M | SH | $571.59M 6.13% | 1.12M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.69M | SH | $528.72M 5.67% | 1.69M | 0.00 | 0.00 |
F&G ANNUITIES & LIFE INCSOLE | COMMON STOCK | 350K | SH | $10.80M 0.12% | 350K | 0.00 | 0.00 |