Filed: 5/15/2026ACC: 0001214659-26-006480
📋 What this filing means
WINDACRE PARTNERSHIP LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $9.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$9.34B
Total AUM (reported)
75.95M
Total Shares
Allocation by class
COM$5.82B62.3%
COM SHS$969.47M10.4%
COM NEW$792.74M8.5%
SPONSORED ADS$750.62M8.0%
COMMON STOCK$533.69M5.7%
SPON ADR$472.90M5.1%
Portfolio Concentration
Top 3$4.45B47.6%
4–10$4.42B47.3%
11–25$472.90M5.1%
Top 3 weight
47.6%
Top 10 weight
94.9%
Voting Authority Distribution
Total shares with voting rights: 75.95M
Sole
Full voting authority
75.95M
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:
ROPER TECHNOLOGIES INC
SOLEShares7.50M
TypeSH
Market value$2.65B
28.39%
Sole
7.50M
Shared
0.00
None
0.00
FIDELITY NATL FINL INC
SOLEShares20.90M
TypeSH
Market value$969.47M
10.38%
Sole
20.90M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.96M
TypeSH
Market value$824.33M
8.82%
Sole
3.96M
Shared
0.00
None
0.00
EXPEDIA GROUP INC
SOLEShares3.43M
TypeSH
Market value$792.74M
8.48%
Sole
3.43M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares2.22M
TypeSH
Market value$750.62M
8.03%
Sole
2.22M
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares8.22M
TypeSH
Market value$607.83M
6.50%
Sole
8.22M
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares509.60K
TypeSH
Market value$590.61M
6.32%
Sole
509.60K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares1.33M
TypeSH
Market value$581.48M
6.22%
Sole
1.33M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.25M
TypeSH
Market value$567.34M
6.07%
Sole
3.25M
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares21.85M
TypeSH
Market value$533.69M
5.71%
Sole
21.85M
Shared
0.00
None
0.00
SAP SE
SOLEShares2.76M
TypeSH
Market value$472.90M
5.06%
Sole
2.76M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROPER TECHNOLOGIES INCSOLE | COM | 7.50M | SH | $2.65B 28.39% | 7.50M | 0.00 | 0.00 |
FIDELITY NATL FINL INCSOLE | COM SHS | 20.90M | SH | $969.47M 10.38% | 20.90M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.96M | SH | $824.33M 8.82% | 3.96M | 0.00 | 0.00 |
EXPEDIA GROUP INCSOLE | COM NEW | 3.43M | SH | $792.74M 8.48% | 3.43M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 2.22M | SH | $750.62M 8.03% | 2.22M | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 8.22M | SH | $607.83M 6.50% | 8.22M | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 509.60K | SH | $590.61M 6.32% | 509.60K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 1.33M | SH | $581.48M 6.22% | 1.33M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.25M | SH | $567.34M 6.07% | 3.25M | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COMMON STOCK | 21.85M | SH | $533.69M 5.71% | 21.85M | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 2.76M | SH | $472.90M 5.06% | 2.76M | 0.00 | 0.00 |