Q4 2024 · 13F-HR
WINDACRE PARTNERSHIP LLCholdings as filed
Filed 2025-02-14 · accession 0001214659-25-002857
$6.82B
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 02079K305 | GOOGL | ALPHABET INC | $971.9M | 14.3% | 5,134,300 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $955.5M | 14.0% | 753,997 | Common | SOLE |
| 31620R303 | FNF | FIDELITY NATIONAL FINANCIAL | $883.0M | 12.9% | 15,728,700 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $782.1M | 11.5% | 3,565,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $757.6M | 11.1% | 4,065,700 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $500.9M | 7.35% | 2,536,200 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $478.4M | 7.02% | 1,010,595 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $463.7M | 6.80% | 669,100 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $376.6M | 5.52% | 2,804,200 | Common | SOLE |
| 803054204 | SAP | SAP SE | $296.3M | 4.35% | 1,203,500 | Common | SOLE |
| 71385M107 | PRM | PERIMETER SOLUTIONS INC | $276.0M | 4.05% | 21,600,000 | Common | SOLE |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $76.6M | 1.12% | 28,807,992 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.