Q1 2025 · 13F-HR
WINDACRE PARTNERSHIP LLCholdings as filed
Filed 2025-05-15 · accession 0001214659-25-007847
$6.67B
Reported value
13
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 893641100 | TDG | TRANSDIGM GROUP INC | $998.7M | 15.0% | 722,000 | Common | SOLE |
| 31620R303 | FNF | FIDELITY NATIONAL FINANCIAL | $943.4M | 14.1% | 14,496,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $746.6M | 11.2% | 3,924,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $653.9M | 9.80% | 4,228,800 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $623.0M | 9.34% | 10,403,500 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $526.6M | 7.89% | 3,132,700 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $470.6M | 7.05% | 1,010,595 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $441.8M | 6.62% | 2,661,200 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $378.4M | 5.67% | 571,100 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $340.8M | 5.11% | 3,144,900 | Common | SOLE |
| 803054204 | SAP | SAP SE | $274.1M | 4.11% | 1,020,900 | Common | SOLE |
| 71385M107 | PRM | PERIMETER SOLUTIONS INC | $217.5M | 3.26% | 21,600,000 | Common | SOLE |
| 29788T103 | ETWOGBP | E2OPEN PARENT HOLDINGS INC | $57.6M | 0.86% | 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.