The Analysis of WINDACRE PARTNERSHIP LLC's Holdings


Currently, WINDACRE PARTNERSHIP LLC holds 11 types of securities in its portfolio with a total value $8.0B. In the most recent quarter, they have increased their positions in SAP (+1.3M shares, valued at $357.1M), FNF (+4.5M shares, valued at $270.9M), SGI (+1.6M shares, valued at $133.0M); decreased their positions in NVDA (-1.1M shares, valued at $201.5M), AMZN (-910.9K shares, valued at $200.0M), TDG (-100.2K shares, valued at $132.1M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FNF FIDELITY NATIONAL FINANCIAL18.9M shares31.04%2025-09-302025-11-14history
TDG TRANSDIGM GROUP INC612.5K shares-14.06%2025-09-302025-11-14history
SGI SOMNIGROUP INTERNATIONAL INC9.4M shares20.22%2025-09-302025-11-14history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.8M shares-3.88%2025-09-302025-11-14history
EXPE EXPEDIA GROUP INC3.7M shares9.19%2025-09-302025-11-14history
AMZN AMAZON COM INC3.5M shares-20.65%2025-09-302025-11-14history
GOOGL ALPHABET INC3.1M shares-1.80%2025-09-302025-11-14history
SAP SAP SE2.4M shares130.90%2025-09-302025-11-14history
Sponsored
MCO MOODYS CORP1.2M shares18.43%2025-09-302025-11-14history
PRM PERIMETER SOLUTIONS INC21.9M shares0.00%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION2.5M shares-29.92%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available