13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001214659-23-002386
Total Value
$4.14B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 8,753,400 | $772.3M | 18.66% |
| 2 | AMAZON COM INC | AMZN | 8,416,200 | $707.0M | 17.08% |
| 3 | FIDELITY NATIONAL FINANCIAL | FNF | 9,485,000 | $356.8M | 8.62% |
| 4 | VERISIGN INC | VRSN | 1,520,000 | $312.3M | 7.55% |
| 5 | MOODYS CORP | MCO | 1,041,800 | $290.3M | 7.01% |
| 6 | TRANSDIGM GROUP INC | TDG | 458,300 | $288.6M | 6.97% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,290,000 | $245.1M | 5.92% |
| 8 | VICTORIAS SECRET AND CO | 926400102 | 6,406,800 | $229.2M | 5.54% |
| 9 | SAP SE | SAPGF | 2,148,700 | $221.7M | 5.36% |
| 10 | ASML HOLDING N V | ASMLF | 385,600 | $210.7M | 5.09% |
| 11 | PERIMETER SOLUTIONS SA | PRM | 21,600,000 | $197.4M | 4.77% |
| 12 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 28,792,992 | $169.0M | 4.08% |
| 13 | HERBALIFE NUTRITION LTD | HLF | 9,253,500 | $137.7M | 3.33% |