13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001214659-23-007168
Total Value
$4.68B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 11,799,100 | $1.22B | 26.15% |
| 2 | AMAZON COM INC | AMZN | 9,261,200 | $956.6M | 20.44% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 5,004,000 | $465.5M | 9.95% |
| 4 | FIDELITY NATIONAL FINANCIAL | FNF | 11,352,000 | $396.5M | 8.47% |
| 5 | ASML HOLDING N V | ASMLF | 535,600 | $364.6M | 7.79% |
| 6 | MOODYS CORP | MCO | 1,041,800 | $318.8M | 6.81% |
| 7 | SAP SE | SAPGF | 1,943,700 | $246.0M | 5.26% |
| 8 | VICTORIAS SECRET AND CO | 926400102 | 6,341,200 | $216.6M | 4.63% |
| 9 | PERIMETER SOLUTIONS SA | PRM | 21,600,000 | $174.5M | 3.73% |
| 10 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 28,792,992 | $167.6M | 3.58% |
| 11 | HERBALIFE NUTRITION LTD | HLF | 9,253,500 | $149.0M | 3.18% |