13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001214659-24-019153
Total Value
$7.52B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 7,532,100 | $1.40B | 18.65% |
| 2 | TRANSDIGM GROUP INC | TDG | 728,000 | $1.04B | 13.81% |
| 3 | ALPHABET INC | GOOG | 6,226,900 | $1.03B | 13.73% |
| 4 | FIDELITY NATIONAL FINANCIAL | FNF | 16,024,300 | $994.5M | 13.22% |
| 5 | EXPEDIA GROUP INC | EXPE | 4,323,700 | $640.0M | 8.51% |
| 6 | MOODYS CORP | MCO | 1,176,000 | $558.1M | 7.42% |
| 7 | ASML HOLDING N V | ASMLF | 664,100 | $553.4M | 7.35% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,922,000 | $507.5M | 6.74% |
| 9 | SAP SE | SAPGF | 1,399,200 | $320.6M | 4.26% |
| 10 | PERIMETER SOLUTIONS SA | PRM | 21,600,000 | $290.5M | 3.86% |
| 11 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 28,807,992 | $127.0M | 1.69% |
| 12 | HERBALIFE LTD | HLF | 7,969,053 | $57.3M | 0.76% |