13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002857
Total Value
$6.82B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 5,134,300 | $971.9M | 14.25% |
| 2 | TRANSDIGM GROUP INC | TDG | 753,997 | $955.5M | 14.01% |
| 3 | FIDELITY NATIONAL FINANCIAL | FNF | 15,728,700 | $883.0M | 12.95% |
| 4 | AMAZON COM INC | AMZN | 3,565,000 | $782.1M | 11.47% |
| 5 | EXPEDIA GROUP INC | EXPE | 4,065,700 | $757.6M | 11.11% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,536,200 | $500.9M | 7.35% |
| 7 | MOODYS CORP | MCO | 1,010,595 | $478.4M | 7.02% |
| 8 | ASML HOLDING N V | ASMLF | 669,100 | $463.7M | 6.80% |
| 9 | NVIDIA CORPORATION | NVDA | 2,804,200 | $376.6M | 5.52% |
| 10 | SAP SE | SAPGF | 1,203,500 | $296.3M | 4.35% |
| 11 | PERIMETER SOLUTIONS INC | PRM | 21,600,000 | $276.0M | 4.05% |
| 12 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 28,807,992 | $76.6M | 1.12% |