13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007847
Total Value
$6.67B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 722,000 | $998.7M | 14.97% |
| 2 | FIDELITY NATIONAL FINANCIAL | FNF | 14,496,000 | $943.4M | 14.14% |
| 3 | AMAZON COM INC | AMZN | 3,924,000 | $746.6M | 11.19% |
| 4 | ALPHABET INC | GOOG | 4,228,800 | $653.9M | 9.80% |
| 5 | SOMNIGROUP INTERNATIONAL INC | SGI | 10,403,500 | $623.0M | 9.34% |
| 6 | EXPEDIA GROUP INC | EXPE | 3,132,700 | $526.6M | 7.89% |
| 7 | MOODYS CORP | MCO | 1,010,595 | $470.6M | 7.05% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,661,200 | $441.8M | 6.62% |
| 9 | ASML HOLDING N V | ASMLF | 571,100 | $378.4M | 5.67% |
| 10 | NVIDIA CORPORATION | NVDA | 3,144,900 | $340.8M | 5.11% |
| 11 | SAP SE | SAPGF | 1,020,900 | $274.1M | 4.11% |
| 12 | PERIMETER SOLUTIONS INC | PRM | 21,600,000 | $217.5M | 3.26% |
| 13 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 28,807,992 | $57.6M | 0.86% |