13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012241
Total Value
$7.30B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TRANSDIGM GROUP INC | TDG | 712,700 | $1.08B | 14.85% |
| 2 | AMAZON COM INC | AMZN | 4,411,900 | $967.9M | 13.26% |
| 3 | FIDELITY NATIONAL FINANCIAL | FNF | 14,427,200 | $808.8M | 11.08% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,941,100 | $666.1M | 9.13% |
| 5 | NVIDIA CORPORATION | NVDA | 3,609,100 | $570.2M | 7.81% |
| 6 | EXPEDIA GROUP INC | EXPE | 3,372,200 | $568.8M | 7.79% |
| 7 | ALPHABET INC | GOOG | 3,187,800 | $561.8M | 7.70% |
| 8 | SOMNIGROUP INTERNATIONAL INC | SGI | 7,797,600 | $530.6M | 7.27% |
| 9 | MOODYS CORP | MCO | 983,595 | $493.4M | 6.76% |
| 10 | ASML HOLDING N V | ASMLF | 539,700 | $432.5M | 5.93% |
| 11 | SAP SE | SAPGF | 1,020,900 | $310.5M | 4.25% |
| 12 | PERIMETER SOLUTIONS INC | PRM | 21,854,600 | $304.2M | 4.17% |