13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001214659-25-016647
Total Value
$7.99B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIDELITY NATIONAL FINANCIAL | FNF | 18,905,100 | $1.14B | 14.31% |
| 2 | TRANSDIGM GROUP INC | TDG | 612,500 | $807.3M | 10.10% |
| 3 | SOMNIGROUP INTERNATIONAL INC | SGI | 9,374,200 | $790.5M | 9.89% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,827,100 | $789.6M | 9.88% |
| 5 | EXPEDIA GROUP INC | EXPE | 3,682,100 | $787.0M | 9.85% |
| 6 | AMAZON COM INC | AMZN | 3,501,021 | $768.7M | 9.62% |
| 7 | ALPHABET INC | GOOG | 3,130,500 | $761.0M | 9.52% |
| 8 | SAP SE | SAPGF | 2,357,225 | $629.9M | 7.88% |
| 9 | MOODYS CORP | MCO | 1,164,900 | $555.1M | 6.94% |
| 10 | PERIMETER SOLUTIONS INC | PRM | 21,854,600 | $489.3M | 6.12% |
| 11 | NVIDIA CORPORATION | NVDA | 2,529,100 | $471.9M | 5.90% |