13F HOLDINGS REPORT
WINDACRE PARTNERSHIP LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001214659-26-001994
Total Value
$9.32B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROPER TECHNOLOGIES INC | ROP | 3,096,100 | $1.38B | 14.78% |
| 2 | FIDELITY NATIONAL FINANCIAL | FNF | 19,704,000 | $1.08B | 11.54% |
| 3 | AMAZON COM INC | AMZN | 4,112,900 | $949.3M | 10.18% |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 9,325,800 | $832.6M | 8.93% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,483,100 | $754.6M | 8.09% |
| 6 | TRANSDIGM GROUP INC | TDG | 566,100 | $752.8M | 8.07% |
| 7 | EXPEDIA GROUP INC | EXPE | 2,352,100 | $666.4M | 7.15% |
| 8 | NVIDIA CORPORATION | NVDA | 3,253,100 | $606.7M | 6.51% |
| 9 | PERIMETER SOLUTIONS INC | PRM | 21,854,600 | $601.7M | 6.45% |
| 10 | SAP SE | SAPGF | 2,451,125 | $595.4M | 6.39% |
| 11 | MOODYS CORP | MCO | 1,118,900 | $571.6M | 6.13% |
| 12 | ALPHABET INC | GOOG | 1,689,200 | $528.7M | 5.67% |
| 13 | F&G ANNUITIES & LIFE INC | FGSN | 350,000 | $10.8M | 0.12% |