The Analysis of WINDACRE PARTNERSHIP LLC's Holdings


Currently, WINDACRE PARTNERSHIP LLC holds 13 types of securities in its portfolio with a total value $9.3B. In the most recent quarter, they have increased their positions in ROP (+3.1M shares, valued at $1.4B), AMZN (+611.9K shares, valued at $141.2M), NVDA (+724.0K shares, valued at $135.0M); decreased their positions in N/A (-1.4M shares, valued at $451.1M), EXPE (-1.3M shares, valued at $376.8M), TSM (-344.0K shares, valued at $104.5M); initiated new positions in ROP (+3.1M shares, valued at $1.4B), FG (+350.0K shares, valued at $10.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ROP ROPER TECHNOLOGIES INC3.1M sharesnew addition2025-12-312026-02-17history
FNF FIDELITY NATIONAL FINANCIAL19.7M shares4.23%2025-12-312026-02-17history
AMZN AMAZON COM INC4.1M shares17.48%2025-12-312026-02-17history
SGI SOMNIGROUP INTERNATIONAL INC9.3M shares-0.52%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD2.5M shares-12.17%2025-12-312026-02-17history
TDG TRANSDIGM GROUP INC566.1K shares-7.58%2025-12-312026-02-17history
EXPE EXPEDIA GROUP INC2.4M shares-36.12%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION3.3M shares28.63%2025-12-312026-02-17history
Sponsored
PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC21.9M shares0.00%2025-12-312026-02-17history
SAP SAP SE2.5M shares3.98%2025-12-312026-02-17history
MCO MOODYS CORP1.1M shares-3.95%2025-12-312026-02-17history
ALPHABET INC ALPHABET INC1.7M shares-46.04%2025-12-312026-02-17history
FG F&G ANNUITIES & LIFE INC350.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available