WINDACRE PARTNERSHIP LLC
CIK 1599383 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- ROP28.87%
- EXPE9.89%
- FNF9.75%
- TDG9.01%
- SAP6.70%
- SGI6.53%
- MCO6.31%
- TSM6.22%
- AMZN5.71%
- PRM5.69%
Share classes counted separately94.68%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMZNWeight decreased · -3.11 pp8.82% → 5.71%Shares -1.54M (-38.79%)
- TDGWeight increased · +2.69 pp6.32% → 9.01%Shares +174.50K (+34.24%)
- TSMWeight decreased · -1.81 pp8.03% → 6.22%Shares -903.10K (-40.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ROPROPER TECHNOLOGIES INC View history and evidence | $2.92B | 28.87% | 8.63M shares | 28.39% → 28.87%+0.48 pp +1.13M (+15.10%) | Added | ▾ |
| 02 | EXPEEXPEDIA GROUP INCCOM NEW View history and evidence | $1.00B | 9.89% | 3.91M shares | 8.48% → 9.89%+1.41 pp +476.10K (+13.87%) | Added | ▾ |
| 03 | FNFFIDELITY NATIONAL FINANCIALCOM SHS View history and evidence | $985.78M | 9.75% | 20.90M shares | 10.38% → 9.75%-0.63 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | TDGTRANSDIGM GROUP INC View history and evidence | $911.25M | 9.01% | 684.10K shares | 6.32% → 9.01%+2.69 pp +174.50K (+34.24%) | Added | ▾ |
| 05 | SAPSAP SE-SPONSORED ADRSPON ADR View history and evidence | $677.98M | 6.70% | 4.40M shares | 5.06% → 6.70%+1.64 pp +1.64M (+59.27%) | Added | ▾ |
| 06 | SGISOMNIGROUP INTERNATIONAL INC View history and evidence | $660.15M | 6.53% | 8.42M shares | 6.50% → 6.53%+0.03 pp +197.54K (+2.40%) | Added | ▾ |
| 07 | MCOMOODY'S CORP View history and evidence | $638.57M | 6.31% | 1.41M shares | 6.22% → 6.31%+0.09 pp +77.00K (+5.78%) | Added | ▾ |
| 08 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $629.44M | 6.22% | 1.32M shares | 8.03% → 6.22%-1.81 pp -903.10K (-40.66%) | Reduced | ▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $577.38M | 5.71% | 2.42M shares | 8.82% → 5.71%-3.11 pp -1.54M (-38.79%) | Reduced | ▾ |
| 10 | PRMPERIMETER SOLUTIONS INCCOMMON STOCK View history and evidence | $575.70M | 5.69% | 16.15M shares | 5.71% → 5.69%-0.02 pp -5.71M (-26.11%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1599383 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 10114756543
}Take these holdings further.
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