WINDACRE PARTNERSHIP LLC
CIK 1599383 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- GOOGL19.12%
- AMZN17.51%
- FNF11.48%
- ASML9.90%
- MCO9.32%
- TDG8.91%
- TSM6.34%
- PBR.A4.98%
- SAP4.72%
- VSXY2.25%
Share classes counted separately94.53%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMZNWeight increased · +2.50 pp15.01% → 17.51%Shares +1.11M (+17.03%)
- TSMWeight decreased · -2.50 pp8.84% → 6.34%Shares -1.57M (-28.16%)
- PBR.AWeight decreased · -2.12 pp7.10% → 4.98%Shares -6.99M (-24.56%)
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 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $1.26B | 19.12% | 9.02M shares | 17.22% → 19.12%+1.90 pp +1.79M (+24.75%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $1.15B | 17.51% | 7.60M shares | 15.01% → 17.51%+2.50 pp +1.11M (+17.03%) | Added | ↗▾ |
| 03 | FNFFIDELITY NATIONAL FINANCIALFNF GROUP COM View history and evidence | $756.35M | 11.48% | 14.82M shares | 11.79% → 11.48%-0.31 pp -860.00K (-5.48%) | Reduced | ↗▾ |
| 04 | ASMLASML HOLDING NV-NY REG SHSN Y REGISTRY SHS View history and evidence | $652.69M | 9.90% | 862.30K shares | 8.67% → 9.90%+1.23 pp +53.20K (+6.58%) | Added | ↗▾ |
| 05 | MCOMOODY'S CORP View history and evidence | $614.00M | 9.32% | 1.57M shares | 8.91% → 9.32%+0.41 pp +22.60K (+1.46%) | Added | ↗▾ |
| 06 | TDGTRANSDIGM GROUP INC View history and evidence | $586.93M | 8.91% | 580.20K shares | 8.64% → 8.91%+0.27 pp +16.90K (+3.00%) | Added | ↗▾ |
| 07 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $417.56M | 6.34% | 4.01M shares | 8.84% → 6.34%-2.50 pp -1.57M (-28.16%) | Reduced | ↗▾ |
| 08 | PBR.APETROLEO BRASIL-SP PREF ADRSP ADR NON VTG View history and evidence | $328.00M | 4.98% | 21.47M shares | 7.10% → 4.98%-2.12 pp -6.99M (-24.56%) | Reduced | ↗▾ |
| 09 | SAPSAP SE-SPONSORED ADRSPON ADR View history and evidence | $310.94M | 4.72% | 2.01M shares | 5.25% → 4.72%-0.53 pp -217.70K (-9.77%) | Reduced | ↗▾ |
| 10 | VSXYVICTORIA'S SECRET & COCOMMON STOCK View history and evidence | $148.31M | 2.25% | 5.59M shares | 2.06% → 2.25%+0.19 pp -1.20M (-17.70%) | 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 6590732395
}Take these holdings further.
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