Q1 2026 · 13F-HR
WINDACRE PARTNERSHIP LLCholdings as filed
Filed 2026-05-15 · accession 0001214659-26-006480
$9.34B
Reported value
11
Positions
2026-03-31
Period end
The Brief · WINDACRE PARTNERSHIP LLC · Q1 2026
AI · grounded in 13F
WINDACRE PARTNERSHIP LLC closed its entire position in GOOGL, reducing its exposure by $528.7M. The fund increased its stake in ROP by 142.18% and added 45.97% more shares of Expedia Group Inc. Other activity included accumulating MCO by 19.13% and trimming positions in SGI and TDG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 776696106 | ROP | ROPER TECHNOLOGIES INC | $2.65B | 28.4% | 7,498,000 | Common | SOLE |
| 31620R303 | FNF | FIDELITY NATL FINL INC | $969.5M | 10.4% | 20,902,800 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $824.3M | 8.82% | 3,958,000 | Common | SOLE |
| 30212P303 | EXPE | EXPEDIA GROUP INC | $792.7M | 8.48% | 3,433,400 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $750.6M | 8.03% | 2,221,100 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $607.8M | 6.50% | 8,222,760 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $590.6M | 6.32% | 509,600 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $581.5M | 6.22% | 1,332,900 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $567.3M | 6.07% | 3,253,100 | Common | SOLE |
| 71385M107 | PRM | PERIMETER SOLUTIONS INC | $533.7M | 5.71% | 21,854,600 | Common | SOLE |
| 803054204 | SAP | SAP SE | $472.9M | 5.06% | 2,762,125 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.