Institutional
WINDACRE PARTNERSHIP LLC
CIK 0001599383
$9.34B
Reported AUM
11
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | $389.25 | -4.61% | -28.33% | -17.74% | $2.65B | 28.39% | — | HELD |
| 2 | FNF | FIDELITY NATL FINL INC | $52.06 | -2.60% | 1.92% | 44.28% | $969.5M | 10.38% | — | HELD |
| 3 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $824.3M | 8.82% | — | HELD |
| 4 | EXPE | EXPEDIA GROUP INC | $292.93 | -3.73% | 72.23% | 113.18% | $792.7M | 8.48% | — | HELD |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403.31 | 7.64% | 73.36% | 267.64% | $750.6M | 8.03% | — | HELD |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | $66.87 | -2.24% | -4.47% | 60.79% | $607.8M | 6.50% | — | HELD |
| 7 | TDG | TRANSDIGM GROUP INC | $1249.91 | -1.16% | -14.73% | 150.47% | $590.6M | 6.32% | — | HELD |
| 8 | MCO | MOODYS CORP | $482.26 | -0.20% | -2.99% | 31.89% | $581.5M | 6.22% | — | HELD |
| 9 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $567.3M | 6.07% | — | HELD |
| 10 | PRM | PERIMETER SOLUTIONS INC | $37.23 | 7.38% | 130.59% | 159.65% | $533.7M | 5.71% | — | HELD |
| 11 | SAP | SAP SE | $180.88 | -2.75% | -34.97% | 31.05% | $472.9M | 5.06% | — | HELD |
Source: SEC EDGAR · accession 0001214659-26-006480. 13F discloses long positions only — shorts, foreign equities, and options are excluded.