Holders — by stockHoldings — by fund
WINDACRE PARTNERSHIP LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001599383
$10.11B
disclosed book value
11
positions
28.9%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ROPROPER TECHNOLOGIES INC | 8.6M | $2.92B | 28.9% |
| 2 | EXPEEXPEDIA GROUP INC | 3.9M | $1.00B | 9.9% |
| 3 | FNFFIDELITY NATL FINL INC | 20.9M | $985.8M | 9.7% |
| 4 | TDGTRANSDIGM GROUP INC | 684,100 | $911.2M | 9% |
| 5 | SAPSAP SE | 4.4M | $678.0M | 6.7% |
| 6 | SGISOMNIGROUP INTERNATIONAL INC | 8.4M | $660.2M | 6.5% |
| 7 | MCOMOODYS CORP | 1.4M | $638.6M | 6.3% |
| 8 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1.3M | $629.4M | 6.2% |
| 9 | AMZNAMAZON COM INC | 2.4M | $577.4M | 5.7% |
| 10 | PRMPERIMETER SOLUTIONS INC | 16.1M | $575.7M | 5.7% |
| 11 | NVDANVIDIA CORPORATION | 2.7M | $537.8M | 5.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.