Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WINDACRE PARTNERSHIP LLC (CIK 1599383) reported $9.34B across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ROP ($2.65B, 28.39%), FNF ($969.5M, 10.38%), AMZN ($824.3M, 8.82%), EXPE ($792.7M, 8.48%), TSM ($750.6M, 8.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | $2.65B | 28.39% | 7.5M | Added |
| 2 | FNF | FIDELITY NATL FINL INC | $969.5M | 10.38% | 20.9M | Added |
| 3 | AMZN | AMAZON COM INC | $824.3M | 8.82% | 4.0M | Trimmed |
| 4 | EXPE | EXPEDIA GROUP INC | $792.7M | 8.48% | 3.4M | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $750.6M | 8.03% | 2.2M | Trimmed |
| 6 | TPX | SOMNIGROUP INTERNATIONAL INC | $607.8M | 6.50% | 8.2M | Trimmed |
| 7 | TDG | TRANSDIGM GROUP INC | $590.6M | 6.32% | 509,600 | Trimmed |
| 8 | MCO | MOODYS CORP | $581.5M | 6.22% | 1.3M | Added |
| 9 | NVDA | NVIDIA CORPORATION | $567.3M | 6.07% | 3.3M | Hold |
| 10 | PRM | PERIMETER SOLUTIONS INC | $533.7M | 5.71% | 21.9M | Hold |
| 11 | SAP | SAP SE | $472.9M | 5.06% | 2.8M | Added |
| 12 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 13 | FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31