§ 13F · FUND PROFILE
WINDACRE PARTNERSHIP LLC.
AUM · $10.1B (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | 8.63M | $2.9B | 28.9% | +15% |
| 2 | EXPE | EXPEDIA GROUP INC | 3.91M | $1.0B | 9.9% | +14% |
| 3 | FNF | FIDELITY NATL FINL INC | 20.90M | $986M | 9.7% | ±0% |
| 4 | TDG | TRANSDIGM GROUP INC | 684K | $911M | 9.0% | +34% |
| 5 | SAP | SAP SE | 4.40M | $678M | 6.7% | +59% |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | 8.42M | $660M | 6.5% | +2% |
| 7 | MCO | MOODYS CORP | 1.41M | $639M | 6.3% | +6% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 1.32M | $629M | 6.2% | −41% |
| 9 | AMZN | AMAZON COM INC | 2.42M | $577M | 5.7% | −39% |
| 10 | PRM | PERIMETER SOLUTIONS INC | 16.15M | $576M | 5.7% | −26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDACRE SIGNAL
AC read
WINDACRE PARTNERSHIP LLC is a Other fund managing $10.1 billion in assets. The fund runs a focused portfolio of just 11 positions.
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