§ 13F · FUND PROFILE
WINDACRE PARTNERSHIP LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7993.9T (13F)Positions · 11Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1389.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | 3.10M | $1378.2T | 14.8% | NEW |
| 2 | FNF | FIDELITY NATIONAL FINANCIAL | 19.70M | $1075.6T | 11.5% | +4% |
| 3 | AMZN | AMAZON COM INC | 4.11M | $949.3T | 10.2% | +17% |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 9.33M | $832.6T | 8.9% | −1% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.48M | $754.6T | 8.1% | −12% |
| 6 | TDG | TRANSDIGM GROUP INC | 566K | $752.8T | 8.1% | −8% |
| 7 | EXPE | EXPEDIA GROUP INC | 2.35M | $666.4T | 7.1% | −36% |
| 8 | NVDA | NVIDIA CORPORATION | 3.25M | $606.7T | 6.5% | +29% |
| 9 | PRM | PERIMETER SOLUTIONS INC | 21.85M | $601.7T | 6.5% | ±0% |
| 10 | SAP | SAP SE | 2.45M | $595.4T | 6.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDACRE SIGNAL
AC read
WINDACRE PARTNERSHIP LLC is a Other fund managing $7993886.0 trillion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed