§ 13F · FUND PROFILE
WINDACRE PARTNERSHIP LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.0B (13F)Positions · 11Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES INC | 7.50M | $2.7B | 28.4% | +142% |
| 2 | FNF | FIDELITY NATL FINL INC | 20.90M | $969M | 10.4% | +6% |
| 3 | AMZN | AMAZON COM INC | 3.96M | $824M | 8.8% | −4% |
| 4 | EXPE | EXPEDIA GROUP INC | 3.43M | $793M | 8.5% | +46% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.22M | $751M | 8.0% | −11% |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | 8.22M | $608M | 6.5% | −12% |
| 7 | TDG | TRANSDIGM GROUP INC | 510K | $591M | 6.3% | −10% |
| 8 | MCO | MOODYS CORP | 1.33M | $581M | 6.2% | +19% |
| 9 | NVDA | NVIDIA CORPORATION | 3.25M | $567M | 6.1% | ±0% |
| 10 | PRM | PERIMETER SOLUTIONS INC | 21.85M | $534M | 5.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WINDACRE SIGNAL
AC read
WINDACRE PARTNERSHIP LLC is a Other fund managing $8.0 billion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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