WINDACRE PARTNERSHIP LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FIDELITY NATIONAL FINANCIAL(FNF) | 14,427,200 | 18,905,100 | +4,477,900 | 808,788,832 | 1,143,569,499 | 14.31% | +334,780,667 |
| SAP SE(SAP) | 1,020,900 | 2,357,225 | +1,336,325 | 310,455,690 | 629,874,092 | 7.88% | +319,418,402 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 7,797,600 | 9,374,200 | +1,576,600 | 530,626,680 | 790,526,286 | 9.89% | +259,899,606 |
| EXPEDIA GROUP INC(EXPE) | 3,372,200 | 3,682,100 | +309,900 | 568,822,696 | 787,048,875 | 9.85% | +218,226,179 |
| ALPHABET INC(GOOG) | 3,187,800 | 3,130,500 | -57,300 | 561,785,994 | 761,024,550 | 9.52% | +199,238,556 |
| PERIMETER SOLUTIONS INC(PRM) | 21,854,600 | 21,854,600 | 0 | 304,216,032 | 489,324,494 | 6.12% | +185,108,462 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 2,941,100 | 2,827,100 | -114,000 | 666,129,739 | 789,580,759 | 9.88% | +123,451,020 |
| MOODYS CORP(MCO) | 983,595 | 1,164,900 | +181,305 | 493,361,416 | 555,051,552 | 6.94% | +61,690,136 |
| NVIDIA CORPORATION(NVDA) | 3,609,100 | 2,529,100 | -1,080,000 | 570,201,709 | 471,879,478 | 5.90% | -98,322,231 |
| AMAZON COM INC(AMZN) | 4,411,900 | 3,501,021 | -910,879 | 967,926,741 | 768,719,181 | 9.62% | -199,207,560 |
| TRANSDIGM GROUP INC(TDG) | 712,700 | 612,500 | -100,200 | 1,083,760,128 | 807,287,250 | 10.10% | -276,472,878 |
| ASML HOLDING N V | 539,700 | 0 | -539,700 | 432,510,183 | 0 | — | -432,510,183 |