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WINDACRE PARTNERSHIP LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $10,114,756,543
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ROPER TECHNOLOGIES INC · COM · 776696106 · shares: $2,920,373,378
- EXPEDIA GROUP INC · COM NEW · 30212P303 · shares: $1,000,362,860
- FIDELITY NATL FINL INC · COM SHS · 31620R303 · shares: $985,776,048
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $911,248,564
- SAP SE · SPON ADR · 803054204 · shares: $677,976,123
- SOMNIGROUP INTERNATIONAL INC · COM · 88023U101 · shares: $660,151,520
- MOODYS CORP · COM · 615369105 · shares: $638,571,908
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $629,437,260
- AMAZON COM INC · COM · 023135106 · shares: $577,378,650
- PERIMETER SOLUTIONS INC · COMMON STOCK · 71385M107 · shares: $575,698,339
Reported holdings
11 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC | COM | 776696106 | — | 8,630,200 shares | $2,920,373,378 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 3,909,500 shares | $1,000,362,860 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 | — | 20,902,800 shares | $985,776,048 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 684,100 shares | $911,248,564 |
| SAP SE | SPON ADR | 803054204 | — | 4,399,300 shares | $677,976,123 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 8,420,300 shares | $660,151,520 |
| MOODYS CORP | COM | 615369105 | — | 1,409,900 shares | $638,571,908 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,318,000 shares | $629,437,260 |
| AMAZON COM INC | COM | 023135106 | — | 2,422,500 shares | $577,378,650 |
| PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 | — | 16,148,621 shares | $575,698,339 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,687,700 shares | $537,781,893 |