WINDACRE PARTNERSHIP LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WP WINDACRE PARTNERSHIP LLC | Institutional Filer | ▲ 0.21% | $9.34B | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ROP | Roper Technologies, Inc. | Industrials | 7.5M | $2.65B | 28.39% |
| 2 | FNF | Fidelity National Financial, Inc. | Financial Services | 20.9M | $969.5M | 10.38% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 4.0M | $824.3M | 8.82% |
| 4 | EXPE | Expedia Group, Inc. | Consumer Cyclical | 3.4M | $792.7M | 8.48% |
| 5 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 2.2M | $750.6M | 8.03% |
| 6 | SGI | Somnigroup International Inc | Consumer Defensive | 8.2M | $607.8M | 6.50% |
| 7 | TDG | TransDigm Group Incorporated | Industrials | 510K | $590.6M | 6.32% |
| 8 | MCO | Moody's Corporation | Financial Services | 1.3M | $581.5M | 6.22% |
| 9 | NVDA | NVIDIA Corporation | Technology | 3.3M | $567.3M | 6.07% |
| 10 | PRM | Perimeter Solutions, S.A. | Basic Materials | 21.9M | $533.7M | 5.71% |
| 11 | SAP | SAP SE | Technology | 2.8M | $472.9M | 5.06% |
Showing 1 to 11 of 11 holdings