WINDACRE PARTNERSHIP LLC
Top Portfolio Positions
11 positions ·
$11,997,491,008 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ROP |
Roper Technologies Inc
Technology
|
14,996,000 | $5,306,484,560 | 44.23% | |
| FNF |
Fidelity National Financial, Inc.
Financial Services
|
20,902,800 | $969,471,864 | 8.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,958,000 | $824,332,660 | 6.87% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
3,433,400 | $792,737,726 | 6.61% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,221,100 | $750,620,745 | 6.26% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
8,222,760 | $607,826,419 | 5.07% | |
| TDG |
TransDigm Group INC
Industrials
|
509,600 | $590,606,016 | 4.92% | |
| MCO |
Moodys Corp /De/
Financial Services
|
1,332,900 | $581,477,625 | 4.85% | |
| NVDA |
Nvidia Corp
Technology
|
3,253,100 | $567,340,640 | 4.73% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
21,854,600 | $533,689,332 | 4.45% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EXPE
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $792,737,726 | 3,433,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $666,373,451 | 2,352,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $787,048,875 | 3,682,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $568,822,696 | 3,372,200 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $526,606,870 | 3,132,700 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $757,561,881 | 4,065,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $639,994,074 | 4,323,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $364,388,278 | 2,892,200 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||