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 MCO
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $581,477,625 | 1,332,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $571,590,065 | 1,118,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $555,051,552 | 1,164,900 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $493,361,416 | 983,595 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $470,623,985 | 1,010,595 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $478,385,355 | 1,010,595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $558,117,840 | 1,176,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $688,641,480 | 1,636,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $686,230,380 | 1,746,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $613,999,376 | 1,572,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $489,905,415 | 1,549,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $506,662,812 | 1,457,100 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $318,811,636 | 1,041,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $290,266,316 | 1,041,800 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $301,432,089 | 1,239,900 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $307,809,348 | 866,800 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $384,764,466 | 1,061,800 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $332,651,540 | 1,114,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $237,764,608 | 819,200 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $180,576,550 | 623,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $195,058,300 | 710,000 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $454,661,550 | 2,149,700 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||