WINDACRE PARTNERSHIP LLC
Top Portfolio Positions
11 positions ·
$9,344,248,728 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ROP |
Roper Technologies Inc
Technology
|
7,498,000 | $2,653,242,280 | 28.39% | |
| FNF |
Fidelity National Financial, Inc.
Financial Services
|
20,902,800 | $969,471,864 | 10.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,958,000 | $824,332,660 | 8.82% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
3,433,400 | $792,737,726 | 8.48% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,221,100 | $750,620,745 | 8.03% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
8,222,760 | $607,826,419 | 6.50% | |
| TDG |
TransDigm Group INC
Industrials
|
509,600 | $590,606,016 | 6.32% | |
| MCO |
Moodys Corp /De/
Financial Services
|
1,332,900 | $581,477,625 | 6.22% | |
| NVDA |
Nvidia Corp
Technology
|
3,253,100 | $567,340,640 | 6.07% | |
| PRM |
Perimeter Solutions, Inc.
Basic Materials
|
21,854,600 | $533,689,332 | 5.71% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SGI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,826,419 | 8,222,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $832,607,424 | 9,325,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $790,526,286 | 9,374,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $530,626,680 | 7,797,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $622,961,580 | 10,403,500 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||