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 TSM
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $750,620,745 | 2,221,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $754,589,259 | 2,483,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $789,580,759 | 2,827,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $666,129,739 | 2,941,100 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $441,759,200 | 2,661,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $500,874,138 | 2,536,200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $507,463,740 | 2,922,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $544,720,540 | 3,134,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $388,286,700 | 2,854,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $417,560,000 | 4,015,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $485,684,100 | 5,589,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $616,520,280 | 6,109,000 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $465,472,080 | 5,004,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $245,072,100 | 3,290,000 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||