WINDACRE PARTNERSHIP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRM | 21.85M | $533.69M |
 | FNF | 20.90M | $969.47M |
 | SGI | 8.22M | $607.83M |
 | ROP | 7.50M | $2.65B |
 | AMZN | 3.96M | $824.33M |
 | EXPE | 3.43M | $792.74M |
 | NVDA | 3.25M | $567.34M |
 | SAP | 2.76M | $472.90M |
 | TSM | 2.22M | $750.62M |
 | MCO | 1.33M | $581.48M |
 | TDG | 510K | $590.61M |
Perimeter Solutions, Inc.
PRM
Shares Held
21.85M
Value
$533.69M
Fidelity National Financial, Inc.
FNF
Shares Held
20.90M
Value
$969.47M
Somnigroup International Inc
SGI
Shares Held
8.22M
Value
$607.83M
Roper Technologies, Inc.
ROP
Shares Held
7.50M
Value
$2.65B
Amazon.com, Inc.
AMZN
Shares Held
3.96M
Value
$824.33M
Expedia Group, Inc.
EXPE
Shares Held
3.43M
Value
$792.74M
NVIDIA Corporation
NVDA
Shares Held
3.25M
Value
$567.34M
SAP SE
SAP
Shares Held
2.76M
Value
$472.90M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2.22M
Value
$750.62M
Moody's Corporation
MCO
Shares Held
1.33M
Value
$581.48M
TransDigm Group Incorporated
TDG
Shares Held
510K
Value
$590.61M