WINDACRE PARTNERSHIP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PRM | 21.85M | $601.66M |
 | FNF | 19.70M | $1.08B |
 | SGI | 9.33M | $832.61M |
 | AMZN | 4.11M | $949.34M |
 | NVDA | 3.25M | $606.70M |
 | ROP | 3.10M | $1.38B |
 | TSM | 2.48M | $754.59M |
 | SAP | 2.45M | $595.40M |
 | EXPE | 2.35M | $666.37M |
 | GOOGL | 1.69M | $528.72M |
 | MCO | 1.12M | $571.59M |
 | TDG | 566K | $752.83M |
 | FG | 350K | $10.80M |
Perimeter Solutions, S.A.
PRM
Shares Held
21.85M
Value
$601.66M
Fidelity National Financial, Inc.
FNF
Shares Held
19.70M
Value
$1.08B
Somnigroup International Inc
SGI
Shares Held
9.33M
Value
$832.61M
Amazon.com, Inc.
AMZN
Shares Held
4.11M
Value
$949.34M
NVIDIA Corporation
NVDA
Shares Held
3.25M
Value
$606.70M
Roper Technologies, Inc.
ROP
Shares Held
3.10M
Value
$1.38B
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
2.48M
Value
$754.59M
SAP SE
SAP
Shares Held
2.45M
Value
$595.40M
Expedia Group, Inc.
EXPE
Shares Held
2.35M
Value
$666.37M
Alphabet Inc.
GOOGL
Shares Held
1.69M
Value
$528.72M
Moody's Corporation
MCO
Shares Held
1.12M
Value
$571.59M
TransDigm Group Incorporated
TDG
Shares Held
566K
Value
$752.83M
F&G Annuities & Life, Inc.
FG
Shares Held
350K
Value
$10.80M