Stock Taper 
WINDACRE PARTNERSHIP LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransDigm Group Incorporated | TDG | 684.1K | $911.25M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.32M | $629.44M |
 Moody's Corporation | MCO | 1.41M | $638.57M |
 Amazon.com, Inc. | AMZN | 2.42M | $577.38M |
 NVIDIA Corporation | NVDA | 2.69M | $537.78M |
 Expedia Group, Inc. | EXPE | 3.91M | $1B |
 SAP SE | SAP | 4.4M | $677.98M |
 Somnigroup International Inc | SGI | 8.42M | $660.15M |
 Roper Technologies, Inc. | ROP | 8.63M | $2.92B |
 Perimeter Solutions, Inc. | PRM | 16.15M | $575.7M |
 Fidelity National Financial, Inc. | FNF | 20.9M | $985.78M |