WINDACRE PARTNERSHIP LLC
CIK 1599383
13F filing for Q2 2026・No. 563
- Holdings
- US$10.11B
- Quarter change
- +US$770.51M
- Entries
- 11
- Net bought (estimate)
- −US$73.76M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 4
- Added 6
- Corporate actions 0
- Unchanged 1
Largest holdings
11 stocks worth US$10.11B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ROPER TECHNOLOGIES INCCOM | Added | 8,630,200 | US$2.92B | 28.87% |
| EXPEEXPEDIA GROUP INCCOM NEW | Added | 3,909,500 | US$1B | 9.89% |
| FNFFIDELITY NATL FINL INCCOM SHS | Unchanged | 20,902,800 | US$985.78M | 9.75% |
| TDGTRANSDIGM GROUP INCCOM | Added | 684,100 | US$911.25M | 9.01% |
| SAPSAP SESPON ADR | Added | 4,399,300 | US$677.98M | 6.70% |
| SGISOMNIGROUP INTERNATIONAL INCCOM | Added | 8,420,300 | US$660.15M | 6.53% |
| MCOMOODYS CORPCOM | Added | 1,409,900 | US$638.57M | 6.31% |
| TSMTSMC ADRSPONSORED ADS | Cut | 1,318,000 | US$629.44M | 6.22% |
| AMZNAmazonCOM | Cut | 2,422,500 | US$577.38M | 5.71% |
| PERIMETER SOLUTIONS INCCOMMON STOCK | Cut | 16,148,621 | US$575.7M | 5.69% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.