WINDACRE PARTNERSHIP LLC
An institutional investment manager in HOUSTON, TX. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1599383.
- Reported value$10.11bn
- Positions11
Holdings: 11 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Roper Technologies IncROP | COM | 776696106 | 2,920 | 28.9% | 8,630,200 | Added+1,132,200 | |
| Expedia Group IncEXPE | COM NEW | 30212P303 | 1,000 | 9.9% | 3,909,500 | Added+476,100 | |
| Fidelity Natl Finl IncFNF | COM SHS | 31620R303 | 986 | 9.7% | 20,902,800 | Unchanged | |
| Transdigm Group IncTDG | COM | 893641100 | 911 | 9.0% | 684,100 | Added+174,500 | |
| SAP SESAP | SPON ADR | 803054204 | 678 | 6.7% | 4,399,300 | Added+1,637,175 | |
| Somnigroup International IncSGI | COM | 88023U101 | 660 | 6.5% | 8,420,300 | Added+197,540 | |
| Moodys CorpMCO | COM | 615369105 | 639 | 6.3% | 1,409,900 | Added+77,000 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 629 | 6.2% | 1,318,000 | Reduced−903,100 | |
| Amazon Com IncAMZN | COM | 023135106 | 577 | 5.7% | 2,422,500 | Reduced−1,535,500 | |
| Perimeter Solutions IncPRM | COMMON STOCK | 71385M107 | 576 | 5.7% | 16,148,621 | Reduced−5,705,979 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 538 | 5.3% | 2,687,700 | Reduced−565,400 |
Source: SEC EDGAR, Form 13F-HR, accession 0001214659-26-010394 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.