# WINDACRE PARTNERSHIP LLC: Form 13F holdings

An institutional investment manager in HOUSTON, TX. SEC CIK 1599383.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $10.11bn
- Positions: 11 (11 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1599383/000121465926010394/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ROPER TECHNOLOGIES INC (ROP)](/companies/rop.md) | COM | $2.92bn | 28.9% | 8,630,200 |  | Added +1,132,200 |
| [EXPEDIA GROUP INC (EXPE)](/companies/expe.md) | COM NEW | $1.00bn | 9.9% | 3,909,500 |  | Added +476,100 |
| [FIDELITY NATL FINL INC (FNF)](/companies/fnf.md) | COM SHS | $985.8m | 9.7% | 20,902,800 |  | Unchanged |
| [TRANSDIGM GROUP INC (TDG)](/companies/tdg.md) | COM | $911.2m | 9.0% | 684,100 |  | Added +174,500 |
| [SAP SE (SAP)](/companies/sap.md) | SPON ADR | $678.0m | 6.7% | 4,399,300 |  | Added +1,637,175 |
| [SOMNIGROUP INTERNATIONAL INC (SGI)](/companies/sgi.md) | COM | $660.2m | 6.5% | 8,420,300 |  | Added +197,540 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $638.6m | 6.3% | 1,409,900 |  | Added +77,000 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $629.4m | 6.2% | 1,318,000 |  | Reduced −903,100 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $577.4m | 5.7% | 2,422,500 |  | Reduced −1,535,500 |
| [PERIMETER SOLUTIONS INC (PRM)](/companies/prm.md) | COMMON STOCK | $575.7m | 5.7% | 16,148,621 |  | Reduced −5,705,979 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $537.8m | 5.3% | 2,687,700 |  | Reduced −565,400 |

Source: SEC EDGAR, Form 13F-HR, accession 0001214659-26-010394. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.