WINDACRE PARTNERSHIP LLC
data from 30/09/2025
Capitalization
$ 7.994 B
9.53 %
Performance
$ 6.587 B
197.96 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | FNF | FIDELITY NATIONAL FINANCIAL | 14.31% | 1.144 B $ | 18905100 | 2022/09/30 | 63.912 M $ | 7.90 % |
| 2025/09/30 | TDG | TRANSDIGM GROUP INC | 10.10% | 807.287 M $ | 612500 | 2017/03/31 | -144.407 M $ | -13.32 % |
| 2025/09/30 | SOMNIGROUP INTERNATIONAL INC | 9.89% | 790.526 M $ | 9374200 | 2025/03/31 | 126.945 M $ | 23.92 % | |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 9.88% | 789.581 M $ | 2827100 | 2022/12/31 | 155.290 M $ | 23.31 % |
| 2025/09/30 | EXPE | EXPEDIA GROUP INC | 9.85% | 787.049 M $ | 3682100 | 2024/06/30 | 151.985 M $ | 26.72 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 9.62% | 768.719 M $ | 3501021 | 2020/06/30 | 794.142 K $ | 0.08 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 9.52% | 761.025 M $ | 3130500 | 2019/09/30 | 213.168 M $ | 37.94 % |
| 2025/09/30 | SAP | SAP SE | 7.88% | 629.874 M $ | 2357225 | 2020/12/31 | -37.661 M $ | -12.13 % |
| 2025/09/30 | MCO | MOODYS CORP | 6.94% | 555.052 M $ | 1164900 | 2022/09/30 | -24.698 M $ | -5.01 % |
| 2025/09/30 | PRM | PERIMETER SOLUTIONS INC | 6.12% | 489.324 M $ | 21854600 | 2024/12/31 | 185.108 M $ | 60.85 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 5.90% | 471.879 M $ | 2529100 | 2024/12/31 | 103.184 M $ | 18.10 % |
| 2025/09/30 | ASML | ASML HOLDING N V | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |