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WINDACRE PARTNERSHIP LLC

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13F filer, CIK 1599383, HOUSTON, TX

WINDACRE PARTNERSHIP LLC reported $6,673,059,203 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 91.77% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-007847

Period
2025-03-31
Reported value
$6.67B
Holdings
13
Top 10 weight
91.77%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGInew+10,403,500$623M
AMZNadded+359,000$68.3M
NVDAadded+340,700$36.9M
TSMadded+125,000$20.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EXPEreduced-933,000-$157M
GOOGLreduced-905,500-$140M
FNFreduced-1,232,700-$80.2M
ASMLreduced-98,000-$64.9M
SAPreduced-182,600-$49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001214659-25-007847, largest first. % of portfolio is the value over $6,673,059,203, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,000 shares; 2024Q4: 753,997 shares; 2025Q1: 722,000 shares 722,000$999M14.97%-31,997Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,024,300 shares; 2024Q4: 15,728,700 shares; 2025Q1: 14,496,000 shares 14,496,000$943M14.14%-1,232,700Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,532,100 shares; 2024Q4: 3,565,000 shares; 2025Q1: 3,924,000 shares 3,924,000$747M11.19%+359,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226,900 shares; 2024Q4: 5,134,300 shares; 2025Q1: 4,228,800 shares 4,228,800$654M9.8%-905,500Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,403,500 shares 10,403,500$623M9.34%newTimeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323,700 shares; 2024Q4: 4,065,700 shares; 2025Q1: 3,132,700 shares 3,132,700$527M7.89%-933,000Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176,000 shares; 2024Q4: 1,010,595 shares; 2025Q1: 1,010,595 shares 1,010,595$471M7.05%0Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922,000 shares; 2024Q4: 2,536,200 shares; 2025Q1: 2,661,200 shares 2,661,200$442M6.62%+125,000Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,100 shares; 2024Q4: 669,100 shares; 2025Q1: 571,100 shares 571,100$378M5.67%-98,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,804,200 shares; 2025Q1: 3,144,900 shares 3,144,900$341M5.11%+340,700Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399,200 shares; 2024Q4: 1,203,500 shares; 2025Q1: 1,020,900 shares 1,020,900$274M4.11%-182,600Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,600,000 shares; 2025Q1: 21,600,000 shares 21,600,000$218M3.26%0Timeline
E2OPEN PARENT HOLDINGS INCE2OPEN PARENT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,807,992 shares; 2024Q4: 28,807,992 shares; 2025Q1: 28,807,992 shares 28,807,992$57.6M0.86%0

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-007847 base2025-05-15acceptance time not in the bulk data set