Skip to content
Disclosery

WINDACRE PARTNERSHIP LLC

Follow

13F filer, CIK 1599383, HOUSTON, TX

WINDACRE PARTNERSHIP LLC reported $7,298,585,840 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 91.58% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-012241

Period
2025-06-30
Reported value
$7.3B
Holdings
12
Top 10 weight
91.58%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+487,900$107M
NVDAadded+464,200$73.3M
TSMadded+279,900$63.4M
EXPEadded+239,500$40.4M
PRMadded+254,600$3.54M

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
GOOGLreduced-1,041,000-$183M
SGIreduced-2,605,900-$177M
E2OPEN PARENT HOLDINGS INCexited-28,807,992-$57.6M
ASMLreduced-31,400-$25.2M
TDGreduced-9,300-$14.1M

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, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-012241, largest first. % of portfolio is the value over $7,298,585,840, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,000 shares; 2024Q4: 753,997 shares; 2025Q1: 722,000 shares; 2025Q2: 712,700 shares 712,700$1.08B14.85%-9,300Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,532,100 shares; 2024Q4: 3,565,000 shares; 2025Q1: 3,924,000 shares; 2025Q2: 4,411,900 shares 4,411,900$968M13.26%+487,900Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,024,300 shares; 2024Q4: 15,728,700 shares; 2025Q1: 14,496,000 shares; 2025Q2: 14,427,200 shares 14,427,200$809M11.08%-68,800Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,922,000 shares; 2024Q4: 2,536,200 shares; 2025Q1: 2,661,200 shares; 2025Q2: 2,941,100 shares 2,941,100$666M9.13%+279,900Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,804,200 shares; 2025Q1: 3,144,900 shares; 2025Q2: 3,609,100 shares 3,609,100$570M7.81%+464,200Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,323,700 shares; 2024Q4: 4,065,700 shares; 2025Q1: 3,132,700 shares; 2025Q2: 3,372,200 shares 3,372,200$569M7.79%+239,500Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,226,900 shares; 2024Q4: 5,134,300 shares; 2025Q1: 4,228,800 shares; 2025Q2: 3,187,800 shares 3,187,800$562M7.7%-1,041,000Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,403,500 shares; 2025Q2: 7,797,600 shares 7,797,600$531M7.27%-2,605,900Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176,000 shares; 2024Q4: 1,010,595 shares; 2025Q1: 1,010,595 shares; 2025Q2: 983,595 shares 983,595$493M6.76%-27,000Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 664,100 shares; 2024Q4: 669,100 shares; 2025Q1: 571,100 shares; 2025Q2: 539,700 shares 539,700$433M5.93%-31,400Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,399,200 shares; 2024Q4: 1,203,500 shares; 2025Q1: 1,020,900 shares; 2025Q2: 1,020,900 shares 1,020,900$310M4.25%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,600,000 shares; 2025Q1: 21,600,000 shares; 2025Q2: 21,854,600 shares 21,854,600$304M4.17%+254,600Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
E2OPEN PARENT HOLDINGS INCE2OPEN PARENT HOLDINGS INC28,807,992$57.6Mshares

How Q2 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 0001214659-25-012241 base2025-08-14acceptance time not in the bulk data set