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WINDACRE PARTNERSHIP LLC

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13F filer, CIK 1599383, HOUSTON, TX

WINDACRE PARTNERSHIP LLC reported $7,993,886,016 across 11 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 94.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016647

Period
2025-09-30
Reported value
$7.99B
Holdings
11
Top 10 weight
94.1%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SAPadded+1,336,325$357M
FNFadded+4,477,900$271M
SGIadded+1,576,600$133M
MCOadded+181,305$86.4M
EXPEadded+309,900$66.2M

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
ASMLexited-539,700-$433M
NVDAreduced-1,080,000-$202M
AMZNreduced-910,879-$200M
TDGreduced-100,200-$132M
TSMreduced-114,000-$31.8M

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.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-016647, largest first. % of portfolio is the value over $7,993,886,016, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 18,905,100 shares 18,905,100$1.14B14.31%+4,477,900Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,000 shares; 2024Q4: 753,997 shares; 2025Q1: 722,000 shares; 2025Q2: 712,700 shares; 2025Q3: 612,500 shares 612,500$807M10.1%-100,200Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,403,500 shares; 2025Q2: 7,797,600 shares; 2025Q3: 9,374,200 shares 9,374,200$791M9.89%+1,576,600Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,827,100 shares 2,827,100$790M9.88%-114,000Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,682,100 shares 3,682,100$787M9.85%+309,900Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,501,021 shares 3,501,021$769M9.62%-910,879Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,130,500 shares 3,130,500$761M9.52%-57,300Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,357,225 shares 2,357,225$630M7.88%+1,336,325Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,164,900 shares 1,164,900$555M6.94%+181,305Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,600,000 shares; 2025Q1: 21,600,000 shares; 2025Q2: 21,854,600 shares; 2025Q3: 21,854,600 shares 21,854,600$489M6.12%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,804,200 shares; 2025Q1: 3,144,900 shares; 2025Q2: 3,609,100 shares; 2025Q3: 2,529,100 shares 2,529,100$472M5.9%-1,080,000Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ASMLASML HLDG NV539,700$433Mshares

How Q3 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 0001214659-25-016647 base2025-11-14acceptance time not in the bulk data set