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WINDACRE PARTNERSHIP LLC

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13F filer, CIK 1599383, HOUSTON, TX

WINDACRE PARTNERSHIP LLC reported $9,324,416,377 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 88.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-001994

Period
2025-12-31
Reported value
$9.32B
Holdings
13
Top 10 weight
88.08%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ROPnew+3,096,100$1.38B
AMZNadded+611,879$141M
NVDAadded+724,000$135M
FNFadded+798,900$43.6M
SAPadded+93,900$22.8M

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
GOOGLreduced-1,441,300-$451M
EXPEreduced-1,330,000-$377M
TSMreduced-344,000-$105M
TDGreduced-46,400-$61.7M
MCOreduced-46,000-$23.5M

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, Q4 2025

Share positions as resolved from 13F-HR 0001214659-26-001994, largest first. % of portfolio is the value over $9,324,416,377, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,096,100 shares 3,096,100$1.38B14.78%newTimeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 19,704,000 shares 19,704,000$1.08B11.54%+798,900Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 4,112,900 shares 4,112,900$949M10.18%+611,879Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 9,325,800 shares 9,325,800$833M8.93%-48,400Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,483,100 shares 2,483,100$755M8.09%-344,000Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 728,000 shares; 2024Q4: 753,997 shares; 2025Q1: 722,000 shares; 2025Q2: 712,700 shares; 2025Q3: 612,500 shares; 2025Q4: 566,100 shares 566,100$753M8.07%-46,400Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,352,100 shares 2,352,100$666M7.15%-1,330,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,253,100 shares 3,253,100$607M6.51%+724,000Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 21,854,600 shares 21,854,600$602M6.45%0Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,451,125 shares 2,451,125$595M6.39%+93,900Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,118,900 shares 1,118,900$572M6.13%-46,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,689,200 shares 1,689,200$529M5.67%-1,441,300Timeline
FGF&G ANNUITIES & LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350,000 shares 350,000$10.8M0.12%newTimeline

How Q4 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 0001214659-26-001994 base2026-02-17acceptance time not in the bulk data set