Skip to content
Disclosery

WINDACRE PARTNERSHIP LLC

Follow

13F filer, CIK 1599383, HOUSTON, TX

WINDACRE PARTNERSHIP LLC reported $9,344,248,728 across 11 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 94.94% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-006480

Period
2026-03-31
Reported value
$9.34B
Holdings
11
Top 10 weight
94.94%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ROPadded+4,401,900$1.56B
EXPEadded+1,081,300$250M
MCOadded+214,000$93.4M
FNFadded+1,198,800$55.6M
SAPadded+311,000$53.2M

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
GOOGLexited-1,689,200-$529M
TSMreduced-262,000-$88.5M
SGIreduced-1,103,040-$81.5M
TDGreduced-56,500-$65.5M
AMZNreduced-154,900-$32.3M

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 2026

Share positions as resolved from 13F-HR 0001214659-26-006480, largest first. % of portfolio is the value over $9,344,248,728, 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,096,100 shares; 2026Q1: 7,498,000 shares 7,498,000$2.65B28.39%+4,401,900Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 20,902,800 shares 20,902,800$969M10.38%+1,198,800Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,958,000 shares 3,958,000$824M8.82%-154,900Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,433,400 shares 3,433,400$793M8.48%+1,081,300Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,221,100 shares 2,221,100$751M8.03%-262,000Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,222,760 shares 8,222,760$608M6.5%-1,103,040Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 509,600 shares 509,600$591M6.32%-56,500Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,332,900 shares 1,332,900$581M6.22%+214,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,253,100 shares 3,253,100$567M6.07%0Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 21,854,600 shares 21,854,600$534M5.71%0Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,762,125 shares 2,762,125$473M5.06%+311,000Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
GOOGLALPHABET INC1,689,200$529Mshares
FGF&G ANNUITIES & LIFE INC350,000$10.8Mshares

How Q1 2026 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 0001214659-26-006480 base2026-05-15acceptance time not in the bulk data set