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WINDACRE PARTNERSHIP LLC

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13F filer, CIK 1599383, HOUSTON, TX

WINDACRE PARTNERSHIP LLC reported $10,114,756,543 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 94.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-010394

Period
2026-06-30
Reported value
$10.1B
Holdings
11
Top 10 weight
94.68%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ROPadded+1,132,200$383M
SAPadded+1,637,175$252M
TDGadded+174,500$232M
EXPEadded+476,100$122M
MCOadded+77,000$34.9M

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
TSMreduced-903,100-$431M
AMZNreduced-1,535,500-$366M
PRMreduced-5,705,979-$203M
NVDAreduced-565,400-$113M

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 2026

Share positions as resolved from 13F-HR 0001214659-26-010394, largest first. % of portfolio is the value over $10,114,756,543, 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; 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; 2026Q2: 8,630,200 shares 8,630,200$2.92B28.87%+1,132,200Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,909,500 shares 3,909,500$1B9.89%+476,100Timeline
FNFFIDELITY NATL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,902,800 shares 20,902,800$986M9.75%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 684,100 shares 684,100$911M9.01%+174,500Timeline
SAPSAP SEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,399,300 shares 4,399,300$678M6.7%+1,637,175Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 8,420,300 shares 8,420,300$660M6.53%+197,540Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,409,900 shares 1,409,900$639M6.31%+77,000Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,318,000 shares 1,318,000$629M6.22%-903,100Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,422,500 shares 2,422,500$577M5.71%-1,535,500Timeline
PRMPERIMETER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,148,621 shares 16,148,621$576M5.69%-5,705,979Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,687,700 shares 2,687,700$538M5.32%-565,400Timeline

How Q2 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 0001214659-26-010394 base2026-08-14acceptance time not in the bulk data set