WINDACRE PARTNERSHIP LLC — 13F holdings

WINDACRE PARTNERSHIP LLC reported 11 holdings worth $10.1B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. ROP ROPER TECHNOLOGIES INC — $2.92B (28.9%)
2. EXPE EXPEDIA GROUP INC — $1.00B (9.9%)
3. FNF FIDELITY NATIONAL FINANCIAL — $986M (9.7%)
4. TDG TRANSDIGM GROUP INC — $911M (9.0%)
5. SAP SAP SE — $678M (6.7%)
6. SGI SOMNIGROUP INTERNATIONAL INC — $660M (6.5%)
7. MCO MOODYS CORP — $639M (6.3%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $629M (6.2%)
9. AMZN AMAZON COM INC — $577M (5.7%)
10. PRM PERIMETER SOLUTIONS INC — $576M (5.7%)