Investor
WINDACRE PARTNERSHIP LLC
CIK 0001599383 · filed 2026-05-15 · SEC filing
13F book
$9.34B
Positions
11
0 new · 2 sold
Largest name
28.4%
Roper Technologies Inc · ROP
Est. mark
−$1.16B
Price effect on 11 names still held. Flow $1.18B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Roper Technologies Inc | ROP | 7.5M | $2.65B | 28.4% | −$282.6M | Added$1.28B |
| Fidelity National Financial, Inc. | FNF | 20.9M | $969.5M | 10.4% | −$161.8M | Added−$106.2M |
| Amazon Com Inc | AMZN | 3.96M | $824.3M | 8.8% | −$89.3M | Cut−$125M |
| Expedia Group, Inc. | EXPE | 3.43M | $792.7M | 8.5% | −$123.3M | Added$126.4M |
| Taiwan Semiconductor Mfg Ltd | — | 2.22M | $750.6M | 8.0% | $75.7M | Cut−$3.97M |
| Somnigroup International Inc. | SGI | 8.22M | $607.8M | 6.5% | −$126.3M | Cut−$224.8M |
| Transdigm Group Inc | TDG | 509.6K | $590.6M | 6.3% | −$87.1M | Cut−$162.2M |
| Moodys Corp | — | 1.33M | $581.5M | 6.2% | −$83.5M | Added$9.89M |
| Nvidia Corp | NVDA | 3.25M | $567.3M | 6.1% | −$39.4M | Held |
| Perimeter Solutions, Inc. | PRM | 21.9M | $533.7M | 5.7% | −$68M | Held |
| Sap Se | — | 2.76M | $472.9M | 5.1% | −$175.7M | Added−$122.5M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.