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WINDACRE PARTNERSHIP LLC (auto-surfaced)

Tier None · cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $9,344,248,728 · 11 positions · top-10 94.9% · SEC filing history →

13FScore 10/100 — cloning their disclosed top holdings over ~4.6y returned -28%/yr vs S&P +11%/yr (alpha -38%/yr), ahead of the market in 53% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueConvictionBusiness
none

Added to (≥+25% shares)

Issuer% bookΔ sharesConvictionBusiness
$ROP · ROPER TECHNOLOGIES INC28.4%+142%MedNiche software and engineered products
$EXPE · EXPEDIA GROUP INC8.5%+46%MedOnline travel booking (Expedia, Vrbo, Hotels.com)

Top holdings now

Issuer% bookBusiness
$ROP · ROPER TECHNOLOGIES INC28.4%Niche software and engineered products
$FNF · FIDELITY NATL FINL INC10.4%Title insurance and transaction services
$AMZN · AMAZON COM INC8.8%E-commerce, AWS cloud computing, advertising, devices
$EXPE · EXPEDIA GROUP INC8.5%Online travel booking (Expedia, Vrbo, Hotels.com)
$TSM · TAIWAN SEMICONDUCTOR MANUFAC8.0%
$TPD · SOMNIGROUP INTERNATIONAL INC6.5%Mattress maker/retailer (Tempur-Pedic, Sealy, Mattress Firm)
$T7D · TRANSDIGM GROUP INC6.3%Proprietary aircraft components supplier
$DUT · MOODYS CORP6.2%Credit ratings and financial-risk analytics
$NVDA · NVIDIA CORPORATION6.1%GPUs and AI accelerator chips
$PRM · PERIMETER SOLUTIONS INC5.7%Fire-retardant and lubricant additives

Generated 2026-06-27 · Alpha-Investor tracker