News + Filings Transactions Holdings
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WINDACRE PARTNERSHIP LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Alphabet Inc.
| GOOGL | COM | 6,735,100 | -2,018,300 | 806,191,470,000 | 33,878,988,000 | 15.54 | |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 4,751,200 | -3,665,000 | 619,366,432,000 | -87,594,368,000 | 11.94 | |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 6,109,000 | 2,819,000 | 616,520,280,000 | 371,448,180,000 | 11.89 | |
Hist
| 06/30/2023 |
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Fidelity National Financial, Inc.
| FNF | Common | 14,702,900 | 5,217,900 | 529,304,400,000 | 172,478,700,000 | 10.20 | 5.40 |
Hist
| 06/30/2023 |
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MOODYS CORP /DE/
| MCO | Common | 1,457,100 | 415,300 | 506,662,812,000 | 216,396,496,000 | 9.77 | |
Hist
| 06/30/2023 |
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ASML HOLDING NV
| ASML | N Y REGISTRY SHS | 694,600 | 309,000 | 503,411,350,000 | 292,719,510,000 | 9.70 | |
Hist
| 06/30/2023 |
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TransDigm Group INC
| TDG | Common | 535,300 | 77,000 | 478,649,201,000 | 190,080,606,000 | 9.23 | 0.97 |
Hist
| 06/30/2023 |
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PETROBRAS - PETROLEO BRASILEIRO SA
| PBR | Common | 27,261,000 | 27,261,000 | 337,218,570,000 | 337,218,570,000 | 6.50 | |
Hist
| 06/30/2023 |
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SAP SE
| SAP | ADR | 1,862,700 | -286,000 | 254,835,987,000 | 33,111,634,000 | 4.91 | |
Hist
| 06/30/2023 |
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E2open Parent Holdings, Inc.
| ETWO | COM | 28,817,992 | 25,000 | 161,380,755,000 | -7,634,108,000 | 3.11 | |
Hist
| 06/30/2023 |
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Perimeter Solutions, SA
| PRM | Common | 21,600,000 | 0 | 132,840,000,000 | -64,584,000,000 | 2.56 | 13.75 |
Hist
| 06/30/2023 |
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HERBALIFE LTD.
| HLF | Common | 9,253,500 | 0 | 122,516,340,000 | -15,175,740,000 | 2.36 | 9.35 |
Hist
| 06/30/2023 |
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Victoria's Secret & Co.
| VSCO | COMMON STOCK | 6,789,900 | 383,100 | 118,347,957,000 | -110,887,347,000 | 2.28 | 8.73 |
Hist
| 06/30/2023 |
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VERISIGN INC/CA
| VRSN | Common | 0 | -1,520,000 | 0 | -312,268,800,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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