WINDACRE PARTNERSHIP LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in WINDACRE PARTNERSHIP LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | ROP | ROPER TECHNOLOGIES INC | 28.39% | 2.653 B $ | 7498000 | 2025/12/31 | -282.581 M $ | -20.50 % |
| 2026/03/31 | FNF | FIDELITY NATL FINL INC | 10.38% | 969.472 M $ | 20902800 | 2022/09/30 | -161.770 M $ | -15.04 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 8.82% | 824.333 M $ | 3958000 | 2020/06/30 | -92.746 M $ | -9.77 % |
| 2026/03/31 | EXPE | EXPEDIA GROUP INC | 8.48% | 792.738 M $ | 3433400 | 2024/06/30 | -123.297 M $ | -18.50 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 8.03% | 750.621 M $ | 2221100 | 2022/12/31 | 84.574 M $ | 11.21 % |
| 2026/03/31 | SGI | SOMNIGROUP INTERNATIONAL INC | 6.50% | 607.826 M $ | 8222760 | 2025/03/31 | -143.244 M $ | -17.20 % |
| 2026/03/31 | TDG | TRANSDIGM GROUP INC | 6.32% | 590.606 M $ | 509600 | 2017/03/31 | -96.741 M $ | -12.85 % |
| 2026/03/31 | MCO | MOODYS CORP | 6.22% | 581.478 M $ | 1332900 | 2022/09/30 | -83.470 M $ | -14.60 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 6.07% | 567.341 M $ | 3253100 | 2024/12/31 | -39.363 M $ | -6.49 % |
| 2026/03/31 | PRM | PERIMETER SOLUTIONS INC | 5.71% | 533.689 M $ | 21854600 | 2024/12/31 | -67.968 M $ | -11.30 % |
| 2026/03/31 | SAP | SAP SE | 5.06% | 472.903 M $ | 2762125 | 2020/12/31 | -175.746 M $ | -29.52 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.00% | 0.000 $ | 0 | 2019/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | FG | F&G ANNUITIES & LIFE INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |