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| Name: |
WINDACRE PARTNERSHIP LLC |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77056 |
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data |
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| Holdings
Found :
13 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TDG |
Transdigm Group Inc |
1 |
- |
$1,512.81 |
$998,735,000 |
722,000 |
14.97% |
43,210,000 |
-31,997 |
1.315 |
Aerospace/Defense Pro... |
|
|
FNF |
Fidelity National Financial... |
2 |
- |
$57.27 |
$943,400,000 |
14,496,000 |
14.14% |
60,391,000 |
-1,232,700 |
4.936 |
Surety & Title Insurance |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$220.46 |
$746,580,000 |
3,924,000 |
11.19% |
-35,545,000 |
359,000 |
0.039 |
Internet Software & S... |
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GOOGL |
Alphabet Inc |
4 |
- |
$175.84 |
$653,942,000 |
4,228,800 |
9.8% |
-317,981,000 |
-905,500 |
0.071 |
Search Engines & Info... |
|
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TPX |
Tempur-Pedic International |
5 |
New |
$69.69 |
$622,962,000 |
10,403,500 |
9.34% |
622,962,000 |
10,403,500 |
5.077 |
Textile Manufacturing |
|
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EXPE |
Expedia Inc |
6 |
- |
$174.04 |
$526,607,000 |
3,132,700 |
7.89% |
-230,955,000 |
-933,000 |
2.085 |
Internet Service Prov... |
|
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MCO |
Moodys Corp |
7 |
- |
$502.48 |
$470,624,000 |
1,010,595 |
7.05% |
-7,761,000 |
0 |
0.538 |
Business Services |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
8 |
- |
$224.68 |
$441,759,000 |
2,661,200 |
6.62% |
-59,115,000 |
125,000 |
0.051 |
Semiconductor - Integ... |
|
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ASML |
ASML Holding N.V. (ADR) |
9 |
- |
$0.00 |
$378,428,000 |
571,100 |
5.67% |
-85,312,000 |
-98,000 |
0.13 |
Semiconductor Equipme... |
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NVDA |
NVIDIA Corporation |
10 |
- |
$153.30 |
$340,844,000 |
3,144,900 |
5.11% |
-35,732,000 |
340,700 |
0.013 |
Semiconductor - Speci... |
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SAP |
SAP AG (ADR) |
11 |
- |
$300.68 |
$274,050,000 |
1,020,900 |
4.11% |
-22,264,000 |
-182,600 |
0.858 |
Application Software |
|
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PRM |
Perimeter Solutions, Sa |
12 |
- |
$14.07 |
$217,512,000 |
21,600,000 |
3.26% |
-58,536,000 |
0 |
14.771 |
N/A |
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ETWO |
E2open Parent Holdings Ord ... |
13 |
- |
$0.00 |
$57,616,000 |
28,807,992 |
0.86% |
-19,013,000 |
0 |
8.012 |
N/A |
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