What does WINDACRE PARTNERSHIP LLC hold?

WINDACRE PARTNERSHIP LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include ROP, FNF, AMZN. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1599383.

What is WINDACRE PARTNERSHIP LLC's AUM?

WINDACRE PARTNERSHIP LLC reported approximately $9.3B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $11.4B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source WINDACRE PARTNERSHIP LLC's holdings?

All WINDACRE PARTNERSHIP LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1599383. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is WINDACRE PARTNERSHIP LLC's 13F data updated on 13F Pro?

WINDACRE PARTNERSHIP LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

WINDACRE PARTNERSHIP LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1599383

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$9.3B

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

WINDACRE PARTNERSHIP LLC disclosed 11 positions worth $9.3B in its Form 13F-HR for Q1 2026, led by $ROP (ROPER TECHNOLOGIES INC) at 28.4% of the equity portfolio, followed by $FNF and $AMZN. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $GOOG. The portfolio is most concentrated in Technology (47.6% of disclosed assets). All figures are sourced directly from WINDACRE PARTNERSHIP LLC’s Form 13F-HR filing with the SEC under CIK 1599383.

AI Fund Analysis

Concentrating

3 quarters accumulating

$SAP

3 quarters accumulating

Sector Allocation

TechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

ROPER TECHNOLOGIES INC
$ROP
72.2#237
Quality
$2.7B7,498,000 sh
Fidelity National Financial, Inc.
$FNF
69.7#354
Quality
$969.5M20,902,800 sh
AMAZON COM INC
$AMZN
74.6#152
Quality
$824.3M3,958,000 sh
Expedia Group, Inc.
$EXPE
65.7
Quality
$792.7M3,433,400 sh
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$TSM
—
Quality
$750.6M2,221,100 sh
SOMNIGROUP INTERNATIONAL INC.
$SGI
64.6
Quality
$607.8M8,222,760 sh
TransDigm Group INC
$TDG
75.4
Quality
$590.6M509,600 sh
MOODYS CORP /DE/
$MCO
81.3
Quality
$581.5M1,332,900 sh
NVIDIA CORP
$NVDA
90.2
Quality
$567.3M3,253,100 sh
Perimeter Solutions, Inc.
$PRM
56.5
Quality
$533.7M21,854,600 sh

Company	Quality	Value	Shares
ROPER TECHNOLOGIES INC$ROP	72.2#237	$2.7B	7,498,000
Fidelity National Financial, Inc.$FNF	69.7#354	$969.5M	20,902,800
AMAZON COM INC$AMZN	74.6#152	$824.3M	3,958,000
Expedia Group, Inc.$EXPE	65.7	$792.7M	3,433,400
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM	—	$750.6M	2,221,100
SOMNIGROUP INTERNATIONAL INC.$SGI	64.6	$607.8M	8,222,760
TransDigm Group INC$TDG	75.4	$590.6M	509,600
MOODYS CORP /DE/$MCO	81.3	$581.5M	1,332,900
NVIDIA CORP$NVDA	90.2	$567.3M	3,253,100
Perimeter Solutions, Inc.$PRM	56.5	$533.7M	21,854,600

Unlock AI quality scores for every holding

32-signal composite ranking on each of WINDACRE PARTNERSHIP LLC's 11 positions.

Showing top 10 of 11 holdings.

Sector Allocation

Technology

$4.4B

Consumer Discretionary

$2.2B

Financials

$1.6B

Industrials

$590.6M

Healthcare

$533.7M

Full Holdings — WINDACRE PARTNERSHIP LLC (Q1 2026)

All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$ROP	ROPER TECHNOLOGIES INC	$2.7B	28.4%	+142%	72.2
2	$FNF	Fidelity National Financial, Inc.	$969.5M	10.4%	+6%	69.7
3	$AMZN	AMAZON COM INC	$824.3M	8.8%	-4%	74.6
4	$EXPE	Expedia Group, Inc.	$792.7M	8.5%	+46%	65.7
5	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	$750.6M	8.0%	-11%	—
6	$SGI	SOMNIGROUP INTERNATIONAL INC.	$607.8M	6.5%	-12%	64.6
7	$TDG	TransDigm Group INC	$590.6M	6.3%	-10%	75.4
8	$MCO	MOODYS CORP /DE/	$581.5M	6.2%	+19%	81.3
9	$NVDA	NVIDIA CORP	$567.3M	6.1%	+0%	90.2
10	$PRM	Perimeter Solutions, Inc.	$533.7M	5.7%	+0%	56.5
11	$SAP	SAP SE	$472.9M	5.1%	+13%	—

Exited Positions (2)

$GOOG Alphabet Inc.

$FG F&G Annuities & Life, Inc.

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Available Analysis

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Accumulation & distribution patterns

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Peer comparison with similar funds

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AI-Powered Hedge Fund Analysis: WINDACRE PARTNERSHIP LLC

13F Pro is an AI hedge fund tracker and stock research platform. For WINDACRE PARTNERSHIP LLC (SEC CIK: 1599383), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in WINDACRE PARTNERSHIP LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.