WPL

WINDACRE PARTNERSHIP LLC Portfolio holdings

AUM $7.3B
1-Year Est. Return 24.77%
This Quarter Est. Return
1 Year Est. Return
+24.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.76B
AUM Growth
+$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.48B
2
+$54.9M
3
+$17.3M
4
AMZN icon
Amazon
AMZN
+$14.7M
5
SAP icon
SAP
SAP
+$6.62M

Top Sells

1
+$396M
2
+$111M

Sector Composition

1 Industrials 53.7%
2 Consumer Discretionary 18.08%
3 Communication Services 11.77%
4 Technology 7.21%
5 Materials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.28B 47.86%
98,190,100
+63,634,800
2
$653M 13.71%
6,148,000
+138,000
3
$561M 11.77%
5,144,000
+504,000
4
$278M 5.84%
518,400
-206,000
5
$234M 4.91%
21,600,000
+1,600,000
6
$208M 4.37%
7,449,300
7
$206M 4.33%
10,083,500
+80,000
8
$204M 4.28%
26,198,792
9
$140M 2.94%
1,541,600
+73,000
10
– –
-28,314,000