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
$5.5B
AUM Growth
+$309M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$67.4M
3
+$65M
4
SAP icon
SAP
SAP
+$47.4M
5
FNF icon
Fidelity National Financial
FNF
+$40.5M

Top Sells

1
+$45.2M

Sector Composition

1 Technology 25.13%
2 Financials 20.7%
3 Communication Services 17.22%
4 Consumer Discretionary 17.07%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$946M 17.22%
7,231,700
+496,600
2
$825M 15.01%
6,489,700
+1,738,500
3
$648M 11.79%
15,684,500
+981,600
4
$490M 8.91%
1,549,500
+92,400
5
$486M 8.84%
5,589,000
-520,000
6
$476M 8.67%
809,100
+114,500
7
$475M 8.64%
563,300
+28,000
8
$390M 7.1%
28,456,000
+1,195,000
9
$288M 5.25%
2,229,100
+366,400
10
$131M 2.38%
28,817,992
11
$129M 2.36%
9,253,500
12
$113M 2.06%
6,789,900
13
$98.1M 1.78%
21,600,000