WINDACRE PARTNERSHIP LLC - Q2 2021 holdings

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$4.53 Billion is the total value of WINDACRE PARTNERSHIP LLC's 9 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .

All

		Value		Shares		↓ Weighting
NLSN	NIELSEN HLDGS PLC	$868,515,000	-1.9%	35,205,300	0.0%	19.19%	-12.9%
SAP	SAP SEspon adr	$280,063,000	+14.4%	1,993,900	0.0%	6.19%	+1.6%
ETWO	E2OPEN PARENT HOLDINGS INC	$203,541,000	+14.7%	17,823,200	0.0%	4.50%	+1.8%

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2021-08-16

Signatures

The EDGAR filing(s) were signed by:

Christopher Smith — Chief Compliance Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
MOODYS CORP	31	Q3 2023	20.3%
TRANSDIGM GROUP INC	26	Q3 2023	33.8%
NIELSEN HLDGS PLC	24	Q3 2022	47.9%
Visa Inc-Class A Shares	21	Q3 2020	15.8%
Santander Consumer Usa Holdi	20	Q4 2020	44.4%
ALPHABET INC	17	Q3 2023	26.2%
COMPANHIA DE SANEAMENTO BASI	15	Q3 2018	24.4%
AMAZON COM INC	14	Q3 2023	20.6%
FIDELITY NATIONAL FINANCIAL	14	Q3 2023	18.7%
SAP SE	12	Q3 2023	6.2%

View WINDACRE PARTNERSHIP LLC's complete holdings history.

Latest significant ownerships (13-D/G)

WINDACRE PARTNERSHIP LLC Q2 2021 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
Nielsen Holdings plc	October 13, 2022	?	?
AIR LEASE CORP	February 14, 2022	6,291,500	5.5%
NEXSTAR MEDIA GROUP, INC.	February 14, 2020	1,334,500	2.9%

View WINDACRE PARTNERSHIP LLC's complete significant-ownership history.

Latest filings

Type	Filed
13F-HR	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G/A	2024-02-14
SC 13G	2024-02-14
13F-HR/A	2023-11-16
13F-HR	2023-11-14
13F-HR	2023-08-14
13F-HR	2023-05-15

View WINDACRE PARTNERSHIP LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

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