WINDACRE PARTNERSHIP LLC
HOUSTON TX · SEC CIK 0001599383
$101.15亿2026Q2 申报市值
11持仓数
94.7%前十大占比 · 第一大 28.9%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ROP 加仓+$3.83亿
SAP 加仓+$2.52亿
TDG 加仓+$2.32亿
EXPE 加仓+$1.22亿
MCO 加仓+$3,487.48万
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$4.31亿
AMZN 减仓-$3.66亿
PRM 减仓-$2.03亿
NVDA 减仓-$1.13亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ROP | ROPER TECHNOLOGIES INC | $29.20亿 | 28.87% | 8,630,200 | 1,132,200 | 15.1% | $3.83亿 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $10.00亿 | 9.89% | 3,909,500 | 476,100 | 13.9% | $1.22亿 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $9.86亿 | 9.75% | 20,902,800 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $9.11亿 | 9.01% | 684,100 | 174,500 | 34.2% | $2.32亿 | 加仓 |
| SAP | SAP SE | $6.78亿 | 6.70% | 4,399,300 | 1,637,175 | 59.3% | $2.52亿 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6.60亿 | 6.53% | 8,420,300 | 197,540 | 2.4% | $1,548.71万 | 加仓 |
| MCO | MOODYS CORP | $6.39亿 | 6.31% | 1,409,900 | 77,000 | 5.8% | $3,487.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.29亿 | 6.22% | 1,318,000 | -903,100 | -40.7% | -$4.31亿 | 减仓 |
| AMZN | AMAZON COM INC | $5.77亿 | 5.71% | 2,422,500 | -1,535,500 | -38.8% | -$3.66亿 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $5.76亿 | 5.69% | 16,148,621 | -5,705,979 | -26.1% | -$2.03亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5.38亿 | 5.32% | 2,687,700 | -565,400 | -17.4% | -$1.13亿 | 减仓 |