WINDACRE PARTNERSHIP LLC
HOUSTON TX · SEC CIK 0001599383
$93.44亿2026Q1 申报市值
11持仓数
94.9%前十大占比 · 第一大 28.4%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
ROP 加仓+$15.58亿
EXPE 加仓+$2.50亿
MCO 加仓+$9,335.75万
FNF 加仓+$5,560.03万
SAP 加仓+$5,324.63万
2026Q1 卖出最多 按季末市值估算
GOOGL 清仓-$5.29亿
TSM 减仓-$8,854.29万
SGI 减仓-$8,153.67万
TDG 减仓-$6,548.12万
AMZN 减仓-$3,226.10万
2026Q1 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 | $26.53亿 | 28.39% | 7,498,000 | 4,401,900 | 142.2% | $15.58亿 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $9.69亿 | 10.38% | 20,902,800 | 1,198,800 | 6.1% | $5,560.03万 | 加仓 |
| AMZN | AMAZON COM INC | $8.24亿 | 8.82% | 3,958,000 | -154,900 | -3.8% | -$3,226.10万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $7.93亿 | 8.48% | 3,433,400 | 1,081,300 | 46.0% | $2.50亿 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.51亿 | 8.03% | 2,221,100 | -262,000 | -10.6% | -$8,854.29万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $6.08亿 | 6.50% | 8,222,760 | -1,103,040 | -11.8% | -$8,153.67万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $5.91亿 | 6.32% | 509,600 | -56,500 | -10.0% | -$6,548.12万 | 减仓 |
| MCO | MOODYS CORP | $5.81亿 | 6.22% | 1,332,900 | 214,000 | 19.1% | $9,335.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.67亿 | 6.07% | 3,253,100 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $5.34亿 | 5.71% | 21,854,600 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $4.73亿 | 5.06% | 2,762,125 | 311,000 | 12.7% | $5,324.63万 | 加仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -1,689,200 | -100.0% | -$5.29亿 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$1,079.75万 | 清仓 |