Westwind Capital
CIK 1729269
13F filing for Q2 2026・No. 4,341
- Holdings
- US$422.08M
- Quarter change
- +US$5.64M
- Entries
- 77
- Net bought (estimate)
- +US$10.89M
This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 30
- Cut 13
- Added 33
- Corporate actions 0
- Unchanged 1
Largest holdings
77 stocks worth US$422.08M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INC CAP STK CL CStock | Cut | 75,184 | US$26.57M | 6.29% |
| AMZNAmazonStock | Cut | 105,066 | US$25.04M | 5.93% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETFETF | Added | 247,379 | US$21.74M | 5.15% |
| VVISA INC COM CL AStock | Cut | 62,852 | US$21.56M | 5.11% |
| MAMASTERCARD INCORPORATED CL AStock | Cut | 38,001 | US$19.52M | 4.62% |
| NFLXNETFLIX INC. COMStock | Cut | 260,599 | US$18.61M | 4.41% |
| NVDANvidiaStock | Cut | 89,123 | US$17.83M | 4.22% |
| PLDPROLOGIS INC. COMStock | Added | 119,427 | US$16.18M | 3.83% |
| GSGOLDMAN SACHS GROUP INC COMStock | Cut | 14,571 | US$14.74M | 3.49% |
| TEXAS PACIFIC LAND CORPORATION COMStock | Added | 33,540 | US$14.68M | 3.48% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.