Westwind Capital
Westwind Capital reported 77 holdings worth US$422K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Westwind Capital reported 77 holdings worth US$422K as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Visa Inc. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 77
- Value as reported
- US$422K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 75,649 | US$27M | 6405.1% |
| Amazon.com, Inc. | 105K | US$25M | 5932.7% |
| Visa Inc. | 62,852 | US$21.6M | 5108.9% |
| Mastercard Incorporated | 38,001 | US$19.5M | 4624.2% |
| Netflix, Inc. | 261K | US$18.6M | 4408.4% |
| Nvidia Corporation | 89,123 | US$17.8M | 4225.0% |
| Prologis, Inc. | 119K | US$16.2M | 3833.1% |
| Goldman Sachs Group, Inc. (the) | 14,571 | US$14.7M | 3491.5% |
| Texas Pacific Land Corporation | 33,540 | US$14.7M | 3477.5% |
| Bloom Energy Corporation | 41,339 | US$12.5M | 2964.6% |
| Nextera Energy, Inc. | 138K | US$12.2M | 2878.6% |
| Humana Inc. | 29,657 | US$11.8M | 2790.9% |
| Msci Inc. | 20,859 | US$11.7M | 2767.7% |
| Vertiv Holdings, Llc | 34,758 | US$11.6M | 2757.3% |
| Marriott International | 29,138 | US$10.8M | 2558.3% |
| Microsoft Corp. | 27,121 | US$10.1M | 2396.9% |
| Eli Lilly And Company | 8,264 | US$9.91M | 2348.4% |
| Servicenow, Inc. | 94,537 | US$9.39M | 2223.7% |
| Morgan Stanley | 43,637 | US$9.12M | 2161.2% |
| Intuitive Surgical, Inc. | 22,682 | US$9.02M | 2137.0% |
| Palantir Technologies Inc. | 67,984 | US$7.93M | 1879.3% |
| Advanced Micro Devices Inc | 5,841 | US$3.39M | 803.9% |
| Lam Research Corporation | 5,637 | US$2.44M | 578.8% |
| Western Digital Corporation | 3,584 | US$2.29M | 542.3% |
| Sandisk Corporation | 997 | US$2.27M | 537.1% |
| Micron Technology, Inc. | 1,901 | US$2.19M | 519.8% |
| Teradyne, Inc. | 4,325 | US$2.09M | 495.9% |
| Ciena Corporation | 4,095 | US$2.01M | 476.0% |
| Dell Technologies Inc. | 4,486 | US$1.94M | 458.7% |
| Yum! Brands, Inc. | 12,079 | US$1.93M | 457.5% |
| Kla Corporation | 6,262 | US$1.89M | 447.5% |
| Airbnb, Inc. | 13,154 | US$1.88M | 445.9% |
| Comfort Systems Usa, Inc. | 947 | US$1.88M | 444.7% |
| Northern Trust Corporation | 10,771 | US$1.87M | 443.5% |
| Ge Vernova Inc. | 1,591 | US$1.87M | 442.8% |
| Applied Materials, Inc. | 2,574 | US$1.86M | 440.9% |
| Texas Instruments Incorporated | 6,235 | US$1.86M | 440.2% |
| Steel Dynamics, Inc. | 7,878 | US$1.81M | 428.4% |
| Nrg Energy, Inc. | 12,315 | US$1.8M | 426.2% |
| Nucor Corporation | 8,071 | US$1.8M | 426.0% |
| Altria Group, Inc. | 24,812 | US$1.78M | 422.9% |
| Globe Life Inc. | 9,642 | US$1.72M | 408.2% |
| Microchip Technology Incorporated | 18,045 | US$1.65M | 390.0% |
| Broadcom Inc. | 4,187 | US$1.58M | 374.8% |
| Southwest Airlines Company | 29,592 | US$1.52M | 360.6% |
| Equinix, Inc. | 1,440 | US$1.5M | 355.6% |
| Corpay, Inc. | 4,415 | US$1.47M | 348.5% |
| Echostar Corporation | 14,395 | US$1.46M | 346.1% |
| Lumentum Holdings Inc. | 1,694 | US$1.45M | 344.5% |
| Valero Energy Corporation | 5,529 | US$1.44M | 341.2% |
| Ebay Inc. | 12,867 | US$1.44M | 340.7% |
| Incyte Corporation | 12,396 | US$1.41M | 332.9% |
| Electronic Arts Inc. | 6,849 | US$1.4M | 332.6% |
| Fox Corporation | 25,706 | US$1.34M | 317.7% |
| Walt Disney Company (the) | 13,741 | US$1.32M | 313.4% |
| Cboe Global Markets, Inc. | 5,438 | US$1.32M | 312.7% |
| Devon Energy Corporation | 27,637 | US$1.14M | 270.6% |
| Applovin Corporation | 1,776 | US$915K | 216.8% |
| Fair Isaac Corporation | 714 | US$853K | 202.1% |
| Arch Capital Group Ltd. | 0 | US$0 | 0.00% |
| Boston Scientific Corporation | 0 | US$0 | 0.00% |
| Cardinal Health, Inc. | 0 | US$0 | 0.00% |
| Coca-cola Company (the) | 0 | US$0 | 0.00% |
| Cummins Inc. | 0 | US$0 | 0.00% |
| Domino's Pizza Inc | 0 | US$0 | 0.00% |
| Guidewire Software, Inc. | 0 | US$0 | 0.00% |
| Idexx Laboratories, Inc. | 0 | US$0 | 0.00% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Monster Beverage Corporation | 0 | US$0 | 0.00% |
| Moody's Corporation | 0 | US$0 | 0.00% |
| Omnicom Group Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Samsara Inc. | 0 | US$0 | 0.00% |
| Tempus Ai, Inc. | 0 | US$0 | 0.00% |
| Tyler Technologies, Inc. | 0 | US$0 | 0.00% |
| Uber Technologies, Inc. | 0 | US$0 | 0.00% |
| Ulta Beauty, Inc. | 0 | US$0 | 0.00% |
| Universal Technical Institute Inc | 0 | US$0 | 0.00% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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