Westwind Capital
Westwind Capital reported 87 holdings worth US$426K as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Westwind Capital reported 87 holdings worth US$426K as of Sep 30, 2026. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Visa Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 87
- Value as reported
- US$426K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 98,258 | US$24.5M | 5743.8% |
| Alphabet Inc (google) Class C | 71,495 | US$24.4M | 5716.6% |
| Visa Inc. | 58,146 | US$20.9M | 4902.2% |
| Mastercard Incorporated | 35,217 | US$19.4M | 4556.8% |
| Nvidia Corporation | 84,754 | US$19.4M | 4541.3% |
| Microsoft Corp. | 25,090 | US$12.9M | 3019.3% |
| Goldman Sachs Group, Inc. (the) | 13,438 | US$12.1M | 2838.7% |
| Palantir Technologies Inc. | 63,624 | US$11.9M | 2792.2% |
| Servicenow, Inc. | 86,597 | US$11.6M | 2722.8% |
| Walmart Inc. | 110K | US$11.4M | 2674.2% |
| Humana Inc. | 28,266 | US$10.8M | 2530.4% |
| Bloom Energy Corporation | 38,470 | US$10.7M | 2499.9% |
| Msci Inc. | 19,142 | US$10.3M | 2419.2% |
| Texas Pacific Land Corporation | 28,239 | US$9.2M | 2158.8% |
| Eli Lilly And Company | 7,871 | US$9.11M | 2136.9% |
| Intuitive Surgical, Inc. | 21,072 | US$8.57M | 2010.5% |
| Marriott International | 22,747 | US$8.09M | 1898.1% |
| Prologis, Inc. | 60,858 | US$7.9M | 1854.0% |
| Morgan Stanley | 39,766 | US$7.48M | 1754.7% |
| Crowdstrike Holdings, Inc. | 27,407 | US$7.26M | 1702.4% |
| Marathon Petroleum Corporation | 14,656 | US$5.79M | 1359.6% |
| Vertiv Holdings, Llc | 17,449 | US$4.21M | 988.0% |
| Stonex Group Inc. | 56,266 | US$3.64M | 853.3% |
| Cloudflare, Inc. | 8,113 | US$2.82M | 660.9% |
| Advanced Micro Devices Inc | 4,489 | US$2.75M | 644.3% |
| Dell Technologies Inc. | 4,322 | US$2.33M | 545.5% |
| Valero Energy Corporation | 5,706 | US$2.21M | 519.0% |
| Marvell Technology, Inc. | 8,031 | US$2.12M | 497.9% |
| Airbnb, Inc. | 13,148 | US$2.11M | 495.5% |
| Micron Technology, Inc. | 1,800 | US$1.92M | 449.8% |
| Teradyne, Inc. | 4,676 | US$1.88M | 439.9% |
| Lam Research Corporation | 5,553 | US$1.82M | 427.9% |
| Northern Trust Corporation | 10,628 | US$1.8M | 422.3% |
| Steel Dynamics, Inc. | 8,057 | US$1.79M | 419.0% |
| Monolithic Power Systems, Inc. | 1,324 | US$1.78M | 418.6% |
| Cisco Systems, Inc. | 16,431 | US$1.77M | 414.8% |
| Corpay, Inc. | 4,545 | US$1.77M | 414.3% |
| Sandisk Corporation | 1,014 | US$1.76M | 413.9% |
| Arista Networks, Inc. | 8,581 | US$1.75M | 409.9% |
| Ford Mtr Co Del | 144K | US$1.74M | 408.7% |
| Altria Group, Inc. | 25,701 | US$1.73M | 406.1% |
| Williams-sonoma, Inc. | 7,552 | US$1.72M | 403.8% |
| Lumentum Holdings Inc. | 1,761 | US$1.71M | 401.2% |
| Texas Instruments Incorporated | 6,071 | US$1.7M | 398.9% |
| Comfort Systems Usa, Inc. | 1,027 | US$1.7M | 398.6% |
| Globe Life Inc. | 10,187 | US$1.69M | 395.8% |
| Veeva Systems Inc. | 5,900 | US$1.68M | 395.1% |
| Western Digital Corporation | 3,674 | US$1.67M | 391.8% |
| Solventum Corporation | 18,663 | US$1.65M | 386.0% |
| Fox Corporation | 29,071 | US$1.64M | 384.1% |
| Yum! Brands, Inc. | 11,921 | US$1.63M | 381.3% |
| State Street Corporation | 9,297 | US$1.62M | 380.8% |
| Take-two Interactive Software, Inc. | 7,763 | US$1.61M | 378.0% |
| Ge Vernova Inc. | 1,650 | US$1.57M | 367.9% |
| Walt Disney Company (the) | 14,297 | US$1.5M | 351.9% |
| Interactive Brokers Group, Inc. | 17,494 | US$1.49M | 350.5% |
| Microchip Technology Incorporated | 18,856 | US$1.47M | 344.0% |
| Broadcom Inc. | 4,109 | US$1.44M | 338.6% |
| Old Dominion Freight Line, Inc. | 7,976 | US$1.39M | 325.4% |
| Southwest Airlines Company | 31,344 | US$1.3M | 306.2% |
| Applied Materials, Inc. | 2,508 | US$1.28M | 301.0% |
| Davita Inc. | 7,152 | US$1.25M | 293.5% |
| Echostar Corporation | 13,918 | US$1.24M | 291.9% |
| Kla Corporation | 6,153 | US$1.2M | 281.3% |
| Applovin Corporation | 1,853 | US$538K | 126.2% |
| Netflix, Inc. | 1,310 | US$91,000 | 21.4% |
| Samsara Inc. | 1,676 | US$64,000 | 15.0% |
| Boston Scientific Corporation | 1,369 | US$60,000 | 14.1% |
| Ebay Inc. | 13,604 | US$144 | 0.03% |
| Incyte Corporation | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Nrg Energy, Inc. | 0 | US$0 | 0.00% |
| Nucor Corporation | 0 | US$0 | 0.00% |
| Cboe Global Markets, Inc. | 0 | US$0 | 0.00% |
| Ciena Corporation | 0 | US$0 | 0.00% |
| Devon Energy Corporation | 0 | US$0 | 0.00% |
| Electronic Arts Inc. | 0 | US$0 | 0.00% |
| Equinix, Inc. | 0 | US$0 | 0.00% |
| Fair Isaac Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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