Holdings
Shearwater Capital LLC
As of Sep 30, 2026, Shearwater Capital LLC reported 23 positions worth US$29.9M. Largest: Docusign, Inc., Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Docusign, Inc. | 113K | US$7.62M | no change | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 10,500 | US$5.97M | −1,464 | Sep 30, 2026 |
| Amazon.com, Inc. | 14,379 | US$3.58M | no change | Sep 30, 2026 |
| Steel Dynamics, Inc. | 7,291 | US$1.62M | no change | Sep 30, 2026 |
| Tesla, Inc. | 4,521 | US$1.6M | no change | Sep 30, 2026 |
| Nvidia Corporation | 6,471 | US$1.48M | no change | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 3,037 | US$1.03M | +34 | Sep 30, 2026 |
| Apple Inc | 2,465 | US$821K | no change | Sep 30, 2026 |
| C3.ai, Inc. | 70,826 | US$778K | no change | Sep 30, 2026 |
| Humana Inc. | 1,587 | US$606K | no change | Sep 30, 2026 |