Holdings
Westwind Capital
As of Sep 30, 2026, Westwind Capital reported 69 positions worth US$343M. Largest: Amazon.com, Inc., Alphabet Inc (google) Class C and Visa Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 98,258 | US$24.5M | −6,808 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 71,495 | US$24.4M | −4,154 | Sep 30, 2026 |
| Visa Inc. | 58,146 | US$20.9M | −4,706 | Sep 30, 2026 |
| Mastercard Incorporated | 35,217 | US$19.4M | −2,784 | Sep 30, 2026 |
| Nvidia Corporation | 84,754 | US$19.4M | −4,369 | Sep 30, 2026 |
| Microsoft Corp. | 25,090 | US$12.9M | −2,031 | Sep 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 13,438 | US$12.1M | −1,133 | Sep 30, 2026 |
| Palantir Technologies Inc. | 63,624 | US$11.9M | −4,360 | Sep 30, 2026 |
| Servicenow, Inc. | 86,597 | US$11.6M | −7,940 | Sep 30, 2026 |
| Walmart Inc. | 110K | US$11.4M | new | Sep 30, 2026 |