Institutions / Westwind Capital
Westwind Capital
CIK 1729269 · Institution · as of Dec 31, 2025
Portfolio value
$489.4K
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Visa Inc | $39.5K | 8.1% |
| Mastercard Inc | $38.9K | 7.9% |
| Alphabet Inc. | $37.3K | 7.6% |
| Amazon.com Inc | $32.1K | 6.6% |
| Intuitive Surgical Inc | $31.0K | 6.3% |
| The Goldman Sachs Group, Inc. | $29.2K | 6.0% |
| Microsoft Corp | $28.5K | 5.8% |
| Idexx Laboratories Inc /De | $20.8K | 4.2% |
| NVIDIA Corp | $19.5K | 4.0% |
| ServiceNow Inc | $18.6K | 3.8% |
| Tyler Technologies, Inc. | $18.2K | 3.7% |
| Samsara Inc. | $18.1K | 3.7% |
| Guidewire Software, Inc. | $15.6K | 3.2% |
| Prologis Inc | $14.3K | 2.9% |
| State Street SPDR Portfolio S&P 500 ETF | $14.0K | 2.9% |
| Uber Technologies, Inc | $13.0K | 2.6% |
| Netflix Inc | $12.9K | 2.6% |
| Boston Scientific Corp | $12.8K | 2.6% |
| MercadoLibre, Inc. | $10.2K | 2.1% |
| Palantir Technologies Inc | $9.5K | 1.9% |
| Arch Capital Group Ltd. | $9.0K | 1.8% |
| Universal Technical Institute Inc | $8.0K | 1.6% |
| Texas Pacific Land Corp | $5.7K | 1.2% |
| Tempus AI, Inc. | $4.3K | 0.9% |
| Robinhood Markets, Inc. | $4.1K | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.