Teewinot Capital Advisers, L.L.C.: 13F holdings
CIK 15748862026Q2
| Positions | 31 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 31 (-2 vs prior quarter) |
|---|
| Reported value | $1.4bn (+10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LLY ELI LILLY & CO | 131,992 | $158.3m | 11.5% |
| GOOGL ALPHABET INC | 302,663 | $108.2m | 7.8% |
| AMZN AMAZON COM INC | 412,471 | $98.3m | 7.1% |
| META META PLATFORMS INC | 170,324 | $95.9m | 6.9% |
| NVDA NVIDIA CORPORATION | 448,949 | $89.8m | 6.5% |
| COF CAPITAL ONE FINL CORP | 444,190 | $89.1m | 6.4% |
| C CITIGROUP INC | 614,516 | $86.0m | 6.2% |
| LUV SOUTHWEST AIRLS CO | 1,527,872 | $78.6m | 5.7% |
| UBER UBER TECHNOLOGIES INC | 980,492 | $70.8m | 5.1% |
| NFLX NETFLIX INC. | 987,648 | $70.5m | 5.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1574886")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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