Westwind Capital: 13F holdings
CIK 17292692026Q2
| Positions | 77 |
|---|
| Reported value | $422.1m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 77 (+0 vs prior quarter) |
|---|
| Reported value | $422.1m (+1.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC CAP STK CL C | 75,184 | $26.6m | 6.3% |
| AMZN AMAZON COM INC COM | 105,066 | $25.0m | 5.9% |
| SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF | 247,379 | $21.7m | 5.2% |
| V VISA INC COM CL A | 62,852 | $21.6m | 5.1% |
| MA MASTERCARD INCORPORATED CL A | 38,001 | $19.5m | 4.6% |
| NFLX NETFLIX INC. COM | 260,599 | $18.6m | 4.4% |
| NVDA NVIDIA CORPORATION COM | 89,123 | $17.8m | 4.2% |
| PLD PROLOGIS INC. COM | 119,427 | $16.2m | 3.8% |
| GS GOLDMAN SACHS GROUP INC COM | 14,571 | $14.7m | 3.5% |
| TPL TEXAS PACIFIC LAND CORPORATION COM | 33,540 | $14.7m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729269")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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