Westwind Capital

13F filer · CIK 0001729269

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$422MU.S. long equity reported on 13F

Positions6628 new · 23 closed

Net flow last quarter+$26.5MBuys minus sells

Top 10 positions weight44.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 202666 positions
GOOGAlphabet Inc.	$26.6M	6.29%	Not reported	-15.4%	Q4 2017
AMZNAmazon Com Inc	$25M	5.93%	0.00%	-20.6%	Q4 2017
VVisa Inc.	$21.6M	5.11%	0.00%	-20.2%	Q4 2017
MAMastercard Inc	$19.5M	4.62%	0.00%	-19.8%	Q4 2017
NFLXNetflix Inc	$18.6M	4.41%	0.01%	-18.3%	Q2 2025
NVDANvidia Corp	$17.8M	4.22%	0.00%	-11.1%	Q1 2026
PLDPrologis, Inc.	$16.2M	3.83%	0.01%	+12.7%	Q2 2022
GSGoldman Sachs Group Inc	$14.7M	3.49%	0.01%	-53.9%	Q1 2025
TPLTexas Pacific Land Corp	$14.7M	3.48%	0.05%	+65.4%	Q3 2022
BEBloom Energy Corp	$12.5M	2.96%	0.01%	New	Q2 2026
NEENextera Energy Inc	$12.2M	2.88%	0.01%	+5.8%	Q1 2026
HUMHumana Inc	$11.8M	2.79%	0.02%	New	Q2 2026
MSCIMSCI Inc.	$11.7M	2.77%	0.03%	+16858.5%	Q1 2024
VRTVertiv Holdings Co	$11.6M	2.76%	0.01%	New	Q2 2026
MARMarriott International Inc	$10.8M	2.56%	0.01%	New	Q2 2026
MSFTMicrosoft Corp	$10.1M	2.40%	0.00%	-58.1%	Q4 2017
LLYELI LILLY & Co	$9.91M	2.35%	0.00%	New	Q2 2026
NOWServiceNow, Inc.	$9.39M	2.22%	0.01%	-19.2%	Q3 2019
MSMorgan Stanley	$9.12M	2.16%	0.00%	New	Q2 2026
ISRGIntuitive Surgical Inc	$9.02M	2.14%	0.01%	-56.9%	Q4 2017
PLTRPalantir Technologies Inc.	$7.93M	1.88%	0.00%	+29.1%	Q1 2022
AMDAdvanced Micro Devices Inc	$3.39M	0.80%	0.00%	New	Q2 2026
AGIXAtherogenics Inc	$2.85M	0.67%	Not reported	-4.9%	Q1 2026
LRCXLam Research Corp	$2.44M	0.58%	0.00%	New	Q2 2026
WDCWestern Digital Corp	$2.29M	0.54%	0.00%	+741.3%	Q1 2026
SNDKSandisk Corp	$2.27M	0.54%	0.00%	New	Q2 2026
MUMicron Technology Inc	$2.19M	0.52%	0.00%	New	Q2 2026
TERTeradyne, Inc	$2.09M	0.50%	0.00%	+1175.8%	Q1 2026
CIENCiena Corp	$2.01M	0.48%	0.00%	+1265.0%	Q1 2026
STXSeagate Technology Holdings plc	$1.96M	0.46%	0.00%	+705.2%	Q1 2026
DELLDell Technologies Inc.	$1.94M	0.46%	0.00%	+498.9%	Q1 2026
YUMYum Brands Inc	$1.93M	0.46%	0.00%	New	Q2 2026
KLACKla Corp	$1.89M	0.45%	0.00%	+595.8%	Q1 2026
ABNBAirbnb, Inc.	$1.88M	0.45%	Not reported	Not reported	Q2 2021
FIXComfort Systems USA Inc	$1.88M	0.44%	0.00%	+1427.4%	Q1 2026
NTRSNorthern Trust Corp	$1.87M	0.44%	0.01%	New	Q2 2026
GEVGE Vernova Inc.	$1.87M	0.44%	0.00%	+1320.5%	Q1 2026
AMATApplied Materials Inc	$1.86M	0.44%	0.00%	+871.3%	Q1 2026
TXNTexas Instruments Inc	$1.86M	0.44%	0.00%	New	Q2 2026
STLDSteel Dynamics Inc	$1.81M	0.43%	0.01%	+1237.5%	Q1 2026
NRGNRG Energy, Inc.	$1.8M	0.43%	0.01%	New	Q2 2026
NUENucor Corp	$1.8M	0.43%	0.00%	+1167.0%	Q1 2026
MOAltria Group, Inc.	$1.79M	0.42%	0.00%	New	Q2 2026
GLGlobe Life Inc.	$1.72M	0.41%	0.01%	+1149.0%	Q1 2026
MCHPMicrochip Technology Inc	$1.65M	0.39%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$1.58M	0.37%	0.00%	New	Q2 2026
LUVSouthwest Airlines Co	$1.52M	0.36%	0.01%	New	Q2 2026
EQIXEquinix Inc	$1.5M	0.36%	0.00%	New	Q2 2026
CPAYCorpay, Inc.	$1.47M	0.35%	0.01%	+1217.9%	Q1 2026
ECHOEchoStar CORP	$1.46M	0.35%	0.03%	New	Q2 2026

Q1 2026Reported Apr 14, 202661 positions
NFLXNetflix Inc	$30.7M	7.36%	0.01%	Not reported	Q2 2025
AMZNAmazon Com Inc	$27.5M	6.61%	0.00%	Not reported	Q4 2017
GSGoldman Sachs Group Inc	$26.8M	6.42%	0.01%	Not reported	Q1 2025
GOOGAlphabet Inc.	$25.5M	6.12%	Not reported	Not reported	Q4 2017
ISRGIntuitive Surgical Inc	$24.3M	5.83%	0.01%	Not reported	Q4 2017
MSFTMicrosoft Corp	$24M	5.75%	0.00%	Not reported	Q4 2017
VVisa Inc.	$23.8M	5.71%	0.00%	Not reported	Q4 2017
MAMastercard Inc	$23.7M	5.68%	0.00%	Not reported	Q4 2017
NVDANvidia Corp	$17.5M	4.20%	0.00%	New	Q1 2026
IDXXIdexx Laboratories Inc	$16.7M	4.01%	0.04%	Not reported	Q4 2017
PLDPrologis, Inc.	$14M	3.36%	0.01%	Not reported	Q2 2022
NOWServiceNow, Inc.	$12.2M	2.94%	0.01%	Not reported	Q3 2019
NEENextera Energy Inc	$12.1M	2.92%	0.01%	New	Q1 2026
BSXBoston Scientific Corp	$11.1M	2.66%	0.01%	Not reported	Q3 2025
UBERUber Technologies, Inc	$10.9M	2.62%	0.01%	Not reported	Q3 2025
UTIUniversal Technical Institute Inc	$10.6M	2.54%	0.53%	Not reported	Q2 2025
TPLTexas Pacific Land Corp	$9.62M	2.31%	0.03%	Not reported	Q3 2022
MELIMercadolibre Inc	$8.71M	2.09%	0.01%	Not reported	Q3 2025
ACGLArch Capital Group Ltd.	$8.61M	2.07%	0.03%	Not reported	Q1 2025
PLTRPalantir Technologies Inc.	$7.7M	1.85%	0.00%	Not reported	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.31M	0.79%	Not reported	Not reported	Q4 2019
AGIXAtherogenics Inc	$2.09M	0.50%	Not reported	New	Q1 2026
IOTSamsara Inc.	$521K	0.13%	Not reported	Not reported	Q3 2023
GOOGLAlphabet Inc.	$485K	0.12%	0.00%	Not reported	Q4 2017
TYLTyler Technologies Inc	$415K	0.10%	0.00%	Not reported	Q4 2017
GWREGuidewire Software, Inc.	$351K	0.08%	0.00%	Not reported	Q1 2025
QQQInvesco QQQ Trust, Series 1	$262K	0.06%	Not reported	Not reported	Q1 2020
KLACKla Corp	$133K	0.03%	0.00%	New	Q1 2026
CAHCardinal Health Inc	$129K	0.03%	0.00%	New	Q1 2026
DELLDell Technologies Inc.	$123K	0.03%	0.00%	New	Q1 2026
FOXFox Corp	$119K	0.03%	Not reported	New	Q1 2026
CIENCiena Corp	$116K	0.03%	0.00%	New	Q1 2026
WDCWestern Digital Corp	$115K	0.03%	0.00%	New	Q1 2026
OMCOmnicom Group Inc.	$111K	0.03%	0.00%	New	Q1 2026
NUENucor Corp	$108K	0.03%	0.00%	New	Q1 2026
EAElectronic Arts Inc.	$108K	0.03%	Not reported	New	Q1 2026
GLGlobe Life Inc.	$107K	0.03%	0.00%	New	Q1 2026
STLDSteel Dynamics Inc	$106K	0.03%	0.00%	New	Q1 2026
MCOMoodys Corp	$103K	0.02%	0.00%	New	Q1 2026
AMGNAmgen Inc	$100K	0.02%	0.00%	New	Q1 2026
TERTeradyne, Inc	$100K	0.02%	0.00%	New	Q1 2026
STXSeagate Technology Holdings plc	$99K	0.02%	0.00%	New	Q1 2026
DVNDevon Energy Corp	$99K	0.02%	0.00%	New	Q1 2026
GEVGE Vernova Inc.	$98K	0.02%	0.00%	New	Q1 2026
TEMTempus AI, Inc.	$98K	0.02%	Not reported	Not reported	Q1 2025
CPAYCorpay, Inc.	$97K	0.02%	0.00%	New	Q1 2026
MNSTMonster Beverage Corp	$96K	0.02%	0.00%	New	Q1 2026
ULTAUlta Beauty, Inc.	$96K	0.02%	0.00%	New	Q1 2026
CMICummins Inc	$93K	0.02%	0.00%	New	Q1 2026
FICOFair Isaac Corp	$92K	0.02%	0.00%	Not reported	Q4 2023

Q3 2025Reported Oct 14, 202526 positions
VVisa Inc.	$39.8M	8.31%	0.01%	+0.7%	Q4 2017
MAMastercard Inc	$39.3M	8.22%	0.01%	-0.4%	Q4 2017
AMZNAmazon Com Inc	$31.3M	6.55%	0.00%	+1.2%	Q4 2017
MSFTMicrosoft Corp	$31.1M	6.49%	0.00%	+1.3%	Q4 2017
GOOGAlphabet Inc.	$30.1M	6.29%	Not reported	-0.9%	Q4 2017
GSGoldman Sachs Group Inc	$26.7M	5.58%	0.01%	-17.9%	Q1 2025
ISRGIntuitive Surgical Inc	$24.8M	5.17%	0.02%	+1.8%	Q4 2017
NOWServiceNow, Inc.	$22.8M	4.76%	0.01%	+2.4%	Q3 2019
IDXXIdexx Laboratories Inc	$19.9M	4.16%	0.04%	-31.9%	Q4 2017
IOTSamsara Inc.	$19.6M	4.09%	Not reported	+1.0%	Q3 2023
GWREGuidewire Software, Inc.	$18.1M	3.79%	0.09%	+0.5%	Q1 2025
NFLXNetflix Inc	$16.3M	3.39%	0.00%	+2.1%	Q2 2025
WAYWaystar Holding Corp.	$16M	3.33%	0.24%	+0.2%	Q1 2025
UBERUber Technologies, Inc	$15.6M	3.26%	0.01%	New	Q3 2025
TYLTyler Technologies Inc	$14.2M	2.97%	0.06%	-42.0%	Q4 2017
BSXBoston Scientific Corp	$13.8M	2.88%	0.01%	New	Q3 2025
MELIMercadolibre Inc	$12.8M	2.68%	0.01%	New	Q3 2025
FICOFair Isaac Corp	$10.5M	2.19%	0.03%	+2.8%	Q4 2023
UTIUniversal Technical Institute Inc	$10.3M	2.16%	0.58%	+3.2%	Q2 2025
SPOTSpotify Technology S.A.	$9.01M	1.88%	0.01%	New	Q3 2025
ACGLArch Capital Group Ltd.	$8.93M	1.87%	0.03%	+2.0%	Q1 2025
VERXVertex, Inc.	$8.36M	1.75%	1.28%	-0.7%	Q1 2025
TPLTexas Pacific Land Corp	$6.67M	1.39%	0.03%	+5.2%	Q3 2022
TEMTempus AI, Inc.	$5.84M	1.22%	Not reported	-1.2%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.25M	0.26%	Not reported	-1.3%	Q4 2019
GOOGLAlphabet Inc.	$429K	0.09%	0.00%	Not reported	Q4 2017
Q2 2025Reported Jul 11, 202525 positions
VVisa Inc.	$41.1M	8.39%	0.01%	-0.4%	Q4 2017
MAMastercard Inc	$39M	7.97%	0.01%	+0.2%	Q4 2017
AMZNAmazon Com Inc	$31M	6.33%	0.00%	+1.0%	Q4 2017
ISRGIntuitive Surgical Inc	$29.6M	6.04%	0.02%	+0.3%	Q4 2017
MSFTMicrosoft Corp	$29.4M	6.02%	0.00%	+0.7%	Q4 2017
GSGoldman Sachs Group Inc	$28.9M	5.91%	0.01%	+0.4%	Q1 2025
TYLTyler Technologies Inc	$27.7M	5.67%	0.10%	+1.3%	Q4 2017
NOWServiceNow, Inc.	$24.9M	5.08%	0.01%	+0.9%	Q3 2019
IDXXIdexx Laboratories Inc	$24.5M	5.02%	0.06%	-0.2%	Q4 2017
GOOGAlphabet Inc.	$22.1M	4.53%	Not reported	+1.3%	Q4 2017
IOTSamsara Inc.	$20.7M	4.23%	Not reported	+1.6%	Q3 2023
GWREGuidewire Software, Inc.	$18.5M	3.78%	0.09%	-0.1%	Q1 2025
NFLXNetflix Inc	$17.8M	3.63%	0.00%	New	Q2 2025
WAYWaystar Holding Corp.	$17.2M	3.51%	0.24%	+1.2%	Q1 2025
MSCIMSCI Inc.	$13.3M	2.73%	0.03%	+2.9%	Q1 2024
FICOFair Isaac Corp	$12.5M	2.55%	0.03%	+0.9%	Q4 2023
VERXVertex, Inc.	$12M	2.45%	1.29%	+1.4%	Q1 2025
CRMSalesforce, Inc.	$11.6M	2.36%	0.00%	-0.4%	Q4 2017
UTIUniversal Technical Institute Inc	$10.4M	2.13%	0.57%	New	Q2 2025
TTDTrade Desk, Inc.	$9.51M	1.94%	Not reported	+0.3%	Q1 2025
ACGLArch Capital Group Ltd.	$8.79M	1.80%	0.03%	+2.3%	Q1 2025
TPLTexas Pacific Land Corp	$7.18M	1.47%	0.03%	Not reported	Q3 2022
TEMTempus AI, Inc.	$4.66M	0.95%	Not reported	+0.9%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.18M	0.24%	Not reported	+0.2%	Q4 2019
GOOGLAlphabet Inc.	$311K	0.06%	0.00%	+1.2%	Q4 2017

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