Westwind Capital - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Westwind Capital held in its portfolio 43 assets valued at $489,428,000 (i.e. $489.43M).
The most valuable assets in the portfolio included: VISA INC COM CL A ($39.51K), MASTERCARD INCORPORATED CL A ($38.89K), and ALPHABET INC CAP STK CL C ($37.30K).
The chart below shows the top 10 valuable assets, and the table below shows the top 43 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Westwind Capital - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VISA INC COM CL A | 112666 | 39513 | Stock |
| MASTERCARD INCORPORATED CL A | 68124 | 38891 | Stock |
| ALPHABET INC CAP STK CL C | 118860 | 37298 | Stock |
| AMAZON COM INC COM | 139093 | 32105 | Stock |
| INTUITIVE SURGICAL INC COM NEW | 54650 | 30952 | Stock |
| GOLDMAN SACHS GROUP INC COM | 33232 | 29211 | Stock |
| MICROSOFT CORP COM | 58903 | 28487 | Stock |
| IDEXX LABS INC COM | 30690 | 20763 | Stock |
| NVIDIA CORPORATION COM | 104568 | 19502 | Stock |
| SERVICENOW INC COM | 121560 | 18622 | Stock |
| TYLER TECHNOLOGIES INC COM | 40091 | 18199 | Stock |
| SAMSARA INC COM CL A | 510821 | 18109 | Stock |
| GUIDEWIRE SOFTWARE INC COM | 77789 | 15636 | Stock |
| PROLOGIS INC. COM | 111872 | 14282 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 174318 | 13984 | ETF |
| UBER TECHNOLOGIES INC COM | 158656 | 12964 | Stock |
| NETFLIX INC COM | 137419 | 12884 | Stock |
| BOSTON SCIENTIFIC CORP COM | 134688 | 12843 | Stock |
| MERCADOLIBRE INC COM | 5051 | 10174 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 53371 | 9487 | Stock |
| ARCH CAP GROUP LTD ORD | 94130 | 9029 | Stock |
| UNIVERSAL TECHNICAL INST INC COM | 307809 | 8043 | Stock |
| TEXAS PACIFIC LAND CORPORATION COM | 19789 | 5684 | Stock |
| TEMPUS AI INC CL A | 72505 | 4281 | Stock |
| ROBINHOOD MKTS INC COM CL A | 36641 | 4144 | Stock |
| TR ACTIVEBETA US SMALL CAP EQUITY ETF | 47295 | 3577 | ETF |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | 59169 | 3288 | ETF |
| SPDR S&P 500 ETF TRUST | 4513 | 3078 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 11858 | 2968 | ETF |
| ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | 24145 | 2552 | ETF |
| ISHARES U.S. INDUSTRIALS ETF | 16295 | 2414 | ETF |
| VANGUARD REAL ESTATE ETF | 20624 | 1825 | ETF |
| KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 43752 | 1588 | ETF |
| VANGUARD CORE PLUS BOND ETF | 10666 | 833 | ETF |
| ALPHABET INC CAP STK CL A | 1878 | 588 | Stock |
| VANGUARD S&P 500 ETF | 771 | 484 | ETF |
| VANGUARD S&P 500 GROWTH ETF | 918 | 408 | ETF |
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | 2152 | 220 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 1943 | 187 | ETF |
| VANECK SOCIAL SENTIMENT ETF | 3768 | 122 | ETF |
| ISHARES ASIA 50 ETF | 1233 | 120 | ETF |
| SALESFORCE INC COM | 229 | 61 | Stock |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 305 | 28 | ETF |
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