Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westwind Capital (CIK 1729269) reported $416.4M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NFLX ($30.7M, 7.36%), AMZN ($27.5M, 6.61%), GS ($26.8M, 6.42%), GOOG ($25.5M, 6.12%), ISRG ($24.3M, 5.83%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC. COM | $30.7M | 7.36% | 318,839 | Added |
| 2 | AMZN | AMAZON COM INC COM | $27.5M | 6.61% | 132,254 | Trimmed |
| 3 | GS | GOLDMAN SACHS GROUP INC COM | $26.8M | 6.42% | 31,621 | Trimmed |
| 4 | GOOG | ALPHABET INC CAP STK CL C | $25.5M | 6.12% | 88,861 | Trimmed |
| 5 | ISRG | INTUITIVE SURGICAL INC COM NEW | $24.3M | 5.83% | 52,624 | Trimmed |
| 6 | MSFT | MICROSOFT CORP COM | $24.0M | 5.75% | 64,718 | Added |
| 7 | V | VISA INC COM CL A | $23.8M | 5.71% | 78,724 | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED CL A | $23.7M | 5.68% | 47,380 | Trimmed |
| 9 | IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $20.6M | 4.94% | 25,689 | Added |
| 10 | SPLG | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $18.2M | 4.37% | 237,627 | Added |
| 11 | NVDA | NVIDIA CORPORATION COM | $17.5M | 4.20% | 100,208 | Trimmed |
| 12 | IDXX | IDEXX LABS INC COM | $16.7M | 4.01% | 29,713 | Trimmed |
| 13 | PLD | PROLOGIS INC. COM | $14.0M | 3.36% | 105,984 | Trimmed |
| 14 | NOW | SERVICENOW INC COM | $12.2M | 2.94% | 117,034 | Trimmed |
| 15 | NEE | NEXTERA ENERGY INC COM | $12.1M | 2.92% | 130,801 | New |
| 16 | BSX | BOSTON SCIENTIFIC CORP COM | $11.1M | 2.66% | 176,769 | Added |
| 17 | UBER | UBER TECHNOLOGIES INC COM | $10.9M | 2.62% | 151,704 | Trimmed |
| 18 | UTI | UNIVERSAL TECHNICAL INST INC COM | $10.6M | 2.54% | 292,725 | Trimmed |
| 19 | TPL | TEXAS PACIFIC LAND CORPORATION COM | $9.6M | 2.31% | 20,277 | Added |
| 20 | MELI | MERCADOLIBRE INC COM | $8.7M | 2.09% | 5,035 | Trimmed |
| 21 | ACGL | ARCH CAP GROUP LTD ORD | $8.6M | 2.07% | 89,741 | Trimmed |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $7.7M | 1.85% | 52,642 | Trimmed |
| 23 | IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $4.8M | 1.14% | 86,711 | Added |
| 24 | GSSC | TR ACTIVEBETA US SMALL CAP EQUITY ETF | $4.7M | 1.13% | 62,852 | Added |
| 25 | SPY | STATE STREET SPDR S&P 500 ETF | $3.3M | 0.79% | 4,626 | Added |
Source: SEC Form 13F filings · as of 2026-03-31