Investor
Westwind Capital
CIK 0001729269 · filed 2026-04-14 · SEC filing
13F book
$416.4K
Positions
77
37 new · 3 sold
Largest name
7.4%
Netflix Inc · NFLX
Est. mark
−$20.9K
Price effect on 40 names still held. Flow −$52.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Netflix Inc | NFLX | 318.8K | $30.7K | 7.4% | $329 | Added$17.8K |
| Amazon Com Inc | AMZN | 132.3K | $27.5K | 6.6% | −$2.98K | Cut−$4.56K |
| Goldman Sachs Group Inc | — | 31.6K | $26.8K | 6.4% | −$1.04K | Cut−$2.46K |
| Alphabet Inc | — | 88.9K | $25.5K | 6.1% | −$2.39K | Cut−$11.8K |
| Intuitive Surgical Inc | ISRG | 52.6K | $24.3K | 5.8% | −$5.54K | Cut−$6.69K |
| Microsoft Corp | MSFT | 64.7K | $24K | 5.8% | −$6.68K | Added−$4.53K |
| Visa Inc. | V | 78.7K | $23.8K | 5.7% | −$3.82K | Cut−$15.7K |
| Mastercard Inc | MA | 47.4K | $23.7K | 5.7% | −$3.37K | Cut−$15.2K |
| Ishares Tr | — | 25.7K | $20.6K | 4.9% | $16.8K | Added$18K |
| Spdr Series Trust | — | 237.6K | $18.2K | 4.4% | −$642 | Added$4.2K |
| Nvidia Corp | NVDA | 100.2K | $17.5K | 4.2% | −$1.21K | Cut−$2.03K |
| Idexx Labs Inc | — | 29.7K | $16.7K | 4.0% | −$3.41K | Cut−$4.07K |
| Prologis Inc. | — | 106K | $14K | 3.4% | $479 | Cut−$273 |
| ServiceNow, Inc. | NOW | 117K | $12.2K | 2.9% | −$5.69K | Cut−$6.39K |
| Nextera Energy Inc | — | 130.8K | $12.1K | 2.9% | — | New |
| Boston Scientific Corp | BSX | 176.8K | $11.1K | 2.7% | −$4.39K | Added−$1.75K |
| Uber Technologies, Inc | UBER | 151.7K | $10.9K | 2.6% | −$1.48K | Cut−$2.05K |
| Universal Technical Inst Inc | — | 292.7K | $10.6K | 2.5% | $2.92K | Cut$2.52K |
| Texas Pacific Land Corporati | — | 20.3K | $9.62K | 2.3% | $3.71K | Added$3.94K |
| Mercadolibre Inc | MELI | 5.04K | $8.71K | 2.1% | −$1.44K | Cut−$1.47K |
| Arch Cap Group Ltd | — | 89.7K | $8.61K | 2.1% | $6 | Cut−$415 |
| Palantir Technologies Inc. | PLTR | 52.6K | $7.7K | 1.8% | −$1.66K | Cut−$1.79K |
| Invesco Exch Traded Fd Tr Ii | — | 86.7K | $4.75K | 1.1% | −$43 | Added$1.47K |
| Goldman Sachs Etf Tr | — | 62.9K | $4.68K | 1.1% | −$52 | Added$1.11K |
| Spdr S&P 500 Etf Tr | — | 4.63K | $3.31K | 0.8% | $149 | Added$230 |
| Vanguard Index Fds | — | 27.7K | $2.46K | 0.6% | $4 | Added$636 |
| Ishares Tr | — | 15.1K | $2.23K | 0.5% | −$9 | Cut−$188 |
| Select Sector Spdr Tr | — | 47.6K | $2.19K | 0.5% | — | New |
| Kraneshares Trust | — | 63.8K | $2.09K | 0.5% | −$154 | Added$503 |
| Ishares Tr | — | 28.2K | $1.52K | 0.4% | — | New |
| Ishares Tr | — | 123 | $1.23K | 0.3% | $1.22K | Cut$1.11K |
| Vanguard Malvern Fds | — | 11.3K | $878 | 0.2% | −$5 | Added$45 |
| Vanguard Index Fds | — | 984 | $578 | 0.1% | −$31 | Added$94 |
| Samsara Inc. | IOT | 16.5K | $521 | 0.1% | −$62 | Cut−$17.6K |
| Alphabet Inc | — | 1.69K | $485 | 0.1% | −$43 | Cut−$103 |
| Tyler Technologies Inc | TYL | 1.21K | $415 | 0.1% | −$135 | Cut−$17.8K |
| Guidewire Software, Inc. | GWRE | 2.35K | $351 | 0.1% | −$121 | Cut−$15.3K |
| Invesco Qqq Tr | — | 454 | $262 | 0.1% | — | New |
| Ishares Tr | — | 1.19K | $252 | 0.1% | — | New |
| Ishares Tr | — | 1.94K | $189 | 0.0% | $2 | Held |
| Kla Corp | KLAC | 90 | $133 | 0.0% | — | New |
| Cardinal Health Inc | CAH | 611 | $129 | 0.0% | — | New |
| Vanguard Admiral Fds Inc | — | 307 | $125 | 0.0% | −$11 | Cut−$283 |
| Dell Technologies Inc. | DELL | 749 | $123 | 0.0% | — | New |
| Fox Corp | — | 2.24K | $119 | 0.0% | — | New |
| Ciena Corp | CIEN | 300 | $116 | 0.0% | — | New |
| Western Digital Corp | WDC | 426 | $115 | 0.0% | — | New |
| Omnicom Group Inc. | OMC | 1.48K | $111 | 0.0% | — | New |
| Electronic Arts Inc. | EA | 529 | $108 | 0.0% | — | New |
| Nucor Corp | NUE | 637 | $108 | 0.0% | — | New |
| Globe Life Inc | — | 772 | $107 | 0.0% | — | New |
| Steel Dynamics Inc | STLD | 589 | $106 | 0.0% | — | New |
| Moodys Corp | — | 236 | $103 | 0.0% | — | New |
| Amgen Inc | AMGN | 285 | $100 | 0.0% | — | New |
| Teradyne, Inc | TER | 339 | $100 | 0.0% | — | New |
| Devon Energy Corp New | — | 1.97K | $99 | 0.0% | — | New |
| Seagate Technology Hldngs Pl | — | 252 | $99 | 0.0% | — | New |
| Tempus AI, Inc. | TEM | 2.17K | $98 | 0.0% | −$30 | Cut−$4.18K |
| GE Vernova Inc. | GEV | 112 | $98 | 0.0% | — | New |
| Corpay, Inc. | CPAY | 335 | $97 | 0.0% | — | New |
| Monster Beverage Corp New | — | 1.32K | $96 | 0.0% | — | New |
| Ulta Beauty, Inc. | ULTA | 183 | $96 | 0.0% | — | New |
| Cummins Inc | CMI | 172 | $93 | 0.0% | — | New |
| Fair Isaac Corp | FICO | 86 | $92 | 0.0% | — | New |
| Ebay Inc | EBAY | 998 | $91 | 0.0% | — | New |
| Applied Matls Inc | — | 265 | $91 | 0.0% | — | New |
| Amphenol Corp New | — | 712 | $90 | 0.0% | — | New |
| Comfort Sys Usa Inc | — | 62 | $85 | 0.0% | — | New |
| Coca Cola Co | KO | 1.1K | $83 | 0.0% | — | New |
| NXP Semiconductors N.V. | NXPI | 383 | $75 | 0.0% | — | New |
| MSCI Inc. | MSCI | 123 | $66 | 0.0% | — | New |
| Applovin Corp | APP | 147 | $59 | 0.0% | — | New |
| Dominos Pizza Inc | DPZ | 152 | $55 | 0.0% | — | New |
| Spdr Series Trust | — | 525 | $48 | 0.0% | −$0 | Added$20 |
| Vanguard Bd Index Fds | — | 530 | $42 | 0.0% | — | New |
| Robinhood Mkts Inc | — | 325 | $23 | 0.0% | −$14 | Cut−$4.12K |
| Ishares Tr | — | 37 | $9 | 0.0% | −$0 | Cut−$2.96K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.