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The Analysis of Teewinot Capital Advisers, L.L.C.'s Holdings & P&L

Currently, Teewinot Capital Advisers, L.L.C. holds 33 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in AMZN (+167.9K shares, valued at $35.0M), NFLX (+348.2K shares, valued at $33.5M), UBER (+465.2K shares, valued at $33.5M); decreased their positions in N/A (-177.5K shares, valued at $85.1M), N/A (-90.4K shares, valued at $26.0M), LLY (-27.5K shares, valued at $25.3M); initiated new positions in LUV (+530.1K shares, valued at $19.9M), JNJ (+15.2K shares, valued at $3.7M), MSFT (+8.5K shares, valued at $3.1M).

1M P&L

+16.9M+1.48%

3M P&L

+3.3M+0.29%

HY P&L

-42.7M-3.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail170.3M

15.7%

2Banks - Diversified120.8M

11.1%

3Drug Manufacturers - General109.1M

10.1%

Top Industries by Stock Count

1Airlines3 stocks

10.7%

2Internet Retail2 stocks

7.1%

3Banks - Diversified2 stocks

7.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC538.4K shares45.33%2026-03-312026-05-15

LLY ELI LILLY & CO114.6K shares-19.35%2026-03-312026-05-15

NFLX NETFLIX INC.1.0M shares51.43%2026-03-312026-05-15

ALPHABET INC ALPHABET INC296.6K shares-23.36%2026-03-312026-05-15

NVDA NVIDIA CORPORATION483.5K shares58.43%2026-03-312026-05-15

META META PLATFORMS INC142.2K shares-22.05%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC1.1M shares76.67%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC664.4K shares31.99%2026-03-312026-05-15

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WFC WELLS FARGO & CO945.4K shares1.69%2026-03-312026-05-15

GM GENERAL MTRS CO862.0K shares22.73%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD464.0K shares30.40%2026-03-312026-05-15

HD HOME DEPOT INC160.1K shares19.33%2026-03-312026-05-15

MS MORGAN STANLEY278.8K shares15.58%2026-03-312026-05-15

BAC BANK AMERICA CORP934.1K shares-2.34%2026-03-312026-05-15

MA MASTERCARD INCORPORATED87.6K shares-26.18%2026-03-312026-05-15

RYAAY RYANAIR HOLDINGS PLC562.5K shares-20.56%2026-03-312026-05-15

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COF CAPITAL ONE FINL CORP148.5K shares-21.59%2026-03-312026-05-15

LUV SOUTHWEST AIRLS CO530.1K sharesnew addition2026-03-312026-05-15

RTX RTX CORPORATION60.0K shares54.48%2026-03-312026-05-15

VLRS CONTROLADORA VUELA COMP DE A1.5M shares0.00%2026-03-312026-05-15

PHM PULTE GROUP INC55.6K shares0.00%2026-03-312026-05-15

EOG EOG RES INC41.6K shares-1.08%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC28.6K shares57.98%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.5K shares-94.93%2026-03-312026-05-15

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MTB M & T BK CORP18.8K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON15.2K sharesnew addition2026-03-312026-05-15

MSFT MICROSOFT CORP8.5K sharesnew addition2026-03-312026-05-15

SAH SONIC AUTOMOTIVE INC39.3K shares0.00%2026-03-312026-05-15

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC102.6K shares0.00%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC21.7K shares0.00%2026-03-312026-05-15

AZO AUTOZONE INC613 shares-24.97%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC472 shares0.00%2026-03-312026-05-15

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DHR DANAHER CORP DEL9.0K shares-45.90%2026-03-312026-05-15

AMZN

AMAZON COM INC

45.33%

Shares538.4K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

-19.35%

Shares114.6K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

51.43%

Shares1.0M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-23.36%

Shares296.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

58.43%

Shares483.5K

Event2026-03-31

Filed2026-05-15