The Analysis of Westwind Capital's Holdings
Currently, Westwind Capital holds 37 types of securities in its portfolio with a total value $478.7K. In the most recent quarter, they have increased their positions in UBER (+159.3K shares, valued at $15.6K), BSX (+141.3K shares, valued at $13.8K), MELI (+5.5K shares, valued at $12.8K); decreased their positions in TYL (-19.7K shares, valued at $10.3K), IDXX (-14.6K shares, valued at $9.3K), GS (-7.3K shares, valued at $5.8K); initiated new positions in UBER (+159.3K shares, valued at $15.6K), BSX (+141.3K shares, valued at $13.8K), MELI (+5.5K shares, valued at $12.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
V VISA INC COM CL A116.5K shares0.74%2025-09-302025-10-14
MA MASTERCARD INCORPORATED CL A69.2K shares-0.36%2025-09-302025-10-14 AMZN AMAZON COM INC COM142.8K shares1.18%2025-09-302025-10-14 MSFT MICROSOFT CORP COM60.0K shares1.31%2025-09-302025-10-14 GOOG ALPHABET INC CAP STK CL C123.7K shares-0.91%2025-09-302025-10-14 GS GOLDMAN SACHS GROUP INC COM33.5K shares-17.87%2025-09-302025-10-14 ISRG INTUITIVE SURGICAL INC COM NEW55.4K shares1.81%2025-09-302025-10-14 NOW SERVICENOW INC COM24.8K shares2.40%2025-09-302025-10-14 IDXX IDEXX LABS INC COM31.1K shares-31.92%2025-09-302025-10-14 IOT SAMSARA INC COM CL A525.7K shares0.98%2025-09-302025-10-14 GWRE GUIDEWIRE SOFTWARE INC COM78.8K shares0.53%2025-09-302025-10-14 NFLX NETFLIX INC COM13.6K shares2.14%2025-09-302025-10-14 WAY WAYSTAR HLDG CORP COM420.9K shares0.19%2025-09-302025-10-14 UBER UBER TECHNOLOGIES INC COM159.3K sharesnew addition2025-09-302025-10-14 TYL TYLER TECHNOLOGIES INC COM27.1K shares-42.01%2025-09-302025-10-14 BSX BOSTON SCIENTIFIC CORP COM141.3K sharesnew addition2025-09-302025-10-14 MELI MERCADOLIBRE INC COM5.5K sharesnew addition2025-09-302025-10-14 SPYM SPDR PORTFOLIO S&P 500 ETF148.9K shares4.96%2025-09-302025-10-14 FICO FAIR ISAAC CORP COM7.0K shares2.80%2025-09-302025-10-14 UTI UNIVERSAL TECHNICAL INST INC COM317.4K shares3.19%2025-09-302025-10-14 SPOT SPOTIFY TECHNOLOGY S A SHS12.9K sharesnew addition2025-09-302025-10-14 ACGL ARCH CAP GROUP LTD ORD98.5K shares1.99%2025-09-302025-10-14 VERX VERTEX INC CL A337.0K shares-0.68%2025-09-302025-10-14 TPL TEXAS PACIFIC LAND CORPORATION COM7.1K shares5.16%2025-09-302025-10-14 TEM TEMPUS AI INC CL A72.4K shares-1.20%2025-09-302025-10-14 GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF40.9K shares7.30%2025-09-302025-10-14 IYJ ISHARES U.S. INDUSTRIALS ETF16.0K shares94.70%2025-09-302025-10-14 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF9.1K shares246.52%2025-09-302025-10-14 VNQ VANGUARD REAL ESTATE ETF17.6K shares-32.88%2025-09-302025-10-14 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF13.9K shares4.90%2025-09-302025-10-14 IYC ISHARES U.S. CONSUMER DISCRETIONARY ETF12.6K shares5.88%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TRUST1.9K shares-1.31%2025-09-302025-10-14 VPLS VANGUARD CORE PLUS BOND ETF9.7K shares0.84%2025-09-302025-10-14 GOOGL ALPHABET INC CAP STK CL A1.8K shares0.00%2025-09-302025-10-14 KCE SPDR S&P CAPITAL MARKETS ETF17.7K shares4.55%2025-09-302025-10-14 IWR ISHARES RUSSELL MIDCAP ETF1.9K shares0.00%2025-09-302025-10-14 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND2.9K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available