Westwind Capital

CIK

1729269

Location

LAS CRUCES, NM

Portfolio Value

Micro $74,700,431

Diversification

Diversified

Filing Date

Global Rank

#3,284 / 8,586 ▼ 334

Top Industry

Credit Services 14.6%

3Y Alpha vs SPY

-17.9%

Period ended 3 months ago

Filed Apr 14, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.4%

SPY

+78.1%

Annualised alpha

-17.9%

Max drawdown

−21.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.3%

−0.1 pts

Top 5

40.5%

−0.3 pts

Top 10

69.7%

+3.5 pts

HHI

597

Diversified+29

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.3%	$83,131,932	8
Technology	22.7%	$74,700,431	19
Healthcare	15.9%	$52,374,251	6
Consumer Cyclical	11.1%	$36,491,183	5
Communication Services	9.6%	$31,418,630	5
Real Estate	4.3%	$14,008,965	1
Utilities	3.7%	$12,148,796	1
Consumer Defensive	3.3%	$10,746,369	3
Energy	3.0%	$9,721,934	2
Unclassified	1.0%	$3,270,511	2
Industrials	0.1%	$275,800	3
Basic Materials	0.1%	$213,736	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+181,420	318,839	$30,656,369
BSX	Boston Scientific Corp	+42,081	176,769	$11,092,254
MSFT	Microsoft Corp	+5,815	64,718	$23,956,662
TPL	Texas Pacific Land Corp	+488	20,277	$9,622,653
SPY	Spdr S&P 500 ETF Trust	+113	4,626	$3,008,472
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
IOT	Samsara Inc.	−494,370	16,451	$521,332
GWRE	Guidewire Software, Inc.	−75,441	2,348	$351,166
TEM	Tempus AI, Inc.	−70,337	2,168	$98,036
TYL	Tyler Technologies Inc	−38,879	1,212	$414,964
HOOD	Robinhood Markets, Inc.	−36,316	325	$22,522
V	Visa Inc.	−33,942	78,724	$23,793,541
MA	Mastercard Inc	−20,744	47,380	$23,673,890
UTI	Universal Technical Institute Inc	−15,084	292,725	$10,567,372
UBER	Uber Technologies, Inc	−6,952	151,704	$10,912,068
AMZN	Amazon Com Inc	−6,839	132,254	$27,544,540
PLD	Prologis, Inc.	−5,888	105,984	$14,008,965
NOW	ServiceNow, Inc.	−4,526	117,034	$12,235,904
ACGL	Arch Capital Group Ltd.	−4,389	89,741	$8,614,238
NVDA	Nvidia Corp	−4,360	100,208	$17,476,275
ISRG	Intuitive Surgical Inc	−2,026	52,624	$24,259,137
GS	Goldman Sachs Group Inc	−1,611	31,621	$26,751,049
IDXX	Idexx Laboratories Inc /De	−977	29,713	$16,695,437
PLTR	Palantir Technologies Inc.	−729	52,642	$7,700,471
GOOGL	Alphabet Inc.	−192	1,686	$484,826
MELI	Mercadolibre Inc	−16	5,035	$8,705,615
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
NEE	Nextera Energy Inc	130,801	$12,148,796
QQQ	Invesco Qqq Trust, Series 1	454	$262,039
KLAC	Kla Corp	90	$132,516
CAH	Cardinal Health Inc	611	$129,110
DELL	Dell Technologies Inc.	749	$122,933
CIEN	Ciena Corp	300	$116,469
WDC	Western Digital Corp	426	$115,228
OMC	Omnicom Group Inc.	1,475	$111,082
EA	Electronic Arts Inc.	529	$107,847
NUE	Nucor Corp	637	$107,716
GL	Globe Life Inc.	772	$107,439
STLD	Steel Dynamics Inc	589	$106,020
MCO	Moodys Corp /De/	236	$102,955
TER	Teradyne, Inc	339	$100,499
AMGN	Amgen Inc	285	$100,277
DVN	Devon Energy Corp/De	1,973	$99,281
STX	Seagate Technology Holdings plc	252	$98,723
GEV	GE Vernova Inc.	112	$97,764
CPAY	Corpay, Inc.	335	$97,481
ULTA	Ulta Beauty, Inc.	183	$95,655
MNST	Monster Beverage Corp	1,320	$95,647
CMI	Cummins Inc	172	$92,539
FICO	Fair Isaac Corp	86	$91,808
EBAY	Ebay Inc	998	$90,837
AMAT	Applied Materials Inc /De	265	$90,574
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
CRM	Salesforce, Inc.	229	$60,664
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

19 positions · $74,700,431 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	64,718	+5,815	$23,956,662	−15.9%	32.07%
NVDA	Nvidia Corp Technology	Reduced	100,208	-4,360	$17,476,275	−10.4%	23.40%
NOW	ServiceNow, Inc. Technology	Reduced	117,034	-4,526	$12,235,904	−34.3%	16.38%
UBER	Uber Technologies, Inc Technology	Reduced	151,704	-6,952	$10,912,068	−15.8%	14.61%
PLTR	Palantir Technologies Inc. Technology	Reduced	52,642	-729	$7,700,471	−18.8%	10.31%
IOT	Samsara Inc. Technology	Reduced	16,451	-494,370	$521,332	−97.1%	0.70%
TYL	Tyler Technologies Inc Technology	Reduced	1,212	-38,879	$414,964	−97.7%	0.56%
GWRE	Guidewire Software, Inc. Technology	Reduced	2,348	-75,441	$351,166	−97.8%	0.47%
KLAC	Kla Corp Technology	NEW	90	NEW	$132,516	NEW	0.18%
DELL	Dell Technologies Inc. Technology	NEW	749	NEW	$122,933	NEW	0.16%
CIEN	Ciena Corp Technology	NEW	300	NEW	$116,469	NEW	0.16%
WDC	Western Digital Corp Technology	NEW	426	NEW	$115,228	NEW	0.15%
TER	Teradyne, Inc Technology	NEW	339	NEW	$100,499	NEW	0.13%
STX	Seagate Technology Holdings plc Technology	NEW	252	NEW	$98,723	NEW	0.13%
CPAY	Corpay, Inc. Technology	NEW	335	NEW	$97,481	NEW	0.13%
FICO	Fair Isaac Corp Technology	NEW	86	NEW	$91,808	NEW	0.12%
AMAT	Applied Materials Inc /De Technology	NEW	265	NEW	$90,574	NEW	0.12%
APH	Amphenol Corp /De/ Technology	NEW	712	NEW	$89,961	NEW	0.12%
NXPI	NXP Semiconductors N.V. Technology	NEW	383	NEW	$75,397	NEW	0.10%