Westwind Capital
Top Portfolio Positions
57 positions ·
$328,502,538 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NFLX |
Netflix Inc
Communication Services
|
318,839 | $30,656,369 | 9.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
132,254 | $27,544,540 | 8.38% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
31,621 | $26,751,049 | 8.14% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
52,624 | $24,259,137 | 7.38% | |
| MSFT |
Microsoft Corp
Technology
|
64,718 | $23,956,662 | 7.29% | |
| V |
Visa Inc.
Financial Services
|
78,724 | $23,793,541 | 7.24% | |
| MA |
Mastercard Inc
Financial Services
|
47,380 | $23,673,890 | 7.21% | |
| NVDA |
Nvidia Corp
Technology
|
100,208 | $17,476,275 | 5.32% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
29,713 | $16,695,437 | 5.08% | |
| PLD |
Prologis, Inc.
Real Estate
|
105,984 | $14,008,965 | 4.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTI
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,567,372 | 292,725 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $8,043,049 | 307,809 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $10,331,597 | 317,407 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $10,424,258 | 307,591 | Shares | Sole | 2025-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||