Westwind Capital 13F Holdings

CIK 0001729269

As of Sep 30, 2025, Westwind Capital reported 37 positions worth $478.7K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VISA INC-CLASS A SHARESVFinancial Services116,481$39.8K8.31%
MASTERCARD INCMAFinancial Services69,154$39.3K8.22%
AMAZON.COM INCAMZNEquity142,760$31.3K6.55%
MICROSOFT CORPMSFTTechnology59,971$31.1K6.49%
ALPHABET INCGOOGEquity123,694$30.1K6.29%
GOLDMAN SACHS GROUP INCGSFinancial Services33,535$26.7K5.58%
INTUITIVE SURGICAL INCISRGHealthcare55,377$24.8K5.17%
SERVICENOW INCNOWTechnology24,756$22.8K4.76%
IDEXX LABORATORIES INCIDXXHealthcare31,141 9.9K4.16%
SAMSARA INCIOTEquity525,687 9.6K4.09%
GUIDEWIRE SOFTWARE INCGWRETechnology78,847 8.1K3.79%
NETFLIX INCNFLXCommunication Services13,554 6.3K3.39%
WAYSTAR HOLDING CORPWAYHealthcare420,897 6.0K3.33%
UBER TECHNOLOGIES INCUBERTechnology159,278 5.6K3.26%
TYLER TECHNOLOGIES INCTYLTechnology27,136 4.2K2.97%
BOSTON SCIENTIFIC CORPBSXHealthcare141,343 3.8K2.88%
MERCADOLIBRE INCMELIConsumer Cyclical5,498 2.8K2.68%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETFSPYM—148,862 1.7K2.44%
FAIR ISAAC CORPFICOTechnology7,008 0.5K2.19%
UNIVERSAL TECHNICAL INSTITUTE INCUTIConsumer Defensive317,407 0.3K2.16%
SPOTIFY TECHNOLOGY SASPOTCommunication Services12,914$9.0K1.88%
ARCH CAPITAL GROUP LTDACGLFinancial Services98,457$8.9K1.87%
VERTEX INCVERXTechnology337,013$8.4K1.75%
TEXAS PACIFIC LAND CORPTPLEnergy7,148$6.7K1.39%
TEMPUS AI INCTEMHealthcare72,402$5.8K1.22%