WC

Westwind Capital

13F
Westwind Capital
Last update 2024-10-09 48 Stocks (10 new)
Value $412.00 Mil Turnover 57 %
Countries:
Top Holdings: MA(8.29%)V(7.80%)TYL(6.57%)ISRG(6.48%)AMZN(6.16%)
Portfolio Report
Summary Stock Picks Current Portfolio
Westwind Capital Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MA 		Mastercard Inc
69,178
34160.000
-40.54%
8.290
-3.10%
0.010
+14.50%
+19.19%
464121.913
Credit Services
V 		Visa Inc
116,917
32150.000
+726.04%
7.800
+6.86%
0.010
+15.10%
+13.79%
570923.671
Credit Services
TYL 		Tyler Technologies Inc
46,361
27060.000
+7,613.98%
6.570
+6.48%
0.110
+5.73%
+43.88%
25702.261
Software
ISRG 		Intuitive Surgical Inc
54,334
26690.000
+67.85%
6.480
+2.62%
0.020
+17.90%
+53.08%
184134.053
Medical Devices & Instruments
AMZN 		Amazon.com Inc
136,188
25380.000
New Holding
6.160
+6.16%
0.000
+22.33%
+29.64%
2073717.896
Retail - Cyclical
MSFT 		Microsoft Corp
56,743
24420.000
+248.80%
5.930
+4.23%
0.000
+4.67%
+10.39%
3062129.253
Software
IDXX 		IDEXX Laboratories Inc
43,451
21950.000
-10.16%
5.330
-0.52%
0.050
-8.76%
-25.20%
33808.540
Medical Diagnostics & Research
GOOG 		Alphabet Inc
119,328
19950.000
+381.59%
4.840
+3.83%
0.000
+6.75%
+21.81%
2083590.598
Interactive Media
ADBE 		Adobe Inc
37,044
19180.000
+5,874.84%
4.650
+4.57%
0.010
-4.98%
-18.88%
211784.622
Software
APPF 		AppFolio Inc
77,213
18180.000
-48.26%
4.410
-1.11%
0.210
+4.26%
+22.97%
7767.155
Software

Westwind Capital's Historical Top Holdings Breakdowns

Westwind Capital's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
V 		Visa Inc2024-09-30Add
+6.86%
●
253.74 ($270.36) 291.56
$294.04
8.76%
Add 726.04%
116,917
102,763
TYL 		Tyler Technologies Inc2024-09-30Add
+6.48%
●
499.52 ($563.06) 595.46
$600.54
6.66%
Add 7613.98%
46,361
45,760
AMZN 		Amazon.com Inc2024-09-30New Buy
+6.16%
●
161.02 ($182.46) 200
$197.22
8.09%
New holding
136,188
136,188
ROP 		Roper Technologies Inc2024-09-30Reduce
-4.91%
●
515.25 ($549.77) 576.55
$544.14
-1.02%
Reduce -90.48%
185
-1,758
ADBE 		Adobe Inc2024-09-30Add
+4.57%
●
508.13 ($548.46) 586.55
$481.11
-12.28%
Add 5874.84%
37,044
36,424
IOT 		Samsara Inc2024-09-30Add
+4.41%
●
34.85 ($40.53) 49.75
$46.40
14.48%
Add 6293833.33%
377,636
377,630
MSFT 		Microsoft Corp2024-09-30Add
+4.23%
●
395.15 ($427.47) 467.56
$411.86
-3.65%
Add 248.8%
56,743
40,475
ANSS 		Ansys Inc2024-09-30Reduce
-4.09%
●
296.54 ($317.92) 331.25
$328.00
3.17%
Reduce -98.96%
443
-41,968
MEDP 		Medpace Holdings Inc2024-09-30Reduce
-3.95%
●
320.58 ($379.89) 457.29
$320.71
-15.58%
Reduce -90.94%
34,529
-346,400
GOOG 		Alphabet Inc2024-09-30Add
+3.83%
●
149.54 ($169.25) 192.66
$171.01
1.04%
Add 381.59%
119,328
94,550

Westwind Capital Total Holding History ($B)

To

Westwind Capital's Asset Allocation

To

Westwind Capital Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Westwind Capital's Hypothetical Growth since 2024-09-30

Westwind Capital's Yearly Returns

Year Portfolio % % Excess Gain %

Westwind Capital's Holdings Heat Map

Size field:

Westwind Capital's Holdings Bubble Chart

Westwind Capital News

  • 1

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