WC

Westwind Capital

13F
Westwind Capital
Last update 2025-04-24 38 Stocks (6 new)
Value $402.00 Mil Turnover 15 %
Countries:
Top Holdings: V(10.13%)MA(9.45%)ISRG(6.69%)TYL(6.69%)AMZN(6.62%)
Summary Stock Picks Current Portfolio
Westwind Capital Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
V 		Visa Inc
116,107
40,690.0
+0.35%
10.130
+0.04%
0.010
+1.08%
+6.97%
651,060.5
Credit Services
MA 		Mastercard Inc
69,299
37,980.0
+0.79%
9.450
+0.07%
0.010
-2.20%
+1.81%
487,299.1
Credit Services
TYL 		Tyler Technologies Inc
46,201
26,860.0
+0.68%
6.690
+0.05%
0.110
-15.83%
-9.52%
22,498.4
Software
ISRG 		Intuitive Surgical Inc
54,237
26,860.0
+0.33%
6.690
+0.02%
0.020
-10.47%
-1.52%
184,230.6
Medical Devices & Instruments
AMZN 		Amazon.com Inc
139,771
26,590.0
+2.46%
6.620
+0.16%
0.000
-21.18%
-14.44%
1,991,940.7
Retail - Cyclical
GS 		The Goldman Sachs Group Inc
40,667
22,220.0
+18,385.00%
5.530
+5.50%
0.010
-13.91%
-4.11%
169,815.9
Capital Markets
MSFT 		Microsoft Corp
58,815
22,080.0
+2.19%
5.500
+0.12%
0.000
-12.36%
-7.01%
2,907,876.5
Software
IOT 		Samsara Inc
512,461
19,640.0
+36.12%
4.890
+1.30%
0.090
-23.20%
-8.90%
22,658.9
Software
IDXX 		IDEXX Laboratories Inc
45,836
19,250.0
+2.63%
4.790
+0.12%
0.060
+3.86%
+4.97%
35,170.1
Medical Diagnostics & Research
GOOG 		Alphabet Inc
123,224
19,250.0
+2.21%
4.790
+0.10%
0.000
-17.49%
-14.62%
1,958,843.2
Interactive Media

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
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-6.40%
●
551.42 ($587.78) 612.93
$550.85
-6.28%
Reduce -96.34%
1,900
-50,043
GS 		The Goldman Sachs Group Inc2025-03-31Add
+5.50%
●
524.81 ($601.74) 672.19
$546.40
-9.20%
Add 18385%
40,667
40,447
APPF 		AppFolio Inc2025-03-31Sold Out
-4.18%
●
206.66 ($229.4) 260.64
$201.49
-12.17%
Sold Out
0
-77,583
WAY 		Waystar Holding Corp2025-03-31New Buy
+3.86%
●
35.27 ($39.58) 45.35
$36.64
-7.43%
New holding
415,045
415,045
IT 		Gartner Inc2025-03-31Sold Out
-3.12%
●
418.25 ($492.81) 548.38
$415.81
-15.62%
Sold Out
0
-29,538
CSGP 		CoStar Group Inc2025-03-31Sold Out
-2.66%
●
69.29 ($76.08) 80.37
$81.74
7.44%
Sold Out
0
-170,564
SNPS 		Synopsys Inc2025-03-31Sold Out
-2.30%
●
428.58 ($485.8) 551.54
$443.97
-8.61%
Sold Out
0
-21,709
IOT 		Samsara Inc2025-03-31Add
+1.30%
●
34.06 ($46.57) 60.96
$39.80
-14.54%
Add 36.12%
512,461
135,994
VERX 		Vertex Inc2025-03-31Add
+1.28%
●
31.15 ($45.68) 58.95
$39.35
-13.86%
Add 79.02%
334,502
147,650
TEM 		Tempus AI Inc2025-03-31New Buy
+0.87%
●
31.83 ($53.98) 89.44
$53.77
-0.39%
New holding
72,647
72,647

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 2025-03-31

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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