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Teewinot Capital Advisers, L.L.C.
Q2 2026 13F filing
Updated 28 days ago31 disclosed positions worth $1.4B
Portfolio value
$1.4B
Total holdings
31
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LLY ELI LILLY & CO | $158.3M | 132.0K | 11.45% | — |
| 2 | G GOOGN ALPHABET INC | $108.2M | 302.7K | 7.82% | — |
| 3 | A AMZN AMAZON COM INC | $98.3M | 412.5K | 7.11% | — |
| 4 | M META META PLATFORMS INC | $95.9M | 170.3K | 6.94% | — |
| 5 | N NVDA NVIDIA CORPORATION | $89.8M | 448.9K | 6.50% | — |
| 6 | C COF-PN CAPITAL ONE FINL CORP | $89.1M | 444.2K | 6.45% | — |
| 7 | C C-PR CITIGROUP INC | $86M | 614.5K | 6.22% | — |
| 8 | L LUV SOUTHWEST AIRLS CO | $78.6M | 1.53M | 5.68% | — |
| 9 | U UBER UBER TECHNOLOGIES INC | $70.8M | 980.5K | 5.12% | — |
| 10 | N NFLX NETFLIX INC. | $70.5M | 987.6K | 5.10% | — |
| 11 | H HD HOME DEPOT INC | $64.7M | 183.5K | 4.68% | — |
| 12 | G GM GENERAL MTRS CO | $64M | 829.7K | 4.63% | — |
| 13 | M MS-PP MORGAN STANLEY | $57.6M | 275.7K | 4.17% | — |
| 14 | B BBAAY ALIBABA GROUP HLDG LTD | $43M | 447.5K | 3.11% | — |
| 15 | M MSFT MICROSOFT CORP | $38.5M | 103.3K | 2.79% | — |
| 16 | R RYAOF RYANAIR HOLDINGS PLC | $36.2M | 559.6K | 2.62% | — |
| 17 | B BAC-PS BANK OF AMER CORP | $34.9M | 613.2K | 2.53% | — |
| 18 | P PHM PULTE GROUP INC | $33.8M | 246.5K | 2.45% | — |
| 19 | C CTTRF CONTROLADORA VUELA COMP DE A | $14M | 1.50M | 1.01% | — |
| 20 | R RTX RTX CORPORATION | $10.5M | 55.2K | 0.76% | — |
| 21 | W WFC-PZ WELLS FARGO & CO | $9M | 108.9K | 0.65% | — |
| 22 | E EOG EOG RES INC | $4.9M | 37.6K | 0.35% | — |
| 23 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $4.2M | 8.4K | 0.31% | — |
| 24 | D DGX QUEST DIAGNOSTICS INC | $3.9M | 18.3K | 0.28% | — |
| 25 | P PRM PERIMETER SOLUTIONS INC | $3.7M | 102.6K | 0.26% | — |
| 26 | S SAH SONIC AUTOMOTIVE INC | $3.3M | 39.3K | 0.24% | — |
| 27 | D DAL DELTA AIR LINES INC | $2.6M | 27.6K | 0.19% | — |
| 28 | B BX BLACKSTONE INC | $2.5M | 20.9K | 0.18% | — |
| 29 | B BKNG BOOKING HOLDINGS INC | $2M | 11.4K | 0.15% | — |
| 30 | A AZO AUTOZONE INC | $1.9M | 591 | 0.14% | — |
| 31 | D DHR DANAHER CORP DEL | $1.7M | 8.7K | 0.12% | — |