EdgeMarket › What Teewinot Capital Advisers, L.L.C. reported owning

What Teewinot Capital Advisers, L.L.C. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

1.3B

Positions

33

Quarter

2026-03-31

Shown below

33
largest by value
holdingvalue% of booksharesprice1y
AMZN
AMAZON COM INC
112.1M8.9%538.4K258.63+15.6%
LLY
ELI LILLY & Co
105.4M8.4%114.6K1,255.40+78.0%
NFLX
NETFLIX INC
98.6M7.9%1.0M79.59-34.4%
GOOGL
Alphabet Inc.
85.3M6.8%296.6K344.82+73.0%
NVDA
NVIDIA CORP
84.3M6.7%483.5K214.72+22.4%
META
Meta Platforms, Inc.
81.3M6.5%142.2K549.90-26.5%
UBER
Uber Technologies, Inc
77.1M6.1%1.1M78.80-15.9%
C
CITIGROUP INC
75.3M6.0%664.4K131.65+41.3%
WFC
WELLS FARGO & COMPANY/MN
75.3M6.0%945.4K83.84+7.3%
GM
General Motors Co
64.2M5.1%862.0K87.93+54.9%
BABA
Alibaba Group Holding Ltd
58.2M4.6%464.0K119.34-0.1%
HD
HOME DEPOT, INC.
52.7M4.2%160.1K335.61-16.5%
MS
MORGAN STANLEY
45.9M3.7%278.8K214.20+48.6%
BAC
BANK OF AMERICA CORP /DE/
45.5M3.6%934.1K61.69+27.6%
MA
Mastercard Inc
43.8M3.5%87.6K580.63-2.0%
RYAAY
RYANAIR HOLDINGS PLC
32.5M2.6%562.5K55.80-14.6%
COF
CAPITAL ONE FINANCIAL CORP
27.1M2.2%148.5K217.91+1.5%
LUV
SOUTHWEST AIRLINES CO
19.9M1.6%530.1K40.38+29.5%
RTX
RTX Corp
11.6M0.9%60.0K209.91+34.1%
VLRS
Controladora Vuela Compania de Aviacion, S.A.B
10.8M0.9%1.5M6.91+15.9%
PHM
PULTEGROUP INC/MI/
6.5M0.5%55.6K129.00+1.9%
EOG
EOG RESOURCES INC
6.0M0.5%41.6K153.05+29.3%
DGX
QUEST DIAGNOSTICS INC
5.6M0.4%28.6K244.39+32.5%
unmapped CUSIP 0846707024.5M0.4%9.5K
MTB
M&T BANK CORP
3.9M0.3%18.8K240.34+24.4%
JNJ
JOHNSON & JOHNSON
3.7M0.3%15.2K270.24+51.1%
MSFT
MICROSOFT CORP
3.1M0.3%8.5K483.24-4.4%
SAH
SONIC AUTOMOTIVE INC
2.7M0.2%39.3K77.45-0.9%
PRM
Perimeter Solutions, Inc.
2.5M0.2%102.6K31.44+70.7%
BX
Blackstone Inc.
2.5M0.2%21.7K143.38-12.8%
AZO
AUTOZONE INC
2.1M0.2%6132,957.95-28.9%
BKNG
Booking Holdings Inc.
2.0M0.2%472209.62-7.1%
DHR
DANAHER CORP /DE/
1.7M0.1%9.0K218.85+3.5%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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