Holders — by stockHoldings — by fund
Teewinot Capital Advisers, L.L.C.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1574886
$1.38B
disclosed book value
31
positions
11.5%
largest position share
Positions, as of 2026-06-30
top 31 of 31 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | LLYELI LILLY & CO | 131,992 | $158.3M | 11.5% |
| 2 | GOOGLALPHABET INC | 302,663 | $108.2M | 7.8% |
| 3 | AMZNAMAZON COM INC | 412,471 | $98.3M | 7.1% |
| 4 | METAMETA PLATFORMS INC | 170,324 | $95.9M | 6.9% |
| 5 | NVDANVIDIA CORPORATION | 448,949 | $89.8M | 6.5% |
| 6 | COFCAPITAL ONE FINL CORP | 444,190 | $89.1M | 6.4% |
| 7 | CCITIGROUP INC | 614,516 | $86.0M | 6.2% |
| 8 | LUVSOUTHWEST AIRLS CO | 1.5M | $78.6M | 5.7% |
| 9 | UBERUBER TECHNOLOGIES INC | 980,492 | $70.8M | 5.1% |
| 10 | NFLXNETFLIX INC. | 987,648 | $70.5M | 5.1% |
| 11 | HDHOME DEPOT INC | 183,513 | $64.7M | 4.7% |
| 12 | GMGENERAL MTRS CO | 829,684 | $64.0M | 4.6% |
| 13 | MSMORGAN STANLEY | 275,682 | $57.6M | 4.2% |
| 14 | BABAALIBABA GROUP HLDG LTD | 447,503 | $43.0M | 3.1% |
| 15 | MSFTMICROSOFT CORP | 103,285 | $38.5M | 2.8% |
| 16 | RYAAYRYANAIR HOLDINGS PLC | 559,580 | $36.2M | 2.6% |
| 17 | BACBANK OF AMER CORP | 613,173 | $34.9M | 2.5% |
| 18 | PHMPULTE GROUP INC | 246,526 | $33.8M | 2.4% |
| 19 | VLRSCONTROLADORA VUELA COMP DE A | 1.5M | $14.0M | 1% |
| 20 | RTXRTX CORPORATION | 55,191 | $10.5M | 0.8% |
| 21 | WFCWELLS FARGO & CO | 108,941 | $9.0M | 0.7% |
| 22 | EOGEOG RES INC | 37,596 | $4.9M | 0.4% |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,436 | $4.2M | 0.3% |
| 24 | DGXQUEST DIAGNOSTICS INC | 18,251 | $3.9M | 0.3% |
| 25 | PRMPERIMETER SOLUTIONS INC | 102,640 | $3.7M | 0.3% |
| 26 | SAHSONIC AUTOMOTIVE INC | 39,260 | $3.3M | 0.2% |
| 27 | DALDELTA AIR LINES INC | 27,617 | $2.6M | 0.2% |
| 28 | BXBLACKSTONE INC | 20,869 | $2.5M | 0.2% |
| 29 | BKNGBOOKING HOLDINGS INC | 11,370 | $2.0M | 0.1% |
| 30 | AZOAUTOZONE INC | 591 | $1.9M | 0.1% |
| 31 | DHRDANAHER CORP DEL | 8,685 | $1.7M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.