Teewinot Capital Advisers, L.L.C. — 13F holdings

Teewinot Capital Advisers, L.L.C. reported 31 holdings worth $1.38B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. LLY ELI LILLY & CO — $158M (11.5%)
2. GOOGL ALPHABET INC — $108M (7.8%)
3. AMZN AMAZON COM INC — $98.3M (7.1%)
4. META META PLATFORMS INC — $95.9M (6.9%)
5. NVDA NVIDIA CORPORATION — $89.8M (6.5%)
6. COF CAPITAL ONE FINL CORP — $89.1M (6.4%)
7. C CITIGROUP INC — $86.0M (6.2%)
8. LUV SOUTHWEST AIRLS CO — $78.6M (5.7%)
9. UBER UBER TECHNOLOGIES INC — $70.8M (5.1%)
10. NFLX Netflix Inc — $70.5M (5.1%)