Teewinot Capital Advisers, L.L.C.

报告期 2026-03-31 · CIK 0001574886

持仓数

前50大市值合计

$1.25B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

23Q2 调仓2023-03-31 → 2023-06-30 · 共 25 项建仓 3增持 11减持 9清仓 2

方向

标的

Δ市值

现股数(环比)

增持

LLY LILLY ELI & CO

+$16.7M

85,560 +26%

增持

DAL DELTA AIR LINES INC DEL

+$12.6M

437,685 +85%

增持

UBER UBER TECHNOLOGIES INC

+$12.0M

1,032,982 +0%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

CI THE CIGNA GROUP

+$10.5M

76,032 +80%

减持

VLRS CONTROLADORA VUELA COMP DE A

+$7.7M

5,903,582 -2%

清仓

DHR DANAHER CORPORATION

-$7.7M

0 -100%

建仓

CBRE CBRE GROUP INC

+$7.2M

89,577

减持

GOOGL ALPHABET INC

+$5.3M

407,313 -3%

增持

ULTA ULTA BEAUTY INC

+$4.9M

56,004 +42%

减持

SAH SONIC AUTOMOTIVE INC

-$4.6M

181,695 -26%

增持

MSFT MICROSOFT CORP

+$4.6M

59,147 +10%

减持

RYAAY RYANAIR HOLDINGS PLC

-$4.2M

146,618 -32%

增持

GM GENERAL MTRS CO

+$4.2M

660,256 +14%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$3.7M

63,051 +10%

减持

META META PLATFORMS INC

+$3.6M

226,987 -22%

增持

BAC BANK AMERICA CORP

+$3.2M

471,999 +30%

增持

MRSH MARSH & MCLENNAN COS INC

+$2.7M

75,495 +10%

增持

BKNG BOOKING HOLDINGS INC

+$2.3M

8,354 +10%

减持

NFLX NETFLIX INC

+$2.3M

119,846 -18%

清仓

— META PLATFORMS INC

-$1.9M

0 -100%

减持

USB US BANCORP DEL

-$1.2M

390,457 -0%

减持

— UBER TECHNOLOGIES INC

+$1.2M

1,500 -50%

减持

SCHW SCHWAB CHARLES CORP

+$463.2K

248,068 -4%

建仓

— UBER TECHNOLOGIES INC

+$346.5K

4,500

建仓

— LYFT INC

+$154.5K

3,000