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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 24 项建仓 2增持 6减持 16

方向

标的

Δ市值

现股数(环比)

增持

AMZN AMAZON COM INC

+$39.1M

521,832 +53%

增持

WFC WELLS FARGO CO NEW

+$36.6M

1,139,084 +113%

减持

USB US BANCORP DEL

-$27.2M

43,117 -93%

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

NFLX NETFLIX INC

+$22.9M

153,027 +16%

建仓

HD HOME DEPOT INC

+$22.2M

64,509

减持

ULTA ULTA BEAUTY INC

-$18.8M

55,085 -28%

增持

MS MORGAN STANLEY

+$16.6M

555,925 +40%

减持

GM GENERAL MTRS CO

-$16.4M

756,515 -33%

减持

UBER UBER TECHNOLOGIES INC

-$13.1M

630,503 -18%

减持

BAC BANK AMERICA CORP

-$10.6M

1,132,003 -22%

减持

LLY ELI LILLY & CO

+$10.3M

87,058 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$8.5M

89,560 -16%

减持

RYAAY RYANAIR HOLDINGS PLC

-$7.3M

220,512 -3%

减持

DAL DELTA AIR LINES INC DEL

-$7.1M

832,930 -15%

增持

SCHW SCHWAB CHARLES CORP

+$5.7M

775,161 +9%

减持

META META PLATFORMS INC

-$5.5M

192,404 -9%

减持

VLRS CONTROLADORA VUELA COMP DE A

-$4.3M

1,495,062 -19%

减持

BKNG BOOKING HOLDINGS INC

-$1.1M

12,698 -10%

减持

— AMERICAN AIRLS GROUP INC

-$139.2K

1,527 -24%

建仓

— WELLS FARGO CO NEW

+$124.8K

2,290

减持

HPQ HP INC

+$68.5K

23,802 -6%

减持

HPE HEWLETT PACKARD ENTERPRISE C

+$55.0K

23,802 -6%

减持

DXC DXC TECHNOLOGY CO

-$7.0K

2,045 -6%