Teewinot Capital Advisers, L.L.C.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Teewinot Capital Advisers, L.L.C. reported 33 stock positions worth $1.3 billion. Its top holding was Amazon.com (AMZN) at 8.9% of the portfolio, followed by Eli Lilly (LLY, 8.4%) and Netflix (NFLX, 7.9%). Compared with Q4 2025, it opened 3 new positions, sold out of 1, added to 12 and reduced 11. The biggest buy was Netflix (NFLX, shares +51%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Norwalk, CT
- CIK
- 0001574886
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001420506-26-001118 ↗ filed May 15, 2026
Holdings Value
Holdings 33 stocks · $1.3B
| AMZN Amazon.com Inc. | 8.94% | 538,383 | $112.1M | Add +45.3% |
| LLY Eli Lilly & Co. | 8.41% | 114,611 | $105.4M | Reduce -19.4% |
| NFLX Netflix Inc. | 7.86% | 1,025,415 | $98.6M | Add +51.4% |
| GOOGL Alphabet Inc. Class A | 6.80% | 296,636 | $85.3M | Reduce -23.4% |
| NVDA Nvidia Corp. | 6.73% | 483,519 | $84.3M | Add +58.4% |
| META Meta Platforms Inc. Class A | 6.49% | 142,150 | $81.3M | Reduce -22.1% |
| UBER Uber Technologies Inc. | 6.15% | 1,071,842 | $77.1M | Add +76.7% |
| C Citigroup Inc. | 6.01% | 664,358 | $75.3M | Add +32.0% |
| WFC Wells Fargo & Co. | 6.00% | 945,417 | $75.3M | Add +1.7% |
| GM General Motors Co. | 5.12% | 861,981 | $64.2M | Add +22.7% |
| BABA Alibaba Group Holding-SP ADR | 4.64% | 463,983 | $58.2M | Add +30.4% |
| HD Home Depot Inc. | 4.20% | 160,099 | $52.7M | Add +19.3% |
| MS Morgan Stanley | 3.66% | 278,751 | $45.9M | Add +15.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.63% | 934,114 | $45.5M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 3.49% | 87,598 | $43.8M | Reduce -26.2% |
| RYAAY Ryanair Holdings PLC-SP ADR | 2.59% | 562,540 | $32.5M | Reduce -20.6% |
| COF Capital One Financial Corp. | 2.16% | 148,518 | $27.1M | Reduce -21.6% |
| LUV Southwest Airlines Co. | 1.59% | 530,081 | $19.9M | New |
| RTX RTX Corp. | 0.92% | 59,992 | $11.6M | Add +54.5% |
| VLRS Controladora Vuela Cia-ADR | 0.86% | 1,495,062 | $10.8M | No change |
| PHM Pultegroup Inc. | 0.52% | 55,580 | $6.5M | No change |
| EOG EOG Resources Inc. | 0.48% | 41,572 | $6.0M | Reduce -1.1% |
| DGX Quest Diagnostics Inc. | 0.45% | 28,625 | $5.6M | Add +58.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 9,485 | $4.5M | Reduce -94.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.31% | 18,782 | $3.9M | No change |
| JNJ Johnson & Johnson | 0.30% | 15,202 | $3.7M | New |
| MSFT Microsoft Corp. | 0.25% | 8,502 | $3.1M | New |
| SAH Sonic Automotive Inc. Class A | 0.21% | 39,260 | $2.7M | No change |
| PRM Perimeter Solutions Inc. | 0.20% | 102,640 | $2.5M | No change |
| BX Blackstone Inc. | 0.20% | 21,658 | $2.5M | No change |
| AZO AutoZone Inc. | 0.17% | 613 | $2.1M | Reduce -25.0% |
| BKNG Booking Holdings Inc. | 0.16% | 472 | $2.0M | No change |
| DHR Danaher Corp. | 0.14% | 9,013 | $1.7M | Reduce -45.9% |
Portfolio Sells Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -94.9% | 0.36% | −6.54 |
| LLY Eli Lilly & Co. | Reduce -19.4% | 8.41% | −2.81 |
| META Meta Platforms Inc. Class A | Reduce -22.1% | 6.49% | −2.35 |
| GOOGL Alphabet Inc. Class A | Reduce -23.4% | 6.80% | −2.09 |
| MA Mastercard Inc. Class A | Reduce -26.2% | 3.49% | −1.48 |
| COF Capital One Financial Corp. | Reduce -21.6% | 2.16% | −1.21 |
| RYAAY Ryanair Holdings PLC-SP ADR | Reduce -20.6% | 2.59% | −1.16 |
| BAC Bank of America Corp. | Reduce -2.3% | 3.63% | −0.23 |
| DHR Danaher Corp. | Reduce -45.9% | 0.14% | −0.14 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.10 |
| AZO AutoZone Inc. | Reduce -25.0% | 0.17% | −0.04 |
| EOG EOG Resources Inc. | Reduce -1.1% | 0.48% | +0.16 |
Portfolio Buys Q4 2025 → Q1 2026
| NFLX Netflix Inc. | Add +51.4% | 7.86% | +3.20 |
| AMZN Amazon.com Inc. | Add +45.3% | 8.94% | +2.67 |
| NVDA Nvidia Corp. | Add +58.4% | 6.73% | +2.55 |
| UBER Uber Technologies Inc. | Add +76.7% | 6.15% | +2.51 |
| C Citigroup Inc. | Add +32.0% | 6.01% | +1.70 |
| LUV Southwest Airlines Co. | New | 1.59% | +1.59 |
| GM General Motors Co. | Add +22.7% | 5.12% | +0.93 |
| BABA Alibaba Group Holding-SP ADR | Add +30.4% | 4.64% | +0.81 |
| HD Home Depot Inc. | Add +19.3% | 4.20% | +0.81 |
| MS Morgan Stanley | Add +15.6% | 3.66% | +0.52 |
| RTX RTX Corp. | Add +54.5% | 0.92% | +0.40 |
| JNJ Johnson & Johnson | New | 0.30% | +0.30 |
| MSFT Microsoft Corp. | New | 0.25% | +0.25 |
| DGX Quest Diagnostics Inc. | Add +58.0% | 0.45% | +0.22 |
| WFC Wells Fargo & Co. | Add +1.7% | 6.00% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 31 | $1.4B | LLY, GOOGL, AMZN, META, NVDA |
| Q1 2026 | 33 | $1.3B | AMZN, LLY, NFLX, GOOGL, NVDA |
| Q4 2025 | 31 | $1.4B | LLY, GOOGL, META, BRK.B, WFC |
| Q3 2025 | 34 | $1.3B | GOOGL, LLY, META, AMZN, NFLX |
| Q2 2025 | 38 | $1.2B | GOOGL, META, AMZN, WFC, NFLX |
| Q1 2025 | 41 | $978.3M | BRK.B, META, GOOGL, NFLX, AMZN |
| Q4 2024 | 26 | $980.2M | GOOGL, AMZN, LLY, META, NFLX |
| Q3 2024 | 25 | $989.7M | META, GOOGL, AMZN, NFLX, LLY |
| Q2 2024 | 26 | $1.0B | GOOGL, NFLX, AMZN, META, LLY |
| Q1 2024 | 25 | $954.8M | META, GOOGL, NFLX, LLY, AMZN |