Filed: 11/14/2025ACC: 0001420506-25-003402
📋 What this filing means
TEEWINOT CAPITAL ADVISERS, L.L.C. filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $1.29B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$1.29B
Total AUM (reported)
8.32M
Total Shares
Allocation by class
COM$634.47M49.3%
COM NEW$212.27M16.5%
CAP STK CL A$130.03M10.1%
CL A$110.28M8.6%
SPONSORED ADS$82.33M6.4%
CL B NEW$58.19M4.5%
SPONSORED ADR$42.32M3.3%
Portfolio Concentration
Top 3$348.47M27.1%
4–10$543.10M42.2%
11–25$373.90M29.1%
Rest$20.86M1.6%
Top 3 weight
27.1%
Top 10 weight
69.3%
Voting Authority Distribution
Total shares with voting rights: 8.32M
Sole
Full voting authority
8.32M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
ALPHABET INC
SOLEShares534.89K
TypeSH
Market value$130.03M
10.11%
Sole
534.89K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares155.51K
TypeSH
Market value$118.65M
9.22%
Sole
155.51K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares135.87K
TypeSH
Market value$99.78M
7.76%
Sole
135.87K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares442.16K
TypeSH
Market value$97.09M
7.55%
Sole
442.16K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares69.07K
TypeSH
Market value$82.81M
6.44%
Sole
69.07K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares460.65K
TypeSH
Market value$82.33M
6.40%
Sole
460.65K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares601.20K
TypeSH
Market value$80.50M
6.26%
Sole
601.20K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares500.53K
TypeSH
Market value$79.56M
6.19%
Sole
500.53K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares639.17K
TypeSH
Market value$62.62M
4.87%
Sole
639.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares115.74K
TypeSH
Market value$58.19M
4.52%
Sole
115.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares310.44K
TypeSH
Market value$57.92M
4.50%
Sole
310.44K
Shared
0.00
None
0.00
DELTA AIR LINES INC DEL
SOLEShares883.26K
TypeSH
Market value$50.13M
3.90%
Sole
883.26K
Shared
0.00
None
0.00
HUMANA INC
SOLEShares187.94K
TypeSH
Market value$48.90M
3.80%
Sole
187.94K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares109.38K
TypeSH
Market value$44.32M
3.45%
Sole
109.38K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares250.07K
TypeSH
Market value$42.73M
3.32%
Sole
250.07K
Shared
0.00
None
0.00
RYANAIR HOLDINGS PLC
SOLEShares702.72K
TypeSH
Market value$42.32M
3.29%
Sole
702.72K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares195.04K
TypeSH
Market value$41.46M
3.22%
Sole
195.04K
Shared
0.00
None
0.00
CONTROLADORA VUELA COMP DE A
SOLEShares1.50M
TypeSH
Market value$10.73M
0.83%
Sole
1.50M
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares132.28K
TypeSH
Market value$8.07M
0.63%
Sole
132.28K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares13.21K
TypeSH
Market value$7.51M
0.58%
Sole
13.21K
Shared
0.00
None
0.00
EOG RES INC
SOLEShares42.03K
TypeSH
Market value$4.71M
0.37%
Sole
42.03K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares25.70K
TypeSH
Market value$4.30M
0.33%
Sole
25.70K
Shared
0.00
None
0.00
M & T BK CORP
SOLEShares18.78K
TypeSH
Market value$3.71M
0.29%
Sole
18.78K
Shared
0.00
None
0.00
PULTE GROUP INC
SOLEShares27.21K
TypeSH
Market value$3.59M
0.28%
Sole
27.21K
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares817.00
TypeSH
Market value$3.51M
0.27%
Sole
817.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 534.89K | SH | $130.03M 10.11% | 534.89K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 155.51K | SH | $118.65M 9.22% | 155.51K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 135.87K | SH | $99.78M 7.76% | 135.87K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 442.16K | SH | $97.09M 7.55% | 442.16K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 69.07K | SH | $82.81M 6.44% | 69.07K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 460.65K | SH | $82.33M 6.40% | 460.65K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 601.20K | SH | $80.50M 6.26% | 601.20K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 500.53K | SH | $79.56M 6.19% | 500.53K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 639.17K | SH | $62.62M 4.87% | 639.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 115.74K | SH | $58.19M 4.52% | 115.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 310.44K | SH | $57.92M 4.50% | 310.44K | 0.00 | 0.00 |
DELTA AIR LINES INC DELSOLE | COM NEW | 883.26K | SH | $50.13M 3.90% | 883.26K | 0.00 | 0.00 |
HUMANA INCSOLE | COM | 187.94K | SH | $48.90M 3.80% | 187.94K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 109.38K | SH | $44.32M 3.45% | 109.38K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 250.07K | SH | $42.73M 3.32% | 250.07K | 0.00 | 0.00 |
RYANAIR HOLDINGS PLCSOLE | SPONSORED ADR | 702.72K | SH | $42.32M 3.29% | 702.72K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 195.04K | SH | $41.46M 3.22% | 195.04K | 0.00 | 0.00 |
CONTROLADORA VUELA COMP DE ASOLE | SPON ADR RP 10 | 1.50M | SH | $10.73M 0.83% | 1.50M | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 132.28K | SH | $8.07M 0.63% | 132.28K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 13.21K | SH | $7.51M 0.58% | 13.21K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 42.03K | SH | $4.71M 0.37% | 42.03K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 25.70K | SH | $4.30M 0.33% | 25.70K | 0.00 | 0.00 |
M & T BK CORPSOLE | COM | 18.78K | SH | $3.71M 0.29% | 18.78K | 0.00 | 0.00 |
PULTE GROUP INCSOLE | COM | 27.21K | SH | $3.59M 0.28% | 27.21K | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 817.00 | SH | $3.51M 0.27% | 817.00 | 0.00 | 0.00 |
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