Point Windward Advisors
Point Windward Advisors reported 97 stocks worth $226M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are AMAT (3.8%), BX (3.4%) and GOOGL (3.1%). Compared with Q1 2026, the fund opened new positions in REGN, PEG and LMT, added to BX, UNH and MRK, trimmed AMAT, GOOGL and AAPL and sold out of QCOM and HHH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMAT Applied Matls Inc | $8.6M | 3.8% | 12K | −693 (−6%) | 8 of 8 | |
| 2 |  BX Blackstone Inc | $7.6M | 3.4% | 65K | +3,559 (+6%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $6.9M | 3.1% | 19K | −629 (−3%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $6.7M | 3.0% | 23K | −488 (−2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $6.6M | 2.9% | 28K | −954 (−3%) | 8 of 8 | |
| 6 |  XLK Select Sector Spdr TR | $6.4M | 2.8% | 34K | No change | 8 of 8 | |
| 7 |  AMD Advanced Micro Devices Inc | $5.9M | 2.6% | 10K | −2,093 (−17%) | 8 of 8 | |
| 8 |  ABBV Abbvie Inc | $5.8M | 2.5% | 23K | −78 (−0%) | 8 of 8 | |
| 9 |  UNH Unitedhealth Group Inc | $5.3M | 2.3% | 13K | +94 (+1%) | 5 of 8 | |
| 10 |  AVGO Broadcom Inc | $5.3M | 2.3% | 14K | −920 (−6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Point Windward Advisors 13F FAQ
What does Point Windward Advisors own?
Point Windward Advisors reported 97 stocks worth $226M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are AMAT (3.8%), BX (3.4%) and GOOGL (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did Point Windward Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 35 added to, 39 trimmed and 2 sold out. New positions include REGN, PEG and LMT. It sold all of QCOM and HHH.
When will Point Windward Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Point Windward Advisors's portfolio worth?
The Q2 2026 filing reports $226M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.