Windward Capital Management Co ca is an investment fund managing more than $1.04 billion ran by Stephan Pene. There are currently 76 companies in Mr. Pene’s portfolio. The largest investments include Apple Inc and Amazon.com, together worth $229 million.
Limited to 30 biggest holdings
$1.04 billion Assets Under Management (AUM)
As of 13th October 2023, Windward Capital Management Co ca’s top holding is 1,017,960 shares of Apple Inc currently worth over $174 million and making up 16.8% of the portfolio value.Relative to the number of outstanding shares of Apple Inc, Windward Capital Management Co ca owns more than approximately 0.1% of the company.In addition, the fund holds 428,907 shares of Amazon.com worth $54.5 million, whose value grew 23.7% in the past six months. The third-largest holding is Costco Wholesale Corp worth $42.3 million and the next is Salesforce Inc worth $41.8 million, with 206,261 shares owned.
Currently, Windward Capital Management Co ca's portfolio is worth at least $1.04 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Windward Capital Management Co ca
The Windward Capital Management Co ca office and employees reside in Los Angeles, California. According to the last 13-F report filed with the SEC, Stephan Pene serves as the CFO/CCO at Windward Capital Management Co ca.
