Headwater Capital Co Ltd

CIK 2036346 · View on SEC EDGAR ↗

Portfolio value
$500.4M
#3,770 of 9,443 by 13F value · top 39.9%
Positions
15
As of
June 30, 2026

Portfolio value QoQ: -19.5% 13F does not disclose cash

Top 10 holdings weight
88.57%
Top 25 holdings weight
100.00%
Positions above 1%
15
Effective number of positions
8.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 21.64% Est. buys $121,466,000 · sells $411,346,515

Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 37.5% still held

New positions
6
Increased
2
Decreased
7
Closed
6

Put-notional exposure: 1.4% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+81.6%
S&P 500 total return (same window)
+28.1%
Excess return
+53.6%

Annualized: +49.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.8% · Options excluded: 0.2%

Sector breakdown

Communication Services
41.2%
Technology
26.9%
Financial Services
14.9%
Retail
6.2%
Consumer Discretionary
4.8%
Industrials
3.1%
Other/Unmapped
2.8%

Full portfolio 15 positions

Type Streak 8Q trend
TSM Taiwan Semiconductor Manufacturing Company Ltd. $100,289,700 20.04% 210,000 $-13,261,500 Down ×2
META Meta Platforms, Inc. - Class A Common Stock $88,718,175 17.73% 157,500 $-19,414,395 Down ×1
GOOG Alphabet Inc. - Class C Capital Stock $75,259,290 15.04% 213,000 $-9,364,410 Down ×2
AMZN Amazon.com, Inc. - Common Stock $30,984,200 6.19% 130,000
FUTU Futu Holdings Limited - American Depositary Shares $29,528,100 5.90% 315,000 $15,852,100 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $25,015,900 5.00% 70,000 $-41,122,900 Down ×1
MU Micron Technology, Inc. - Common Stock $24,240,090 4.84% 21,000 $-11,908,790 Down ×1
TCOM Trip.com Group Limited - American Depositary Shares $24,103,200 4.82% 605,000 $-8,758,200 Down ×1
V Visa Inc. $24,016,300 4.80% 70,000 Up ×1
HOOD Robinhood Markets, Inc. - Class A Common Stock $21,058,800 4.21% 210,000 $-4,374,300 Down ×1
RBLX Roblox Corporation Class A Common Stock $17,129,700 3.42% 315,000 $5,817,700 Up ×1
BWXT BWX Technologies, Inc. Common Stock $15,572,000 3.11% 80,000 Up ×1
APP Applovin Corporation - Class A Common Stock $10,304,600 2.06% 20,000 Up ×1
Unknown issuer (CUSIP: 70450C101) $7,165,000 1.43% 500,000 Up ×1
QQQ Invesco QQQ Trust, Series 1 $7,016,100 1.40% 630,000 Put option Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
AMZN $30,984,200 130,000 6.19%
V $24,016,300 70,000 4.80%
BWXT $15,572,000 80,000 3.11%
APP $10,304,600 20,000 2.06%
Unknown issuer (CUSIP: 70450C101) $7,165,000 500,000 1.43%
QQQ $7,016,100 630,000 1.40%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GOOGL Trimmed -160K -$41.1M
META Trimmed -32K -$19.4M
FUTU Bought more +215K +$15.9M
TSM Trimmed -126K -$13.3M
MU Trimmed -86K -$11.9M
GOOG Trimmed -82K -$9.4M
TCOM Trimmed -55K -$8.8M
RBLX Bought more +115K +$5.8M
HOOD Trimmed -157K -$4.4M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
NVDA June 30, 2026 315,000 $54,936,000 9.5%
DASH June 30, 2026 210,000 $31,531,500 20.1%
MSFT Sept. 30, 2025 50,000 $24,870,500 -6.7%
AMZN March 31, 2026 104,000 $24,005,280 26.2%
GOOG March 31, 2025 120,000 $22,852,800 117.7%
FIG March 31, 2026 520,000 $19,432,400 30.8%
NVDA Dec. 31, 2025 100,000 $18,658,000 17.5%
JD March 31, 2025 500,000 $17,335,000 -29.1%
MSFT March 31, 2025 38,000 $16,017,000 28.7%
AMZN March 31, 2025 70,000 $15,357,300 38.2%
PDD June 30, 2026 150,000 $15,327,000 16.1%
LITE June 30, 2026 20,000 $14,055,200 -4.4%
MAR Dec. 31, 2025 50,000 $13,022,000 15.3%
LULU Sept. 30, 2025 53,000 $12,591,740 -33.9%
NVDA June 30, 2025 100,000 $10,838,000 38.7%
FUTU June 30, 2025 100,000 $10,235,000 -10.0%
ONON June 30, 2026 300,000 $10,206,000 -13.5%
HTHT March 31, 2025 300,000 $9,909,000 34.4%
HTHT March 31, 2026 200,000 $9,410,000 -1.1%
BEKE Sept. 30, 2025 500,000 $8,870,000 -10.7%
ATAT March 31, 2026 200,000 $7,880,000 -1.0%
GOOS Sept. 30, 2025 660,000 $7,385,400 -37.3%
INTC June 30, 2025 300,000 $6,813,000 305.9%
TRIP March 31, 2026 350,000 $5,096,000 -3.7%
YUMC March 31, 2026 100,000 $4,774,000 -1.5%
YELP March 31, 2026 150,000 $4,558,500 -4.3%
BZ June 30, 2026 300,000 $4,017,000 23.2%
HIMX June 30, 2025 500,000 $3,675,000 55.8%
BABA March 31, 2026 16,000 $2,345,280 -0.1%
OPRA Dec. 31, 2025 100,000 $2,064,000 28.0%