HEADWATER CAPITAL CO LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TCOM | 660K | $32.86M |
 | HOOD | 367K | $25.43M |
 | TSM | 336K | $113.55M |
 | NVDA | 315K | $54.94M |
 | ONON | 300K | $10.21M |
 | BZ | 300K | $4.02M |
 | GOOG | 295K | $84.62M |
 | GOOGL | 230K | $66.14M |
 | DASH | 210K | $31.53M |
 | RBLX | 200K | $11.31M |
 | META | 189K | $108.13M |
 | PDD | 150K | $15.33M |
 | MU | 107K | $36.15M |
 | FUTU | 100K | $13.68M |
 | LITE | 20K | $14.06M |
Trip.com Group Limited
TCOM
Shares Held
660K
Value
$32.86M
Robinhood Markets, Inc.
HOOD
Shares Held
367K
Value
$25.43M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
336K
Value
$113.55M
NVIDIA Corporation
NVDA
Shares Held
315K
Value
$54.94M
On Holding AG
ONON
Shares Held
300K
Value
$10.21M
Kanzhun Limited
BZ
Shares Held
300K
Value
$4.02M
Alphabet Inc.
GOOG
Shares Held
295K
Value
$84.62M
Alphabet Inc.
GOOGL
Shares Held
230K
Value
$66.14M
DoorDash, Inc.
DASH
Shares Held
210K
Value
$31.53M
Roblox Corporation
RBLX
Shares Held
200K
Value
$11.31M
Meta Platforms, Inc.
META
Shares Held
189K
Value
$108.13M
PDD Holdings Inc.
PDD
Shares Held
150K
Value
$15.33M
Micron Technology, Inc.
MU
Shares Held
107K
Value
$36.15M
Futu Holdings Limited
FUTU
Shares Held
100K
Value
$13.68M
Lumentum Holdings Inc.
LITE
Shares Held
20K
Value
$14.06M