HEADWATER CAPITAL CO LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FIG | 520K | $19.43M |
 | GOOG | 472K | $148.11M |
 | TSM | 364K | $110.62M |
 | TRIP | 350K | $5.10M |
 | TCOM | 325K | $23.37M |
 | PDD | 260K | $29.48M |
 | ATAT | 200K | $7.88M |
 | HTHT | 200K | $9.41M |
 | YELP | 150K | $4.56M |
 | AMZN | 104K | $24.01M |
 | GOOGL | 100K | $31.30M |
 | NVDA | 100K | $18.66M |
 | YUMC | 100K | $4.77M |
 | OPRA | 100K | $2.06M |
 | MU | 78K | $22.26M |
 | MAR | 50K | $13.02M |
 | META | 36K | $24.03M |
 | LITE | 30K | $11.06M |
 | BABA | 16K | $2.35M |
Figma, Inc.
FIG
Shares Held
520K
Value
$19.43M
Alphabet Inc.
GOOG
Shares Held
472K
Value
$148.11M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
364K
Value
$110.62M
Tripadvisor, Inc.
TRIP
Shares Held
350K
Value
$5.10M
Trip.com Group Limited
TCOM
Shares Held
325K
Value
$23.37M
PDD Holdings Inc.
PDD
Shares Held
260K
Value
$29.48M
Atour Lifestyle Holdings Limited
ATAT
Shares Held
200K
Value
$7.88M
H World Group Limited
HTHT
Shares Held
200K
Value
$9.41M
Yelp Inc.
YELP
Shares Held
150K
Value
$4.56M
Amazon.com, Inc.
AMZN
Shares Held
104K
Value
$24.01M
Alphabet Inc.
GOOGL
Shares Held
100K
Value
$31.30M
NVIDIA Corporation
NVDA
Shares Held
100K
Value
$18.66M
Yum China Holdings, Inc.
YUMC
Shares Held
100K
Value
$4.77M
Opera Limited
OPRA
Shares Held
100K
Value
$2.06M
Micron Technology, Inc.
MU
Shares Held
78K
Value
$22.26M
Marriott International, Inc.
MAR
Shares Held
50K
Value
$13.02M
Meta Platforms, Inc.
META
Shares Held
36K
Value
$24.03M
Lumentum Holdings Inc.
LITE
Shares Held
30K
Value
$11.06M
Alibaba Group Holding Limited
BABA
Shares Held
16K
Value
$2.35M