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West Tower Group, LLC 13F holdings

Filed 2026-07-31 · West Tower Group, LLC · 47 positions · $35.6M

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TickerCompanySharesValue% of portfolio
—PERRIGO CO PLC352.5K$3.7M10.3%
LYFTLYFT INC138.9K$2.0M5.7%
—ONESPAWORLD HOLDINGS LIMITED63.9K$1.8M5.1%
PRIMPRIMORIS SVCS CORP17.6K$1.7M4.9%
NMAXNEWS CORP NEW68.3K$1.7M4.8%
ROKUROKU INC10.9K$1.5M4.2%
FISVFISERV INC29.3K$1.4M4.0%
RDDTREDDIT INC8.2K$1.4M4.0%
STTKSHATTUCK LABS INC191.6K$1.3M3.7%
SIMOSILICON MOTION TECHNOLOGY CO3.8K$1.3M3.6%
GNRCGENERAC HLDGS INC4.1K$1.2M3.4%
WBDWARNER BROS DISCOVERY INC41.9K$1.1M3.1%
CBTCABOT CORP10.7K$970,0482.7%
—ARCOS DORADOS HLDGS INC109.9K$885,4642.5%
PRIMPRIMORIS SVCS CORP8.4K$829,8332.3%
ADIANALOG DEVICES INC2.0K$794,3402.2%
MWHSOLV ENERGY INC23.0K$783,1502.2%
JJACOBS SOLUTIONS INC6.2K$781,2002.2%
AGXARGAN INC850$678,7681.9%
LYFTLYFT INC45.0K$657,4501.8%
GOOGLALPHABET INC1.5K$536,0551.5%
—PROSHARES TR II25.0K$532,2501.5%
ROADCONSTRUCTION PARTNERS INC4.2K$498,8341.4%
LRCXLAM RESEARCH CORP1.1K$476,6631.3%
CSCOCISCO SYS INC4.0K$469,8401.3%
STMSTMICROELECTRONICS N V6.0K$449,3401.3%
TTWOTAKE-TWO INTERACTIVE SOFTWAR1.6K$399,9681.1%
—FERROGLOBE PLC125.3K$398,4061.1%
NXPINXP SEMICONDUCTORS N V1.3K$365,3391.0%
FROGJFROG LTD4.0K$363,5201.0%
ABNBAIRBNB INC2.5K$357,7501.0%
PTONPELOTON INTERACTIVE INC60.0K$354,6001.0%
INTCINTEL CORP2.5K$349,0751.0%
TWLOTWILIO INC1.5K$309,4950.9%
TYLTYLER TECHNOLOGIES INC1.0K$299,7720.8%
MRVLMARVELL TECHNOLOGY INC1.0K$297,8900.8%
SYMSYMBOTIC INC6.5K$292,1750.8%
GLWCORNING INC1.0K$255,4300.7%
SNOWSNOWFLAKE INC1.0K$254,5000.7%
SMTCSEMTECH CORP1.5K$242,7750.7%
STXSEAGATE TECHNOLOGY HLDNGS PL250$241,2500.7%
AMZNAMAZON COM INC1.0K$238,3400.7%
HUTHUT 8 CORP2.0K$230,8900.6%
MODMODINE MFG CO800$213,6160.6%
REALTHE REALREAL INC17.3K$203,6490.6%
AAPLAPPLE INC700$202,5520.6%
ALKTALKAMI TECHNOLOGY INC10.0K$181,2000.5%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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