West Tower Group
Latest statistics and disclosures from West Tower Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PRGO, LYFT, PRIM, OSW, NWSA, and represent 34.88% of West Tower Group's stock portfolio.
- Added to shares of these 10 stocks: FISV, STTK, ADI, AGX, LYFT, GOOGL, VIXY, ROAD, MWH, LRCX.
- Started 21 new stock positions in LRCX, HUT, VIXY, FISV, NXPI, ADI, AGX, SNOW, STX, CSCO. STTK, REAL, STM, FROG, ROAD, SMTC, GLW, GOOGL, TWLO, MRVL, MOD.
- Reduced shares in these 10 stocks: Enhabit Ord (-$5.1M), SIMO, INTC, AAPL, GNRC, NWSA, FIG, J, AMD, ROKU.
- Sold out of its positions in AMD, Enhabit Ord, EXLS, FIG, IBM, NOK, Peloton Interactive Inc call, CRM, ZETA.
- West Tower Group was a net seller of stock by $-259k.
- West Tower Group has $36M in assets under management (AUM), dropping by 11.13%.
- Central Index Key (CIK): 0001965819
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Portfolio Holdings for West Tower Group
West Tower Group holds 45 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 10.3 | $3.7M | 353k | 10.39 |
|
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| Lyft Cl A Com (LYFT) | 7.5 | $2.7M | +32% | 184k | 14.61 |
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| Primoris Services (PRIM) | 7.2 | $2.6M | 26k | 99.12 |
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| Onespaworld Holdings Ltd onespaworld hold (OSW) | 5.1 | $1.8M | 64k | 28.24 |
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| News Corp Cl A (NWSA) | 4.8 | $1.7M | -20% | 68k | 24.83 |
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| Roku Com Cl A (ROKU) | 4.2 | $1.5M | -15% | 11k | 138.14 |
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| Fiserv (FISV) | 4.0 | $1.4M | NEW | 29k | 49.05 |
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| Reddit Cl A (RDDT) | 4.0 | $1.4M | -5% | 8.2k | 173.58 |
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| Shattuck Labs (STTK) | 3.7 | $1.3M | NEW | 192k | 6.94 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 3.6 | $1.3M | -57% | 3.8k | 333.33 |
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| Generac Holdings (GNRC) | 3.4 | $1.2M | -31% | 4.1k | 292.81 |
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| Warner Bros Discovery Com Ser A (WBD) | 3.1 | $1.1M | 42k | 26.66 |
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| Cabot Corporation (CBT) | 2.7 | $970k | +82% | 11k | 90.82 |
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| Arcos Dorados Hldgs Shs Class -a - (ARCO) | 2.5 | $886k | 110k | 8.06 |
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| Analog Devices (ADI) | 2.2 | $794k | NEW | 2.0k | 397.17 |
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| Solv Energy Com Shs Cl A (MWH) | 2.2 | $783k | +155% | 23k | 34.05 |
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| Jacobs Engineering Group (J) | 2.2 | $781k | -31% | 6.2k | 126.00 |
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| Argan (AGX) | 1.9 | $679k | NEW | 850.00 | 798.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $536k | NEW | 1.5k | 357.37 |
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| Proshares Tr Ii Vix Sht Term Fut (VIXY) | 1.5 | $532k | NEW | 25k | 21.29 |
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| Construction Partners Com Cl A (ROAD) | 1.4 | $499k | NEW | 4.2k | 118.77 |
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| Lam Research Corp Com New (LRCX) | 1.3 | $477k | NEW | 1.1k | 433.33 |
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| Cisco Systems (CSCO) | 1.3 | $470k | NEW | 4.0k | 117.46 |
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| Stmicroelectronics N V Ny Registry (STM) | 1.3 | $449k | NEW | 6.0k | 74.89 |
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| Take-Two Interactive Software (TTWO) | 1.1 | $400k | +33% | 1.6k | 249.98 |
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| Ferroglobe SHS (GSM) | 1.1 | $398k | 125k | 3.18 |
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| Nxp Semiconductors N V (NXPI) | 1.0 | $365k | NEW | 1.3k | 281.03 |
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| Jfrog Ord Shs (FROG) | 1.0 | $364k | NEW | 4.0k | 90.88 |
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| Airbnb Com Cl A (ABNB) | 1.0 | $358k | +25% | 2.5k | 143.10 |
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| Peloton Interactive Cl A Com (PTON) | 1.0 | $355k | +50% | 60k | 5.91 |
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| Intel Corporation (INTC) | 1.0 | $349k | -75% | 2.5k | 139.63 |
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| Twilio Cl A (TWLO) | 0.9 | $310k | NEW | 1.5k | 206.33 |
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| Tyler Technologies (TYL) | 0.8 | $300k | 1.0k | 292.46 |
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| Marvell Technology (MRVL) | 0.8 | $298k | NEW | 1.0k | 297.89 |
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| Symbotic Class A Com (SYM) | 0.8 | $292k | -7% | 6.5k | 44.95 |
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| Corning Incorporated (GLW) | 0.7 | $255k | NEW | 1.0k | 255.43 |
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| Snowflake Com Shs (SNOW) | 0.7 | $255k | NEW | 1.0k | 254.50 |
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| Semtech Corporation (SMTC) | 0.7 | $243k | NEW | 1.5k | 161.85 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.7 | $241k | NEW | 250.00 | 965.00 |
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| Amazon (AMZN) | 0.7 | $238k | -33% | 1.0k | 238.34 |
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| Hut 8 Corp (HUT) | 0.6 | $231k | NEW | 2.0k | 115.44 |
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| Modine Manufacturing (MOD) | 0.6 | $214k | NEW | 800.00 | 267.02 |
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| Realreal (REAL) | 0.6 | $204k | NEW | 17k | 11.79 |
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| Apple (AAPL) | 0.6 | $203k | -76% | 700.00 | 289.36 |
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| Alkami Technology (ALKT) | 0.5 | $181k | -16% | 10k | 18.12 |
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Past Filings by West Tower Group
SEC 13F filings are viewable for West Tower Group going back to 2022
- West Tower Group 2026 Q2 filed July 31, 2026
- West Tower Group 2026 Q1 filed April 29, 2026
- West Tower Group 2025 Q4 filed Feb. 4, 2026
- West Tower Group 2025 Q3 filed Oct. 16, 2025
- West Tower Group 2025 Q2 filed July 29, 2025
- West Tower Group 2025 Q1 filed May 9, 2025
- West Tower Group 2024 Q4 filed Feb. 11, 2025
- West Tower Group 2024 Q3 filed Nov. 13, 2024
- West Tower Group 2024 Q2 filed Aug. 14, 2024
- West Tower Group 2024 Q1 filed May 14, 2024
- West Tower Group 2023 Q4 filed Feb. 14, 2024
- West Tower Group 2023 Q3 filed Nov. 14, 2023
- West Tower Group 2023 Q2 filed Aug. 14, 2023
- West Tower Group 2023 Q1 filed May 15, 2023
- West Tower Group 2022 Q4 restated filed Feb. 15, 2023
- West Tower Group 2022 Q4 filed Feb. 14, 2023