West Tower Group as of Sept. 30, 2025
Portfolio Holdings for West Tower Group
West Tower Group holds 47 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Perrigo SHS (PRGO) | 11.2 | $3.9M | 173k | 22.27 | |
| Primoris Services (PRIM) | 10.7 | $3.7M | 27k | 137.33 | |
| Enhabit Ord (EHAB) | 8.7 | $3.0M | 375k | 8.01 | |
| Warner Bros Discovery Com Ser A (WBD) | 5.8 | $2.0M | 102k | 19.53 | |
| Reddit Cl A (RDDT) | 4.5 | $1.5M | 6.7k | 229.99 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 3.8 | $1.3M | 61k | 21.14 | |
| ExlService Holdings (EXLS) | 3.5 | $1.2M | 28k | 44.03 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 3.4 | $1.2M | 12k | 94.81 | |
| Tyler Technologies (TYL) | 3.3 | $1.1M | 2.2k | 523.16 | |
| Lyft Cl A Com (LYFT) | 3.3 | $1.1M | 51k | 22.01 | |
| Roku Com Cl A (ROKU) | 3.2 | $1.1M | 11k | 100.13 | |
| Arcos Dorados Holdings Shs Class -a - (ARCO) | 3.1 | $1.1M | 159k | 6.75 | |
| News Corp Cl A (NWSA) | 2.9 | $997k | 33k | 30.71 | |
| Jacobs Engineering Group (J) | 2.5 | $854k | 5.7k | 149.86 | |
| Orion Engineered Carbons (OEC) | 2.4 | $839k | 111k | 7.58 | |
| Intel Corporation (INTC) | 2.4 | $815k | 24k | 33.55 | |
| Oceaneering International (OII) | 1.9 | $669k | 27k | 24.78 | |
| Marvell Technology (MRVL) | 1.8 | $631k | 7.5k | 84.07 | |
| Dropbox Cl A (DBX) | 1.5 | $529k | 18k | 30.21 | |
| Dream Finders Homes Com Cl A (DFH) | 1.5 | $517k | 20k | 25.92 | |
| Daktronics (DAKT) | 1.3 | $450k | 22k | 20.92 | |
| Spotify Technology S A SHS (SPOT) | 1.0 | $349k | 500.00 | 698.00 | |
| Applied Materials (AMAT) | 0.9 | $307k | 1.5k | 204.74 | |
| Nuscale Pwr Corp Cl A Com (SMR) | 0.8 | $288k | 8.0k | 36.00 | |
| Dell Technologies CL C (DELL) | 0.8 | $284k | 2.0k | 141.77 | |
| Ishares Msci Brazil Etf (EWZ) | 0.8 | $282k | 9.1k | 31.00 | |
| Oracle Corporation (ORCL) | 0.8 | $281k | 1.0k | 281.24 | |
| Roblox Corp Cl A (RBLX) | 0.8 | $277k | 2.0k | 138.52 | |
| Broadcom (AVGO) | 0.8 | $264k | 800.00 | 329.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $243k | 1.0k | 243.10 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.7 | $238k | 12k | 19.87 | |
| Arista Networks Com Shs (ANET) | 0.7 | $233k | 1.6k | 145.71 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $228k | 1.0k | 227.73 | |
| Vertiv Holdings Com Cl A (VRT) | 0.7 | $226k | 1.5k | 150.86 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.7 | $226k | 8.0k | 28.26 | |
| International Business Machines (IBM) | 0.7 | $226k | 800.00 | 282.16 | |
| Snowflake Com Shs (SNOW) | 0.7 | $226k | 1.0k | 225.55 | |
| Gitlab Class A Com (GTLB) | 0.7 | $225k | 5.0k | 45.08 | |
| Peloton Interactive Cl A Com (PTON) | 0.7 | $225k | 25k | 9.00 | |
| Pagerduty (PD) | 0.6 | $215k | 13k | 16.52 | |
| Zscaler Incorporated (ZS) | 0.6 | $210k | 700.00 | 299.66 | |
| ConocoPhillips (COP) | 0.6 | $206k | 2.2k | 94.59 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.6 | $204k | 2.6k | 78.37 | |
| Tempus Ai Cl A (TEM) | 0.6 | $202k | 2.5k | 80.71 | |
| Rumble Com Cl A (RUM) | 0.5 | $181k | 25k | 7.24 | |
| Sealsq Corp Ord Shs (LAES) | 0.3 | $88k | 24k | 3.74 | |
| Snap Cl A (SNAP) | 0.2 | $77k | 10k | 7.71 |
