Watchtower Advisors, LP reported 11 holdings worth US$180M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Watchtower Advisors, LP reported 11 holdings worth US$180M as of Jun 30, 2026. Largest: Asml Holding Nv, Omega Healthcare Investors, Inc. and Cvs Health Corporation. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$180M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Asml Holding Nv | 31,261 | US$62.2M | 34.6% |
| Omega Healthcare Investors, Inc. | 541K | US$25.8M | 14.4% |
| Cvs Health Corporation | 182K | US$18.9M | 10.5% |
| Micron Technology, Inc. | 12,000 | US$13.9M | 7.7% |
| Patrick Industries, Inc. | 150K | US$13.5M | 7.5% |
| Textron Inc. | 126K | US$11.5M | 6.4% |
| Dba Sempra | 114K | US$10.5M | 5.9% |
| Installed Building Products, Inc. | 32,277 | US$7.42M | 4.1% |
| Nokia Oyj | 500K | US$6.64M | 3.7% |
| Elanco Animal Health Incorporated | 222K | US$5.46M | 3.0% |
| Advanced Micro Devices Inc | 6,666 | US$3.87M | 2.2% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Somnigroup International Inc. | 0 | US$0 | 0.00% |