West Tower Group, LLC
West Tower Group, LLC reported 47 holdings worth US$35.6M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
West Tower Group, LLC reported 47 holdings worth US$35.6M as of Jun 30, 2026. Largest: Lyft, Inc., Primoris Services Corporation and Onespaworld Holdings Limited. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 47
- Value as reported
- US$35.6M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lyft, Inc. | 184K | US$2.69M | 7.5% |
| Primoris Services Corporation | 25,972 | US$2.57M | 7.2% |
| Onespaworld Holdings Limited | 63,867 | US$1.8M | 5.1% |
| News Corporation | 68,285 | US$1.7M | 4.8% |
| Roku, Inc. | 10,950 | US$1.51M | 4.2% |
| Fiserv, Inc. | 29,301 | US$1.44M | 4.0% |
| Reddit, Inc. | 8,200 | US$1.42M | 4.0% |
| Shattuck Labs, Inc. | 192K | US$1.33M | 3.7% |
| Generac Holdings Inc. | 4,100 | US$1.2M | 3.4% |
| Warner Bros. Discovery, Inc. - Series A | 41,915 | US$1.12M | 3.1% |
| Cabot Corporation | 10,681 | US$970K | 2.7% |
| Arcos Dorados Holdings Inc. | 110K | US$885K | 2.5% |
| Analog Devices, Inc. | 2,000 | US$794K | 2.2% |
| Solv Energy, Inc. | 23,000 | US$783K | 2.2% |
| Jacobs Solutions Inc. | 6,200 | US$781K | 2.2% |
| Argan, Inc. | 850 | US$679K | 1.9% |
| Alphabet Inc (google) Class C | 1,500 | US$536K | 1.5% |
| Construction Partners, Inc. | 4,200 | US$499K | 1.4% |
| Lam Research Corporation | 1,100 | US$477K | 1.3% |
| Cisco Systems, Inc. | 4,000 | US$470K | 1.3% |
| Stmicroelectronics Nv | 6,000 | US$449K | 1.3% |
| Take-two Interactive Software, Inc. | 1,600 | US$400K | 1.1% |
| Airbnb, Inc. | 2,500 | US$358K | 1.0% |
| Peloton Interactive, Inc. | 60,000 | US$355K | 1.00% |
| Intel Corporation | 2,500 | US$349K | 0.98% |
| Twilio Inc. | 1,500 | US$309K | 0.87% |
| Tyler Technologies, Inc. | 1,025 | US$300K | 0.84% |
| Marvell Technology, Inc. | 1,000 | US$298K | 0.84% |
| Symbotic Inc. | 6,500 | US$292K | 0.82% |
| Corning Incorporated | 1,000 | US$255K | 0.72% |
| Snowflake Inc. | 1,000 | US$255K | 0.71% |
| Semtech Corporation | 1,500 | US$243K | 0.68% |
| Amazon.com, Inc. | 1,000 | US$238K | 0.67% |
| Hut 8 Corp. | 2,000 | US$231K | 0.65% |
| Modine Manufacturing Company | 800 | US$214K | 0.60% |
| The Realreal, Inc. | 17,273 | US$204K | 0.57% |
| Apple Inc | 700 | US$203K | 0.57% |
| Alkami Technology, Inc. | 10,000 | US$181K | 0.51% |
| Advanced Micro Devices Inc | 0 | US$0 | 0.00% |
| Enhabit, Inc. | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Nokia Oyj | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Zeta Global Holdings Corp. | 0 | US$0 | 0.00% |
| Figma Inc | 0 | US$0 | 0.00% |
| Exlservice Holdings, Inc. | 0 | US$0 | 0.00% |
Source
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