West Tower Group, LLC
West Tower Group, LLC reported 34 holdings worth US$27M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
West Tower Group, LLC reported 34 holdings worth US$27M as of Sep 30, 2026. Largest: Lyft, Inc., Primoris Services Corporation and Roku, Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$27M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Lyft, Inc. | 134K | US$2.02M | 7.5% |
| Primoris Services Corporation | 25,772 | US$1.92M | 7.1% |
| Roku, Inc. | 10,950 | US$1.67M | 6.2% |
| Generac Holdings Inc. | 6,963 | US$1.44M | 5.3% |
| Shattuck Labs, Inc. | 192K | US$1.31M | 4.8% |
| Onespaworld Holdings Limited | 56,500 | US$1.27M | 4.7% |
| Reddit, Inc. | 8,200 | US$1.17M | 4.3% |
| News Corporation | 38,766 | US$1.11M | 4.1% |
| Fiserv, Inc. | 15,657 | US$707K | 2.6% |
| Solv Energy, Inc. | 28,000 | US$673K | 2.5% |
| Airbnb, Inc. | 4,000 | US$643K | 2.4% |
| Myr Group, Inc. | 2,000 | US$585K | 2.2% |
| Analog Devices, Inc. | 1,200 | US$476K | 1.8% |
| Jacobs Solutions Inc. | 3,268 | US$442K | 1.6% |
| Construction Partners, Inc. | 4,900 | US$441K | 1.6% |
| Janux Therapeutics, Inc. | 23,000 | US$397K | 1.5% |
| Qualcomm Incorporated | 2,000 | US$368K | 1.4% |
| Argan, Inc. | 800 | US$302K | 1.1% |
| Alphabet Inc (google) Class C | 800 | US$275K | 1.0% |
| Servicenow, Inc. | 2,000 | US$268K | 0.99% |
| Semtech Corporation | 1,300 | US$232K | 0.86% |
| Tyler Technologies, Inc. | 725 | US$231K | 0.86% |
| Intel Corporation | 1,800 | US$216K | 0.80% |
| Snowflake Inc. | 600 | US$204K | 0.76% |
| Erock, Inc. | 16,000 | US$196K | 0.73% |
| The Realreal, Inc. | 0 | US$0 | 0.00% |
| Apple Inc | 0 | US$0 | 0.00% |
| Alkami Technology, Inc. | 0 | US$0 | 0.00% |
| Symbotic Inc. | 0 | US$0 | 0.00% |
| Modine Manufacturing Company | 0 | US$0 | 0.00% |
| Warner Bros. Discovery, Inc. - Series A | 0 | US$0 | 0.00% |
| Cabot Corporation | 0 | US$0 | 0.00% |
| Arcos Dorados Holdings Inc. | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Cisco Systems, Inc. | 0 | US$0 | 0.00% |
| Stmicroelectronics Nv | 0 | US$0 | 0.00% |
| Take-two Interactive Software, Inc. | 0 | US$0 | 0.00% |
| Peloton Interactive, Inc. | 0 | US$0 | 0.00% |
| Twilio Inc. | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Amazon.com, Inc. | 0 | US$0 | 0.00% |
| Hut 8 Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related