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CIK: 0001965819
Total reported value
$35.6M
$35.6M
94 檔
27.7%
In Q2 2024, West Tower Group, LLC's U.S. equity holdings reached a combined market value of $35.6M, distributed across 94 disclosed stock positions.
During Q2 2024, West Tower Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HPE | Hewlett Packard Enterprise | Stock-Tech | 7.03% | — | — | |
| 2 | WBD | Warner Bros Discovery Inc | Stock-Comm Services | 6.95% | -0.45% | +61.25% | |
| 3 | ONL | Orion Properties Inc. | Stock-Other | 5.14% | — | +2.41% | |
| 4 | ✓ | Stock-Other | 4.03% | +0.49% | +2.36% | ||
| 5 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 3.47% | — | -5.95% | |
| 6 | GPRE | Green Plains Inc | Stock-Other | 3.47% | — | — | |
| 7 | EHABUSD | Enhabit Inc | Stock-Other | 3.29% | -15.87% | EXIT | |
| 8 | TYL | Tyler Technologies Inc | Stock-Tech | 3.06% | -0.26% | -6.25% | |
| 9 | EXLS | Exlservice Holdings Inc | Stock-Tech | 2.63% | -0.83% | EXIT | |
| 10 | PRGO | Perrigo Company plc | Stock-Healthcare | 2.58% | -1.53% | +268.57% | |
| 11 | M | Macy's, Inc. | Stock-Consumer Disc | 2.44% | — | +20.26% | |
| 12 | GMS1EUR | Gms Inc | Stock-Other | 2.40% | — | -4.35% | |
| 13 | OII | Oceaneering Intl Inc | Stock-Energy | 2.21% | — | +155.56% | |
| 14 | FIX | Comfort Systems USA Inc | Stock-Industrials | 2.16% | — | — | |
| 15 | NWSA | News CORP - Class A | Stock-Comm Services | 2.04% | -1.96% | -22.60% | |
| 16 | ✓ | Ferroglobe PLC | Stock-Other | 1.92% | -0.49% | — | |
| 17 | DBX | Dropbox Inc-class A | Stock-Tech | 1.79% | — | +78.69% | |
| 18 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.77% | — | +352.28% | |
| 19 | DAKT | Daktronics Inc | Stock-Other | 1.70% | — | +18.42% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.37% | — | — | |
| 21 | LYFT | Lyft Inc-a | Stock-Tech | 1.33% | +1.80% | +1066.67% | |
| 22 | CASH | Pathward Financial Inc | Stock-Other | 1.30% | — | — | |
| 23 | AKX | Ansys Inc | Stock-Other | 1.26% | — | — | |
| 24 | DRVN | Driven Brands Holdings Inc | Stock-Other | 1.19% | — | +197.07% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.18% | — | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 1.14% | -1.81% | — | |
| 27 | LYTS | Lsi Industries Inc | Stock-Other | 1.11% | — | — | |
| 28 | NABL | N-able Inc | Stock-Other | 1.07% | — | — | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 1.05% | +2.23% | NEW | |
| 30 | MGNI | Magnite Inc | Stock-Other | 1.03% | — | — | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 1.02% | — | +60.00% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | — | — | |
| 33 | MRVL | Marvell Technology Inc | Stock-Tech | 0.94% | +0.84% | NEW | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.91% | — | +400.00% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | — | -63.44% | |
| 36 | MNDY | monday.com Ltd. | Stock-Tech | 0.85% | — | +62.50% | |
| 37 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.83% | — | +75.00% | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.76% | — | — | |
| 39 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.73% | +1.03% | NEW | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | — | +150.00% | |
| 41 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.66% | — | — | |
| 42 | AMBP | Ardagh Metal Packaging S.A. | Stock-Other | 0.66% | — | -32.53% | |
| 43 | HUBS | Hubspot Inc | Stock-Tech | 0.64% | — | — | |
| 44 | CCOI | Cogent Communications Holdin | Stock-Other | 0.61% | — | — | |
| 45 | G2C | Everi Holdings Inc | Stock-Other | 0.60% | — | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.60% | — | — | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.57% | — | — | |
| 48 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.57% | — | — | |
| 49 | EXTR | Extreme Networks Inc | Stock-Other | 0.55% | — | — | |
| 50 | OKTA | Okta Inc | Stock-Tech | 0.51% | — | — |
According to official SEC Form 13F filings, West Tower Group, LLC reported a total U.S. public equity portfolio value of $35.6M across 94 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including HPE, WBD, ONL) accounted for 27.7% of total reported equity market value during Q2 2024.
During Q2 2024, West Tower Group, LLC's top holdings by market value included HPE (7.0%)、WBD (7.0%)、ONL (5.1%). The largest single position, HPE, represented 7.0% of total portfolio value.
In Q2 2024, West Tower Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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