West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 94
- +3 vs. Q1 2024
- Portfolio value
- $37.0M
- +$3.84M (+11.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HPEHewlett Packard Enterprise Co | COM | 122,812 | $2.60M | 7.0% | +122,812 | New | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 345,621 | $2.57M | 7.0% | +131,287+61.3% | Added | History |
| OECOrion S.A. | COM | 86,683 | $1.90M | 5.1% | +2,043+2.4% | Added | History |
| OSWOnespaworld Holdings Ltd | COM | 97,017 | $1.49M | 4.0% | +2,236+2.4% | Added | History |
| URBNUrban Outfitters Inc | COM | 31,303 | $1.28M | 3.5% | −1,981−6.0% | Reduced | History |
| GPREGreen Plains Inc. | COM | 80,876 | $1.28M | 3.5% | 00.0% | Unchanged | History |
| EHABEnhabit, Inc. | COM | 136,576 | $1.22M | 3.3% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 2,250 | $1.13M | 3.1% | −150−6.3% | Reduced | History |
| EXLSExlService Holdings, Inc. | COM | 31,000 | $972.2K | 2.6% | +31,000 | New | History |
| PRGOPERRIGO Co plc | SHS | 37,226 | $956.0K | 2.6% | +27,126+268.6% | Added | History |
| MMacy's, Inc. | COM | 46,986 | $902.1K | 2.4% | +7,916+20.3% | Added | History |
| GMSGMS Inc. | COM | 11,000 | $886.7K | 2.4% | −500−4.3% | Reduced | History |
| OIIOceaneering International Inc | Stock | 34,500 | $816.3K | 2.2% | +21,000+155.6% | Added | History |
| FIXComfort Systems USA Inc | COM | 2,628 | $799.2K | 2.2% | 00.0% | Unchanged | History |
| NWSANews Corp | CL A | 27,385 | $755.0K | 2.0% | −7,995−22.6% | Reduced | History |
| GSMFerroglobe PLC | SHS | 132,291 | $709.1K | 1.9% | 00.0% | Unchanged | History |
| DBXDropbox, Inc. | CL A | 29,520 | $663.3K | 1.8% | +13,000+78.7% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 11,307 | $656.1K | 1.8% | +8,807+352.3% | Added | History |
| DAKTDaktronics Inc | COM | 45,000 | $627.8K | 1.7% | +7,000+18.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $508.5K | 1.4% | +1,500 | New | History |
| LYFTLyft, Inc. | CL A COM | 35,000 | $493.5K | 1.3% | +32,000+1,066.7% | Added | History |
| CASHPathward Financial, Inc. | COM | 8,490 | $480.3K | 1.3% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 1,450 | $466.2K | 1.3% | 00.0% | Unchanged | History |
| DRVNDriven Brands Holdings Inc. | COM | 34,671 | $441.4K | 1.2% | +23,000+197.1% | Added | History |
| TSLATesla, Inc. | Stock | 2,200 | $435.3K | 1.2% | +2,200 | New | History |
| AAPLApple Inc. | Stock | 2,000 | $421.2K | 1.1% | +2,000 | New | History |
| LYTSLsi Industries Inc | COM | 28,365 | $410.4K | 1.1% | 00.0% | Unchanged | History |
| NABLN-able, Inc. | COMMON STOCK | 26,000 | $396.0K | 1.1% | +26,000 | New | History |
| ADIAnalog Devices Inc | Stock | 1,700 | $388.0K | 1.0% | +1,700 | New | History |
| MGNIMagnite, Inc. | COM | 28,644 | $380.7K | 1.0% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 1,600 | $377.6K | 1.0% | +600+60.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 800 | $357.6K | 1.0% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 5,000 | $349.5K | 0.9% | +2,000+66.7% | Added | History |
| NFLXNetflix Inc | Stock | 500 | $337.4K | 0.9% | +400+400.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 200 | $321.1K | 0.9% | −347−63.4% | Reduced | History |
| MNDYmonday.com Ltd. | SHS | 1,300 | $313.0K | 0.8% | +500+62.5% | Added | History |
| PINSPinterest, Inc. | CL A | 7,000 | $308.5K | 0.8% | +3,000+75.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 900 | $282.4K | 0.8% | +900 | New | History |
| NXPINXP Semiconductors N.V. | COM | 1,000 | $269.1K | 0.7% | +400+66.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 500 | $252.1K | 0.7% | +300+150.0% | Added | History |
| TTDTrade Desk, Inc. | Stock | 2,500 | $244.2K | 0.7% | 00.0% | Unchanged | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 71,359 | $242.6K | 0.7% | −34,403−32.5% | Reduced | History |
| HUBSHubSpot Inc | COM | 400 | $235.9K | 0.6% | +400 | New | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 4,025 | $227.2K | 0.6% | +4,025 | New | History |
| EVRIEveri Holdings Inc. | COM | 26,555 | $223.1K | 0.6% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 400 | $222.2K | 0.6% | +400 | New | History |
| ORCLOracle Corp | Stock | 1,500 | $211.8K | 0.6% | +1,500 | New | History |
| OPALOPAL Fuels Inc. | CLASS A COM | 51,370 | $210.1K | 0.6% | 00.0% | Unchanged | History |
| EXTRExtreme Networks Inc | COM | 15,000 | $201.8K | 0.5% | +15,000 | New | History |
| OKTAOkta, Inc. | CL A | 2,000 | $187.2K | 0.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,000 | $182.2K | 0.5% | −1,500−60.0% | Reduced | History |
| SMTCSemtech Corp | Stock | 6,000 | $179.3K | 0.5% | +5,000+500.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,000 | $173.8K | 0.5% | +1,000 | New | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 5,000 | $173.8K | 0.5% | +1,000+25.0% | Added | History |
| RPDRapid7, Inc. | COM | 4,000 | $172.9K | 0.5% | +3,000+300.0% | Added | History |
| CZRCaesars Entertainment, Inc. | COM | 4,180 | $166.1K | 0.4% | +680+19.4% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,000 | $162.2K | 0.4% | +1,000 | New | History |
| QCOMQualcomm Inc | Stock | 800 | $159.3K | 0.4% | +800 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 6,000 | $152.0K | 0.4% | +6,000 | New | History |
| ECVTEcovyst Inc. | COM | 16,875 | $151.4K | 0.4% | −735−4.2% | Reduced | History |
| NOKNokia Corp | SPONSORED ADR | 40,000 | $151.2K | 0.4% | +40,000 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 3,000 | $149.2K | 0.4% | +1,000+50.0% | Added | History |
| FOURShift4 Payments, Inc. | CL A | 2,000 | $146.7K | 0.4% | +1,000+100.0% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 1,500 | $137.3K | 0.4% | +1,500 | New | History |
| Cyberark Software LtdM2682V108 | SHS | 500 | $136.7K | 0.4% | +500 | New | – |
| GPGIGPGI, Inc. | COM CL A | 20,000 | $136.0K | 0.4% | −5,000−20.0% | Reduced | History |
| RDDTReddit, Inc. | Stock | 2,000 | $127.8K | 0.3% | +2,000 | New | History |
| NETCloudflare, Inc. | CL A COM | 1,500 | $124.2K | 0.3% | −1,519−50.3% | Reduced | History |
| COHRCoherent Corp. | COM | 1,500 | $108.7K | 0.3% | +1,500 | New | History |
| SESea Ltd | SPONSORD ADS | 1,500 | $107.1K | 0.3% | +1,500 | New | History |
| HPQHP Inc | Stock | 3,000 | $105.1K | 0.3% | +3,000 | New | History |
| CFLTConfluent, Inc. | CLASS A COM | 3,500 | $103.4K | 0.3% | +500+16.7% | Added | History |
| KDPKeurig Dr Pepper Inc. | COM | 3,000 | $100.2K | 0.3% | 00.0% | Unchanged | History |
| NXTNextpower Inc. | Stock | 2,000 | $93.8K | 0.3% | +2,000 | New | History |
| TWKSThoughtworks Holding, Inc. | COM | 31,864 | $90.5K | 0.2% | +3,801+13.5% | Added | History |
| SBDSSolo Brands, Inc. | COM CL A | 39,000 | $88.9K | 0.2% | 00.0% | Unchanged | History |
| AMKRAmkor Technology, Inc. | COM | 2,000 | $80.0K | 0.2% | +2,000 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,000 | $72.0K | 0.2% | +1,000 | New | History |
| Atech (Parent) Resolution Corp.00973N102 | COM | 529,429 | $69.7K | 0.2% | −352,978−40.0% | Reduced | – |
| DELLDell Technologies Inc. | Stock | 500 | $69.0K | 0.2% | −1,500−75.0% | Reduced | History |
| PEverpure, Inc. | CL A | 1,000 | $64.2K | 0.2% | +1,000 | New | History |
| SSentinelOne, Inc. | CL A | 3,000 | $63.1K | 0.2% | +3,000 | New | History |
| SWISolarWinds Corp | COM | 5,221 | $62.9K | 0.2% | +5,221 | New | History |
| CPNGCoupang, Inc. | CL A | 3,000 | $62.9K | 0.2% | +3,000 | New | History |
| CLSCelestica Inc | Stock | 1,000 | $57.3K | 0.2% | +1,000 | New | History |
| XPERXperi Inc. | COMMON STOCK | 6,937 | $57.0K | 0.2% | +1,552+28.8% | Added | History |
| ZDZiff Davis, Inc. | COM | 1,000 | $55.0K | 0.1% | +1,000 | New | History |
| DOCUDocuSign, Inc. | Stock | 1,000 | $53.5K | 0.1% | −500−33.3% | Reduced | History |
| SNAPSnap Inc | Stock | 3,000 | $49.8K | 0.1% | −5,000−62.5% | Reduced | History |
| MXMagnachip Semiconductor Corp | COM | 9,747 | $47.5K | 0.1% | 00.0% | Unchanged | History |
| CXMSprinklr, Inc. | CL A | 4,074 | $39.2K | 0.1% | +4,074 | New | History |
| ALABAstera Labs, Inc. | Stock | 600 | $36.3K | 0.1% | +600 | New | History |
| SHOPShopify Inc. | Stock | 500 | $33.0K | 0.1% | +500 | New | History |
| IOTSamsara Inc. | Stock | 500 | $16.9K | <0.1% | −500−50.0% | Reduced | History |
Sold out since Q1 2024 (33)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| KSSKOHLS Corp | Stock | 75,713 | $2.21M | 6.7% | History |
| BVBrightView Holdings, Inc. | COM | 36,000 | $428.4K | 1.3% | History |
| DRSLeonardo DRS, Inc. | Stock | 17,000 | $427.0K | 1.3% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,200 | $384.7K | 1.2% | History |
| OXMOxford Industries Inc | COM | 3,400 | $382.2K | 1.2% | History |
| CLMTCalumet, Inc. | UT LTD PARTNER | 22,549 | $335.1K | 1.0% | History |
| DVDoubleVerify Holdings, Inc. | COM | 8,500 | $298.9K | 0.9% | History |
| NVDANVIDIA Corp | Stock | 300 | $271.1K | 0.8% | History |
| SLABSilicon Laboratories Inc. | Stock | 1,800 | $258.7K | 0.8% | History |
| DISWalt Disney Co | Stock | 2,000 | $244.7K | 0.7% | History |
| ANETArista Networks, Inc. | COM | 800 | $232.0K | 0.7% | History |
| HCPHashiCorp, Inc. | COM CL A | 7,000 | $188.7K | 0.6% | History |
| MDBMongoDB, Inc. | CL A | 500 | $179.3K | 0.5% | History |
| SNPSSynopsys Inc | COM | 300 | $171.4K | 0.5% | History |
| WDAYWorkday, Inc. | CL A | 600 | $163.7K | 0.5% | History |
| SNOWSnowflake Inc. | Stock | 1,000 | $161.6K | 0.5% | History |
| ACVAACV Auctions Inc. | COM CL A | 8,377 | $157.2K | 0.5% | History |
| FLEXFlex Ltd. | Stock | 5,000 | $143.1K | 0.4% | History |
| TXNTexas Instruments Inc | Stock | 800 | $139.4K | 0.4% | History |
| DASHDoorDash, Inc. | Stock | 1,000 | $137.7K | 0.4% | History |
| CRMSalesforce, Inc. | Stock | 400 | $120.5K | 0.4% | History |
| XYZBlock, Inc. | CL A | 1,000 | $84.6K | 0.3% | History |
| FROGJFrog Ltd | Stock | 1,861 | $82.3K | 0.2% | History |
| LSCCLattice Semiconductor Corp | COM | 1,000 | $78.2K | 0.2% | History |
| TOSTToast, Inc. | Stock | 3,000 | $74.8K | 0.2% | History |
| ZZillow Group, Inc. | CL C CAP STK | 1,500 | $73.2K | 0.2% | History |
| APPAppLovin Corp | COM CL A | 1,000 | $69.2K | 0.2% | History |
| WIXWix.com Ltd. | SHS | 500 | $68.7K | 0.2% | History |
| WDCWestern Digital Corp | COM | 1,000 | $68.2K | 0.2% | History |
| ADSKAutodesk, Inc. | COM | 250 | $65.1K | 0.2% | History |
| ASMLASML Holding NV | ADR | 50 | $48.5K | 0.1% | History |
| PUBMPubMatic, Inc. | COM CL A | 2,000 | $47.4K | 0.1% | History |
| RBLXRoblox Corp | Stock | 1,000 | $38.2K | 0.1% | History |