West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 13, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 113
- +19 vs. Q2 2024
- Portfolio value
- $46.8M
- +$9.84M (+26.6%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 5,000 | $820.4K | 1.8% | +4,000+400.0% | Added | History |
| OIIOceaneering International Inc | Stock | 34,500 | $858.0K | 1.8% | 00.0% | Unchanged | History |
| GMSGMS Inc. | COM | 10,500 | $951.0K | 2.0% | −500−4.5% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 50,621 | $1.04M | 2.2% | −72,191−58.8% | Reduced | History |
| GPREGreen Plains Inc. | COM | 80,876 | $1.10M | 2.3% | 00.0% | Unchanged | History |
| EXLSExlService Holdings, Inc. | COM | 31,000 | $1.18M | 2.5% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 2,050 | $1.20M | 2.6% | −200−8.9% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 17,043 | $1.33M | 2.8% | +5,736+50.7% | Added | History |
| OSWOnespaworld Holdings Ltd | COM | 97,017 | $1.60M | 3.4% | 00.0% | Unchanged | History |
| OECOrion S.A. | COM | 114,202 | $2.03M | 4.3% | +27,519+31.7% | Added | History |
| EHABEnhabit, Inc. | COM | 285,142 | $2.25M | 4.8% | +148,566+108.8% | Added | History |
| PRGOPERRIGO Co plc | SHS | 101,992 | $2.68M | 5.7% | +64,766+174.0% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 345,621 | $2.85M | 6.1% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (31)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| URBNUrban Outfitters Inc | COM | 31,303 | $1.28M | 3.5% | History |
| FIXComfort Systems USA Inc | COM | 2,628 | $799.2K | 2.2% | History |
| AMATApplied Materials Inc | Stock | 1,600 | $377.6K | 1.0% | History |
| MSFTMicrosoft Corp | Stock | 800 | $357.6K | 1.0% | History |
| SPOTSpotify Technology S.A. | Stock | 900 | $282.4K | 0.8% | History |
| NXPINXP Semiconductors N.V. | COM | 1,000 | $269.1K | 0.7% | History |
| HUBSHubSpot Inc | COM | 400 | $235.9K | 0.6% | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 4,025 | $227.2K | 0.6% | History |
| EVRIEveri Holdings Inc. | COM | 26,555 | $223.1K | 0.6% | History |
| ADBEAdobe Inc. | Stock | 400 | $222.2K | 0.6% | History |
| ORCLOracle Corp | Stock | 1,500 | $211.8K | 0.6% | History |
| OKTAOkta, Inc. | CL A | 2,000 | $187.2K | 0.5% | History |
| GOOGLAlphabet Inc. | Stock | 1,000 | $182.2K | 0.5% | History |
| QCOMQualcomm Inc | Stock | 800 | $159.3K | 0.4% | History |
| PLTRPalantir Technologies Inc. | Stock | 6,000 | $152.0K | 0.4% | History |
| GPGIGPGI, Inc. | COM CL A | 20,000 | $136.0K | 0.4% | History |
| NETCloudflare, Inc. | CL A COM | 1,500 | $124.2K | 0.3% | History |
| HPQHP Inc | Stock | 3,000 | $105.1K | 0.3% | History |
| CFLTConfluent, Inc. | CLASS A COM | 3,500 | $103.4K | 0.3% | History |
| NXTNextpower Inc. | Stock | 2,000 | $93.8K | 0.3% | History |
| TWKSThoughtworks Holding, Inc. | COM | 31,864 | $90.5K | 0.2% | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,000 | $72.0K | 0.2% | History |
| DELLDell Technologies Inc. | Stock | 500 | $69.0K | 0.2% | History |
| PEverpure, Inc. | CL A | 1,000 | $64.2K | 0.2% | History |
| SSentinelOne, Inc. | CL A | 3,000 | $63.1K | 0.2% | History |
| CLSCelestica Inc | Stock | 1,000 | $57.3K | 0.2% | History |
| ZDZiff Davis, Inc. | COM | 1,000 | $55.0K | 0.1% | History |
| CXMSprinklr, Inc. | CL A | 4,074 | $39.2K | 0.1% | History |
| ALABAstera Labs, Inc. | Stock | 600 | $36.3K | 0.1% | History |
| SHOPShopify Inc. | Stock | 500 | $33.0K | 0.1% | History |
| IOTSamsara Inc. | Stock | 500 | $16.9K | <0.1% | History |