West Tower Group, LLC
- SEC CIK
- 0001965819
- Latest filing
- Jul 31, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 45
- +13 vs. Q1 2026
- Portfolio value
- $35.6M
- +$3.58M (+11.2%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ALKTAlkami Technology, Inc. | Stock | 10,000 | $181.2K | 0.5% | −2,000−16.7% | Reduced | History |
| AAPLApple Inc. | Stock | 700 | $202.6K | 0.6% | −2,300−76.7% | Reduced | History |
| REALTheRealReal, Inc. | COM | 17,273 | $203.6K | 0.6% | +17,273 | New | History |
| MODModine Manufacturing Co | COM | 800 | $213.6K | 0.6% | +800 | New | History |
| HUTHut 8 Corp. | COM | 2,000 | $230.9K | 0.6% | +2,000 | New | History |
| AMZNAmazon Com Inc | Stock | 1,000 | $238.3K | 0.7% | −500−33.3% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 250 | $241.3K | 0.7% | +250 | New | History |
| SMTCSemtech Corp | Stock | 1,500 | $242.8K | 0.7% | +1,500 | New | History |
| SNOWSnowflake Inc. | Stock | 1,000 | $254.5K | 0.7% | +1,000 | New | History |
| GLWCorning Inc | COM | 1,000 | $255.4K | 0.7% | +1,000 | New | History |
| SYMSymbotic Inc. | Stock | 6,500 | $292.2K | 0.8% | −500−7.1% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 1,000 | $297.9K | 0.8% | +1,000 | New | History |
| TYLTyler Technologies Inc | COM | 1,025 | $299.8K | 0.8% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 1,500 | $309.5K | 0.9% | +1,500 | New | History |
| INTCIntel Corp | Stock | 2,500 | $349.1K | 1.0% | −7,500−75.0% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 60,000 | $354.6K | 1.0% | +20,000+50.0% | Added | History |
| ABNBAirbnb, Inc. | Stock | 2,500 | $357.8K | 1.0% | +500+25.0% | Added | History |
| FROGJFrog Ltd | Stock | 4,000 | $363.5K | 1.0% | +4,000 | New | History |
| NXPINXP Semiconductors N.V. | COM | 1,300 | $365.3K | 1.0% | +1,300 | New | History |
| GSMFerroglobe PLC | SHS | 125,285 | $398.4K | 1.1% | 00.0% | Unchanged | History |
| TTWOTake Two Interactive Software Inc | COM | 1,600 | $400.0K | 1.1% | +400+33.3% | Added | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 6,000 | $449.3K | 1.3% | +6,000 | New | History |
| CSCOCisco Systems, Inc. | Stock | 4,000 | $469.8K | 1.3% | +4,000 | New | History |
| LRCXLam Research Corp | Stock | 1,100 | $476.7K | 1.3% | +1,100 | New | History |
| ROADConstruction Partners, Inc. | COM CL A | 4,200 | $498.8K | 1.4% | +4,200 | New | History |
| VIXYProShares Trust II | ETF | 25,000 | $532.3K | 1.5% | +25,000 | New | History |
| GOOGLAlphabet Inc. | Stock | 1,500 | $536.1K | 1.5% | +1,500 | New | History |
| AGXArgan Inc | Stock | 850 | $678.8K | 1.9% | +850 | New | History |
| JJacobs Solutions Inc. | COM | 6,200 | $781.2K | 2.2% | −2,800−31.1% | Reduced | History |
| MWHSOLV Energy, Inc. | COM SHS CL A | 23,000 | $783.1K | 2.2% | +14,000+155.6% | Added | History |
| ADIAnalog Devices Inc | Stock | 2,000 | $794.3K | 2.2% | +2,000 | New | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 109,859 | $885.5K | 2.5% | 00.0% | Unchanged | History |
| CBTCabot Corp | COM | 10,681 | $970.0K | 2.7% | +4,820+82.2% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 41,915 | $1.12M | 3.1% | 00.0% | Unchanged | History |
| GNRCGenerac Holdings Inc. | Stock | 4,100 | $1.20M | 3.4% | −1,900−31.7% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 3,800 | $1.27M | 3.6% | −5,153−57.6% | Reduced | History |
| STTKShattuck Labs, Inc. | COM | 191,625 | $1.33M | 3.7% | +191,625 | New | History |
| RDDTReddit, Inc. | Stock | 8,200 | $1.42M | 4.0% | −500−5.7% | Reduced | History |
| FISVFiserv Inc | Stock | 29,301 | $1.44M | 4.0% | +29,301 | New | History |
| ROKURoku, Inc | COM CL A | 10,950 | $1.51M | 4.2% | −2,000−15.4% | Reduced | History |
| NWSANews Corp | CL A | 68,285 | $1.70M | 4.8% | −18,074−20.9% | Reduced | History |
| OSWOnespaworld Holdings Ltd | COM | 63,867 | $1.80M | 5.1% | 00.0% | Unchanged | History |
| PRIMPrimoris Services Corp | Stock | 25,972 | $2.57M | 7.2% | −400−1.5% | Reduced | History |
| LYFTLyft, Inc. | CL A COM | 183,929 | $2.69M | 7.5% | +45,497+32.9% | Added | History |
| PRGOPERRIGO Co plc | SHS | 352,522 | $3.66M | 10.3% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| EHABEnhabit, Inc. | COM | 361,009 | $5.09M | 15.9% | History |
| FIGFigma, Inc. | Stock | 21,000 | $443.9K | 1.4% | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,500 | $305.1K | 1.0% | History |
| EXLSExlService Holdings, Inc. | COM | 8,700 | $264.9K | 0.8% | History |
| IBMInternational Business Machines Corp | Stock | 1,000 | $242.4K | 0.8% | History |
| CRMSalesforce, Inc. | Stock | 1,200 | $224.0K | 0.7% | History |
| NOKNokia Corp | SPONSORED ADR | 25,000 | $201.0K | 0.6% | History |
| ZETAZeta Global Holdings Corp. | CL A | 10,000 | $159.2K | 0.5% | History |