West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/14 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 94
- 較 2024 年第 1 季 +3
- 總值
- $3,699 萬
- 較 2024 年第 1 季 +$383.7 萬 (+11.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| HPEHewlett Packard Enterprise Co | COM | 122,812 | $260.0 萬 | 7.0% | +122,812 | 新進 | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 345,621 | $257.1 萬 | 7.0% | +131,287+61.3% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 86,683 | $190.2 萬 | 5.1% | +2,043+2.4% | 加碼 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 97,017 | $149.1 萬 | 4.0% | +2,236+2.4% | 加碼 | 歷史 |
| URBNUrban Outfitters Inc | COM | 31,303 | $128.5 萬 | 3.5% | −1,981−6.0% | 減碼 | 歷史 |
| GPREGreen Plains Inc. | COM | 80,876 | $128.3 萬 | 3.5% | 00.0% | 不變 | 歷史 |
| EHABEnhabit, Inc. | COM | 136,576 | $121.8 萬 | 3.3% | 00.0% | 不變 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,250 | $113.1 萬 | 3.1% | −150−6.3% | 減碼 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 31,000 | $97.2 萬 | 2.6% | +31,000 | 新進 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 37,226 | $95.6 萬 | 2.6% | +27,126+268.6% | 加碼 | 歷史 |
| MMacy's, Inc. | COM | 46,986 | $90.2 萬 | 2.4% | +7,916+20.3% | 加碼 | 歷史 |
| GMSGMS Inc. | COM | 11,000 | $88.7 萬 | 2.4% | −500−4.3% | 減碼 | 歷史 |
| OIIOceaneering International Inc | Stock | 34,500 | $81.6 萬 | 2.2% | +21,000+155.6% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 2,628 | $79.9 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| NWSANews Corp | CL A | 27,385 | $75.5 萬 | 2.0% | −7,995−22.6% | 減碼 | 歷史 |
| GSMFerroglobe PLC | SHS | 132,291 | $70.9 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| DBXDropbox, Inc. | CL A | 29,520 | $66.3 萬 | 1.8% | +13,000+78.7% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,307 | $65.6 萬 | 1.8% | +8,807+352.3% | 加碼 | 歷史 |
| DAKTDaktronics Inc | COM | 45,000 | $62.8 萬 | 1.7% | +7,000+18.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,500 | $50.9 萬 | 1.4% | +1,500 | 新進 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 35,000 | $49.4 萬 | 1.3% | +32,000+1,066.7% | 加碼 | 歷史 |
| CASHPathward Financial, Inc. | COM | 8,490 | $48.0 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| ANSSAnsys Inc | COM | 1,450 | $46.6 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 34,671 | $44.1 萬 | 1.2% | +23,000+197.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,200 | $43.5 萬 | 1.2% | +2,200 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 2,000 | $42.1 萬 | 1.1% | +2,000 | 新進 | 歷史 |
| LYTSLsi Industries Inc | COM | 28,365 | $41.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NABLN-able, Inc. | COMMON STOCK | 26,000 | $39.6 萬 | 1.1% | +26,000 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 1,700 | $38.8 萬 | 1.0% | +1,700 | 新進 | 歷史 |
| MGNIMagnite, Inc. | COM | 28,644 | $38.1 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $37.8 萬 | 1.0% | +600+60.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 800 | $35.8 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 5,000 | $35.0 萬 | 0.9% | +2,000+66.7% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 500 | $33.7 萬 | 0.9% | +400+400.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 200 | $32.1 萬 | 0.9% | −347−63.4% | 減碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,300 | $31.3 萬 | 0.8% | +500+62.5% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 7,000 | $30.8 萬 | 0.8% | +3,000+75.0% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 900 | $28.2 萬 | 0.8% | +900 | 新進 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,000 | $26.9 萬 | 0.7% | +400+66.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 500 | $25.2 萬 | 0.7% | +300+150.0% | 加碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 2,500 | $24.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 71,359 | $24.3 萬 | 0.7% | −34,403−32.5% | 減碼 | 歷史 |
| HUBSHubSpot Inc | COM | 400 | $23.6 萬 | 0.6% | +400 | 新進 | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 4,025 | $22.7 萬 | 0.6% | +4,025 | 新進 | 歷史 |
| EVRIEveri Holdings Inc. | COM | 26,555 | $22.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 400 | $22.2 萬 | 0.6% | +400 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,500 | $21.2 萬 | 0.6% | +1,500 | 新進 | 歷史 |
| OPALOPAL Fuels Inc. | CLASS A COM | 51,370 | $21.0 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| EXTRExtreme Networks Inc | COM | 15,000 | $20.2 萬 | 0.5% | +15,000 | 新進 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,000 | $18.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,000 | $18.2 萬 | 0.5% | −1,500−60.0% | 減碼 | 歷史 |
| SMTCSemtech Corp | Stock | 6,000 | $17.9 萬 | 0.5% | +5,000+500.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,000 | $17.4 萬 | 0.5% | +1,000 | 新進 | 歷史 |
| DOCNDigitalOcean Holdings, Inc. | COM | 5,000 | $17.4 萬 | 0.5% | +1,000+25.0% | 加碼 | 歷史 |
| RPDRapid7, Inc. | COM | 4,000 | $17.3 萬 | 0.5% | +3,000+300.0% | 加碼 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 4,180 | $16.6 萬 | 0.4% | +680+19.4% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,000 | $16.2 萬 | 0.4% | +1,000 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 800 | $15.9 萬 | 0.4% | +800 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,000 | $15.2 萬 | 0.4% | +6,000 | 新進 | 歷史 |
| ECVTEcovyst Inc. | COM | 16,875 | $15.1 萬 | 0.4% | −735−4.2% | 減碼 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 40,000 | $15.1 萬 | 0.4% | +40,000 | 新進 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 3,000 | $14.9 萬 | 0.4% | +1,000+50.0% | 加碼 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 2,000 | $14.7 萬 | 0.4% | +1,000+100.0% | 加碼 | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 1,500 | $13.7 萬 | 0.4% | +1,500 | 新進 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 500 | $13.7 萬 | 0.4% | +500 | 新進 | – |
| GPGIGPGI, Inc. | COM CL A | 20,000 | $13.6 萬 | 0.4% | −5,000−20.0% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 2,000 | $12.8 萬 | 0.3% | +2,000 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,500 | $12.4 萬 | 0.3% | −1,519−50.3% | 減碼 | 歷史 |
| COHRCoherent Corp. | COM | 1,500 | $10.9 萬 | 0.3% | +1,500 | 新進 | 歷史 |
| SESea Ltd | SPONSORD ADS | 1,500 | $10.7 萬 | 0.3% | +1,500 | 新進 | 歷史 |
| HPQHP Inc | Stock | 3,000 | $10.5 萬 | 0.3% | +3,000 | 新進 | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 3,500 | $10.3 萬 | 0.3% | +500+16.7% | 加碼 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 3,000 | $10.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NXTNextpower Inc. | Stock | 2,000 | $9.38 萬 | 0.3% | +2,000 | 新進 | 歷史 |
| TWKSThoughtworks Holding, Inc. | COM | 31,864 | $9.05 萬 | 0.2% | +3,801+13.5% | 加碼 | 歷史 |
| SBDSSolo Brands, Inc. | COM CL A | 39,000 | $8.89 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMKRAmkor Technology, Inc. | COM | 2,000 | $8.00 萬 | 0.2% | +2,000 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,000 | $7.20 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| Atech (Parent) Resolution Corp.00973N102 | COM | 529,429 | $6.97 萬 | 0.2% | −352,978−40.0% | 減碼 | – |
| DELLDell Technologies Inc. | Stock | 500 | $6.90 萬 | 0.2% | −1,500−75.0% | 減碼 | 歷史 |
| PEverpure, Inc. | CL A | 1,000 | $6.42 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| SSentinelOne, Inc. | CL A | 3,000 | $6.32 萬 | 0.2% | +3,000 | 新進 | 歷史 |
| SWISolarWinds Corp | COM | 5,221 | $6.29 萬 | 0.2% | +5,221 | 新進 | 歷史 |
| CPNGCoupang, Inc. | CL A | 3,000 | $6.29 萬 | 0.2% | +3,000 | 新進 | 歷史 |
| CLSCelestica Inc | Stock | 1,000 | $5.73 萬 | 0.2% | +1,000 | 新進 | 歷史 |
| XPERXperi Inc. | COMMON STOCK | 6,937 | $5.70 萬 | 0.2% | +1,552+28.8% | 加碼 | 歷史 |
| ZDZiff Davis, Inc. | COM | 1,000 | $5.50 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,000 | $5.35 萬 | 0.1% | −500−33.3% | 減碼 | 歷史 |
| SNAPSnap Inc | Stock | 3,000 | $4.98 萬 | 0.1% | −5,000−62.5% | 減碼 | 歷史 |
| MXMagnachip Semiconductor Corp | COM | 9,747 | $4.75 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CXMSprinklr, Inc. | CL A | 4,074 | $3.92 萬 | 0.1% | +4,074 | 新進 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 600 | $3.63 萬 | 0.1% | +600 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 500 | $3.30 萬 | 0.1% | +500 | 新進 | 歷史 |
| IOTSamsara Inc. | Stock | 500 | $1.69 萬 | <0.1% | −500−50.0% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（33 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KSSKOHLS Corp | Stock | 75,713 | $220.7 萬 | 6.7% | 歷史 |
| BVBrightView Holdings, Inc. | COM | 36,000 | $42.8 萬 | 1.3% | 歷史 |
| DRSLeonardo DRS, Inc. | Stock | 17,000 | $42.7 萬 | 1.3% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,200 | $38.5 萬 | 1.2% | 歷史 |
| OXMOxford Industries Inc | COM | 3,400 | $38.2 萬 | 1.2% | 歷史 |
| CLMTCalumet, Inc. | UT LTD PARTNER | 22,549 | $33.5 萬 | 1.0% | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 8,500 | $29.9 萬 | 0.9% | 歷史 |
| NVDANVIDIA Corp | Stock | 300 | $27.1 萬 | 0.8% | 歷史 |
| SLABSilicon Laboratories Inc. | Stock | 1,800 | $25.9 萬 | 0.8% | 歷史 |
| DISWalt Disney Co | Stock | 2,000 | $24.5 萬 | 0.7% | 歷史 |
| ANETArista Networks, Inc. | COM | 800 | $23.2 萬 | 0.7% | 歷史 |
| HCPHashiCorp, Inc. | COM CL A | 7,000 | $18.9 萬 | 0.6% | 歷史 |
| MDBMongoDB, Inc. | CL A | 500 | $17.9 萬 | 0.5% | 歷史 |
| SNPSSynopsys Inc | COM | 300 | $17.1 萬 | 0.5% | 歷史 |
| WDAYWorkday, Inc. | CL A | 600 | $16.4 萬 | 0.5% | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,000 | $16.2 萬 | 0.5% | 歷史 |
| ACVAACV Auctions Inc. | COM CL A | 8,377 | $15.7 萬 | 0.5% | 歷史 |
| FLEXFlex Ltd. | Stock | 5,000 | $14.3 萬 | 0.4% | 歷史 |
| TXNTexas Instruments Inc | Stock | 800 | $13.9 萬 | 0.4% | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,000 | $13.8 萬 | 0.4% | 歷史 |
| CRMSalesforce, Inc. | Stock | 400 | $12.0 萬 | 0.4% | 歷史 |
| XYZBlock, Inc. | CL A | 1,000 | $8.46 萬 | 0.3% | 歷史 |
| FROGJFrog Ltd | Stock | 1,861 | $8.23 萬 | 0.2% | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 1,000 | $7.82 萬 | 0.2% | 歷史 |
| TOSTToast, Inc. | Stock | 3,000 | $7.48 萬 | 0.2% | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 1,500 | $7.32 萬 | 0.2% | 歷史 |
| APPAppLovin Corp | COM CL A | 1,000 | $6.92 萬 | 0.2% | 歷史 |
| WIXWix.com Ltd. | SHS | 500 | $6.87 萬 | 0.2% | 歷史 |
| WDCWestern Digital Corp | COM | 1,000 | $6.82 萬 | 0.2% | 歷史 |
| ADSKAutodesk, Inc. | COM | 250 | $6.51 萬 | 0.2% | 歷史 |
| ASMLASML Holding NV | ADR | 50 | $4.85 萬 | 0.1% | 歷史 |
| PUBMPubMatic, Inc. | COM CL A | 2,000 | $4.74 萬 | 0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 1,000 | $3.82 萬 | 0.1% | 歷史 |