West Tower Group, LLC
- SEC CIK
- 0001965819
- 最新申報
- 2026/7/31
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/13 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 113
- 較 2024 年第 2 季 +19
- 總值
- $4,683 萬
- 較 2024 年第 2 季 +$983.6 萬 (+26.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. | Stock | 345,621 | $285.1 萬 | 6.1% | 00.0% | 不變 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 101,992 | $267.5 萬 | 5.7% | +64,766+174.0% | 加碼 | 歷史 |
| EHABEnhabit, Inc. | COM | 285,142 | $225.3 萬 | 4.8% | +148,566+108.8% | 加碼 | 歷史 |
| OECOrion S.A. | COM | 114,202 | $203.4 萬 | 4.3% | +27,519+31.7% | 加碼 | 歷史 |
| OSWOnespaworld Holdings Ltd | COM | 97,017 | $160.2 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 17,043 | $133.0 萬 | 2.8% | +5,736+50.7% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 2,050 | $119.7 萬 | 2.6% | −200−8.9% | 減碼 | 歷史 |
| EXLSExlService Holdings, Inc. | COM | 31,000 | $118.3 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| GPREGreen Plains Inc. | COM | 80,876 | $109.5 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 50,621 | $103.6 萬 | 2.2% | −72,191−58.8% | 減碼 | 歷史 |
| GMSGMS Inc. | COM | 10,500 | $95.1 萬 | 2.0% | −500−4.5% | 減碼 | 歷史 |
| OIIOceaneering International Inc | Stock | 34,500 | $85.8 萬 | 1.8% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,000 | $82.0 萬 | 1.8% | +4,000+400.0% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,000 | $78.5 萬 | 1.7% | +1,800+81.8% | 加碼 | 歷史 |
| DBXDropbox, Inc. | CL A | 29,520 | $75.1 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 46,986 | $73.7 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| NWSANews Corp | CL A | 27,385 | $72.9 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 3,000 | $69.1 萬 | 1.5% | +1,300+76.5% | 加碼 | 歷史 |
| GSMFerroglobe PLC | SHS | 137,291 | $63.7 萬 | 1.4% | +5,000+3.8% | 加碼 | 歷史 |
| DAKTDaktronics Inc | COM | 43,000 | $55.5 萬 | 1.2% | −2,000−4.4% | 減碼 | 歷史 |
| LYTSLsi Industries Inc | COM | 34,365 | $55.5 萬 | 1.2% | +6,000+21.2% | 加碼 | 歷史 |
| MGNIMagnite, Inc. | COM | 39,630 | $54.9 萬 | 1.2% | +10,986+38.4% | 加碼 | 歷史 |
| LYFTLyft, Inc. | CL A COM | 41,000 | $52.3 萬 | 1.1% | +6,000+17.1% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 1,800 | $50.0 萬 | 1.1% | +500+38.5% | 加碼 | 歷史 |
| DRVNDriven Brands Holdings Inc. | COM | 34,671 | $49.5 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,000 | $48.6 萬 | 1.0% | +3,000 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 800 | $45.8 萬 | 1.0% | +300+60.0% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 500 | $44.7 萬 | 1.0% | +500 | 新進 | 歷史 |
| LITELumentum Holdings Inc. | COM | 7,000 | $44.4 萬 | 0.9% | +7,000 | 新進 | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 100,000 | $43.7 萬 | 0.9% | +60,000+150.0% | 加碼 | 歷史 |
| CLMTCalumet, Inc. | COM | 22,799 | $40.6 萬 | 0.9% | +22,799 | 新進 | 歷史 |
| CASHPathward Financial, Inc. | COM | 5,990 | $39.5 萬 | 0.8% | −2,500−29.4% | 減碼 | 歷史 |
| JJacobs Solutions Inc. | COM | 3,000 | $39.3 萬 | 0.8% | +3,000 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 5,000 | $36.1 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| RDDTReddit, Inc. | Stock | 5,000 | $33.0 萬 | 0.7% | +3,000+150.0% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,000 | $30.5 萬 | 0.7% | +1,000 | 新進 | 歷史 |
| CVSCVS Health Corp | Stock | 4,800 | $30.2 萬 | 0.6% | +4,800 | 新進 | 歷史 |
| CSGPCostar Group, Inc. | COM | 4,000 | $30.2 萬 | 0.6% | +4,000 | 新進 | 歷史 |
| NABLN-able, Inc. | COMMON STOCK | 23,000 | $30.0 萬 | 0.6% | −3,000−11.5% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,700 | $29.5 萬 | 0.6% | +2,700 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 5,400 | $29.5 萬 | 0.6% | +5,400 | 新進 | 歷史 |
| VICRVicor Corp | COM | 7,000 | $29.5 萬 | 0.6% | +7,000 | 新進 | 歷史 |
| PSXPhillips 66 | Stock | 2,200 | $28.9 萬 | 0.6% | +2,200 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,100 | $28.6 萬 | 0.6% | +2,100 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 4,000 | $28.6 萬 | 0.6% | +4,000 | 新進 | 歷史 |
| EXCExelon Corp | Stock | 7,000 | $28.4 萬 | 0.6% | +7,000 | 新進 | 歷史 |
| SESea Ltd | SPONSORD ADS | 3,000 | $28.3 萬 | 0.6% | +1,500+100.0% | 加碼 | 歷史 |
| MOSMosaic Co | COM | 10,500 | $28.1 萬 | 0.6% | +10,500 | 新進 | 歷史 |
| GPCGenuine Parts Co | Stock | 2,000 | $27.9 萬 | 0.6% | +2,000 | 新進 | 歷史 |
| PPGPPG Industries Inc | Stock | 2,100 | $27.8 萬 | 0.6% | +2,100 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 300 | $27.7 萬 | 0.6% | +300 | 新進 | 歷史 |
| HRLHormel Foods Corp | COM | 8,700 | $27.6 萬 | 0.6% | +8,700 | 新進 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,600 | $27.5 萬 | 0.6% | +4,600 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 2,600 | $27.4 萬 | 0.6% | +2,600 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 800 | $27.3 萬 | 0.6% | −700−46.7% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,500 | $27.3 萬 | 0.6% | +3,500 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,400 | $27.3 萬 | 0.6% | +2,400 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 1,600 | $27.2 萬 | 0.6% | +1,600 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,300 | $27.0 萬 | 0.6% | +2,300 | 新進 | 歷史 |
| AMBPArdagh Metal Packaging S.A. | SHS | 71,359 | $26.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 8,500 | $26.9 萬 | 0.6% | +8,500 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 1,300 | $26.9 萬 | 0.6% | +1,300 | 新進 | 歷史 |
| RBLXRoblox Corp | Stock | 6,000 | $26.6 萬 | 0.6% | +6,000 | 新進 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,100 | $26.5 萬 | 0.6% | +1,100 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 7,500 | $26.3 萬 | 0.6% | +7,500 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 2,300 | $26.2 萬 | 0.6% | +2,300 | 新進 | 歷史 |
| BAXBaxter International Inc | Stock | 6,700 | $25.4 萬 | 0.5% | +6,700 | 新進 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 800 | $23.3 萬 | 0.5% | +300+60.0% | 加碼 | – |
| UUnity Software Inc. | COM | 10,000 | $22.6 萬 | 0.5% | +10,000 | 新進 | 歷史 |
| EXTRExtreme Networks Inc | COM | 15,000 | $22.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,500 | $21.5 萬 | 0.5% | +1,500 | 新進 | 歷史 |
| BILLBILL Holdings, Inc. | Stock | 4,000 | $21.1 萬 | 0.5% | +4,000 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 7,000 | $19.8 萬 | 0.4% | +7,000 | 新進 | 歷史 |
| CPNGCoupang, Inc. | CL A | 8,000 | $19.6 萬 | 0.4% | +5,000+166.7% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 500 | $19.2 萬 | 0.4% | +500 | 新進 | 歷史 |
| OPALOPAL Fuels Inc. | CLASS A COM | 51,370 | $18.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 2,000 | $17.8 萬 | 0.4% | +500+33.3% | 加碼 | 歷史 |
| FOURShift4 Payments, Inc. | CL A | 2,000 | $17.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 5,000 | $17.7 萬 | 0.4% | +5,000 | 新進 | 歷史 |
| ANSSAnsys Inc | COM | 550 | $17.5 萬 | 0.4% | −900−62.1% | 減碼 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 4,180 | $17.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| DOCSDoximity, Inc. | CL A | 4,000 | $17.4 萬 | 0.4% | +4,000 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,000 | $17.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,500 | $16.4 萬 | 0.4% | −1,000−40.0% | 減碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 5,000 | $16.2 萬 | 0.3% | −2,000−28.6% | 減碼 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 3,000 | $15.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ONOn Semiconductor Corp | Stock | 2,000 | $14.5 萬 | 0.3% | +2,000 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,000 | $14.3 萬 | 0.3% | +1,000 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 200 | $14.2 萬 | 0.3% | −300−60.0% | 減碼 | 歷史 |
| MDBMongoDB, Inc. | CL A | 500 | $13.5 萬 | 0.3% | +500 | 新進 | 歷史 |
| NCNOnCino, Inc. | COM | 4,000 | $12.6 萬 | 0.3% | +4,000 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 500 | $12.5 萬 | 0.3% | +500 | 新進 | 歷史 |
| XPERXperi Inc. | COMMON STOCK | 13,268 | $12.3 萬 | 0.3% | +6,331+91.3% | 加碼 | 歷史 |
| AMKRAmkor Technology, Inc. | COM | 4,000 | $12.2 萬 | 0.3% | +2,000+100.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 700 | $12.1 萬 | 0.3% | −1,300−65.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| RPDRapid7, Inc. | COM | 3,000 | $12.0 萬 | 0.3% | −1,000−25.0% | 減碼 | 歷史 |
| EFXTEnerflex Ltd. | COM | 20,000 | $11.9 萬 | 0.3% | +20,000 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 500 | $11.7 萬 | 0.2% | −1,500−75.0% | 減碼 | 歷史 |
| FROGJFrog Ltd | Stock | 4,000 | $11.6 萬 | 0.2% | +4,000 | 新進 | 歷史 |
| ECVTEcovyst Inc. | COM | 16,875 | $11.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（31 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| URBNUrban Outfitters Inc | COM | 31,303 | $128.5 萬 | 3.5% | 歷史 |
| FIXComfort Systems USA Inc | COM | 2,628 | $79.9 萬 | 2.2% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,600 | $37.8 萬 | 1.0% | 歷史 |
| MSFTMicrosoft Corp | Stock | 800 | $35.8 萬 | 1.0% | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 900 | $28.2 萬 | 0.8% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,000 | $26.9 萬 | 0.7% | 歷史 |
| HUBSHubSpot Inc | COM | 400 | $23.6 萬 | 0.6% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 4,025 | $22.7 萬 | 0.6% | 歷史 |
| EVRIEveri Holdings Inc. | COM | 26,555 | $22.3 萬 | 0.6% | 歷史 |
| ADBEAdobe Inc. | Stock | 400 | $22.2 萬 | 0.6% | 歷史 |
| ORCLOracle Corp | Stock | 1,500 | $21.2 萬 | 0.6% | 歷史 |
| OKTAOkta, Inc. | CL A | 2,000 | $18.7 萬 | 0.5% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,000 | $18.2 萬 | 0.5% | 歷史 |
| QCOMQualcomm Inc | Stock | 800 | $15.9 萬 | 0.4% | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 6,000 | $15.2 萬 | 0.4% | 歷史 |
| GPGIGPGI, Inc. | COM CL A | 20,000 | $13.6 萬 | 0.4% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,500 | $12.4 萬 | 0.3% | 歷史 |
| HPQHP Inc | Stock | 3,000 | $10.5 萬 | 0.3% | 歷史 |
| CFLTConfluent, Inc. | CLASS A COM | 3,500 | $10.3 萬 | 0.3% | 歷史 |
| NXTNextpower Inc. | Stock | 2,000 | $9.38 萬 | 0.3% | 歷史 |
| TWKSThoughtworks Holding, Inc. | COM | 31,864 | $9.05 萬 | 0.2% | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,000 | $7.20 萬 | 0.2% | 歷史 |
| DELLDell Technologies Inc. | Stock | 500 | $6.90 萬 | 0.2% | 歷史 |
| PEverpure, Inc. | CL A | 1,000 | $6.42 萬 | 0.2% | 歷史 |
| SSentinelOne, Inc. | CL A | 3,000 | $6.32 萬 | 0.2% | 歷史 |
| CLSCelestica Inc | Stock | 1,000 | $5.73 萬 | 0.2% | 歷史 |
| ZDZiff Davis, Inc. | COM | 1,000 | $5.50 萬 | 0.1% | 歷史 |
| CXMSprinklr, Inc. | CL A | 4,074 | $3.92 萬 | 0.1% | 歷史 |
| ALABAstera Labs, Inc. | Stock | 600 | $3.63 萬 | 0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 500 | $3.30 萬 | 0.1% | 歷史 |
| IOTSamsara Inc. | Stock | 500 | $1.69 萬 | <0.1% | 歷史 |