West Tower Group
RICHMOND, VAfiles as West Tower Group, LLC
$36m in 45 US stocks at the end of 30 June 2026. The top 10 are 54.4% of the money. It changed about 35.8% of the portfolio this quarter.
Value
$36m
Stocks
45
Top 10 share
54.4%
Turnover
35.8%
What changed this quarter
New
Bought for the first time this quarter.
- FiservFISV4.0% of the fund
- Shattuck LabsSTTK3.7% of the fund
- Analog DevicesADI2.2% of the fund
- ArganAGX1.9% of the fund
- AlphabetGOOGL1.5% of the fund
- Proshares TR IIVIXY1.5% of the fund
- Construction PartnersROAD1.4% of the fund
- Lam ResearchLRCX1.3% of the fund
- Cisco SystemsCSCO1.3% of the fund
- STMicroelectronicsSTM1.3% of the fund
- NXP SemiconductorsNXPI1.0% of the fund
- JFrogFROG1.0% of the fund
- TwilioTWLO0.9% of the fund
- Marvell TechnologyMRVL0.8% of the fund
- CorningGLW0.7% of the fund
- SnowflakeSNOW0.7% of the fund
- SemtechSMTC0.7% of the fund
- Seagate Technology HoldingsSTX0.7% of the fund
- Hut 8HUT0.6% of the fund
- Modine ManufacturingMOD0.6% of the fund
- TheRealRealREAL0.6% of the fund
Added
Bought more of a stock they already held.
- LyftLYFT7.5% of the fund+33%
- CabotCBT2.7% of the fund+82%
- SOLV EnergyMWH2.2% of the fund+156%
- Take TWO Interactive SoftwareTTWO1.1% of the fund+33%
- AirbnbABNB1.0% of the fund+25%
- Peloton InteractivePTON1.0% of the fund+50%
Cut
Sold some of their stake.
- NewsNWSA4.8% of the fund-21%
- RokuROKU4.2% of the fund-15%
- RedditRDDT4.0% of the fund-6%
- Silicon Motion TechnologySIMO3.6% of the fund-58%
- Generac HoldingsGNRC3.4% of the fund-32%
- Jacobs SolutionsJ2.2% of the fund-31%
- IntelINTC1.0% of the fund-75%
- SymboticSYM0.8% of the fund-7%
- Amazon.comAMZN0.7% of the fund-33%
- AppleAAPL0.6% of the fund-77%
- Alkami TechnologyALKT0.5% of the fund-17%
Sold out
Sold their entire stake.
- Enhabit-100%
- FigmaFIG-100%
- Advanced Micro DevicesAMD-100%
- ExlService HoldingsEXLS-100%
- International Business MachinesIBM-100%
- SalesforceCRM-100%
- NokiaNOK-100%
- Zeta Global HoldingsZETA-100%
Holdings
- Silicon Motion TechnologySIMO
- Share
- 3.6%
- Value
- $1m
- Shares
- 3,800
-58%
- Proshares TR IIVIXY
- Share
- 1.5%
- Value
- $532,250
- Shares
- 25,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| PerrigoPRGO | 10.3% | $4m | 352,522 | Held |
| LyftLYFT | 7.5% | $3m | 183,929 | +33% |
| Primoris ServicesPRIM | 7.2% | $3m | 25,972 | Held |
| Onespaworld HoldingsOSW | 5.1% | $2m | 63,867 | Held |
| NewsNWSA | 4.8% | $2m | 68,285 | -21% |
| RokuROKU | 4.2% | $2m | 10,950 | -15% |
| FiservFISV | 4.0% | $1m | 29,301 | New |
| RedditRDDT | 4.0% | $1m | 8,200 | -6% |
| Shattuck LabsSTTK | 3.7% | $1m | 191,625 | New |
| Silicon Motion TechnologySIMO | 3.6% | $1m | 3,800 | -58% |
| Generac HoldingsGNRC | 3.4% | $1m | 4,100 | -32% |
| Warner Bros. DiscoveryWBD | 3.1% | $1m | 41,915 | Held |
| CabotCBT | 2.7% | $970,048 | 10,681 | +82% |
| Arcos Dorados HoldingsARCO | 2.5% | $885,464 | 109,859 | Held |
| Analog DevicesADI | 2.2% | $794,340 | 2,000 | New |
| SOLV EnergyMWH | 2.2% | $783,150 | 23,000 | +156% |
| Jacobs SolutionsJ | 2.2% | $781,200 | 6,200 | -31% |
| ArganAGX | 1.9% | $678,768 | 850 | New |
| AlphabetGOOGL | 1.5% | $536,055 | 1,500 | New |
| Proshares TR IIVIXY | 1.5% | $532,250 | 25,000 | New |
| Construction PartnersROAD | 1.4% | $498,834 | 4,200 | New |
| Lam ResearchLRCX | 1.3% | $476,663 | 1,100 | New |
| Cisco SystemsCSCO | 1.3% | $469,840 | 4,000 | New |
| STMicroelectronicsSTM | 1.3% | $449,340 | 6,000 | New |
| Take TWO Interactive SoftwareTTWO | 1.1% | $399,968 | 1,600 | +33% |
| FerroglobeGSM | 1.1% | $398,406 | 125,285 | Held |
| NXP SemiconductorsNXPI | 1.0% | $365,339 | 1,300 | New |
| JFrogFROG | 1.0% | $363,520 | 4,000 | New |
| AirbnbABNB | 1.0% | $357,750 | 2,500 | +25% |
| Peloton InteractivePTON | 1.0% | $354,600 | 60,000 | +50% |
| IntelINTC | 1.0% | $349,075 | 2,500 | -75% |
| TwilioTWLO | 0.9% | $309,495 | 1,500 | New |
| Tyler TechnologiesTYL | 0.8% | $299,772 | 1,025 | Held |
| Marvell TechnologyMRVL | 0.8% | $297,890 | 1,000 | New |
| SymboticSYM | 0.8% | $292,175 | 6,500 | -7% |
| CorningGLW | 0.7% | $255,430 | 1,000 | New |
| SnowflakeSNOW | 0.7% | $254,500 | 1,000 | New |
| SemtechSMTC | 0.7% | $242,775 | 1,500 | New |
| Seagate Technology HoldingsSTX | 0.7% | $241,250 | 250 | New |
| Amazon.comAMZN | 0.7% | $238,340 | 1,000 | -33% |
| Hut 8HUT | 0.6% | $230,890 | 2,000 | New |
| Modine ManufacturingMOD | 0.6% | $213,616 | 800 | New |
| TheRealRealREAL | 0.6% | $203,649 | 17,273 | New |
| AppleAAPL | 0.6% | $202,552 | 700 | -77% |
| Alkami TechnologyALKT | 0.5% | $181,200 | 10,000 | -17% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 22.7% since 30 June 2025.
Where the money is
Technology23.1%
Industrials19.1%
Media & telecom18.8%
Health care14.0%
Retail & consumer11.4%
Financial services4.7%
Materials3.8%
Other5.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.