Institutional Investor · CIK 0001965819
WEST TOWER GROUP, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
41
Total Value
$30.24M
Total Shares
895.78K
Latest Filing
Jul 31, 2026
CIK
0001965819
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Lyft, Inc.(LY0.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 183,929 | $2.69M | 0.0484% | SH | — | View |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-31 | 25,972 | $2.57M | 0.0479% | SH | — | View | |
| Consumer Cyclical | Leisure | 2026-06-30 | 2026-07-31 | 63,867 | $1.80M | 0.0629% | SH | — | View | |
News Corporation(NWSA) | Communication Services | Publishing | 2026-06-30 | 2026-07-31 | 68,285 | $1.70M | 0.0122% | SH | — | View |
Roku, Inc.(ROKU) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 10,950 | $1.51M | 0.0074% | SH | — | View |
Fiserv, Inc.(FIV.DE) | Technology | Information Technology Services | 2026-06-30 | 2026-07-31 | 29,301 | $1.44M | 0.0055% | SH | — | View |
Reddit, Inc.(RDDT) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 8,200 | $1.42M | 0.0043% | SH | — | View |
Shattuck Labs, Inc.(STTK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-31 | 191,625 | $1.33M | 0.2120% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 3,800 | $1.27M | 0.0113% | SH | — | View | |
Generac Holdings Inc.(GNRC) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 4,100 | $1.20M | 0.0070% | SH | — | View |
| Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 41,915 | $1.12M | 0.0017% | SH | — | View | |
Cabot Corp.(CBT) | Basic Materials | Chemicals - Specialty | 2026-06-30 | 2026-07-31 | 10,681 | $970.05K | 0.0207% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-31 | 109,859 | $885.46K | 0.0521% | SH | — | View | |
Analog Devices, Inc.(ADI) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,000 | $794.34K | 0.0004% | SH | — | View |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-31 | 6,200 | $781.20K | 0.0053% | SH | — | View | |
Argan, Inc.(AGX) | Industrials | Engineering & Construction | 2026-06-30 | 2026-07-31 | 850 | $678.77K | 0.0061% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 1,500 | $536.05K | 0.0000% | SH | — | View |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-31 | 4,200 | $498.83K | 0.0074% | SH | — | View | |
Lam Research Corp. R(LAR0.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 1,100 | $476.66K | 0.0001% | SH | — | View |
Cisco Systems, Inc.(CIS.DE) | Technology | Communication Equipment | 2026-06-30 | 2026-07-31 | 4,000 | $469.84K | 0.0001% | SH | — | View |
Stabilus SE(STM.DE) | Industrials | Auto - Parts | 2026-06-30 | 2026-07-31 | 6,000 | $449.34K | 0.0243% | SH | — | View |
| Technology | Electronic Gaming & Multimedia | 2026-06-30 | 2026-07-31 | 1,600 | $399.97K | 0.0009% | SH | — | View | |
NXP Semiconductors N.V.(NXPI) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,300 | $365.34K | 0.0005% | SH | — | View |
JFrog Ltd.(FROG) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 4,000 | $363.52K | 0.0033% | SH | — | View |
Airbnb, Inc.(ABNB) | Consumer Cyclical | Travel Services | 2026-06-30 | 2026-07-31 | 2,500 | $357.75K | 0.0004% | SH | — | View |
| Consumer Cyclical | Leisure | 2026-06-30 | 2026-07-31 | 60,000 | $354.60K | 0.0144% | SH | — | View | |
Intel Corporation(INL.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,500 | $349.07K | 0.0000% | SH | — | View |
Twilio Inc.(TWLO) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 1,500 | $309.50K | 0.0010% | SH | — | View |
| Technology | Software - Application | 2026-06-30 | 2026-07-31 | 1,025 | $299.77K | 0.0025% | SH | — | View | |
Marvell Technology, Inc.(MRVL) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,000 | $297.89K | 0.0001% | SH | — | View |
Symbotic Inc.(SYM) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 6,500 | $292.18K | 0.0056% | SH | — | View |
Corning Inc(GLW.DE) | Technology | Hardware, Equipment & Parts | 2026-06-30 | 2026-07-31 | 1,000 | $255.43K | 0.0001% | SH | — | View |
Snowflake Inc.(SNOW) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 1,000 | $254.50K | 0.0003% | SH | — | View |
Semtech Corporation(SMTC) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,500 | $242.78K | 0.0016% | SH | — | View |
| Technology | Computer Hardware | 2026-06-30 | 2026-07-31 | 250 | $241.25K | 0.0001% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 1,000 | $238.34K | 0.0000% | SH | — | View |
Hut 8 Mining Corp.(HUT.TO) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-31 | 2,000 | $230.89K | 0.0016% | SH | — | View |
| Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 800 | $213.62K | 0.0015% | SH | — | View | |
The RealReal, Inc.(REAL) | Consumer Cyclical | Luxury Goods | 2026-06-30 | 2026-07-31 | 17,273 | $203.65K | 0.0143% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 700 | $202.55K | 0.0000% | SH | — | View |
Alkami Technology, Inc.(ALKT) | Technology | Software - Application | 2026-06-30 | 2026-07-31 | 10,000 | $181.20K | 0.0094% | SH | — | View |
Showing 1 to 41 of 41 results
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