§ 13F · FUND PROFILE
Park West Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 48Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1204.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 352K | $110.2T | 9.1% | NEW |
| 2 | Z | ZILLOW GROUP INC | 1.03M | $70.6T | 5.9% | NEW |
| 3 | AMZN | AMAZON COM INC | 301K | $69.4T | 5.8% | NEW |
| 4 | FLEX | FLEX LTD | 982K | $59.3T | 4.9% | NEW |
| 5 | PRCH | PORCH GROUP INC | 5.05M | $46.1T | 3.8% | NEW |
| 6 | MKSI | MKS INC. | 279K | $44.5T | 3.7% | NEW |
| 7 | TSEM | TOWER SEMICONDUCTOR LTD | 355K | $41.7T | 3.5% | NEW |
| 8 | FLUT | FLUTTER ENTMT PLC | 182K | $39.0T | 3.2% | NEW |
| 9 | TTMI | TTM TECHNOLOGIES INC | 543K | $37.5T | 3.1% | NEW |
| 10 | VERX | VERTEX INC | 1.83M | $36.6T | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARK SIGNAL
AC read
Park West Asset Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed