§ 13F · FUND PROFILE
Park West Asset Management LLC.
AUM · $1.5B (13F)Positions · 47Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$370M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FLEX | FLEX LTD | 568K | $92M | 6.3% | −43% |
| 2 | AMZN | AMAZON COM INC | 325K | $77M | 5.3% | −13% |
| 3 | HQY | HEALTHEQUITY INC | 777K | $70M | 4.8% | +25% |
| 4 | GOOGL | ALPHABET INC | 192K | $69M | 4.7% | −33% |
| 5 | GLASF | GLASS HOUSE BRANDS INC | 5.18M | $67M | 4.6% | NEW |
| 6 | MKSI | MKS INC. | 139K | $62M | 4.2% | −44% |
| 7 | ENVA | ENOVA INTL INC | 249K | $60M | 4.1% | +1% |
| 8 | PRMB | PRIMO BRANDS CORPORATION | 2.40M | $59M | 4.0% | −11% |
| 9 | PRCH | PORCH GROUP INC | 3.54M | $53M | 3.6% | −31% |
| 10 | BKD | BROOKDALE SR LIVING INC | 3.08M | $49M | 3.4% | −14% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARK SIGNAL
AC read
Park West Asset Management LLC is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 47 positions.
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