§ 13F · FUND PROFILE
West Tower Group, LLC.
AUM · $36M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PRGO | PERRIGO CO PLC | 353K | $4M | 10.3% | ±0% |
| 2 | LYFT | LYFT INC | 139K | $2M | 5.7% | +33% |
| 3 | OSW | ONESPAWORLD HOLDINGS LIMITED | 64K | $2M | 5.1% | ±0% |
| 4 | PRIM | PRIMORIS SVCS CORP | 18K | $2M | 4.9% | −2% |
| 5 | NWSA | NEWS CORP NEW | 68K | $2M | 4.8% | −21% |
| 6 | ROKU | ROKU INC | 11K | $2M | 4.2% | −15% |
| 7 | FISV | FISERV INC | 29K | $1M | 4.0% | NEW |
| 8 | RDDT | REDDIT INC | 8K | $1M | 4.0% | −6% |
| 9 | STTK | SHATTUCK LABS INC | 192K | $1M | 3.7% | NEW |
| 10 | SIMO | SILICON MOTION TECHNOLOGY CO | 4K | $1M | 3.6% | −58% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
West Tower Group, LLC is a Other fund managing $36 million in assets. The fund runs a portfolio of 47 positions.
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