West Tower Group, LLC

CIK 1965819 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$33.2M
#8.831 dari 9.443 berdasarkan nilai 13F · top 93.5%
Posisi
45
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +19.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
52,27%
Bobot 25 kepemilikan teratas
82,98%
Posisi di atas 1%
31
Jumlah posisi efektif
25,0

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 39,91% Perkiraan pembelian $13.387.007 · penjualan $12.169.695

Kepemilikan median: 1,0 kuartal Dilacak Q4 2024–Q2 2026 · 23,0% masih dipegang

Posisi baru
21
Meningkat
7
Menurun
10
Tertutup
8
Di halaman ini

Rincian sektor

Industrials
20,4%
Communication Services
20,1%
Technology
19,0%
Healthcare
15,0%
Diversified Consumer Services
5,4%
Consumer Discretionary
4,8%
Financial Services
4,3%
Materials
4,1%
Communications
1,4%
Retail
1,3%
Lainnya/Tidak terpetakan
4,0%

Portofolio lengkap 45 posisi

Tipe Rentetan Tren 8 kuartal
PRGO Perrigo Company plc Ordinary Shares $3.662.704 11,03% 352.522 $-123.382
LYFT Lyft, Inc. - Class A Common Stock $2.029.753 6,11% 138.929 $787.107 Naik ×3
OSW OneSpaWorld Holdings Limited - Common Shares $1.803.604 5,43% 63.867 $337.856
NWSA News Corporation - Class A Common Stock $1.695.517 5,10% 68.285 $-457.413 Turun ×1
ROKU Roku, Inc. - Class A Common Stock $1.512.633 4,55% 10.950 $287.304 Turun ×2
FISV Fiserv, Inc. - Common Stock $1.437.214 4,33% 29.301 Naik ×1
RDDT Reddit, Inc. Class A Common Stock $1.423.356 4,28% 8.200 $1.356.031 Naik ×1
STTK Shattuck Labs, Inc. - Common Stock $1.329.878 4,00% 191.625 Naik ×1
SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares $1.266.654 3,81% 3.800 $261.322 Turun ×2
GNRC Generac Holdlings Inc. Common Stock $1.200.521 3,61% 4.100 $28.541 Turun ×1
WBD Warner Bros. Discovery, Inc. - Series A Common Stock $1.117.454 3,36% 41.915 $-33.532
CBT Cabot Corporation Common Stock $970.048 2,92% 10.681 $528.656 Naik ×1
ARCO Arcos Dorados Holdings Inc. Class A Shares $885.464 2,67% 109.859 $-20.873
PRIM Primoris Services Corporation Common Stock $829.833 2,50% 8.372 $-367.698
ADI Analog Devices, Inc. - Common Stock $794.340 2,39% 2.000
MWH SOLV Energy, Inc. - Class A common stock $783.150 2,36% 23.000 $512.880 Naik ×1
J Jacobs Solutions Inc. Common Stock $781.200 2,35% 6.200 $-364.320 Turun ×1
AGX Argan, Inc. Common Stock $678.768 2,04% 850 Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock $536.055 1,61% 1.500
VIXY $532.250 1,60% 25.000 Naik ×1
ROAD Construction Partners, Inc. - Common Stock $498.834 1,50% 4.200 Naik ×1
LRCX Lam Research Corporation - Common Stock $476.663 1,43% 1.100 Naik ×1
CSCO Cisco Systems, Inc. - Common Stock $469.840 1,41% 4.000
STM STMicroelectronics N.V. Common Stock $449.340 1,35% 6.000
TTWO Take-Two Interactive Software, Inc. - Common Stock $399.968 1,20% 1.600 $162.968 Naik ×1
GSM Ferroglobe PLC - Ordinary Shares $398.406 1,20% 125.285 $-117.768
NXPI NXP Semiconductors N.V. - Common Stock $365.339 1,10% 1.300
FROG JFrog Ltd. - Ordinary shares $363.520 1,09% 4.000 Naik ×1
ABNB Airbnb, Inc. - Class A Common Stock $357.750 1,08% 2.500 $105.190 Naik ×1
PTON Peloton Interactive, Inc. - Common Stock $354.600 1,07% 60.000 $183.000 Naik ×2
INTC Intel Corporation - Common Stock $349.075 1,05% 2.500 $-92.225 Turun ×1
TWLO Twilio Inc. Class A Common Stock $309.495 0,93% 1.500
TYL Tyler Technologies, Inc. Common Stock $299.772 0,90% 1.025 $-51.168
MRVL Marvell Technology, Inc. - Common Stock $297.890 0,90% 1.000
SYM Symbotic Inc. - Class A Common Stock $292.175 0,88% 6.500 $-80.225 Turun ×1
GLW Corning Incorporated Common Stock $255.430 0,77% 1.000
SNOW Snowflake Inc. Common Stock $254.500 0,77% 1.000
SMTC Semtech Corporation - Common Stock $242.775 0,73% 1.500 Naik ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $241.250 0,73% 250 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $238.340 0,72% 1.000 $-74.065 Turun ×2
HUT Hut 8 Corp. - Common Stock $230.890 0,70% 2.000
MOD Modine Manufacturing Company Common Stock $213.616 0,64% 800 Naik ×1
REAL The RealReal, Inc. - Common Stock $203.649 0,61% 17.273 Naik ×1
AAPL Apple Inc. - Common Stock $202.552 0,61% 700 $-558.818 Turun ×1
ALKT Alkami Technology, Inc. - Common Stock $181.200 0,55% 10.000 $-6.840 Turun ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
LYFT $2.029.753 6,11% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
FISV $1.437.214 29.301 4,33%
STTK $1.329.878 191.625 4,00%
ADI $794.340 2.000 2,39%
AGX $678.768 850 2,04%
GOOGL $536.055 1.500 1,61%
VIXY $532.250 25.000 1,60%
ROAD $498.834 4.200 1,50%
LRCX $476.663 1.100 1,43%
CSCO $469.840 4.000 1,41%
STM $449.340 6.000 1,35%
NXPI $365.339 1.300 1,10%
FROG $363.520 4.000 1,09%
TWLO $309.495 1.500 0,93%
MRVL $297.890 1.000 0,90%
GLW $255.430 1.000 0,77%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
LYFT Beli lebih banyak +45K +$787K
AAPL Dipangkas -2K -$559K
CBT Beli lebih banyak +5K +$529K
MWH Beli lebih banyak +14K +$513K
NWSA Dipangkas -18K -$457K
PRIM Hanya pergerakan harga +0 -$368K
J Dipangkas -3K -$364K
OSW Hanya pergerakan harga +0 +$338K
ROKU Dipangkas -2K +$287K
SIMO Dipangkas -5K +$261K

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
EHAB 30 Juni 2026 361.009 $5.086.617 Tidak lagi dilacak
DVY 30 Sep. 2025 13.000 $1.726.530
GAP 30 Sep. 2025 60.000 $1.308.600 -5,4%
PYPL 31 Maret 2025 13.730 $1.171.855 -5,5%
HPE 31 Maret 2025 43.400 $926.590 241,6%
META 30 Sep. 2025 1.100 $811.899 -25,7%
FWONK 31 Maret 2026 7.000 $689.570 21,4%
OII 31 Maret 2026 27.000 $648.810 49,7%
MRVL 31 Des. 2025 7.500 $630.525 173,6%
AAPL 31 Maret 2025 2.500 $626.050 42,5%
EA 31 Maret 2025 4.000 $585.200 Tidak lagi dilacak
M 30 Sep. 2025 43.485 $507.035 31,6%
MSFT 31 Maret 2025 1.200 $505.800 28,7%
DBX 31 Maret 2026 17.520 $487.056 50,7%
TGT 31 Maret 2025 3.400 $459.612 54,1%
VERX 30 Sep. 2025 13.000 $459.355 -45,6%
OEC 31 Maret 2026 86.538 $456.921 -2,9%
UNP 31 Maret 2025 2.000 $456.080 29,7%
SYY 30 Sep. 2025 6.000 $454.440 -0,1%
EXC 31 Maret 2025 12.000 $451.680 -0,4%
AES 31 Maret 2025 35.000 $450.450 18,7%
DAKT 31 Des. 2025 21.500 $449.780 -2,9%
FIG 30 Juni 2026 21.000 $443.940 46,0%
MRVL 31 Maret 2025 4.000 $441.800 277,6%
DFH 31 Maret 2026 25.789 $440.992 12,9%
PEP 30 Sep. 2025 3.300 $435.732 1,0%
CRM 31 Maret 2025 1.300 $434.629 -24,8%
GIS 31 Maret 2025 6.800 $433.636 -34,2%
VZ 30 Sep. 2025 10.000 $432.700 12,4%
MOS 30 Juni 2025 16.000 $432.160 -39,5%
HAL 30 Juni 2025 17.000 $431.290 72,6%
CF 30 Juni 2025 5.500 $429.825 33,2%
CNP 31 Maret 2025 13.500 $428.355 12,4%
AMD 30 Sep. 2025 3.000 $425.700 187,0%
AWK 31 Maret 2025 3.400 $423.266 -6,0%
YUM 31 Maret 2025 3.100 $415.896 -6,7%
KHC 31 Maret 2025 13.500 $414.585 -16,5%
UNP 30 Sep. 2025 1.800 $414.144 29,6%
ROK 30 Juni 2025 1.600 $413.408 31,3%
SO 30 Sep. 2025 4.500 $413.235 -2,2%
XLK 30 Juni 2025 2.000 $412.960 Tidak lagi dilacak
OKE 30 Sep. 2025 5.000 $408.150 33,3%
MCD 31 Maret 2025 1.400 $405.846 -13,1%
UPS 30 Sep. 2025 4.000 $403.760 24,4%
HON 30 Juni 2025 1.900 $402.325 2,8%
ED 31 Maret 2025 4.500 $401.535 -1,0%
DUK 30 Sep. 2025 3.400 $401.200 0,8%
COP 30 Juni 2025 3.800 $399.076 46,2%
NOK 31 Maret 2025 90.000 $398.700 94,5%
PG 30 Sep. 2025 2.500 $398.300 -4,9%
INTC 30 Juni 2025 17.500 $397.425 311,4%
JNJ 30 Sep. 2025 2.600 $397.150 48,6%
KDP 30 Sep. 2025 12.000 $396.720 21,6%
BDX 30 Sep. 2025 2.300 $396.175 26,3%
D 30 Sep. 2025 7.000 $395.640 12,7%
ITW 30 Sep. 2025 1.600 $395.600 10,8%
TXN 30 Juni 2025 2.200 $395.340 29,9%
TGT 30 Sep. 2025 4.000 $394.600 79,3%
KMB 30 Sep. 2025 3.000 $386.760 -12,2%
ADM 30 Juni 2025 8.000 $384.080 55,1%
PSX 30 Juni 2025 3.100 $382.788 103,5%
PPG 30 Juni 2025 3.500 $382.725 1,0%
BAX 31 Maret 2025 13.100 $381.996 -22,4%
CL 30 Sep. 2025 4.200 $381.780 16,1%
GPC 30 Juni 2025 3.200 $381.248 11,0%
LHX 30 Juni 2025 1.800 $376.758 11,4%
OMC 30 Juni 2025 4.500 $373.095 20,8%
MRK 30 Sep. 2025 4.700 $372.052 80,3%
LMT 30 Sep. 2025 800 $370.512 21,0%
BMY 30 Sep. 2025 8.000 $370.320 50,8%
NUE 30 Juni 2025 3.000 $361.020 105,8%
TWLO 31 Maret 2026 2.500 $355.600 79,8%
DOW 30 Juni 2025 10.000 $349.200 20,6%
SPOT 31 Des. 2025 500 $349.000 -7,9%
CAG 30 Sep. 2025 17.000 $347.990 -12,7%
DDOG 30 Sep. 2025 2.500 $335.825 67,4%
META 31 Maret 2026 500 $330.045 -4,7%
RDDT 31 Maret 2025 2.000 $326.880 48,0%
NXPI 31 Maret 2026 1.500 $325.590 15,9%
AMAT 31 Des. 2025 1.500 $307.110 92,4%
PANW 30 Sep. 2025 1.500 $306.960 76,3%
CPB 30 Sep. 2025 10.000 $306.500 -25,9%
AMD 30 Juni 2026 1.500 $305.145 -20,1%
SAP 30 Sep. 2025 1.000 $304.100 -19,6%
IBB 31 Maret 2026 1.800 $303.786 26,2%
MBLY 31 Maret 2025 15.000 $298.800 -38,1%
FOUR 30 Sep. 2025 3.000 $297.330 -39,1%
SWK 31 Maret 2026 4.000 $297.120 41,2%
SLAB 30 Sep. 2025 2.000 $294.720 66,9%
VLO 31 Maret 2026 1.800 $293.022 39,5%
QCOM 31 Maret 2026 1.700 $290.785 25,6%
SMR 31 Des. 2025 8.000 $288.000 -39,1%
COPX 31 Maret 2026 4.000 $287.160 Tidak lagi dilacak
PEP 31 Maret 2026 2.000 $287.040 -8,6%
CSGP 31 Maret 2025 4.000 $286.360 -58,1%
BG 31 Maret 2026 3.200 $285.056 -10,4%
DELL 31 Des. 2025 2.000 $283.540 246,2%
LSCC 31 Maret 2025 5.000 $283.250 123,6%
EWZ 31 Maret 2026 8.900 $282.753 Tidak lagi dilacak
OMC 31 Maret 2026 3.500 $282.625 15,4%
HAL 31 Maret 2026 10.000 $282.600 -9,8%
APA 31 Maret 2026 11.500 $281.290 3,6%
ORCL 31 Des. 2025 1.000 $281.240 -28,6%
REMX 31 Maret 2026 3.800 $280.896 Tidak lagi dilacak
FXI 31 Maret 2026 7.300 $279.517 Tidak lagi dilacak
ICLN 31 Maret 2026 17.000 $279.310
UNP 31 Maret 2026 1.200 $277.584 26,3%
CSCO 30 Sep. 2025 4.000 $277.520 62,4%
RBLX 31 Des. 2025 2.000 $277.040 -52,9%
PPG 31 Maret 2026 2.700 $276.642 7,5%
KMI 31 Maret 2026 10.000 $274.900 -2,8%
GDX 31 Maret 2026 3.200 $274.464 Tidak lagi dilacak
URNM 31 Maret 2026 5.000 $274.450 Tidak lagi dilacak
CVX 31 Maret 2026 1.800 $274.338 0,1%
HSY 31 Maret 2026 1.500 $272.970 -9,8%
XRT 31 Maret 2026 3.200 $272.928 Tidak lagi dilacak
BILL 31 Maret 2026 5.000 $272.700 28,8%
BDX 31 Maret 2026 1.400 $271.698 18,2%
CART 30 Sep. 2025 6.000 $271.440 33,8%
TAN 31 Maret 2026 5.500 $270.160 Tidak lagi dilacak
GILD 31 Maret 2026 2.200 $270.028 6,5%
ARKG 31 Maret 2026 9.300 $269.421 Tidak lagi dilacak
XME 31 Maret 2026 2.600 $269.386 Tidak lagi dilacak
KLAC 30 Sep. 2025 300 $268.722 -82,5%
XLE 31 Maret 2026 6.000 $268.260 Tidak lagi dilacak
XBI 31 Maret 2026 2.200 $268.246 Tidak lagi dilacak
NFLX 30 Sep. 2025 200 $267.826 -93,3%
EXLS 30 Juni 2026 8.700 $264.915 42,5%
COP 31 Maret 2026 2.800 $262.108 -0,6%
AMGN 31 Maret 2026 800 $261.848 24,8%
MANH 30 Juni 2025 1.500 $259.560 2,9%
STM 31 Maret 2026 10.000 $259.400 49,7%
XHB 31 Maret 2026 2.500 $257.400 Tidak lagi dilacak
NEE 31 Maret 2026 3.200 $256.896 -6,9%
ORCL 31 Maret 2025 1.500 $249.960 -0,5%
NVDA 31 Maret 2026 1.309 $244.129 25,4%
CYBR 30 Sep. 2025 600 $244.128 Tidak lagi dilacak
TEAM 31 Maret 2026 1.500 $243.210 145,2%
GOOGL 31 Des. 2025 1.000 $243.100 9,2%
IBM 30 Juni 2026 1.000 $242.390 -16,5%
OKTA 31 Maret 2025 3.000 $236.400 32,6%
ANET 31 Des. 2025 1.600 $233.136 44,1%
AVGO 31 Maret 2025 1.000 $231.840 116,0%
PANW 31 Maret 2026 1.250 $230.250 124,0%
VRT 31 Des. 2025 1.500 $226.290 60,9%
ARW 31 Maret 2025 2.000 $226.240 101,9%
SNOW 31 Des. 2025 1.000 $225.550 45,6%
GTLB 31 Des. 2025 5.000 $225.400 10,6%
GTLB 31 Maret 2025 4.000 $225.400 -11,7%
SHOP 31 Maret 2026 1.400 $225.358 25,0%
CRM 30 Juni 2026 1.200 $224.004 28,8%
CFLT 31 Maret 2025 8.000 $223.680 Tidak lagi dilacak
HUT 30 Sep. 2025 12.000 $223.200 121,8%
COHR 30 Sep. 2025 2.500 $223.025 171,5%
DIS 31 Maret 2025 2.000 $222.700 7,8%
ANET 31 Maret 2025 2.000 $221.060 143,6%
ON 31 Maret 2025 3.500 $220.675 92,1%
GLW 31 Maret 2026 2.500 $218.900 12,4%
LITE 30 Juni 2025 3.500 $218.190 774,0%
EXTR 31 Maret 2025 13.000 $217.620 74,5%
GMS 30 Sep. 2025 2.000 $217.500 Tidak lagi dilacak
NVDA 30 Juni 2025 2.000 $216.760 38,4%
PD 31 Des. 2025 13.000 $214.760 -7,8%
TEAM 30 Juni 2025 1.000 $212.210 -17,6%
NOW 31 Maret 2025 200 $212.024 -22,4%
MDB 30 Sep. 2025 1.000 $209.990 37,8%
ZS 31 Des. 2025 700 $209.762 -18,3%
AVGO 31 Maret 2026 600 $207.660 16,9%
FOUR 31 Maret 2025 2.000 $207.560 -42,3%
CRWD 31 Maret 2025 600 $205.296 -43,1%
TGT 31 Maret 2026 2.100 $205.275 32,7%
PLTR 30 Sep. 2025 1.500 $204.480 -6,2%
XLP 31 Des. 2025 2.600 $203.762 Tidak lagi dilacak
TEM 31 Des. 2025 2.500 $201.775 -5,7%
ADI 30 Juni 2025 1.000 $201.670 57,4%
ALGM 30 Juni 2025 8.000 $201.040 11,7%
NOK 30 Juni 2026 25.000 $201.000 -22,8%
ETSY 30 Sep. 2025 4.000 $200.640 23,5%
FRSH 31 Maret 2026 15.000 $183.750 61,1%
RUM 31 Des. 2025 25.000 $181.000 28,5%
ZETA 30 Juni 2026 10.000 $159.200 47,0%
SNAP 31 Maret 2025 13.000 $140.010 -41,1%
LAES 31 Maret 2026 23.500 $88.830 2,7%
SNAP 31 Des. 2025 10.000 $77.100 -36,4%
NVTS 30 Sep. 2025 10.000 $65.500 74,8%