West Tower Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), West Tower Group, LLC reported 94 stock positions worth $37.0 million. Its top holding was Hewlett Packard Enterprise (HPE) at 7.0% of the portfolio, followed by Warner Bros Discovery (WBD, 7.0%) and Orion (OEC, 5.1%). Compared with Q1 2024, it opened 36 new positions, sold out of 33, added to 27 and reduced 15. The biggest buy was a new position in Hewlett Packard Enterprise (HPE) and the biggest sale an exit from Kohls (KSS).
- Most Recent 13F
- Q2 2026
- Location
- RICHMOND, VA
- CIK
- 0001965819
- Portfolio Value
- $37.0M (Q2 2024)
- SEC Filing
- 0001965819-24-000003 ↗ filed Aug 14, 2024
Holdings Value
Holdings 94 stocks · $37.0M
| HPE Hewlett Packard Enterprise | 7.03% | 122,812 | $2.6M | New |
| WBD Warner Bros Discovery Inc. | 6.95% | 345,621 | $2.6M | Add +61.3% |
| OEC Orion SA | 5.14% | 86,683 | $1.9M | Add +2.4% |
| OSW Onespaworld Holdings Ltd. | 4.03% | 97,017 | $1.5M | Add +2.4% |
| URBN Urban Outfitters Inc. | 3.47% | 31,303 | $1.3M | Reduce -6.0% |
| GPRE Green Plains Inc. | 3.47% | 80,876 | $1.3M | No change |
| EHAB Enhabit Inc. | 3.29% | 136,576 | $1.2M | No change |
| TYL Tyler Technologies Inc. | 3.06% | 2,250 | $1.1M | Reduce -6.3% |
| EXLS Exlservice Holdings Inc. | 2.63% | 31,000 | $972K | New |
| PRGO Perrigo Co. PLC | 2.58% | 37,226 | $956K | Add +268.6% |
| M Macy's Inc. | 2.44% | 46,986 | $902K | Add +20.3% |
| GMS GMS Inc. | 2.40% | 11,000 | $887K | Reduce -4.3% |
| OII Oceaneering Intl Inc. | 2.21% | 34,500 | $816K | Add +155.6% |
| FIX Comfort Systems USA Inc. | 2.16% | 2,628 | $799K | No change |
| NWSA News Corp. Class A | 2.04% | 27,385 | $755K | Reduce -22.6% |
| GSM Ferroglobe PLC | 1.92% | 132,291 | $709K | No change |
| DBX Dropbox Inc. Class A | 1.79% | 29,520 | $663K | Add +78.7% |
| PYPL PayPal Holdings Inc. | 1.77% | 11,307 | $656K | Add +352.3% |
| DAKT Daktronics Inc. | 1.70% | 45,000 | $628K | Add +18.4% |
| PANW Palo Alto Networks Inc. | 1.37% | 1,500 | $509K | New |
| LYFT LYFT Inc. Class A | 1.33% | 35,000 | $494K | Add +1066.7% |
| CASH Pathward Financial Inc. | 1.30% | 8,490 | $480K | No change |
| ANSS Ansys Inc. | 1.26% | 1,450 | $466K | No change |
| DRVN Driven Brands Holdings Inc. | 1.19% | 34,671 | $441K | Add +197.1% |
| TSLA Tesla Inc. | 1.18% | 2,200 | $435K | New |
| AAPL Apple Inc. | 1.14% | 2,000 | $421K | New |
| LYTS Lsi Industries Inc. | 1.11% | 28,365 | $410K | No change |
| NABL N-Able Inc. | 1.07% | 26,000 | $396K | New |
| ADI Analog Devices Inc. | 1.05% | 1,700 | $388K | New |
| MGNI Magnite Inc. | 1.03% | 28,644 | $381K | No change |
| AMAT Applied Materials Inc. | 1.02% | 1,600 | $378K | Add +60.0% |
| MSFT Microsoft Corp. | 0.97% | 800 | $358K | No change |
| MRVL Marvell Technology Inc. | 0.94% | 5,000 | $350K | Add +66.7% |
| NFLX Netflix Inc. | 0.91% | 500 | $337K | Add +400.0% |
| AVGO Broadcom Inc. | 0.87% | 200 | $321K | Reduce -63.4% |
| MNDY Monday.com Ltd. | 0.85% | 1,300 | $313K | Add +62.5% |
| PINS Pinterest Inc. Class A | 0.83% | 7,000 | $308K | Add +75.0% |
| SPOT Spotify Technology SA | 0.76% | 900 | $282K | New |
| NXPI NXP Semiconductors NV | 0.73% | 1,000 | $269K | Add +66.7% |
| META Meta Platforms Inc. Class A | 0.68% | 500 | $252K | Add +150.0% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.66% | 2,500 | $244K | No change |
| AMBP Ardagh Metal Packaging SA | 0.66% | 71,359 | $243K | Reduce -32.5% |
| HUBS HubSpot Inc. | 0.64% | 400 | $236K | New |
| CCOI Cogent Communications Holdin | 0.61% | 4,025 | $227K | New |
| EVRI Everi Holdings Inc. | 0.60% | 26,555 | $223K | No change |
| ADBE Adobe Inc. | 0.60% | 400 | $222K | New |
| ORCL Oracle Corp. | 0.57% | 1,500 | $212K | New |
| OPAL Opal Fuels Inc. Class A | 0.57% | 51,370 | $210K | No change |
| EXTR Extreme Networks Inc. | 0.55% | 15,000 | $202K | New |
| OKTA Okta Inc. | 0.51% | 2,000 | $187K | No change |
| GOOGL Alphabet Inc. Class A | 0.49% | 1,000 | $182K | Reduce -60.0% |
| SMTC Semtech Corp. | 0.48% | 6,000 | $179K | Add +500.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.47% | 1,000 | $174K | New |
| DOCN Digitalocean Holdings Inc. | 0.47% | 5,000 | $174K | Add +25.0% |
| RPD RAPID7 Inc. | 0.47% | 4,000 | $173K | Add +300.0% |
| CZR Caesars Entertainment Inc. | 0.45% | 4,180 | $166K | Add +19.4% |
| AMD Advanced Micro Devices | 0.44% | 1,000 | $162K | New |
| QCOM Qualcomm Inc. | 0.43% | 800 | $159K | New |
| PLTR Palantir Technologies Inc. Class A | 0.41% | 6,000 | $152K | New |
| ECVT Ecovyst Inc. | 0.41% | 16,875 | $151K | Reduce -4.2% |
| NOK Nokia Corp.-Spon ADR | 0.41% | 40,000 | $151K | New |
| GTLB Gitlab Inc. Class A | 0.40% | 3,000 | $149K | Add +50.0% |
| FOUR SHIFT4 Payments Inc. Class A | 0.40% | 2,000 | $147K | Add +100.0% |
| MCHP Microchip Technology Inc. | 0.37% | 1,500 | $137K | New |
| CYBR Cyberark Software Ltd./Israel | 0.37% | 500 | $137K | New |
| GPGI Gpgi Inc. filed as COMPOSECURE INC | 0.37% | 20,000 | $136K | Reduce -20.0% |
| RDDT Reddit Inc. Class A | 0.35% | 2,000 | $128K | New |
| NET Cloudflare Inc. Class A | 0.34% | 1,500 | $124K | Reduce -50.3% |
| COHR Coherent Corp. | 0.29% | 1,500 | $109K | New |
| SE Sea Ltd.-ADR | 0.29% | 1,500 | $107K | New |
| HPQ HP Inc. | 0.28% | 3,000 | $105K | New |
| CFLT Confluent Inc. Class A | 0.28% | 3,500 | $103K | Add +16.7% |
| KDP Keurig Dr Pepper Inc. | 0.27% | 3,000 | $100K | No change |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.25% | 2,000 | $94K | New |
| TWKS Thoughtworks Holding Inc. | 0.24% | 31,864 | $90K | Add +13.5% |
| SOLO BRANDS INC | 0.24% | 39,000 | $89K | No change |
| AMKR Amkor Technology Inc. | 0.22% | 2,000 | $80K | New |
| BABA Alibaba Group Holding-SP ADR | 0.19% | 1,000 | $72K | New |
| AKTSQ Akoustis Technologies Inc. | 0.19% | 529,429 | $70K | Reduce -40.0% |
| DELL Dell Technologies -C | 0.19% | 500 | $69K | Reduce -75.0% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.17% | 1,000 | $64K | New |
| S Sentinelone Inc. Class A | 0.17% | 3,000 | $63K | New |
| SWI Solarwinds Corp. | 0.17% | 5,221 | $63K | New |
| CPNG Coupang Inc. | 0.17% | 3,000 | $63K | New |
| CLS Celestica Inc. | 0.15% | 1,000 | $57K | New |
| XPER Xperi Inc. | 0.15% | 6,937 | $57K | Add +28.8% |
| ZD Ziff Davis Inc. | 0.15% | 1,000 | $55K | New |
| DOCU Docusign Inc. | 0.14% | 1,000 | $54K | Reduce -33.3% |
| SNAP Snap Inc. Class A | 0.13% | 3,000 | $50K | Reduce -62.5% |
| MX Magnachip Semiconductor Corp. | 0.13% | 9,747 | $47K | No change |
| CXM Sprinklr Inc. Class A | 0.11% | 4,074 | $39K | New |
| ALAB Astera Labs Inc. | 0.10% | 600 | $36K | New |
| SHOP Shopify Inc. Class A | 0.09% | 500 | $33K | New |
| IOT Samsara Inc. Class A | 0.05% | 500 | $17K | Reduce -50.0% |
Portfolio Sells Q1 2024 → Q2 2024
| KSS Kohls Corp. | Sold out | 0.00% | −6.66 |
| AKTSQ Akoustis Technologies Inc. | Reduce -40.0% | 0.19% | −1.38 |
| AVGO Broadcom Inc. | Reduce -63.4% | 0.87% | −1.32 |
| BV Brightview Holdings Inc. | Sold out | 0.00% | −1.29 |
| DRS Leonardo DRS Inc. | Sold out | 0.00% | −1.29 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −1.16 |
| OXM Oxford Industries Inc. | Sold out | 0.00% | −1.15 |
| CLMT Calumet Specialty Products | Sold out | 0.00% | −1.01 |
| GMS GMS Inc. | Reduce -4.3% | 2.40% | −0.98 |
| DV Doubleverify Holdings Inc. | Sold out | 0.00% | −0.90 |
| URBN Urban Outfitters Inc. | Reduce -6.0% | 3.47% | −0.89 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.82 |
| SLAB Silicon Laboratories Inc. | Sold out | 0.00% | −0.78 |
| NWSA News Corp. Class A | Reduce -22.6% | 2.04% | −0.75 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.74 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.70 |
| GOOGL Alphabet Inc. Class A | Reduce -60.0% | 0.49% | −0.65 |
| HCP Hashicorp Inc. Class A | Sold out | 0.00% | −0.57 |
| NET Cloudflare Inc. Class A | Reduce -50.3% | 0.34% | −0.55 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.54 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.52 |
| DELL Dell Technologies -C | Reduce -75.0% | 0.19% | −0.50 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.49 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.49 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −0.47 |
| AMBP Ardagh Metal Packaging SA | Reduce -32.5% | 0.66% | −0.44 |
| FLEX Flex Ltd. | Sold out | 0.00% | −0.43 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.42 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.42 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.36 |
| XYZ Block Inc. | Sold out | 0.00% | −0.26 |
| FROG Jfrog Ltd. | Sold out | 0.00% | −0.25 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.24 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.23 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −0.22 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.21 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.21 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.21 |
| ADSK Autodesk Inc. | Sold out | 0.00% | −0.20 |
| ECVT Ecovyst Inc. | Reduce -4.2% | 0.41% | −0.18 |
| GPGI Gpgi Inc. | Reduce -20.0% | 0.37% | −0.18 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.15 |
| PUBM Pubmatic Inc. Class A | Sold out | 0.00% | −0.14 |
| SNAP Snap Inc. Class A | Reduce -62.5% | 0.13% | −0.14 |
| DOCU Docusign Inc. | Reduce -33.3% | 0.14% | −0.12 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.12 |
| IOT Samsara Inc. Class A | Reduce -50.0% | 0.05% | −0.07 |
| TYL Tyler Technologies Inc. | Reduce -6.3% | 3.06% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| HPE Hewlett Packard Enterprise | New | 7.03% | +7.03 |
| EXLS Exlservice Holdings Inc. | New | 2.63% | +2.63 |
| PRGO Perrigo Co. PLC | Add +268.6% | 2.58% | +1.60 |
| PANW Palo Alto Networks Inc. | New | 1.37% | +1.37 |
| WBD Warner Bros Discovery Inc. | Add +61.3% | 6.95% | +1.31 |
| PYPL PayPal Holdings Inc. | Add +352.3% | 1.77% | +1.27 |
| OII Oceaneering Intl Inc. | Add +155.6% | 2.21% | +1.25 |
| TSLA Tesla Inc. | New | 1.18% | +1.18 |
| LYFT LYFT Inc. Class A | Add +1066.7% | 1.33% | +1.16 |
| AAPL Apple Inc. | New | 1.14% | +1.14 |
| NABL N-Able Inc. | New | 1.07% | +1.07 |
| ADI Analog Devices Inc. | New | 1.05% | +1.05 |
| SPOT Spotify Technology SA | New | 0.76% | +0.76 |
| NFLX Netflix Inc. | Add +400.0% | 0.91% | +0.73 |
| HUBS HubSpot Inc. | New | 0.64% | +0.64 |
| DRVN Driven Brands Holdings Inc. | Add +197.1% | 1.19% | +0.64 |
| CCOI Cogent Communications Holdin | New | 0.61% | +0.61 |
| ADBE Adobe Inc. | New | 0.60% | +0.60 |
| DBX Dropbox Inc. Class A | Add +78.7% | 1.79% | +0.58 |
| ORCL Oracle Corp. | New | 0.57% | +0.57 |
| DAKT Daktronics Inc. | Add +18.4% | 1.70% | +0.56 |
| EXTR Extreme Networks Inc. | New | 0.55% | +0.55 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.47% | +0.47 |
| AMD Advanced Micro Devices | New | 0.44% | +0.44 |
| QCOM Qualcomm Inc. | New | 0.43% | +0.43 |
| PINS Pinterest Inc. Class A | Add +75.0% | 0.83% | +0.42 |
| PLTR Palantir Technologies Inc. Class A | New | 0.41% | +0.41 |
| NOK Nokia Corp.-Spon ADR | New | 0.41% | +0.41 |
| SMTC Semtech Corp. | Add +500.0% | 0.48% | +0.40 |
| AMAT Applied Materials Inc. | Add +60.0% | 1.02% | +0.40 |
| META Meta Platforms Inc. Class A | Add +150.0% | 0.68% | +0.39 |
| MCHP Microchip Technology Inc. | New | 0.37% | +0.37 |
| CYBR Cyberark Software Ltd./Israel | New | 0.37% | +0.37 |
| RDDT Reddit Inc. Class A | New | 0.35% | +0.35 |
| RPD RAPID7 Inc. | Add +300.0% | 0.47% | +0.32 |
| MRVL Marvell Technology Inc. | Add +66.7% | 0.94% | +0.30 |
| MNDY Monday.com Ltd. | Add +62.5% | 0.85% | +0.30 |
| COHR Coherent Corp. | New | 0.29% | +0.29 |
| SE Sea Ltd.-ADR | New | 0.29% | +0.29 |
| HPQ HP Inc. | New | 0.28% | +0.28 |
| NXPI NXP Semiconductors NV | Add +66.7% | 0.73% | +0.28 |
| NXT Nextpower Inc. | New | 0.25% | +0.25 |
| OSW Onespaworld Holdings Ltd. | Add +2.4% | 4.03% | +0.25 |
| AMKR Amkor Technology Inc. | New | 0.22% | +0.22 |
| FOUR SHIFT4 Payments Inc. Class A | Add +100.0% | 0.40% | +0.20 |
| BABA Alibaba Group Holding-SP ADR | New | 0.19% | +0.19 |
| P Everpure Inc. Class A | New | 0.17% | +0.17 |
| S Sentinelone Inc. Class A | New | 0.17% | +0.17 |
| SWI Solarwinds Corp. | New | 0.17% | +0.17 |
| CPNG Coupang Inc. | New | 0.17% | +0.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $35.6M | PRGO, LYFT, PRIM, OSW, NWSA |
| Q1 2026 | 32 | $32.0M | EHAB, PRGO, PRIM, NWSA, LYFT |
| Q4 2025 | 76 | $43.5M | EHAB, PRGO, PRIM, RDDT, WBD |
| Q3 2025 | 47 | $34.5M | PRGO, PRIM, EHAB, WBD, RDDT |
| Q2 2025 | 73 | $46.1M | PRGO, WBD, EHAB, PRIM, GAP |
| Q1 2025 | 60 | $38.1M | PRGO, WBD, EHAB, OEC, PRIM |
| Q4 2024 | 76 | $45.1M | PRGO, WBD, EHAB, OEC, PRIM |
| Q3 2024 | 113 | $46.8M | WBD, PRGO, EHAB, OEC, OSW |
| Q2 2024 | 94 | $37.0M | HPE, WBD, OEC, OSW, URBN |
| Q1 2024 | 91 | $33.2M | KSS, OEC, WBD, GPRE, EHAB |