We are live on ! Find out more
WTG

West Tower Group Portfolio holdings

AUM $32.1M
1-Year Est. Return 33.19%
This Fund
S&P 500
This Quarter Est. Return
+4%
1 Year Est. Return
+33.19%
3 Year Est. Return
+71.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$32.1M
AUM Growth
-$12.4M
Cap. Flow
-$11.6M
Cap. Flow %
-36.3%
Top 10 Hldgs %
71.21%
Holding
87
New
9
Increased
10
Reduced
12
Closed
54

Top Buys

Rank Stock Value
1
LYFT icon
Lyft
LYFT
+$1.45M
2
PRGO icon
Perrigo
PRGO
+$1.42M
3
NWSA icon
News Corp Class A
NWSA
+$1.34M
4
GNRC icon
Generac Holdings
GNRC
+$1.15M
5
FIG
Figma
FIG
+$576K

Top Sells

Rank Stock Value
1
FWONK icon
Liberty Media Series C
FWONK
+$690K
2
EXLS icon
EXL Service
EXLS
+$655K
3
OII icon
Oceaneering
OII
+$649K
4
WBD icon
Warner Bros
WBD
+$647K
5
TYL icon
Tyler Technologies
TYL
+$577K

Sector Composition

Rank Sector Weight
1 Healthcare 27.68%
2 Industrials 20.16%
3 Technology 20.06%
4 Communication Services 18.53%
5 Consumer Discretionary 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
26
IBM
IBM
$200B
$242K 0.76%
1,000
-1,000
-50% -$271K
TTWO icon
27
Take-Two Interactive
TTWO
$43.9B
$237K 0.74%
+1,200
New +$261K
CRM icon
28
Salesforce
CRM
$140B
$224K 0.7%
1,200
+200
+20% +$41.4K
NOK icon
29
Nokia
NOK
$56.5B
$201K 0.63%
25,000
-15,000
-38% -$110K
ALKT icon
30
Alkami Technology
ALKT
$1.92B
$188K 0.59%
+12,000
New +$221K
PTON icon
31
Peloton Interactive
PTON
$2.65B
$172K 0.54%
40,000
+20,000
+100% +$97.5K
ZETA icon
32
Zeta Global
ZETA
$5.4B
$159K 0.5%
10,000
-5,000
-33% -$92.6K
PTON icon
33
CALL
Peloton Interactive
PTON
$2.65B
$12.9K 0.04%
+3,000
New +$14.6K
AMGN icon
34
Amgen
AMGN
$198B
– –
-800
Closed -$262K
APA icon
35
APA Corp
APA
$12.4B
– –
-11,500
Closed -$281K
ARKG icon
36
ARK Genomic Revolution ETF
ARKG
$1.61B
– –
-9,300
Closed -$269K
AVGO icon
37
Broadcom
AVGO
$1.76T
– –
-600
Closed -$208K
BDX icon
38
Becton Dickinson
BDX
$43.6B
– –
-1,400
Closed -$272K
BG icon
39
Bunge Global
BG
$23.1B
– –
-3,200
Closed -$285K
BILL icon
40
BILL Holdings
BILL
$4.45B
– –
-5,000
Closed -$273K
COP icon
41
ConocoPhillips
COP
$140B
– –
-2,800
Closed -$262K
COPX icon
42
Global X Copper Miners ETF NEW
COPX
$6.71B
– –
-4,000
Closed -$287K
CVX icon
43
Chevron
CVX
$373B
– –
-1,800
Closed -$274K
DBX icon
44
Dropbox
DBX
$7.14B
– –
-17,520
Closed -$487K
DFH icon
45
Dream Finders Homes
DFH
$1.45B
– –
-25,789
Closed -$441K
DURA icon
46
PUT
VanEck Durable High Dividend ETF
DURA
$38.1M
– –
-50
Closed -$532K
EWZ icon
47
iShares MSCI Brazil ETF
EWZ
$9.1B
– –
-8,900
Closed -$283K
FRSH icon
48
Freshworks
FRSH
$3.01B
– –
-15,000
Closed -$184K
FWONK icon
49
Liberty Media Series C
FWONK
$25.6B
– –
-7,000
Closed -$690K
FXI icon
50
iShares China Large-Cap ETF
FXI
$4.6B
– –
-7,300
Closed -$280K
1
2
3 4

Similar funds

QCA
Quantify Chaos Advisors Brooklyn, New York $32.1M AUM
VL
Vorpal LLC Nashville, Tennessee $32M AUM 10.89% 1-Year Est. Return
SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
PE
Platinum Equity Beverly Hills, California $32.3M AUM 17.64% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
WVP
Worth Venture Partners Fort Lee, New Jersey $31.6M AUM 28.5% 1-Year Est. Return
OR
Olympiad Research Stamford, Connecticut $32.8M AUM 50.11% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return

West Tower Group's Q1 2026 Portfolio in Review

As of Q1 2026, West Tower Group held 87 positions worth $32.1M, down 28% from $44.4M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

West Tower Group withdrew a net $11.6M in Q1 2026, closing 54 positions and reducing 12 holdings. Its most notable exit was Liberty Media Series C, an estimated $690K position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 17% a quarter earlier, followed by Industrials and Technology.

Against the trend, West Tower Group opened a new position in Generac Holdings worth $1.17M.

  • West Tower Group's largest Q1 2026 buy was Generac Holdings: 6,000 shares worth $1.17M.
  • West Tower Group added most to Lyft in Q1 2026, an estimated $1.45M increase.
  • West Tower Group's biggest Q1 2026 reduction was EXL Service, cutting an estimated $655K.
  • West Tower Group fully exited Liberty Media Series C in Q1 2026, selling an estimated $690K.
  • West Tower Group's ten largest holdings make up 71% of its $32.1M portfolio in Q1 2026.
  • West Tower Group opened 9 new positions and closed 54 in Q1 2026.
  • West Tower Group's portfolio value fell 28% quarter-over-quarter to $32.1M.

Based on West Tower Group's 13F filing for Q1 2026, filed 29 Apr 2026.