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WTG
West Tower Group Portfolio holdings
AUM
$32.1M
1-Year Est. Return
33.19%
This Fund
S&P 500
This Quarter
Est. Return
-0.62%
1 Year Est. Return
+33.19%
3 Year Est. Return
+71.96%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$44.4M
AUM Growth
+$9.89M
(+29%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
23.46%
Top 10 Holdings %
Top 10 Hldgs %
45.45%
Holding
97
New
50
Increased
11
Reduced
8
Closed
19
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Perrigo
PRGO
|
+$1.16M |
| 2 |
Cabot Corp
CBT
|
+$748K |
| 3 |
Liberty Media Series C
FWONK
|
+$687K |
| 4 |
FerroAtlántica
GSM
|
+$578K |
| 5 |
Amazon
AMZN
|
+$458K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Warner Bros
WBD
|
+$864K |
| 2 |
Marvell Technology
MRVL
|
+$631K |
| 3 |
Intel
INTC
|
+$540K |
| 4 |
Daktronics
DAKT
|
+$450K |
| 5 |
Spotify
SPOT
|
+$349K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.94% |
| 2 | Healthcare | 17.21% |
| 3 | Communication Services | 16.8% |
| 4 | Industrials | 11% |
| 5 | Consumer Discretionary | 7.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Freshworks
FRSH
$3.01B
| $184K | 0.41% |
+15,000
| New | +$177K |
|
77
Peloton Interactive
PTON
$2.65B
| $123K | 0.28% |
20,000
-5,000
| -20% | -$35.2K |
|
78
SEALSQ Corp
LAES
$566M
| $88.8K | 0.2% |
23,500
| – | – |
|
79
Applied Materials
AMAT
$421B
| – | – |
-1,500
| Closed | -$307K |
|
80
Arista Networks
ANET
$212B
| – | – |
-1,600
| Closed | -$233K |
|
|
81
Daktronics
DAKT
$923M
| – | – |
-21,500
| Closed | -$450K |
|
82
Dell
DELL
$256B
| – | – |
-2,000
| Closed | -$284K |
|
83
Alphabet (Google) Class A
GOOGL
$4.23T
| – | – |
-1,000
| Closed | -$243K |
|
84
GitLab
GTLB
$5.53B
| – | – |
-5,000
| Closed | -$225K |
|
|
85
Marvell Technology
MRVL
$169B
| – | – |
-7,500
| Closed | -$631K |
|
86
Oracle
ORCL
$364B
| – | – |
-1,000
| Closed | -$281K |
|
87
PagerDuty
PD
$794M
| – | – |
-13,000
| Closed | -$215K |
|
88
Roblox
RBLX
$37B
| – | – |
-2,000
| Closed | -$277K |
|
89
RUM Group Inc
RUM
$1.59B
| – | – |
-25,000
| Closed | -$181K |
|
90
NuScale Power
SMR
$2.67B
| – | – |
-8,000
| Closed | -$288K |
|
91
Snap
SNAP
$7.62B
| – | – |
-10,000
| Closed | -$77.1K |
|
92
Snowflake
SNOW
$93.2B
| – | – |
-1,000
| Closed | -$226K |
|
|
93
Spotify
SPOT
$98.3B
| – | – |
-500
| Closed | -$349K |
|
94
Vertiv
VRT
$111B
| – | – |
-1,500
| Closed | -$226K |
|
95
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| – | – |
-2,600
| Closed | -$204K |
|
96
Zscaler
ZS
$24.2B
| – | – |
-700
| Closed | -$210K |
|
|
TEM
97
Tempus AI
TEM
$9.42B
| – | – |
-2,500
| Closed | -$202K |
|
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West Tower Group's Q4 2025 Portfolio in Review
As of Q4 2025, West Tower Group held 97 positions worth $44.4M, up 29% from $34.5M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
West Tower Group deployed $10.4M of net new capital in Q4 2025, opening 50 new positions and adding to 11 existing holdings. Its largest new stake was Cabot Corp: 11,235 shares worth $745K.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 30% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was Warner Bros, an estimated $864K trimmed.
- West Tower Group's largest Q4 2025 buy was Cabot Corp: 11,235 shares worth $745K.
- West Tower Group added most to Perrigo in Q4 2025, an estimated $1.16M increase.
- West Tower Group's biggest Q4 2025 reduction was Warner Bros, cutting an estimated $864K.
- West Tower Group fully exited Marvell Technology in Q4 2025, selling an estimated $631K.
- West Tower Group's ten largest holdings make up 45% of its $44.4M portfolio in Q4 2025.
- West Tower Group opened 50 new positions and closed 19 in Q4 2025.
- West Tower Group's portfolio value rose 29% quarter-over-quarter to $44.4M.
Based on West Tower Group's 13F filing for Q4 2025, filed 4 Feb 2026.