West Tower Group, LLC 13F 持仓 · 2026年Q2
West Tower Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 3,561.92 万美元。前几大持仓：PRGO（10.28%）、LYFT（7.54%）、PRIM（7.23%）。本季前 25 大持仓中：新建仓 10 只、增持 3 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PRGO | PERRIGO CO PLC | $3.7M | 10.28% | 352,522 | 持平 |
| 2 | LYFT | LYFT INC | $2.7M | 7.54% | 183,929 | 增持 |
| 3 | PRIM | PRIMORIS SVCS CORP | $2.6M | 7.23% | 25,972 | 减持 |
| 4 | OSW | ONESPAWORLD HOLDINGS LIMITED | $1.8M | 5.06% | 63,867 | 持平 |
| 5 | NWSA | NEWS CORP NEW | $1.7M | 4.76% | 68,285 | 减持 |
| 6 | ROKU | ROKU INC | $1.5M | 4.25% | 10,950 | 减持 |
| 7 | FISV | FISERV INC | $1.4M | 4.03% | 29,301 | 新建仓 |
| 8 | RDDT | REDDIT INC | $1.4M | 4.00% | 8,200 | 减持 |
| 9 | STTK | SHATTUCK LABS INC | $1.3M | 3.73% | 191,625 | 新建仓 |
| 10 | SIMO | SILICON MOTION TECHNOLOGY CO | $1.3M | 3.56% | 3,800 | 减持 |
| 11 | GNRC | GENERAC HLDGS INC | $1.2M | 3.37% | 4,100 | 减持 |
| 12 | WBD | WARNER BROS DISCOVERY INC | $1.1M | 3.14% | 41,915 | 持平 |
| 13 | CBT | CABOT CORP | $970,048 | 2.72% | 10,681 | 增持 |
| 14 | ARCO | ARCOS DORADOS HLDGS INC | $885,464 | 2.49% | 109,859 | 持平 |
| 15 | ADI | ANALOG DEVICES INC | $794,340 | 2.23% | 2,000 | 新建仓 |
| 16 | MWH | SOLV ENERGY INC | $783,150 | 2.20% | 23,000 | 增持 |
| 17 | J | JACOBS SOLUTIONS INC | $781,200 | 2.19% | 6,200 | 减持 |
| 18 | AGX | ARGAN INC | $678,768 | 1.91% | 850 | 新建仓 |
| 19 | GOOGL | ALPHABET INC | $536,055 | 1.50% | 1,500 | 新建仓 |
| 20 | VIXY | PROSHARES TR II | $532,250 | 1.49% | 25,000 | 新建仓 |
| 21 | ROAD | CONSTRUCTION PARTNERS INC | $498,834 | 1.40% | 4,200 | 新建仓 |
| 22 | LRCX | LAM RESEARCH CORP | $476,663 | 1.34% | 1,100 | 新建仓 |
| 23 | CSCO | CISCO SYS INC | $469,840 | 1.32% | 4,000 | 新建仓 |
| 24 | STM | STMICROELECTRONICS N V | $449,340 | 1.26% | 6,000 | 新建仓 |
| 25 | GSM | FERROGLOBE PLC | $398,406 | 1.12% | 125,285 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR