Watchtower Advisors, LP
OLD GREENWICH, CT · CIK 1807092 · 13F filing filed 2026-08-13
SEC-registered investment adviser since 2019 · limited partnership
- Assets managed$289.5m
- Staff5 · 3 in investment roles
- Main clients (by assets)Private funds 100%
- Private funds1 (1 hedge) · $289.5m gross assets
- Websitewadvisorslp.com
- Form ADV · 2026-04-24SEC adviser record
- Kindhedge funds, futures
- Others nearbyOld Greenwich, CT
As an employer
- Offices in1 country
- Private fundshedge 1
$179.6m
reported value
+27.4% vs Q1 2026
11positions
97.8%in top 10
2 new
2 added
2 reduced
3 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ASML HOLDING N V ASML | $62.2m34.63% | Unchanged |
| OMEGA HEALTHCARE INVS INC OHI | $25.8m14.37% | Unchanged |
| CVS HEALTH CORP CVS | $18.9m10.50% | Unchanged |
| MICRON TECHNOLOGY INC MU | $13.9m7.71% | Reduced -11.0k |
| PATRICK INDS INC PATK | $13.5m7.50% | Unchanged |
| TEXTRON INC TXT | $11.5m6.41% | New |
| SEMPRA SRE | $10.5m5.86% | Added +77.8k |
| INSTALLED BLDG PRODS INC IBP | $7.4m4.13% | Unchanged |
| NOKIA CORP NOK | $6.6m3.70% | New |
| ELANCO ANIMAL HEALTH INC ELAN | $5.5m3.04% | Added +73.9k |
| ADVANCED MICRO DEVICES INC AMD | $3.9m2.16% | Reduced -33.3k |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| SOMNIGROUP INTERNATIONAL INC SGI | $10.3m139.9k shares |
| BROADCOM INC AVGO | $3.5m11.2k shares |
| AMPHENOL CORP APH | $932.2k7.4k shares |