West Tower Group, LLC

RICHMOND, VA · CIK 1965819 · 13F filing filed 2026-07-31

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$146.2m
Staff8 · 3 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (2 hedge) · $146.2m gross assets
Websitewesttowergroup.com
Form ADV · 2026-09-23SEC adviser record

Legal entityWest Tower Group, LLC (US)

Kindhedge funds, futures
Others nearbyRichmond, VA

As an employer

Offices in1 country
Private fundshedge 2

$35.6m reported value +11.2% vs Q1 2026

45positions

54.4%in top 10

21 new 6 added 12 reduced 8 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Half Moon Capital, LLC – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PERRIGO CO PLC SHS PRGO	PRGO	352,522	$3.7m10.28%	10.28%	Unchanged
2	LYFT INC CL A COM LYFT	LYFT	183,929	$2.7m7.54%	7.54%	Added +45.5k	+45,497 32.9%
3	PRIMORIS SVCS CORP COM PRIM	PRIM	25,972	$2.6m7.23%	7.23%	Reduced -400	-400 -1.5%
4	ONESPAWORLD HOLDINGS LIMITED COM OSW	OSW	63,867	$1.8m5.06%	5.06%	Unchanged
5	NEWS CORP NEW CL A NWSA	NWSA	68,285	$1.7m4.76%	4.76%	Reduced -18.1k	-18,074 -20.9%
6	ROKU INC COM CL A ROKU	ROKU	10,950	$1.5m4.25%	4.25%	Reduced -2.0k	-2,000 -15.4%
7	FISERV INC COM FISV	FISV	29,301	$1.4m4.03%	4.03%	New
8	REDDIT INC CL A RDDT	RDDT	8,200	$1.4m4.00%	4.00%	Reduced -500	-500 -5.8%
9	SHATTUCK LABS INC COM STTK	STTK	191,625	$1.3m3.73%	3.73%	New
10	SILICON MOTION TECHNOLOGY CO SPONSORED ADR SIMO	SIMO	3,800	$1.3m3.56%	3.56%	Reduced -5.2k	-5,153 -57.6%
11	GENERAC HLDGS INC COM GNRC	GNRC	4,100	$1.2m3.37%	3.37%	Reduced -1.9k	-1,900 -31.7%
12	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	41,915	$1.1m3.14%	3.14%	Unchanged
13	CABOT CORP COM CBT	CBT	10,681	$970.0k2.72%	2.72%	Added +4.8k	+4,820 82.2%
14	ARCOS DORADOS HOLDINGS INC SHS CLASS -A - ARCO	ARCO	109,859	$885.5k2.49%	2.49%	Unchanged
15	ANALOG DEVICES INC COM ADI	ADI	2,000	$794.3k2.23%	2.23%	New
16	SOLV ENERGY INC COM SHS CL A MWH	MWH	23,000	$783.1k2.20%	2.20%	Added +14.0k	+14,000 155.6%
17	JACOBS SOLUTIONS INC COM J	J	6,200	$781.2k2.19%	2.19%	Reduced -2.8k	-2,800 -31.1%
18	ARGAN INC COM AGX	AGX	850	$678.8k1.91%	1.91%	New
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,500	$536.1k1.50%	1.50%	New
20	PROSHARES TR II VIX SHT TERM FUT VIXY	VIXY	25,000	$532.2k1.49%	1.49%	New
21	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	4,200	$498.8k1.40%	1.40%	New
22	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,100	$476.7k1.34%	1.34%	New
23	CISCO SYS INC COM CSCO	CSCO	4,000	$469.8k1.32%	1.32%	New
24	STMICROELECTRONICS N V NY REGISTRY STM	STM	6,000	$449.3k1.26%	1.26%	New
25	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	1,600	$400.0k1.12%	1.12%	Added +400	+400 33.3%
26	FERROGLOBE PLC SHS GSM	GSM	125,285	$398.4k1.12%	1.12%	Unchanged
27	NXP SEMICONDUCTORS N V COM NXPI	NXPI	1,300	$365.3k1.03%	1.03%	New
28	JFROG LTD ORD SHS FROG	FROG	4,000	$363.5k1.02%	1.02%	New
29	AIRBNB INC COM CL A ABNB	ABNB	2,500	$357.8k1.00%	1.00%	Added +500	+500 25.0%
30	PELOTON INTERACTIVE INC CL A COM PTON	PTON	60,000	$354.6k1.00%	1.00%	Added +20.0k	+20,000 50.0%
31	INTEL CORP COM INTC	INTC	2,500	$349.1k0.98%	0.98%	Reduced -7.5k	-7,500 -75.0%
32	TWILIO INC CL A TWLO	TWLO	1,500	$309.5k0.87%	0.87%	New
33	TYLER TECHNOLOGIES INC COM TYL	TYL	1,025	$299.8k0.84%	0.84%	Unchanged
34	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,000	$297.9k0.84%	0.84%	New
35	SYMBOTIC INC CLASS A COM SYM	SYM	6,500	$292.2k0.82%	0.82%	Reduced -500	-500 -7.1%
36	CORNING INC COM GLW	GLW	1,000	$255.4k0.72%	0.72%	New
37	SNOWFLAKE INC CL A SNOW	SNOW	1,000	$254.5k0.71%	0.71%	New
38	SEMTECH CORP COM SMTC	SMTC	1,500	$242.8k0.68%	0.68%	New
39	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	250	$241.2k0.68%	0.68%	New
40	AMAZON COM INC COM AMZN	AMZN	1,000	$238.3k0.67%	0.67%	Reduced -500	-500 -33.3%
41	HUT 8 CORP COM HUT	HUT	2,000	$230.9k0.65%	0.65%	New
42	MODINE MFG CO COM MOD	MOD	800	$213.6k0.60%	0.60%	New
43	THE REALREAL INC COM REAL	REAL	17,273	$203.6k0.57%	0.57%	New
44	APPLE INC COM AAPL	AAPL	700	$202.6k0.57%	0.57%	Reduced -2.3k	-2,300 -76.7%
45	ALKAMI TECHNOLOGY INC COM ALKT	ALKT	10,000	$181.2k0.51%	0.51%	Reduced -2.0k	-2,000 -16.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ENHABIT INC EHAB	EHAB	361,009	$5.1m361.0k shares
FIGMA INC FIG	FIG	21,000	$443.9k21.0k shares
ADVANCED MICRO DEVICES INC AMD	AMD	1,500	$305.1k1.5k shares
EXLSERVICE HOLDINGS INC EXLS	EXLS	8,700	$264.9k8.7k shares
INTERNATIONAL BUSINESS MACHS IBM	IBM	1,000	$242.4k1.0k shares
SALESFORCE INC CRM	CRM	1,200	$224.0k1.2k shares
NOKIA CORP NOK	NOK	25,000	$201.0k25.0k shares
ZETA GLOBAL HOLDINGS CORP ZETA	ZETA	10,000	$159.2k10.0k shares