Fund HoldingsWest Tower Group, LLC

Total Portfolio Value
$33.15M
Total Bought
$14.67M
Total Sold
$30.09M
Net Transaction
-$15.42M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GREEN PLAINS INC(GPRE)080,876+80,87601,8705.64%+1,870
URBAN OUTFITTERS INC(URBN)033,284+33,28401,4454.36%+1,445
COMFORT SYS USA INC(FIX)02,628+2,62808352.52%+835
BROADCOM INC(AVGO)0547+54707252.19%+725
ANSYS INC01,450+1,45005031.52%+503
KOHLS CORP(KSS)61,54075,713+14,1731,7652,2076.66%+442
BRIGHTVIEW HLDGS INC(BV)036,000+36,00004281.29%+428
CROWDSTRIKE HLDGS INC(CRWD)01,200+1,20003851.16%+385
NEWS CORP NEW(NWS)23,25535,380+12,1255719262.79%+355
MICROSOFT CORP(MSFT)0800+80003371.02%+337
ALPHABET INC(GOOG)02,500+2,50003771.14%+377
DOUBLEVERIFY HLDGS INC(DV)08,500+8,50002990.90%+299
CLOUDFLARE INC(NET)03,019+3,01902920.88%+292
NVIDIA CORPORATION(NVDA)0300+30002710.82%+271
SILICON LABORATORIES INC(SLAB)01,800+1,80002590.78%+259
DISNEY WALT CO(DIS)02,000+2,00002450.74%+245
OCEANEERING INTL INC(OII)3,57213,500+9,928763160.95%+240
ARISTA NETWORKS INC0800+80002320.70%+232
DELL TECHNOLOGIES INC(DELL)02,000+2,00002280.69%+228
THE TRADE DESK INC(TTD)02,500+2,50002190.66%+219
MARVELL TECHNOLOGY INC(MRVL)03,000+3,00002130.64%+213
APPLIED MATLS INC01,000+1,00002060.62%+206
OKTA INC(OKTA)02,000+2,00002090.63%+209
HASHICORP INC07,000+7,00001890.57%+189
MONDAY COM LTD
SHS
0800+80001810.55%+181
MONGODB INC(MDB)0500+50001790.54%+179
SYNOPSYS INC(SNPS)0300+30001710.52%+171
WORKDAY INC(WDAY)0600+60001640.49%+164
CAESARS ENTERTAINMENT INC NE(CZR)03,500+3,50001530.46%+153
DIGITALOCEAN HLDGS INC(DOCN)04,000+4,00001530.46%+153
SNOWFLAKE INC(SNOW)01,000+1,00001620.49%+162
NXP SEMICONDUCTORS N V
COM
0600+60001490.45%+149
MAGNITE INC(MGNI)17,05828,644+11,5861593080.93%+149
FLEX LTD(FLEX)05,000+5,00001430.43%+143
TEXAS INSTRS INC(TXN)0800+80001390.42%+139
PINTEREST INC(PINS)04,000+4,00001390.42%+139
DOORDASH INC(DASH)01,000+1,00001380.42%+138
SALESFORCE INC(CRM)0400+40001200.36%+120
GITLAB INC(GTLB)02,000+2,00001170.35%+117
META PLATFORMS INC(META)0200+2000970.29%+97
DRIVEN BRANDS HLDGS INC(DRVN)6,35611,671+5,315911840.56%+94
SNAP INC(SNAP)08,000+8,0000920.28%+92
CONFLUENT INC03,000+3,0000920.28%+92
SOLO BRANDS INC039,000+39,0000850.26%+85
OPAL FUELS INC31,42751,370+19,9431732580.78%+84
JFROG LTD(FROG)01,861+1,8610820.25%+82
BLOCK INC(XYZ)01,000+1,0000850.26%+85
LATTICE SEMICONDUCTOR CORP(LSCC)01,000+1,0000780.24%+78
PAYPAL HLDGS INC(PYPL)1,5042,500+996921670.51%+75
TOAST INC(TOST)03,000+3,0000750.23%+75
ZILLOW GROUP INC(Z)01,500+1,5000730.22%+73
DOCUSIGN INC(DOCU)01,500+1,5000890.27%+89
THOUGHTWORKS HOLDING INC028,063+28,0630710.21%+71
APPLOVIN CORP(APP)01,000+1,0000690.21%+69
WIX COM LTD
SHS
0500+5000690.21%+69
WESTERN DIGITAL CORP.(WDC)01,000+1,0000680.21%+68
AUTODESK INC0250+2500650.20%+65
XPERI INC05,385+5,3850650.20%+65
SHIFT4 PMTS INC(FOUR)01,000+1,0000660.20%+66
LYFT INC(LYFT)03,000+3,0000580.18%+58
RAPID7 INC01,000+1,0000490.15%+49
ASML HOLDING N V
N Y REGISTRY SHS
050+500490.15%+49
PUBMATIC INC02,000+2,0000470.14%+47
COMPOSECURE INC(GPGI)25,00025,00001351810.55%+46
ROBLOX CORP(RBLX)01,000+1,0000380.12%+38
SAMSARA INC(IOT)01,000+1,0000380.11%+38
PERRIGO CO PLC(PRGO)9,10010,100+1,0002933250.98%+32
SEMTECH CORP(SMTC)01,000+1,0000270.08%+27
EVERI HLDGS INC22,10026,555+4,4552492670.80%+18
NETFLIX INC(NFLX)0100+1000610.18%+61
CALUMET SPECIALTY PRODS PART18,54922,549+4,0003313351.01%+4
ECOVYST INC(ECVT)20,12417,610-2,5141971960.59%-0
DIGITAL RLTY TR INC000000
GENERAL DYNAMICS CORP(GD)000000
TERADYNE INC(TER)000000
GMS INC13,60411,500-2,1041,1211,1193.38%-2
TELEDYNE TECHNOLOGIES INC(TDY)000000
MIDDLEFIELD BANC CORP000000
CUMMINS INC(CMI)000000
CHOICEONE FINL SVCS INC000000
PRINCETON BANCORP INC000000
FIRST BUSINESS FINL SVCS INC000000
MAUI LD & PINEAPPLE INC000000
UNITY BANCORP INC000000
NORTHERN OIL & GAS INC(NOG)000000
OLD SECOND BANCORP INC ILL(OSBC)000000
AMERICAN NATL BANKSHARES INC000000
HAWKINS INC(HWKN)000000
MAXIMUS INC(MMS)000000
NEW JERSEY RES CORP(NJR)000000
AMALGAMATED FINANCIAL CORP000000
ENNIS INC000000
API GROUP CORP(APG)000000
OAK VY BANCORP OAKDALE CALIF000000
NELNET INC(NNI)000000
ADTALEM GLOBAL ED INC(CVSA)000000
CITY HLDG CO(CHCO)000000
FEDERAL SIGNAL CORP(FSS)000000
KIRBY CORP(KEX)000000
KILROY RLTY CORP(KRC)000000
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