Titelia

Holdings of West Tower Group, LLC

28 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 77.8 % of the equity sleeve

Sector breakdown

  • Technology 8.6 %
  • Communication 5.5 %
  • Consumer discretionary 2.2 %
  • Unattributed 83.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 95.2 %
  • KY 4.0 %
  • FI 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2624.2M $95.24 %
2KY11M $3.96 %
3FI1201K $0.79 %

Positions

RankCompanySharesValueWeight
1Enhabit Inc 361,0095.1M $
2Primoris Services Corp 26,3723.8M $
3News Corp 86,3592.2M $
4Lyft Inc 138,4321.8M $
5Roku Inc 12,9501.2M $
6Generac Holdings Inc 6,0001.2M $
7Reddit Inc 8,7001.2M $
8Warner Bros Discovery Inc 41,9151.2M $
9Jacobs Solutions Inc 9,0001.1M $
10Silicon Motion Technology Corp 8,9531M $
11Apple Inc 3,000761.4K $
12Figma Inc 21,000443.9K $
13Cabot Corp 5,861441.4K $
14Intel Corp 10,000441.3K $
15Symbotic Inc 7,000372.4K $
16Tyler Technologies Inc 1,025350.9K $
17Amazon.com Inc 1,500312.4K $
18Advanced Micro Devices Inc 1,500305.1K $
19Solv Energy Inc 9,000270.3K $
20ExlService Holdings Inc 8,700264.9K $
21Airbnb Inc 2,000252.6K $
22International Business Machines Corp. 1,000242.4K $
23Take-Two Interactive Software Inc 1,200237K $
24Salesforce Inc 1,200224K $
25Nokia Oyj 25,000201K $
26Alkami Technology Inc 12,000188K $
27Peloton Interactive Inc 40,000171.6K $
28Zeta Global Holdings Corp 10,000159.2K $