West Tower Group, LLC Portfolio Holdings

West Tower Group, LLC

  • $34.5 Billion
  • Q3 2025

West Tower Group, LLC has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $34.5 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Perrigo CO PLC with a value of $3.86B, Primoris Services Corp with a value of $3.69B, Enhabit, Inc. with a value of $3B, Warner Bros. Discovery, Inc. with a value of $1.99B, and Reddit Inc with a value of $1.54B.

Examining the 13F form we can see an decrease of $11.6B in the current position value, from $46.1B to 34.5B.

West Tower Group, LLC is based out at Richmond, VA

Below you can find more details about West Tower Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $34.5 Billion
Technology: $10.2 Billion
Healthcare: $6.86 Billion
Communication Services: $5.04 Billion
Industrials: $4.21 Billion
Consumer Cyclical: $3.11 Billion
Energy: $875 Million
Basic Materials: $839 Million
ETFs: $486 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.86B
$3.86 Billion 11.18% of portfolio
173,241
Q3 2025 Added 45.69%
$6.28B
$3.69 Billion 10.7% of portfolio
26,900
Q3 2025 Added 5.08%
$401M
$3 Billion 8.71% of portfolio
375,142
Q3 2025 Added 31.56%
$55.9B
$1.99 Billion 5.77% of portfolio
101,977
Q3 2025 Reduced 62.94%
Reddit Inc
-
$1.54 Billion 4.46% of portfolio
-
Q3 2025 Added 42.55%
$1.63B
$1.3 Billion 3.76% of portfolio
61,400
Q1 2025 Added 9.84%
$1.31B
$1.22 Billion 3.53% of portfolio
27,700
Q3 2025 Added 12.15%
$2.87B
$1.17 Billion 3.38% of portfolio
12,300
Q2 2025 New
$19.5B
$1.14 Billion 3.3% of portfolio
2,175
Q2 2025 Added 4.82%
$7.96B
$1.12 Billion 3.25% of portfolio
51,000
Q3 2025 Reduced 8.93%
$12B
$1.1 Billion 3.19% of portfolio
11,000
Q3 2025 Added 37.5%
$952M
$1.07 Billion 3.1% of portfolio
158,736
Q3 2025 Reduced 19.01%
$10B
$997 Million 2.89% of portfolio
32,454
Q3 2025 Reduced 15.6%
Jacobs Solutions Inc
-
$854 Million 2.47% of portfolio
-
Q3 2025 Reduced 18.57%
$277M
$839 Million 2.43% of portfolio
110,649
Q4 2024 Reduced 3.11%
$143B
$815 Million 2.36% of portfolio
24,300
Q3 2025 New
$73.7B
$631 Million 1.83% of portfolio
7,500
Q3 2025 Added 87.5%
$8.69B
$529 Million 1.53% of portfolio
17,520
Q2 2025 Added 29.59%
$617M
$517 Million 1.5% of portfolio
19,951
Q3 2025 Reduced 13.26%
$842M
$450 Million 1.3% of portfolio
21,500
Q3 2025 Reduced 46.25%
$123B
$349 Million 1.01% of portfolio
500
Q3 2025 Added 66.67%
$197B
$307 Million 0.89% of portfolio
1,500
Q3 2025 New
$954M
$288 Million 0.83% of portfolio
8,000
Q3 2025 New
$0
$282 Million 0.82% of portfolio
9,100
Q3 2025 New
$34.7B
$284 Million 0.82% of portfolio
2,000
Q3 2025 New
$593B
$281 Million 0.81% of portfolio
1,000
Q2 2025 New
$55.8B
$277 Million 0.8% of portfolio
2,000
Q3 2025 New
$139B
$264 Million 0.76% of portfolio
800
Q3 2025 Reduced 60.0%
$1.65T
$243 Million 0.7% of portfolio
1,000
Q3 2025 Reduced 50.0%
$3.16B
$238 Million 0.69% of portfolio
12,000
Q3 2025 New
Arista Networks Inc
-
$233 Million 0.68% of portfolio
-
Q3 2025 New
$51.8B
$228 Million 0.66% of portfolio
1,000
Q3 2025 Reduced 16.67%
$32.7B
$226 Million 0.66% of portfolio
1,500
Q3 2025 New
$266B
$226 Million 0.65% of portfolio
800
Q2 2025 Reduced 20.0%
$2.34B
$225 Million 0.65% of portfolio
25,000
Q3 2025 Reduced 16.67%
$3.86B
$225 Million 0.65% of portfolio
5,000
Q3 2025 New
$82.2B
$226 Million 0.65% of portfolio
1,000
Q3 2025 New
$21.3B
$226 Million 0.65% of portfolio
8,000
Q2 2025 New
$1.38B
$215 Million 0.62% of portfolio
13,000
Q3 2025 New
$42.8B
$210 Million 0.61% of portfolio
700
Q3 2025 New
$113B
$206 Million 0.6% of portfolio
2,178
Q3 2025 New
$0
$204 Million 0.59% of portfolio
2,600
Q3 2025 New
Tempus Ai Inc
-
$202 Million 0.58% of portfolio
-
Q3 2025 New
$1.58B
$181 Million 0.52% of portfolio
25,000
Q3 2025 New
Sealsq Corp
-
$87.9 Million 0.25% of portfolio
-
Q3 2025 New
$11.6B
$77.1 Million 0.22% of portfolio
10,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $34.5 Billion
  • Prior Value $46.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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