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Name: |
West Tower Group LLC |
City: |
RICHMOND |
State: |
VA |
Zip: |
23219 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
FIX |
Comfort Systems USA Inc |
11 |
New |
$328.81 |
$835,000 |
2,628 |
2.52% |
835,000 |
2,628 |
0.007 |
General Contractors |
|
BV |
Brightview Holdings Inc |
19 |
New |
$13.90 |
$428,000 |
36,000 |
1.29% |
428,000 |
36,000 |
0.034 |
N/A |
|
CRWD |
Crowdstrike Holdings, Inc. |
22 |
New |
$345.42 |
$385,000 |
1,200 |
1.16% |
385,000 |
1,200 |
0.001 |
N/A |
|
DV |
Doubleverify Holdings, Inc. |
32 |
New |
$18.94 |
$299,000 |
8,500 |
0.9% |
299,000 |
8,500 |
0.005 |
N/A |
|
NET |
Cloudflare, Inc. |
33 |
New |
$0.00 |
$292,000 |
3,019 |
0.88% |
292,000 |
3,019 |
0.001 |
N/A |
|
SLAB |
Silicon Laboratories Inc |
36 |
New |
$127.58 |
$259,000 |
1,800 |
0.78% |
259,000 |
1,800 |
0.004 |
Semiconductor - Speci... |
|
DIS |
Walt Disney Co |
38 |
New |
$103.02 |
$245,000 |
2,000 |
0.74% |
245,000 |
2,000 |
0 |
Entertainment - Diver... |
|
ANET |
Arista Networks, Inc. |
39 |
New |
$316.50 |
$232,000 |
800 |
0.7% |
232,000 |
800 |
0 |
Diversified Computer ... |
|
DELL |
Dell Technologies Inc |
40 |
New |
$147.78 |
$228,000 |
2,000 |
0.69% |
228,000 |
2,000 |
0.001 |
N/A |
|
TTD |
Trade Desk, Inc. |
41 |
New |
$95.32 |
$219,000 |
2,500 |
0.66% |
219,000 |
2,500 |
0.001 |
N/A |
|
MRVL |
Marvell Technology, Inc. |
42 |
New |
$73.68 |
$213,000 |
3,000 |
0.64% |
213,000 |
3,000 |
0 |
N/A |
|
HCP |
Hashicorp, Inc. |
46 |
New |
$0.00 |
$189,000 |
7,000 |
0.57% |
189,000 |
7,000 |
0.006 |
N/A |
|
MNDY |
Mondaycom Ord Shs |
49 |
New |
$246.44 |
$181,000 |
800 |
0.55% |
181,000 |
800 |
0 |
N/A |
|
MDB |
Mongodb Inc |
50 |
New |
$361.28 |
$179,000 |
500 |
0.54% |
179,000 |
500 |
0.001 |
N/A |
|
SNPS |
Synopsys Inc |
51 |
New |
$573.13 |
$171,000 |
300 |
0.52% |
171,000 |
300 |
0 |
Technical & System So... |
|
WDAY |
Workday, Inc. |
53 |
New |
$259.88 |
$164,000 |
600 |
0.49% |
164,000 |
600 |
0 |
Application Software |
|
DOCN |
Digitalocean Holdings, Inc. |
56 |
New |
$0.00 |
$153,000 |
4,000 |
0.46% |
153,000 |
4,000 |
0.005 |
N/A |
|
CZR |
Caesars Entertainment Inc |
57 |
New |
$34.72 |
$153,000 |
3,500 |
0.46% |
153,000 |
3,500 |
0 |
N/A |
|
NXPI |
NXP Semiconductors NV |
58 |
New |
$278.83 |
$149,000 |
600 |
0.45% |
149,000 |
600 |
0 |
Semiconductor- Broad... |
|
FLEX |
Flextronics International Ltd |
59 |
New |
$31.37 |
$143,000 |
5,000 |
0.43% |
143,000 |
5,000 |
0.001 |
Printed Circuit Boards |
|
PINS |
Pinterest, Inc. |
60 |
New |
$41.38 |
$139,000 |
4,000 |
0.42% |
139,000 |
4,000 |
0.001 |
N/A |
|
DASH |
Doordash Inc |
62 |
New |
$111.63 |
$138,000 |
1,000 |
0.42% |
138,000 |
1,000 |
0 |
N/A |
|
CRM |
Salesforce.com Inc |
63 |
New |
$283.82 |
$120,000 |
400 |
0.36% |
120,000 |
400 |
0 |
Internet Software & S... |
|
SNAP |
Snap Inc |
68 |
New |
$15.91 |
$92,000 |
8,000 |
0.28% |
92,000 |
8,000 |
0 |
N/A |
|
CFLT |
Confluent, Inc. |
67 |
New |
$31.96 |
$92,000 |
3,000 |
0.28% |
92,000 |
3,000 |
0 |
N/A |
|
DTC |
Solo Brands, Inc. |
70 |
New |
$2.08 |
$85,000 |
39,000 |
0.26% |
85,000 |
39,000 |
0.044 |
N/A |
|
FROG |
Jfrog Ltd |
72 |
New |
$33.46 |
$82,000 |
1,861 |
0.25% |
82,000 |
1,861 |
0.002 |
N/A |
|
LSCC |
Lattice Semiconductor Corp |
73 |
New |
$76.50 |
$78,000 |
1,000 |
0.24% |
78,000 |
1,000 |
0.001 |
Semiconductor - Speci... |
|
TOST |
Toast, Inc. |
74 |
New |
$26.68 |
$75,000 |
3,000 |
0.23% |
75,000 |
3,000 |
0.001 |
N/A |
|
Z |
Zillow Group Inc |
75 |
New |
$41.52 |
$73,000 |
1,500 |
0.22% |
73,000 |
1,500 |
0.001 |
Business Services |
|
TWKS |
Thoughtworks Holding, Inc |
76 |
New |
$2.97 |
$71,000 |
28,063 |
0.21% |
71,000 |
28,063 |
0.009 |
N/A |
|
WIX |
WIX.COM Ltd |
78 |
New |
$167.19 |
$69,000 |
500 |
0.21% |
69,000 |
500 |
0 |
N/A |
|
APP |
Applovin Corp |
77 |
New |
$80.00 |
$69,000 |
1,000 |
0.21% |
69,000 |
1,000 |
0.001 |
N/A |
|
WDC |
Western Digital Corp |
79 |
New |
$73.54 |
$68,000 |
1,000 |
0.21% |
68,000 |
1,000 |
0 |
Data Storage Devices |
|
XPER |
Xperi Inc. |
82 |
New |
$9.45 |
$65,000 |
5,385 |
0.2% |
65,000 |
5,385 |
0 |
N/A |
|
ADSK |
Autodesk Inc |
81 |
New |
$219.96 |
$65,000 |
250 |
0.2% |
65,000 |
250 |
0.013 |
Technical & System So... |
|
LYFT |
Lyft, Inc. |
84 |
New |
$16.11 |
$58,000 |
3,000 |
0.17% |
58,000 |
3,000 |
0.001 |
N/A |
|
RPD |
Rapid7, Inc. |
86 |
New |
$38.28 |
$49,000 |
1,000 |
0.15% |
49,000 |
1,000 |
0.002 |
N/A |
|
PUBM |
Pubmatic, Inc. |
88 |
New |
$0.00 |
$47,000 |
2,000 |
0.14% |
47,000 |
2,000 |
0.005 |
N/A |
|
RBLX |
Roblox Corp |
90 |
New |
$0.00 |
$38,000 |
1,000 |
0.11% |
38,000 |
1,000 |
0 |
N/A |
|
IOT |
Samsara Inc. |
89 |
New |
$40.46 |
$38,000 |
1,000 |
0.11% |
38,000 |
1,000 |
0 |
N/A |
|
SMTC |
Semtech Corp |
91 |
New |
$39.88 |
$27,000 |
1,000 |
0.08% |
27,000 |
1,000 |
0.001 |
Semiconductor - Integ... |
|