Institutions / Watchtower Advisors, LP
Watchtower Advisors, LP
CIK 1807092 · Institution · as of Dec 31, 2025
Portfolio value
$165.59M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Asml Holding N V | $33.44M | 20.2% |
| CVS HEALTH Corp | $28.33M | 17.1% |
| Patrick Industries Inc | $16.26M | 9.8% |
| Omega Healthcare Investors Inc | $15.04M | 9.1% |
| Amphenol Corp /De | $13.51M | 8.2% |
| Advanced Micro Devices Inc | $12.85M | 7.8% |
| Royal Caribbean Cruises Ltd | $11.16M | 6.7% |
| Broadcom Inc. | $10.38M | 6.3% |
| Somnigroup International Inc | $9.06M | 5.5% |
| Installed Building Products, Inc. | $8.37M | 5.1% |
| Autozone Inc | $7.18M | 4.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.