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Asset Manager ← All Institutions

Watchtower Advisors, LP

Q1 2026 · Filed 2026-05-14
Market Value
$141M
-14.9%
Holdings
14
-3
New Purchases
3
Added To
2
Closed
2
Reduced
4
Top 10 Concentration
96.9%
Turnover
35.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ASML 29.29% 20.20% +9.09% $41M
OHI 16.82% 9.08% +7.74% $24M
MU 5.52% 0.00% +5.52% $8M
ELAN 2.51% 0.00% +2.51% $4M
SRE 2.46% 0.00% +2.46% $3M
PATK 11.82% 9.82% +1.99% $17M
SGI 7.33% 5.47% +1.86% $10M
IBP 6.07% 5.06% +1.01% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVS 9.29% 17.11% -7.82% $13M
APH 0.66% 8.16% -7.50% $932K
RCL 0.00% 6.74% -6.74% $0
AZO 0.00% 4.34% -4.34% $0
AVGO 2.47% 6.27% -3.80% $3M
AMD 5.77% 7.76% -1.99% $8M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $61M 43.0%
Large Cap 8 $55M 39.1%
Mid Cap 2 $25M 17.9%

Portfolio Analytics

Avg Market Cap
$336.7B
Median Market Cap
$64.7B
Avg P/E
43.0
Median P/E
29.3
Avg Dividend Yield
0.01%
Avg Beta
1.31
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ASML 29.29% 31,261 $41M $1,320.83 $8M
2 OHI 16.82% 541,138 $24M $43.82 $9M +202,040 +59.6%
3 PATK 11.82% 150,000 $17M $111.07 $396K
4 CVS 9.29% 182,357 $13M $71.82 -$15M -174,643 -48.9%
5 SGI 7.33% 139,866 $10M $73.92 $1M +38,426 +37.9%
6 IBP 6.07% 32,277 $9M $265.15 $186K
7 AMD 5.77% 40,000 $8M $203.43 -$5M -20,000 -33.3%
8 MU 5.52% 23,047 $8M $337.84 +23,047 NEW
9 ELAN 2.51% 147,816 $4M $23.93 +147,816 NEW
10 AVGO 2.47% 11,235 $3M $309.51 -$7M -18,765 -62.5%
11 SRE 2.46% 35,666 $3M $97.17 +35,666 NEW
12 APH 0.66% 7,378 $932K $126.35 -$13M -92,622 -92.6%
13 RCL —% -$11M -40,000 -100.0% SOLD
14 AZO —% -$7M -2,118 -100.0% SOLD

New Positions

SymbolValue% Port
MU $8M 5.52%
ELAN $4M 2.51%
SRE $3M 2.46%

Sold Out Positions

SymbolValue% Port
RCL —%
AZO —%
View SEC EDGAR Filings for Watchtower Advisors, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms