Universe · entity
Watchtower Advisors, LP
Institutional manager (13F) · CIK 1807092
13F holdings · as of 2026-03-31 · top 12 · reported portfolio $141M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ASML HOLDING NV | $41M | 31,261 |
| 2 | OMEGA HEALTHCARE INVS INC | $24M | 541,138 |
| 3 | PATRICK INDS INC | $17M | 150,000 |
| 4 | CVS HEALTH CORP | $13M | 182,357 |
| 5 | SOMNIGROUP INTERNATIONAL INC | $10M | 139,866 |
| 6 | INSTALLED BLDG PRODS INC | $9M | 32,277 |
| 7 | ADVANCED MICRO DEVICES INC | $8M | 40,000 |
| 8 | MICRON TECHNOOLOGY INC | $8M | 23,047 |
| 9 | ELANCO ANIMAL HEALTH INC | $4M | 147,816 |
| 10 | BROADCOM INC | $3M | 11,235 |
| 11 | SEMPRA | $3M | 35,666 |
| 12 | AMPHENOL CORP | $932k | 7,378 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.