Watchtower Advisors, LP
Q3 2025 13F Holdings
- Locationold greenwich, CT
- Num holdings
16
- Value ($000)
$214,345
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001807092
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CVS HEALTH CORP | COM | 126650100 | $26.91M | 13 % | 357,000 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $18.59M | 9 % | 20,234 | ||
ROYAL CARIBBEAN GROUP | COM | V7780T103 | $17.87M | 8 % | 55,215 | ||
CLEAN HARBORS INC | COM | 184496107 | $17.68M | 8 % | 76,144 | ||
AMPHENOL CORP NEW | CL A | 032095101 | $16.09M | 8 % | 130,000 | ||
PATRICK INDS INC | COM | 703343103 | $15.51M | 7 % | 150,000 | ||
AXIS CAP HLDGS LTD | SHS | G0692U109 | $14.37M | 7 % | 150,000 | ||
AMRIZE LTD | SHS | H2927K103 | $13.8M | 6 % | 284,416 | ||
BROADCOM INC | COM | 11135F101 | $11.2M | 5 % | 33,955 | ||
APPFOLIO INC | COM CL A | 03783C100 | $11.03M | 5 % | 40,000 |
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