Watchtower Advisors, LP
CIK 1807092 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- AVGO24.71%
- LII12.63%
- AZO10.77%
- ACGL10.71%
- MEDP10.17%
- INTC9.55%
- QRVO4.31%
- APH3.99%
- BAC3.97%
- CMG3.84%
Share classes counted separately94.65%
Portfolio value by quarter
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVGOBROADCOM INC View history and evidence | $36.80M | 24.71% | 32.97K shares | — | ↗▾ | |
| 02 | LIILENNOX INTERNATIONAL INC View history and evidence | $18.81M | 12.63% | 42.04K shares | — | ↗▾ | |
| 03 | AZOAUTOZONE INC View history and evidence | $16.03M | 10.77% | 6.20K shares | — | ↗▾ | |
| 04 | ACGLARCH CAPITAL GROUP LTDORD View history and evidence | $15.95M | 10.71% | 214.76K shares | — | ↗▾ | |
| 05 | MEDPMEDPACE HOLDINGS INC View history and evidence | $15.15M | 10.17% | 49.42K shares | — | ↗▾ | |
| 06 | INTCINTEL CORP View history and evidence | $14.22M | 9.55% | 283.00K shares | — | ↗▾ | |
| 07 | QRVOQORVO INC View history and evidence | $6.42M | 4.31% | 57.00K shares | — | ↗▾ | |
| 08 | APHAMPHENOL CORP-CL ACL A View history and evidence | $5.95M | 3.99% | 60.00K shares | — | ↗▾ | |
| 09 | BACBANK OF AMERICA CORP View history and evidence | $5.91M | 3.97% | 175.50K shares | — | ↗▾ | |
| 10 | CMGCHIPOTLE MEXICAN GRILL INC View history and evidence | $5.72M | 3.84% | 2.50K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AN AUTONATION INC | Non-derivative | — | — | SEC filing ↗ | |
| MMS MAXIMUS INC | Non-derivative | — | — | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1807092 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 148923122
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.