Watchtower Advisors, LP

Q2 2025 13F Holdings

  • Location
    old greenwich, CT
  • Num holdings

    18

  • Value ($000)

    $168,936

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001807092
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

AXIS CAP HLDGS LTD

SHS
G0692U109
$26.99M
16 %

260,000

CVS
CVS

CVS HEALTH CORP

COM
126650100
$17.93M
11 %

260,000

RCL
RCL

ROYAL CARIBBEAN GROUP

COM
V7780T103
$17.29M
10 %

55,215

APPF
APPF

APPFOLIO INC

COM CL A
03783C100
$14.11M
8 %

61,253

APH
APH

AMPHENOL CORP NEW

CL A
032095101
$13.70M
8 %

138,700

AVGO
AVGO

BROADCOM INC

COM
11135F101
$10.74M
6 %

38,950

PATK
PATK

PATRICK INDS INC

COM
703343103
$9.23M
6 %

100,000

LII
LII

LENNOX INTL INC

COM
526107107
$8.63M
5 %

15,059

AZO
AZO

AUTOZONE INC

COM
053332102
$7.86M
5 %

2,118

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$7.43M
4 %

52,370

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