Watchtower Advisors, LP

Q3 2025 13F Holdings

  • Location
    old greenwich, CT
  • Num holdings

    16

  • Value ($000)

    $214,345

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CVS

CVS HEALTH CORP

COM
$26.91M
13 %

357,000

---

ASML HOLDING N V

N Y REGISTRY SHS
$18.59M
9 %

20,234

R
RCL

ROYAL CARIBBEAN GROUP

COM
$17.87M
8 %

55,215

C
CLH

CLEAN HARBORS INC

COM
$17.68M
8 %

76,144

A
APH

AMPHENOL CORP NEW

CL A
$16.09M
8 %

130,000

P
PATK

PATRICK INDS INC

COM
$15.51M
7 %

150,000

---

AXIS CAP HLDGS LTD

SHS
$14.37M
7 %

150,000

---

AMRIZE LTD

SHS
$13.80M
6 %

284,416

A
AVGO

BROADCOM INC

COM
$11.20M
5 %

33,955

A
APPF

APPFOLIO INC

COM CL A
$11.03M
5 %

40,000

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