Watchtower Advisors, LP 13F Holdings

CIK 0001807092

As of Sep 30, 2025, Watchtower Advisors, LP reported 16 positions worth $214.3M in its SEC Form 13F filing.

Top 16 holdings

SecurityTickerSectorSharesValue% of portfolio
CVS HEALTH CORPCVSHealthcare357,000$26.9M12.56%
ASML HOLDING NVASMLTechnology20,234 8.6M8.67%
ROYAL CARIBBEAN CRUISES LTDRCLIndustrials55,215 7.9M8.34%
CLEAN HARBORS INCCLHIndustrials76,144 7.7M8.25%
AMPHENOL CORP-CL AAPHTechnology130,000 6.1M7.51%
PATRICK INDUSTRIES INCPATKConsumer Cyclical150,000 5.5M7.24%
AXIS CAPITAL HOLDINGS LTDAXSFinancial Services150,000 4.4M6.70%
AMRIZE LTDAMRZBasic Materials284,416 3.8M6.44%
BROADCOM INCAVGOTechnology33,955 1.2M5.23%
APPFOLIO INCAPPFTechnology40,000 1.0M5.14%
ADVANCED MICRO DEVICES INCAMDEquity60,000$9.7M4.53%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials75,000$9.1M4.24%
AUTOZONE INCAZOConsumer Cyclical2,118$9.1M4.24%
LENNOX INTERNATIONAL INCLIIBasic Materials15,059$8.0M3.72%
INSTALLED BUILDING PRODUCTS INCIBPConsumer Cyclical32,277$8.0M3.71%
VERONA PHARMA PLCVRNAHealthcare70,000$7.5M3.48%