Stock Taper

PARK WEST ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Western Digital CorporationWDC40.03K$25.57M
Charles River Laboratories International, Inc.CRL41.2K$9.34M
Mercury General CorporationMCY55.87K$5.96M
Booking Holdings Inc.BKNG58K$10.34M
Synopsys, Inc.SNPS70.9K$31.63M
Meta Platforms, Inc.META71K$39.99M
Universal Technical Institute, Inc.UTI78.56K$3.36M
Roku, Inc.ROKU131.5K$18.17M
MKS Inc.MKSI138.74K$61.71M
Millicom International Cellular S.A.TIGO143.05K$12.98M
Sensient Technologies CorporationSXT175.69K$21.66M
CRH plcCRH190K$20.33M
Alphabet Inc.GOOGL192K$68.62M
IREN LimitedIREN214.35K$9.8M
Semtech CorporationSMTC221.16K$35.8M
Versigent PLCVGNT226.8K$9.53M
Enova International, Inc.ENVA249.21K$59.99M
Amazon.com, Inc.AMZN324.57K$77.36M
TeraWulf Inc.WULF414K$10.23M
Flex Ltd.FLEX568.5K$92.14M