Long-term investor
Watchtower Advisors, LP @watchtoweradvisorslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001807092).
Record
- Tracked since 2025-06-30 (464 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days -9.6% · 6 months +13.7% · 1 year +24.9% · all +24.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ASML · 34.6% · long · since 2025-09-30
- 681936100 · 14.4% · long · since 2025-12-31
- CVS · 10.5% · long · since 2025-06-30
- MU · 7.7% · long · since 2026-03-31
- PATK · 7.5% · long · since 2025-06-30
- TXT · 6.4% · long · since 2026-06-30
- SRE · 5.9% · long · since 2026-03-31
- 45780R101 · 4.1% · long · since 2025-06-30
- NOK · 3.7% · long · since 2026-06-30
- ELAN · 3.0% · long · since 2026-03-31
- AMD · 2.2% · long · since 2025-06-30