Portfolio (Quarterly) Guide ↗

Watchtower Advisors, LP

· CIK 0001807092

13F Portfolio $180M AUM 11 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 2 Added 2 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	SOMNIGROUP INTERNATIONAL INC	—	139,866	$10.3M	7.33%	SOLD
2	AVGO	BROADCOM INC	Technology	11,235	$3.5M	2.47%	SOLD
3	APH	AMPHENOL CORP	Technology	7,378	$932K	0.66%	SOLD

Sector Allocation

Technology 50.3%

Real Estate 15.0%

Healthcare 14.1%

Consumer Cyclical 7.8%

Industrials 6.7%

Utilities 6.1%