Park West Asset Management
$1.1B 13F equity value
57 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 285,000 | $82M | 7.5% |
| AMZN | AMAZON COM INC | 370,970 | $77M | 7.1% |
| FLEX | FLEXTRONICS INTL LTD | 991,497 | $65M | 5.9% |
| MKSI | MKS INC. | 249,240 | $57M | 5.2% |
| HQY | HEALTHEQUITY INC | 623,156 | $52M | 4.8% |
| PRMB | PRIMO BRANDS CORPORATION | 2,714,892 | $51M | 4.7% |
| BKD | BROOKDALE SR LIVING INC | 3,576,625 | $49M | 4.5% |
| PRCH | PORCH GROUP INC | 5,097,192 | $37M | 3.3% |
| CCOI | COGENT COMM HOLDINGS INC | 1,935,201 | $36M | 3.3% |
| OPLN | OPENLANE INC | 1,245,863 | $36M | 3.3% |
Track Park West Asset Management's 13F portfolio: $1.1B in reported holdings, 57 positions. Top holdings and quarterly changes on SentiSense.