Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Park West Asset Management LLC (CIK 1386928) reported $1.18B across 43 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($82.0M, 6.96%), AMZN ($77.3M, 6.56%), FLEX ($64.9M, 5.51%), MKSI ($57.3M, 4.86%), Z ($56.3M, 4.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $82.0M | 6.96% | 285,000 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $77.3M | 6.56% | 370,970 | Added |
| 3 | FLEX | FLEXTRONICS INTL LTD | $64.9M | 5.51% | 991,497 | Added |
| 4 | MKSI | MKS INC. | $57.3M | 4.86% | 249,240 | Trimmed |
| 5 | Z | ZILLOW GROUP INC | $56.3M | 4.78% | 1.4M | Added |
| 6 | HQY | HEALTHEQUITY INC | $52.1M | 4.42% | 623,156 | New |
| 7 | PRMB | PRIMO BRANDS CORPORATION | $51.1M | 4.34% | 2.7M | Added |
| 8 | BKD | BROOKDALE SR LIVING INC | $48.9M | 4.15% | 3.6M | Added |
| 9 | CNK | CINEMARK HLDGS INC | $43.5M | 3.69% | 1.5M | Added |
| 10 | PRCH | PORCH GROUP INC | $36.5M | 3.10% | 5.1M | Added |
| 11 | CCOI | COGENT COMM HOLDINGS INC | $36.5M | 3.09% | 1.9M | Added |
| 12 | KAR | OPENLANE INC | $36.3M | 3.08% | 1.2M | New |
| 13 | BDX | BECTON DICKINSON & CO | $36.2M | 3.07% | 230,000 | Added |
| 14 | ENVA | ENOVA INTL INC | $33.4M | 2.84% | 246,263 | Added |
| 15 | SMTC | SEMTECH CORP | $29.6M | 2.51% | 385,000 | New |
| 16 | KEX | KIRBY CORP | $28.2M | 2.40% | 212,510 | Added |
| 17 | SNPS | SYNOPSYS INC | $25.3M | 2.15% | 63,900 | Added |
| 18 | GEO | GEO GROUP INC | $24.5M | 2.08% | 1.5M | New |
| 19 | NVDA | NVIDIA CORPORATION | $22.7M | 1.92% | 130,000 | Added |
| 20 | CPNG | COUPANG INC | $21.6M | 1.84% | 1.1M | Trimmed |
| 21 | FTRE | FORTREA HLDGS INC | $21.3M | 1.80% | 2.3M | Added |
| 22 | WDC | WESTERN DIGITAL CORP | $20.3M | 1.72% | 75,027 | Trimmed |
| 23 | TOST | TOAST INC | $19.7M | 1.67% | 742,125 | Added |
| 24 | WULF | TERAWULF INC | $18.0M | 1.53% | 1.2M | Trimmed |
| 25 | MCY | MERCURY GENL CORP NEW | $17.0M | 1.44% | 193,006 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31