Park West Asset Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Park West Asset Management LLC held in its portfolio 48 assets valued at $1,204,182,371 (i.e. $1.20B).

The most valuable assets in the portfolio included: ALPHABET INC ($110.18M), ZILLOW GROUP INC ($70.61M), and AMAZON COM INC ($69.45M).

The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Park West Asset Management LLC Portfolio
ALPHABET INC
ZILLOW GROUP INC
AMAZON COM INC
FLEX LTD
PORCH GROUP INC
MKS INC.
TOWER SEMICONDUCTOR LTD
FLUTTER ENTMT PLC
TTM TECHNOLOGIES INC
VERTEX INC
Park West Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ALPHABET INC 352000 110176000 CAP STK CL A
ZILLOW GROUP INC 1035000 70607700 CL C CAP STK
AMAZON COM INC 300870 69446813 COM
FLEX LTD 981995 59332138 ORD
PORCH GROUP INC 5050000 46106500 COM
MKS INC. 278614 44522517 COM
TOWER SEMICONDUCTOR LTD 355304 41719796 SHS NEW
FLUTTER ENTMT PLC 181520 39034061 SHS
TTM TECHNOLOGIES INC 543167 37478523 COM
VERTEX INC 1833428 36613557 CL A
ZOOMINFO TECHNOLOGIES INC 3500000 35595000 COMMON STOCK
FORTREA HLDGS INC 2038159 35158243 COMMON STOCK
COUPANG INC 1430000 33733700 CL A
CINEMARK HLDGS INC 1450000 33698000 COM
LITHIA MTRS INC 100000 33233000 COM
ENOVA INTL INC 209011 32856529 COM
MERCURY GENL CORP NEW 329435 30986656 COM
COGENT COMMUNICATIONS HLDGS 1409096 30380110 COM NEW
BECTON DICKINSON & CO 140000 27169800 COM
TOAST INC 719575 25552108 CL A
CRH PLC 200000 24960000 ORD
AZENTA INC 700003 23282100 COM
SYNOPSYS INC 46900 22029868 COM
AUTOLIV INC 175000 20772500 COM
PRIMO BRANDS CORPORATION 1250000 20437500 CLASS A COM SHS
WESTERN DIGITAL CORP 111527 19212756 COM
MILLICOM INTL CELLULAR S A 335130 18579607 COM STK
LITHIA MTRS INC 50000 16616500 CALL
TERAWULF INC 1423100 16351419 COM
UNIVERSAL TECHNICAL INST INC 496923 12984598 COM
NVIDIA CORPORATION 65000 12122500 COM
CVS HEALTH CORP 147000 11665920 COM
HUT 8 CORP 253500 11645790 COM
OPTION CARE HEALTH INC 354425 11291981 COM NEW
BRIGHTSPRING HEALTH SVCS INC 294056 11012397 COM
MAMAS CREATIONS INC 800000 10792000 COM
DIVERSIFIED HEALTHCARE TR 1850002 8972510 COM SH BEN INT
PHREESIA INC 522995 8849075 COM
ENOVIS CORPORATION 306300 8159832 COM
BROOKDALE SR LIVING INC 717000 7736430 COM
KIRBY CORP 66300 7304934 COM
IREN LIMITED 184850 6981785 ORDINARY SHARES
KILROY RLTY CORP 175000 6539750 COM
HUDSON PAC PPTYS INC 414626 4490400 COM
THERAVANCE BIOPHARMA INC 181507 3395996 COM
ONEMAIN HLDGS INC 40645 2745570 COM
SERVICE PPTYS TR 926020 1703877 COM SH BEN INT
SUNPOWER INC 600105 144025 *W EXP 07/31/202