EdgeMarket › What Park West Asset Management Llc reported owning
What Park West Asset Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
52Quarter
2026-03-31Shown below
48largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
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| AMZN AMAZON COM INC | 77.3M | 6.6% | 371.0K | 258.63 | +15.6% |
| FLEX FLEX LTD. | 64.9M | 5.5% | 991.5K | 110.45 | +124.9% |
| MKSI MKS INC | 57.3M | 4.9% | 249.2K | 279.11 | +180.9% |
| HQY HEALTHEQUITY, INC. | 52.1M | 4.4% | 623.2K | 105.41 | +18.4% |
| PRMB Primo Brands Corp | 51.1M | 4.3% | 2.7M | 23.12 | -7.8% |
| BKD Brookdale Senior Living Inc. | 48.9M | 4.2% | 3.6M | 11.80 | +61.4% |
| PRCH Porch Group, Inc. | 36.5M | 3.1% | 5.1M | 17.09 | +11.6% |
| CCOI COGENT COMMUNICATIONS HOLDINGS, INC. | 36.5M | 3.1% | 1.9M | 9.17 | -75.5% |
| OPLN OPENLANE, Inc. | 36.3M | 3.1% | 1.2M | 33.40 | +19.5% |
| BDX BECTON DICKINSON & CO | 36.2M | 3.1% | 230.0K | 192.00 | -3.6% |
| Z ZILLOW GROUP, INC. | 35.7M | 3.0% | 861.6K | 35.88 | -55.8% |
| ENVA Enova International, Inc. | 33.4M | 2.8% | 246.3K | 242.93 | +125.5% |
| SMTC SEMTECH CORP | 29.6M | 2.5% | 385.0K | 124.09 | +156.0% |
| CNK Cinemark Holdings, Inc. | 29.2M | 2.5% | 1.0M | 36.60 | +37.7% |
| KEX KIRBY CORP | 28.2M | 2.4% | 212.5K | 139.93 | +43.4% |
| SNPS SYNOPSYS INC | 25.3M | 2.2% | 63.9K | 397.87 | -33.8% |
| GEO GEO GROUP INC | 24.5M | 2.1% | 1.5M | 32.71 | +49.6% |
| NVDA NVIDIA CORP | 22.7M | 1.9% | 130.0K | 214.72 | +22.4% |
| CPNG Coupang, Inc. | 21.6M | 1.8% | 1.1M | 16.45 | -43.0% |
| FTRE Fortrea Holdings Inc. | 21.3M | 1.8% | 2.3M | 18.39 | +137.9% |
| WDC WESTERN DIGITAL CORP | 20.3M | 1.7% | 75.0K | 459.44 | +507.4% |
| TOST Toast, Inc. | 19.7M | 1.7% | 742.1K | 36.64 | -13.6% |
| WULF TERAWULF INC. | 18.0M | 1.5% | 1.2M | 15.64 | +68.5% |
| MCY MERCURY GENERAL CORP | 17.0M | 1.4% | 193.0K | 105.70 | +41.2% |
| CRH CRH PUBLIC LTD CO | 16.8M | 1.4% | 160.0K | 95.07 | -14.2% |
| TFX TELEFLEX INC | 15.5M | 1.3% | 129.4K | 138.83 | +10.5% |
| DHC DIVERSIFIED HEALTHCARE TRUST | 15.5M | 1.3% | 2.3M | 8.02 | +125.3% |
| TSEM TOWER SEMICONDUCTOR LTD | 15.2M | 1.3% | 86.5K | 222.59 | +344.7% |
| FPS Forgent Power Solutions, Inc. | 15.2M | 1.3% | 518.0K | 33.18 | — |
| TIGO MILLICOM INTERNATIONAL CELLULAR SA | 13.9M | 1.2% | 186.0K | 93.68 | +106.4% |
| CVS CVS HEALTH Corp | 12.7M | 1.1% | 176.5K | 93.02 | +31.3% |
| MAMA Mama's Creations, Inc. | 12.3M | 1.0% | 800.0K | 16.44 | +103.0% |
| ENOV Enovis CORP | 11.8M | 1.0% | 520.6K | 26.06 | -13.1% |
| OPCH Option Care Health, Inc. | 11.4M | 1.0% | 423.6K | 23.70 | -12.9% |
| HUT Hut 8 Corp. | 11.3M | 1.0% | 240.2K | 80.86 | +262.4% |
| CRL CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | 7.7M | 0.7% | 44.8K | 295.19 | +85.0% |
| IREN IREN Ltd | 7.7M | 0.7% | 223.8K | 41.88 | +111.9% |
| UTI UNIVERSAL TECHNICAL INSTITUTE INC | 7.6M | 0.6% | 210.1K | 22.35 | -14.3% |
| MGNI MAGNITE, INC. | 7.1M | 0.6% | 598.4K | 23.50 | +7.6% |
| AZTA Azenta, Inc. | 6.9M | 0.6% | 327.9K | 37.40 | +25.6% |
| LAD LITHIA MOTORS INC | 6.4M | 0.5% | 25.5K | 370.73 | +20.9% |
| RYAM RAYONIER ADVANCED MATERIALS INC. | 4.9M | 0.4% | 442.0K | 8.66 | +73.2% |
| OIM OneIM Acquisition Corp. | 3.0M | 0.3% | 300.0K | 10.12 | — |
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| SYM Symbotic Inc. | 1.3M | 0.1% | 25.0K | 41.83 | -6.0% |
| SPWRW SunPower Inc. | 150.0K | 0.0% | 600.1K | 0.08 | -70.8% |
| OIMAW OneIM Acquisition Corp. | 36.2K | 0.0% | 50.0K | 0.80 | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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