Park West Asset Management LLC Top Holdings and 13F Report (2026) About Park West Asset Management LLCInvestment ActivityPark West Asset Management LLC has $1.18 billion in total holdings as of March 31, 2026.Park West Asset Management LLC owns shares of 52 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 31.87% of the portfolio was purchased this quarter.About 35.65% of the portfolio was sold this quarter.This quarter, Park West Asset Management LLC has purchased 49 new stocks and bought additional shares in 18 stocks.Park West Asset Management LLC sold shares of 17 stocks and completely divested from 12 stocks this quarter.Largest Holdings Alphabet $81,954,600Amazon.com $77,261,922Flex $64,903,394MKS $57,277,844HealthEquity $52,077,147 Largest New Holdings this Quarter 42226A107 - HealthEquity $52,077,147 Holding48238T109 - OPENLANE $36,316,906 Holding816850101 - Semtech $29,602,650 Holding36162J106 - Geo Group $24,465,106 Holding879369106 - Teleflex $15,477,534 Holding Largest Purchases this Quarter HealthEquity 623,156 shares (about $52.08M)Brookdale Senior Living 2,859,625 shares (about $39.12M)OPENLANE 1,245,863 shares (about $36.32M)Semtech 385,000 shares (about $29.60M)PRIMO BRANDS CORPORATION 1,464,892 shares (about $27.58M) Largest Sales this Quarter Tower Semiconductor 268,764 shares (about $47.16M)Cinemark 950,000 shares (about $27.09M)Zillow Group 535,000 shares (about $22.14M)Alphabet 67,000 shares (about $19.27M)Cinemark 425,901 shares (about $12.15M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPark West Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$81,954,600$19,266,520 â–¼-19.0%285,0007.0%Computer and TechnologyAMZNAmazon.com$77,261,922$14,599,727 â–²23.3%370,9706.6%Retail/WholesaleFLEXFlex$64,903,394$622,001 â–²1.0%991,4975.5%Computer and TechnologyMKSIMKS$57,277,844$6,750,439 â–¼-10.5%249,2404.9%Computer and TechnologyHQYHealthEquity$52,077,147$52,077,147 â–²New Holding623,1564.4%MedicalPRIMO BRANDS CORPORATION$51,121,416$27,583,916 â–²117.2%2,714,8924.3%CLASS A COM SHSBKDBrookdale Senior Living$48,928,230$39,119,670 â–²398.8%3,576,6254.2%MedicalPRCHPorch Group$36,546,867$338,367 â–²0.9%5,097,1923.1%Computer and TechnologyCCOICogent Communications$36,459,187$9,911,818 â–²37.3%1,935,2013.1%Computer and TechnologyKAROPENLANE$36,316,906$36,316,906 â–²New Holding1,245,8633.1%Auto/Tires/TrucksBDXBecton, Dickinson and Company$36,162,900$14,150,700 â–²64.3%230,0003.1%MedicalZZillow Group$35,652,180$7,176,120 â–¼-16.8%861,5803.0%Computer and TechnologyENVAEnova International$33,449,903$5,059,939 â–²17.8%246,2632.8%FinanceSMTCSemtech$29,602,650$29,602,650 â–²New Holding385,0002.5%Computer and TechnologyCNKCinemark$29,207,303$12,146,696 â–¼-29.4%1,024,0992.5%Consumer DiscretionaryKEXKirby$28,238,329$19,428,385 â–²220.5%212,5102.4%TransportationSNPSSynopsys$25,335,072$6,740,160 â–²36.2%63,9002.2%Computer and TechnologyGEOGeo Group$24,465,106$24,465,106 â–²New Holding1,455,3902.1%Business ServicesNVDANVIDIA$22,672,000$11,336,000 â–²100.0%130,0001.9%Computer and TechnologyCPNGCoupang$21,647,808$5,350,592 â–¼-19.8%1,146,6001.8%Retail/WholesaleFTREFortrea$21,263,992$2,064,534 â–²10.8%2,257,3241.8%MedicalZZillow Group$20,690,000$22,138,300 â–¼-51.7%500,0001.8%Computer and TechnologyWDCWestern Digital$20,294,053$9,872,885 â–¼-32.7%75,0271.7%Computer and TechnologyTOSTToast$19,673,734$597,801 â–²3.1%742,1251.7%Computer and TechnologyWULFTeraWulf$18,020,198$2,515,135 â–¼-12.2%1,248,8011.5%FinanceMCYMercury General$17,013,479$12,026,216 â–¼-41.4%193,0061.4%FinanceCRH PLC$16,819,200$4,204,800 â–¼-20.0%160,0001.4%ORDTFXTeleflex$15,477,534$15,477,534 â–²New Holding129,4001.3%MedicalDHCDiversified Healthcare Trust$15,453,956$3,169,943 â–²25.8%2,327,4031.3%FinanceTSEMTower Semiconductor$15,186,039$47,162,706 â–¼-75.6%86,5401.3%Computer and TechnologyFORGENT POWER SOLUTIONS INC$15,162,562$15,162,562 â–²New Holding518,0241.3%COM SHS CL ACNKCinemark$14,260,000$27,094,000 â–¼-65.5%500,0001.2%Consumer DiscretionaryTIGOMillicom International Cellular$13,941,088$11,173,554 â–¼-44.5%186,0301.2%Computer and TechnologyCVSCVS Health$12,676,230$2,118,690 â–²20.1%176,5001.1%MedicalMAMAMama's Creations$12,272,0000.0%800,0001.0%Consumer StaplesENOVEnovis$11,843,468$4,875,143 â–²70.0%520,5921.0%MedicalOPCHOption Care Health$11,402,074$1,860,953 â–²19.5%423,5541.0%MedicalHUT 8 CORP$11,270,128$621,558 â–¼-5.2%240,2501.0%COMCRLCharles River Laboratories International$7,728,000$7,728,000 â–²New Holding44,8000.7%MedicalIRENIREN$7,673,578$1,336,920 â–²21.1%223,8500.7%FinanceUTIUniversal Technical Institute$7,585,152$10,353,769 â–¼-57.7%210,1150.6%Consumer DiscretionaryMGNIMagnite$7,108,754$7,108,754 â–²New Holding598,3800.6%Computer and TechnologyAZTAAzenta$6,928,379$7,862,684 â–¼-53.2%327,8930.6%MedicalTTDTrade Desk$6,807,000$6,807,000 â–²New Holding300,0000.6%Computer and TechnologyLADLithia Motors$6,359,869$6,126,131 â–¼-49.1%25,4680.5%Retail/WholesaleRYAMRayonier Advanced Materials$4,892,940$4,892,940 â–²New Holding442,0000.4%Basic MaterialsUUnity Software$4,388,000$4,388,000 â–²New Holding200,0000.4%Computer and TechnologyONEIM ACQUISITION CORP$2,988,000$2,988,000 â–²New Holding300,0000.3%ORD SHS CL ACXWCoreCivic$2,202,902$2,202,902 â–²New Holding116,4940.2%FinanceSYMSymbotic$1,330,000$1,330,000 â–²New Holding25,0000.1%Business ServicesSUNPOWER INC$150,0260.0%600,1050.0%*W EXP 07/31/202ONEIM ACQUISITION CORP$36,249$36,249 â–²New Holding49,9990.0%*W EXP 01/07/203FLUTTER ENTMT PLC$0$39,034,061 â–¼-100.0%00.0%SHSTTMITTM Technologies$0$37,478,523 â–¼-100.0%00.0%Computer and TechnologyVERXVertex$0$36,613,557 â–¼-100.0%00.0%Computer and TechnologyZIZoomInfo Technologies$0$35,595,000 â–¼-100.0%00.0%Computer and TechnologyALVAutoliv$0$20,772,500 â–¼-100.0%00.0%Auto/Tires/TrucksBRIGHTSPRING HEALTH SVCS INC$0$11,012,397 â–¼-100.0%00.0%COMPHRPhreesia$0$8,849,075 â–¼-100.0%00.0%MedicalKRCKilroy Realty$0$6,539,750 â–¼-100.0%00.0%FinanceHUDSON PAC PPTYS INC$0$4,490,400 â–¼-100.0%00.0%COMTBPHTheravance Biopharma$0$3,395,996 â–¼-100.0%00.0%MedicalOMFOneMain$0$2,745,570 â–¼-100.0%00.0%FinanceSVCService Properties Trust$0$1,703,877 â–¼-100.0%00.0%FinanceShowing largest 100 holdings. 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