Park West Asset Management LLC

Hedge Fund • Multi-Strategy

Park West Asset Management LLC is a Multi-Strategy Hedge Fund based in San Francisco, CA led by Peter Sang Hun Park, reporting $2.5B in AUM as of Q3 2025 with GOOGL as the largest holding (7% allocation).

CIOPeter Sang Hun Park

Portfolio Value: $1.1B
Positions: 42
Top Holding: GOOGL at 6.67%
Last Reported: Q3 2025

AddressOne Letterman Drive, Suite C5-900, San Francisco, CA, 94129, United States

Top Holdings

Largest long holdings in Park West Asset Management LLC's portfolio (48.3% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$72.9M	6.67%	+$31.6M Bought	0.00% 300.0K shares	Q2 2025 Held for 5 months
2 Flutter Entertainment FLUT	Gambling, Resorts & Casinos Consumer Cyclical	$72.4M	6.62%	+$34.3M Bought	0.16% 285.0K shares	Q2 2025 Held for 5 months
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$62.7M	5.74%	+$7.6M Bought	0.00% 285.8K shares	Q4 2023 Held for 1y 11m
4 Flex Ltd. FLEX	Hardware, Equipment & Parts Technology	$62.2M	5.69%	+$33.2M Bought	0.29% 1.1M shares	Q3 2022 Held for 3y 2m
5 Zillow Group, Inc. Z	Internet Content & Information Communication Services	$61.6M	5.64%	—	0.33% 800.0K shares	Q1 2024 Held for 1y 8m
6 Western Digital WDC	Computer Hardware Technology	$46.2M	4.23%	-$37.8M Sold	0.11% 385.0K shares	Q4 2024 Held for 11 months
7 Tower Semiconductor TSEM	Semiconductors Technology	$42.7M	3.90%	+$42.7M New	0.53% 590.0K shares	Q3 2025 Held for 2 months
8 Porch Group, Inc. PRCH	Software - Application Technology	$36.6M	3.35%	+$4.3M Bought	2.09% 2.2M shares	Q2 2025 Held for 5 months
9 Primo Brands PRMB	Unknown Unknown	$35.4M	3.23%	+$35.4M New	0.43% 1.6M shares	Q3 2025 Held for 2 months
10 Cinemark Holdings CNK	Entertainment Communication Services	$35.2M	3.22%	+$5.9M Bought	1.09% 1.3M shares	Q2 2023 Held for 2y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Park West Asset Management LLC's latest filing

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GthenC

Market Value

$1.1B

Prior: $1.3B

Q/Q Change

-16.56%

-$217.1M

Net Flows % of MV

-25.52%

Turnover Ratio

46.98%

New Purchases

13 stocks

$224.3M

Added To

8 stocks

+$149.8M

Sold Out Of

12 stocks

$314.6M

Reduced Holdings

20 stocks

-$338.6M

Increased Positions

Position	Shares Δ	Change
1 Tower Semiconductor TSEM	New	0 → 590.0K +$42.7M
2 Primo Brands PRMB	New	0 → 1.6M +$35.4M
3 Iris Energy IREN	New	0 → 681.1K +$32.0M
4 Vertex, Inc. VERX	New	0 → 1.3M +$31.0M
5 Mercury General MCY	New	0 → 282.5K +$24.0M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	320.0K → 0 −$55.2M
2 MeridianLink MLNK	Sold	2.8M → 0 −$44.9M
3 Rambus RMBS	Sold	660.0K → 0 −$42.3M
4 Matsons MATX	Sold	300.0K → 0 −$33.4M
5 Smithfield Foods SFD	Sold	1.2M → 0 −$28.9M