71 West Capital Partners
CIK 2111530 · View on SEC EDGAR ↗
- Portfolio value
- $2.9B
- Positions
- 382
- As of
- June 30, 2026
#1,198 of 9,443 by 13F value · top 12.7%
Portfolio value QoQ: +27.2% 13F does not disclose cash
- Top 10 holdings weight
- 58.34%
- Top 25 holdings weight
- 77.94%
- Positions above 1%
- 24
- Effective number of positions
- 18.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.3% Est. buys $759,248,110 · sells $7,841,196
- New positions
- 80
- Increased
- 259
- Decreased
- 17
- Closed
- 11
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
16.9%
Industrials
3.9%
Communication Services
3.8%
Financials
3.8%
Financial Services
2.9%
Healthcare
2.0%
Retail
1.6%
Consumer Discretionary
1.2%
Energy
0.5%
Telecommunication
0.4%
Materials
0.3%
Utilities
0.3%
Communications
0.2%
Consumer products
0.2%
Consumer Staples
0.2%
Real Estate
0.0%
Logistics & Transportation
0.0%
Other/Unmapped
61.7%
Full portfolio 382 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IWF | $435,177,055 | 15.05% | 3,504,688 | $60,036,063 | Up ×2 | ||
| IWD | $316,770,386 | 10.95% | 1,306,647 | $46,621,463 | Up ×2 | ||
| VTV | $183,767,075 | 6.35% | 843,239 | $17,943,936 | Down ×1 | ||
| XLK XLK | $170,624,082 | 5.90% | 895,570 | $54,047,332 | Up ×2 | ||
| VGT | $129,684,817 | 4.48% | 1,085,047 | $35,210,040 | Up ×2 | ||
| VUG | $121,237,054 | 4.19% | 1,407,442 | $15,897,720 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $105,406,903 | 3.64% | 364,276 | $21,831,826 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $96,205,473 | 3.33% | 480,811 | $22,462,526 | Up ×2 | ||
| SPYV | $65,205,968 | 2.25% | 1,072,643 | $4,145,850 | Down ×1 | ||
| IEFA | $63,442,785 | 2.19% | 656,894 | $20,902,954 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $53,514,371 | 1.85% | 149,745 | $14,518,072 | Up ×2 | ||
| SPYG | $52,388,679 | 1.81% | 440,278 | $8,309,499 | Down ×1 | ||
| SPY SPY | $52,140,975 | 1.80% | 69,822 | $14,617,007 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $51,497,806 | 1.78% | 107,833 | $15,201,638 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $44,619,334 | 1.54% | 136,313 | $6,664,458 | Up ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $35,344,391 | 1.22% | 17,766 | $12,162,504 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $34,517,287 | 1.19% | 605,779 | $5,896,942 | Up ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $32,182,377 | 1.11% | 42,171 | $15,926,876 | Up ×2 | ||
| VEA | $31,486,658 | 1.09% | 441,918 | $2,881,282 | Down ×1 | ||
| RTX RTX Corporation Common Stock | $31,219,313 | 1.08% | 164,546 | $217,197 | Up ×2 | ||
| BRKB | $31,169,293 | 1.08% | 62,290 | $4,824,794 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $30,909,556 | 1.07% | 82,863 | $6,525,718 | Up ×2 | ||
| EFA | $29,630,939 | 1.02% | 285,242 | $2,096,429 | Up ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $29,367,301 | 1.02% | 123,216 | $6,756,468 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $26,743,194 | 0.92% | 75,689 | $8,855,752 | Up ×2 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $22,764,316 | 0.79% | 87,434 | $12,632,203 | Up ×2 | ||
| BLK BlackRock, Inc. Common Stock | $22,258,191 | 0.77% | 23,148 | $683,189 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $22,170,531 | 0.77% | 39,359 | $2,553,338 | Up ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $21,777,196 | 0.75% | 63,859 | $11,843,128 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $21,409,517 | 0.74% | 51,511 | $8,404,691 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $21,380,654 | 0.74% | 41,629 | $1,781,990 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $19,855,296 | 0.69% | 52,562 | $7,882,211 | Up ×2 | ||
| TH Target Hospitality Corp. - Common Stock | $18,473,076 | 0.64% | 907,322 | $10,053,128 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $18,431,981 | 0.64% | 82,304 | $2,347,439 | Up ×2 | ||
| SPGI S&P Global Inc. Common Stock | $17,526,438 | 0.61% | 43,035 | $-302,543 | Up ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $15,888,700 | 0.55% | 124,315 | $2,203,008 | Down ×1 | ||
| FER Ferrovial SE - Ordinary Shares | $14,508,886 | 0.50% | 211,595 | $1,403,034 | Up ×2 | ||
| VONV Vanguard Russell 1000 Value ETF | $13,875,688 | 0.48% | 130,521 | $1,817,631 | Up ×2 | ||
| ITOT | $10,529,214 | 0.36% | 64,097 | $840,698 | Down ×1 | ||
| T AT&T Inc. | $10,439,383 | 0.36% | 504,318 | $-3,382,353 | Up ×2 | ||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $9,480,750 | 0.33% | 709,637 | $-570,878 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $8,568,043 | 0.30% | 20,371 | $3,325,996 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $7,103,024 | 0.25% | 5,922 | $3,457,975 | Up ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $6,902,654 | 0.24% | 5,980 | $5,641,497 | Up ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $6,765,436 | 0.23% | 68,145 | $-452,696 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $6,715,320 | 0.23% | 11,560 | $5,111,681 | Up ×2 | ||
| CRM Salesforce, Inc. Common Stock | $6,082,794 | 0.21% | 38,828 | $-902,024 | Up ×2 | ||
| IVW | $5,673,525 | 0.20% | 41,253 | $4,688,563 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $5,566,987 | 0.19% | 77,969 | $-489,790 | Up ×2 | ||
| V Visa Inc. | $5,367,300 | 0.19% | 15,644 | $2,141,795 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $4,991,528 | 0.17% | 11,519 | $3,250,199 | Up ×2 | ||
| BRKA | $4,493,100 | 0.16% | 6 | $184,260 | |||
| AMAT Applied Materials, Inc. - Common Stock | $4,439,943 | 0.15% | 6,141 | $2,933,333 | Up ×2 | ||
| VOO | $4,423,056 | 0.15% | 6,440 | $1,240,505 | Up ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $4,414,011 | 0.15% | 4,145 | $2,305,634 | Up ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4,331,490 | 0.15% | 37,126 | $-584,249 | Up ×2 | ||
| VYM | $4,275,818 | 0.15% | 27,057 | $268,676 | |||
| KLAC KLA Corporation - Common Stock | $4,141,573 | 0.14% | 13,727 | $2,753,090 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $4,102,126 | 0.14% | 30,004 | $663,313 | Up ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3,995,456 | 0.14% | 15,732 | $1,584,055 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,943,422 | 0.14% | 5,355 | $852,623 | |||
| OEF | $3,608,210 | 0.12% | 9,862 | $1,382,356 | Up ×2 | ||
| SCHX | $3,544,667 | 0.12% | 120,444 | $442,278 | Down ×1 | ||
| GE GE Aerospace Common Stock | $3,506,335 | 0.12% | 9,382 | $2,258,882 | Up ×2 | ||
| WMT Walmart Inc. - Common Stock | $3,437,668 | 0.12% | 30,352 | $983,387 | Up ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $3,355,531 | 0.12% | 3,587 | $646,238 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $3,268,638 | 0.11% | 9,268 | $1,336,738 | Up ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3,246,498 | 0.11% | 3,210 | $1,052,846 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $3,159,305 | 0.11% | 12,555 | $1,277,177 | Up ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3,122,557 | 0.11% | 26,584 | $1,632,751 | Up ×2 | ||
| MS Morgan Stanley Common Stock | $3,072,470 | 0.11% | 14,698 | $1,298,241 | Up ×2 | ||
| VTI | $3,005,465 | 0.10% | 8,122 | $435,456 | Up ×1 | ||
| VIG | $2,944,026 | 0.10% | 12,442 | $268,249 | |||
| INTC Intel Corporation - Common Stock | $2,925,667 | 0.10% | 20,953 | $2,440,590 | Up ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $2,916,491 | 0.10% | 40,417 | $24,186 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $2,664,757 | 0.09% | 5,135 | $892,415 | Up ×2 | ||
| GEV GE Vernova Inc. Common Stock | $2,621,113 | 0.09% | 2,231 | $1,687,983 | Up ×2 | ||
| TER Teradyne, Inc. - Common Stock | $2,394,040 | 0.08% | 4,948 | $949,687 | Up ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,310,020 | 0.08% | 15,753 | $1,073,902 | Up ×2 | ||
| APH Amphenol Corporation Common Stock | $2,105,437 | 0.07% | 11,941 | $1,285,805 | Up ×2 | ||
| INDB Independent Bank Corp. - Common Stock | $2,089,065 | 0.07% | 24,953 | $246,420 | Up ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2,063,453 | 0.07% | 16,058 | $741,827 | Up ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2,059,794 | 0.07% | 13,596 | $169,585 | Up ×2 | ||
| GLW Corning Incorporated Common Stock | $1,996,441 | 0.07% | 7,816 | $1,074,700 | Up ×2 | ||
| WFC Wells Fargo & Company Common Stock | $1,994,434 | 0.07% | 24,134 | $759,922 | Up ×2 | ||
| ORCL Oracle Corporation Common Stock | $1,961,425 | 0.07% | 13,384 | $515,187 | Up ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,948,647 | 0.07% | 4,573 | $979,361 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $1,927,721 | 0.07% | 11,630 | $-19,330 | Up ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1,815,729 | 0.06% | 5,423 | $506,448 | Up ×2 | ||
| AMLP | $1,811,017 | 0.06% | 34,928 | $-26,540 | Up ×1 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $1,771,907 | 0.06% | 6,416 | $1,485,114 | Up ×1 | ||
| IJH | $1,768,364 | 0.06% | 22,933 | $203,356 | Down ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $1,747,487 | 0.06% | 5,773 | $1,116,104 | Up ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1,667,498 | 0.06% | 20,518 | $504,541 | Up ×2 | ||
| PM Philip Morris International Inc Common Stock | $1,663,829 | 0.06% | 9,197 | $633,430 | Up ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,662,510 | 0.06% | 3,316 | $477,923 | Up ×2 | ||
| FEZ | $1,598,390 | 0.06% | 23,273 | $153,602 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $1,581,635 | 0.05% | 1,639 | $1,148,740 | Up ×2 | ||
| AXP American Express Company Common Stock | $1,580,981 | 0.05% | 4,674 | $666,886 | Up ×2 | ||
| WDC Western Digital Corporation - Common Stock | $1,576,361 | 0.05% | 2,468 | $948,824 | Up ×2 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ROIV | $1,527,574 | 43,164 | 0.05% |
| SNDK | $1,216,446 | 535 | 0.04% |
| HSBC | $973,151 | 10,234 | 0.03% |
| EEM | $962,460 | 14,069 | 0.03% |
| DELL | $738,660 | 1,712 | 0.03% |
| SPMD | $702,894 | 10,404 | 0.02% |
| VO | $689,357 | 8,556 | 0.02% |
| VWO | $669,961 | 11,224 | 0.02% |
| MRVL | $568,970 | 1,910 | 0.02% |
| EBAY | $526,566 | 4,712 | 0.02% |
| APO | $495,601 | 4,189 | 0.02% |
| BHP | $465,536 | 5,588 | 0.02% |
| XYZ | $444,220 | 5,845 | 0.02% |
| LYV | $424,449 | 2,318 | 0.01% |
| HPE | $411,674 | 9,126 | 0.01% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IWF | Bought more | +2.6M | +$60.0M |
| XLK | Bought more | +18K | +$54.0M |
| IWD | Bought more | +42K | +$46.6M |
| VGT | Bought more | +950K | +$35.2M |
| NVDA | Bought more | +58K | +$22.5M |
| AAPL | Bought more | +35K | +$21.8M |
| IEFA | Bought more | +187K | +$20.9M |
| VTV | Trimmed | -2K | +$17.9M |
| CRWD | Bought more | +534 | +$15.9M |
| VUG | Bought more | +1.2M | +$15.9M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 2,818 | $636,953 | -1.9% |
| APP | March 31, 2026 | 867 | $584,202 | -24.5% |
| TTD | June 30, 2026 | 23,760 | $539,114 | -26.9% |
| EUSA | June 30, 2026 | 4,554 | $463,461 | No longer tracked |
| WDAY | June 30, 2026 | 3,469 | $450,692 | 59.6% |
| IBIT | June 30, 2026 | 10,300 | $395,726 | |
| IWR | June 30, 2026 | 3,580 | $348,083 | No longer tracked |
| SCHE | June 30, 2026 | 8,201 | $270,223 | No longer tracked |
| ELV | March 31, 2026 | 768 | $269,222 | 36.6% |
| VIOO | June 30, 2026 | 2,319 | $266,291 | No longer tracked |
| APO | March 31, 2026 | 1,642 | $237,696 | 18.1% |
| MDT | June 30, 2026 | 2,609 | $226,070 | 17.7% |
| PTC | March 31, 2026 | 1,222 | $212,885 | 7.2% |
| DG | June 30, 2026 | 1,747 | $207,421 | 5.8% |
| HSY | June 30, 2026 | 964 | $200,406 | 7.2% |