71 West Capital Partners
CIK 2111530 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $2.9B
- Posisi
- 382
- Per tanggal
- 30 Juni 2026
#1.197 dari 9.443 berdasarkan nilai 13F · top 12.7%
Nilai portofolio QoQ: +27.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 58,34%
- Bobot 25 kepemilikan teratas
- 77,94%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 18,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,3% Perkiraan pembelian $759.248.110 · penjualan $7.841.196
- Posisi baru
- 80
- Meningkat
- 259
- Menurun
- 17
- Tertutup
- 11
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
61,7%
Portofolio lengkap 382 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IWF | $435.177.055 | 15,05% | 3.504.688 | $60.036.063 | Naik ×2 | ||
| IWD | $316.770.386 | 10,95% | 1.306.647 | $46.621.463 | Naik ×2 | ||
| VTV | $183.767.075 | 6,35% | 843.239 | $17.943.936 | Turun ×1 | ||
| XLK XLK | $170.624.082 | 5,90% | 895.570 | $54.047.332 | Naik ×2 | ||
| VGT | $129.684.817 | 4,48% | 1.085.047 | $35.210.040 | Naik ×2 | ||
| VUG | $121.237.054 | 4,19% | 1.407.442 | $15.897.720 | Naik ×2 | ||
| AAPL Apple Inc. - Common Stock | $105.406.903 | 3,64% | 364.276 | $21.831.826 | Naik ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $96.205.473 | 3,33% | 480.811 | $22.462.526 | Naik ×2 | ||
| SPYV | $65.205.968 | 2,25% | 1.072.643 | $4.145.850 | Turun ×1 | ||
| IEFA | $63.442.785 | 2,19% | 656.894 | $20.902.954 | Naik ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $53.514.371 | 1,85% | 149.745 | $14.518.072 | Naik ×2 | ||
| SPYG | $52.388.679 | 1,81% | 440.278 | $8.309.499 | Turun ×1 | ||
| SPY SPY | $52.140.975 | 1,80% | 69.822 | $14.617.007 | Naik ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $51.497.806 | 1,78% | 107.833 | $15.201.638 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $44.619.334 | 1,54% | 136.313 | $6.664.458 | Naik ×2 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $35.344.391 | 1,22% | 17.766 | $12.162.504 | Naik ×2 | ||
| BAC Bank of America Corporation Common Stock | $34.517.287 | 1,19% | 605.779 | $5.896.942 | Naik ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $32.182.377 | 1,11% | 42.171 | $15.926.876 | Naik ×2 | ||
| VEA | $31.486.658 | 1,09% | 441.918 | $2.881.282 | Turun ×1 | ||
| RTX RTX Corporation Common Stock | $31.219.313 | 1,08% | 164.546 | $217.197 | Naik ×2 | ||
| BRKB | $31.169.293 | 1,08% | 62.290 | $4.824.794 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $30.909.556 | 1,07% | 82.863 | $6.525.718 | Naik ×2 | ||
| EFA | $29.630.939 | 1,02% | 285.242 | $2.096.429 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $29.367.301 | 1,02% | 123.216 | $6.756.468 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $26.743.194 | 0,92% | 75.689 | $8.855.752 | Naik ×2 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $22.764.316 | 0,79% | 87.434 | $12.632.203 | Naik ×2 | ||
| BLK BlackRock, Inc. Common Stock | $22.258.191 | 0,77% | 23.148 | $683.189 | Naik ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $22.170.531 | 0,77% | 39.359 | $2.553.338 | Naik ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $21.777.196 | 0,75% | 63.859 | $11.843.128 | Naik ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $21.409.517 | 0,74% | 51.511 | $8.404.691 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $21.380.654 | 0,74% | 41.629 | $1.781.990 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $19.855.296 | 0,69% | 52.562 | $7.882.211 | Naik ×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 | Naik ×2 | ||
| SPGI S&P Global Inc. Common Stock | $17.526.438 | 0,61% | 43.035 | $-302.543 | Naik ×2 | ||
| VONG Vanguard Russell 1000 Growth ETF | $15.888.700 | 0,55% | 124.315 | $2.203.008 | Turun ×1 | ||
| FER Ferrovial SE - Ordinary Shares | $14.508.886 | 0,50% | 211.595 | $1.403.034 | Naik ×2 | ||
| VONV Vanguard Russell 1000 Value ETF | $13.875.688 | 0,48% | 130.521 | $1.817.631 | Naik ×2 | ||
| ITOT | $10.529.214 | 0,36% | 64.097 | $840.698 | Turun ×1 | ||
| T AT&T Inc. | $10.439.383 | 0,36% | 504.318 | $-3.382.353 | Naik ×2 | ||
| NU Nu Holdings Ltd. Class A Ordinary Shares | $9.480.750 | 0,33% | 709.637 | $-570.878 | Naik ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $8.568.043 | 0,30% | 20.371 | $3.325.996 | Naik ×2 | ||
| LLY Eli Lilly and Company Common Stock | $7.103.024 | 0,25% | 5.922 | $3.457.975 | Naik ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $6.902.654 | 0,24% | 5.980 | $5.641.497 | Naik ×2 | ||
| NOW ServiceNow, Inc. Common Stock | $6.765.436 | 0,23% | 68.145 | $-452.696 | Turun ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $6.715.320 | 0,23% | 11.560 | $5.111.681 | Naik ×2 | ||
| CRM Salesforce, Inc. Common Stock | $6.082.794 | 0,21% | 38.828 | $-902.024 | Naik ×2 | ||
| IVW | $5.673.525 | 0,20% | 41.253 | $4.688.563 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $5.566.987 | 0,19% | 77.969 | $-489.790 | Naik ×2 | ||
| V Visa Inc. | $5.367.300 | 0,19% | 15.644 | $2.141.795 | Naik ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $4.991.528 | 0,17% | 11.519 | $3.250.199 | Naik ×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 | Naik ×2 | ||
| VOO | $4.423.056 | 0,15% | 6.440 | $1.240.505 | Naik ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $4.414.011 | 0,15% | 4.145 | $2.305.634 | Naik ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $4.331.490 | 0,15% | 37.126 | $-584.249 | Naik ×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 | Naik ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $4.102.126 | 0,14% | 30.004 | $663.313 | Naik ×2 | ||
| JNJ Johnson & Johnson Common Stock | $3.995.456 | 0,14% | 15.732 | $1.584.055 | Naik ×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 | Naik ×2 | ||
| SCHX | $3.544.667 | 0,12% | 120.444 | $442.278 | Turun ×1 | ||
| GE GE Aerospace Common Stock | $3.506.335 | 0,12% | 9.382 | $2.258.882 | Naik ×2 | ||
| WMT Walmart Inc. - Common Stock | $3.437.668 | 0,12% | 30.352 | $983.387 | Naik ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $3.355.531 | 0,12% | 3.587 | $646.238 | Naik ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $3.268.638 | 0,11% | 9.268 | $1.336.738 | Naik ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3.246.498 | 0,11% | 3.210 | $1.052.846 | Naik ×2 | ||
| ABBV AbbVie Inc. Common Stock | $3.159.305 | 0,11% | 12.555 | $1.277.177 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $3.122.557 | 0,11% | 26.584 | $1.632.751 | Naik ×2 | ||
| MS Morgan Stanley Common Stock | $3.072.470 | 0,11% | 14.698 | $1.298.241 | Naik ×2 | ||
| VTI | $3.005.465 | 0,10% | 8.122 | $435.456 | Naik ×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 | Naik ×2 | ||
| UBER Uber Technologies, Inc. Common Stock | $2.916.491 | 0,10% | 40.417 | $24.186 | Naik ×1 | ||
| LIN Linde plc - Ordinary Shares | $2.664.757 | 0,09% | 5.135 | $892.415 | Naik ×2 | ||
| GEV GE Vernova Inc. Common Stock | $2.621.113 | 0,09% | 2.231 | $1.687.983 | Naik ×2 | ||
| TER Teradyne, Inc. - Common Stock | $2.394.040 | 0,08% | 4.948 | $949.687 | Naik ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $2.310.020 | 0,08% | 15.753 | $1.073.902 | Naik ×2 | ||
| APH Amphenol Corporation Common Stock | $2.105.437 | 0,07% | 11.941 | $1.285.805 | Naik ×2 | ||
| INDB Independent Bank Corp. - Common Stock | $2.089.065 | 0,07% | 24.953 | $246.420 | Naik ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $2.063.453 | 0,07% | 16.058 | $741.827 | Naik ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $2.059.794 | 0,07% | 13.596 | $169.585 | Naik ×2 | ||
| GLW Corning Incorporated Common Stock | $1.996.441 | 0,07% | 7.816 | $1.074.700 | Naik ×2 | ||
| WFC Wells Fargo & Company Common Stock | $1.994.434 | 0,07% | 24.134 | $759.922 | Naik ×2 | ||
| ORCL Oracle Corporation Common Stock | $1.961.425 | 0,07% | 13.384 | $515.187 | Naik ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1.948.647 | 0,07% | 4.573 | $979.361 | Naik ×2 | ||
| CVX Chevron Corporation Common Stock | $1.927.721 | 0,07% | 11.630 | $-19.330 | Naik ×2 | ||
| VRT Vertiv Holdings, LLC Class A Common Stock | $1.815.729 | 0,06% | 5.423 | $506.448 | Naik ×2 | ||
| AMLP | $1.811.017 | 0,06% | 34.928 | $-26.540 | Naik ×1 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $1.771.907 | 0,06% | 6.416 | $1.485.114 | Naik ×1 | ||
| IJH | $1.768.364 | 0,06% | 22.933 | $203.356 | Turun ×1 | ||
| BE Bloom Energy Corporation Class A Common Stock | $1.747.487 | 0,06% | 5.773 | $1.116.104 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $1.667.498 | 0,06% | 20.518 | $504.541 | Naik ×2 | ||
| PM Philip Morris International Inc Common Stock | $1.663.829 | 0,06% | 9.197 | $633.430 | Naik ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1.662.510 | 0,06% | 3.316 | $477.923 | Naik ×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 | Naik ×2 | ||
| AXP American Express Company Common Stock | $1.580.981 | 0,05% | 4.674 | $666.886 | Naik ×2 | ||
| WDC Western Digital Corporation - Common Stock | $1.576.361 | 0,05% | 2.468 | $948.824 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IWF | Beli lebih banyak | +2.6M | +$60.0M |
| XLK | Beli lebih banyak | +18K | +$54.0M |
| IWD | Beli lebih banyak | +42K | +$46.6M |
| VGT | Beli lebih banyak | +950K | +$35.2M |
| NVDA | Beli lebih banyak | +58K | +$22.5M |
| AAPL | Beli lebih banyak | +35K | +$21.8M |
| IEFA | Beli lebih banyak | +187K | +$20.9M |
| VTV | Dipangkas | -2K | +$17.9M |
| CRWD | Beli lebih banyak | +534 | +$15.9M |
| VUG | Beli lebih banyak | +1.2M | +$15.9M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| HON | 30 Juni 2026 | 2.818 | $636.953 | -1,9% |
| APP | 31 Maret 2026 | 867 | $584.202 | -24,5% |
| TTD | 30 Juni 2026 | 23.760 | $539.114 | -26,9% |
| EUSA | 30 Juni 2026 | 4.554 | $463.461 | Tidak lagi dilacak |
| WDAY | 30 Juni 2026 | 3.469 | $450.692 | 59,6% |
| IBIT | 30 Juni 2026 | 10.300 | $395.726 | |
| IWR | 30 Juni 2026 | 3.580 | $348.083 | Tidak lagi dilacak |
| SCHE | 30 Juni 2026 | 8.201 | $270.223 | Tidak lagi dilacak |
| ELV | 31 Maret 2026 | 768 | $269.222 | 36,6% |
| VIOO | 30 Juni 2026 | 2.319 | $266.291 | Tidak lagi dilacak |
| APO | 31 Maret 2026 | 1.642 | $237.696 | 18,1% |
| MDT | 30 Juni 2026 | 2.609 | $226.070 | 17,7% |
| PTC | 31 Maret 2026 | 1.222 | $212.885 | 7,2% |
| DG | 30 Juni 2026 | 1.747 | $207.421 | 5,8% |
| HSY | 30 Juni 2026 | 964 | $200.406 | 7,2% |