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7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.89B
This Fund
S&P 500
This Quarter
Est. Return
-4.41%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.27B
AUM Growth
+$99M
(+4.6%)
Cap. Flow
+$228M
Cap. Flow
% of AUM
10.05%
Top 10 Holdings %
Top 10 Hldgs %
61.13%
Holding
317
New
58
Increased
221
Reduced
15
Closed
4
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$30M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$26.9M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$10.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.29M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$8.63M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Workday
WDAY
|
+$4.61M |
| 2 |
Trade Desk
TTD
|
+$3.37M |
| 3 |
Applovin
APP
|
+$584K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$388K |
| 5 |
Elevance Health
ELV
|
+$269K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 15.51% |
| 2 | Financials | 8.41% |
| 3 | Communication Services | 4.42% |
| 4 | Industrials | 3.28% |
| 5 | Consumer Discretionary | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Synchrony
SYF
$25.4B
| $214K | 0.01% |
3,149
+589
| +23% | +$42.8K |
|
302
AutoZone
AZO
$50B
| $213K | 0.01% |
+63
| New | +$226K |
|
303
Dollar General
DG
$27.2B
| $207K | 0.01% |
+1,747
| New | +$249K |
|
304
Cardinal Health
CAH
$55.6B
| $206K | 0.01% |
+975
| New | +$210K |
|
305
KKR & Co
KKR
$93.2B
| $205K | 0.01% |
2,217
+642
| +41% | +$67.7K |
|
306
Old Dominion Freight Line
ODFL
$44.3B
| $205K | 0.01% |
+1,048
| New | +$195K |
|
307
Cincinnati Financial
CINF
$26.8B
| $203K | 0.01% |
1,293
-72
| -5% | -$11.7K |
|
308
Hershey
HSY
$36.4B
| $200K | 0.01% |
+964
| New | +$203K |
|
309
Huntington Bancshares
HBAN
$35.4B
| $194K | 0.01% |
+12,419
| New | +$212K |
|
310
Mizuho Financial
MFG
$127B
| $129K | 0.01% |
16,261
+2,514
| +18% | +$21.3K |
|
311
Wendy's
WEN
$1.38B
| $116K | 0.01% |
16,761
| – | – |
|
312
Lloyds Banking Group
LYG
$89.2B
| $99.6K | ﹤0.01% |
19,799
+3,927
| +25% | +$21.5K |
|
313
Harmonic Inc
HLIT
$1.28B
| $89.8K | ﹤0.01% |
+10,000
| New | +$99.3K |
|
314
Apollo Global Management
APO
$75.3B
| – | – |
-1,642
| Closed | -$238K |
|
|
315
Applovin
APP
$114B
| – | – |
-867
| Closed | -$584K |
|
|
316
Elevance Health
ELV
$86B
| – | – |
-768
| Closed | -$269K |
|
317
PTC
PTC
$16.6B
| – | – |
-1,222
| Closed | -$213K |
|
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71 West Capital Partners's Q1 2026 Portfolio in Review
As of Q1 2026, 71 West Capital Partners held 317 positions worth $2.27B, up 4.6% from $2.17B the previous quarter. Its ten largest holdings account for 61% of the portfolio.
71 West Capital Partners deployed $228M of net new capital in Q1 2026, opening 58 new positions and adding to 221 existing holdings. Its largest new stake was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Workday, an estimated $4.61M trimmed.
- 71 West Capital Partners's largest Q1 2026 buy was Schwab US Large- Cap ETF: 120,998 shares worth $3.1M.
- 71 West Capital Partners added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $30M increase.
- 71 West Capital Partners's biggest Q1 2026 reduction was Workday, cutting an estimated $4.61M.
- 71 West Capital Partners fully exited Applovin in Q1 2026, selling an estimated $584K.
- 71 West Capital Partners's ten largest holdings make up 61% of its $2.27B portfolio in Q1 2026.
- 71 West Capital Partners opened 58 new positions and closed 4 in Q1 2026.
- 71 West Capital Partners's portfolio value rose 4.6% quarter-over-quarter to $2.27B.
Based on 71 West Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.