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7WCP
71 West Capital Partners Portfolio holdings
AUM
$2.89B
This Fund
S&P 500
This Quarter
Est. Return
+22.19%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.89B
AUM Growth
+$619M
(+27%)
Cap. Flow
+$195M
Cap. Flow
% of AUM
6.74%
Top 10 Holdings %
Top 10 Hldgs %
58.34%
Holding
392
New
79
Increased
257
Reduced
20
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$18M |
| 2 |
NVIDIA
NVDA
|
+$11.9M |
| 3 |
Apple
AAPL
|
+$10M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$9.86M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.79M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$3.33M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$1.74M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.13M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$623K |
| 5 |
Trade Desk
TTD
|
+$539K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.99% |
| 2 | Financials | 7.91% |
| 3 | Communication Services | 4.32% |
| 4 | Industrials | 3.61% |
| 5 | Healthcare | 2.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Iron Mountain
IRM
$36B
| $203K | 0.01% |
+1,606
| New | +$197K |
|
377
Nasdaq
NDAQ
$55.2B
| $201K | 0.01% |
+2,556
| New | +$224K |
|
378
Harmonic Inc
HLIT
$1.34B
| $189K | 0.01% |
11,570
+1,570
| +16% | +$20K |
|
379
Banco Santander
SAN
$213B
| $141K | ﹤0.01% |
+10,228
| New | +$127K |
|
380
Wendy's
WEN
$1.74B
| $139K | ﹤0.01% |
16,761
| – | – |
|
381
Haleon
HLN
$44.8B
| $125K | ﹤0.01% |
+13,380
| New | +$124K |
|
382
Grab
GRAB
$14.6B
| $42.6K | ﹤0.01% |
+11,295
| New | +$41.1K |
|
383
Dollar General
DG
$27B
| – | – |
-1,747
| Closed | -$207K |
|
384
iShares MSCI USA Equal Weighted ETF
EUSA
$1.95B
| – | – |
-4,554
| Closed | -$463K |
|
385
Hershey
HSY
$37.6B
| – | – |
-964
| Closed | -$200K |
|
386
iShares Bitcoin Trust
IBIT
$59.6B
| – | – |
-10,300
| Closed | -$396K |
|
387
iShares Russell Mid-Cap ETF
IWR
$57.4B
| – | – |
-3,580
| Closed | -$348K |
|
388
Medtronic
MDT
$117B
| – | – |
-2,609
| Closed | -$226K |
|
389
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| – | – |
-8,201
| Closed | -$270K |
|
|
390
Trade Desk
TTD
$6.23B
| – | – |
-23,760
| Closed | -$539K |
|
391
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.26B
| – | – |
-2,319
| Closed | -$266K |
|
392
Workday
WDAY
$48B
| – | – |
-3,469
| Closed | -$451K |
|
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71 West Capital Partners's Q2 2026 Portfolio in Review
As of Q2 2026, 71 West Capital Partners held 392 positions worth $2.89B, up 27% from $2.27B the previous quarter. Its ten largest holdings account for 58% of the portfolio.
71 West Capital Partners deployed $195M of net new capital in Q2 2026, opening 79 new positions and adding to 257 existing holdings. Its largest new stake was Roivant Sciences: 43,164 shares worth $1.53M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $3.33M trimmed.
- 71 West Capital Partners's largest Q2 2026 buy was Roivant Sciences: 43,164 shares worth $1.53M.
- 71 West Capital Partners added most to iShares Core MSCI EAFE ETF in Q2 2026, an estimated $18M increase.
- 71 West Capital Partners's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $3.33M.
- 71 West Capital Partners fully exited Trade Desk in Q2 2026, selling an estimated $539K.
- 71 West Capital Partners's ten largest holdings make up 58% of its $2.89B portfolio in Q2 2026.
- 71 West Capital Partners opened 79 new positions and closed 10 in Q2 2026.
- 71 West Capital Partners's portfolio value rose 27% quarter-over-quarter to $2.89B.
Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.