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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
Cap. Flow
+$195M
Cap. Flow %
6.74%
Top 10 Hldgs %
58.34%
Holding
392
New
79
Increased
257
Reduced
20
Closed
10
Avg Time Held
1.5 quarters
Top 10 Avg Time Held
1.8 quarters
Top 20 Avg Time Held
1.8 quarters

Top Buys

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$18M
2
NVDA icon
NVIDIA
NVDA
+$11.9M
3
AAPL icon
Apple
AAPL
+$10M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$9.86M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.79M

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$3.33M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.74M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.13M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$623K
5
TTD icon
Trade Desk
TTD
+$539K

Sector Composition

Rank Sector Weight
1 Miscellaneous 60.4%
2 Technology 17.99%
3 Financials 7.91%
4 Communication Services 4.32%
5 Industrials 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
DDOG icon
26
Datadog
DDOG
$103B
$22.8M 0.79%
87,434
+1,605
+2% +$298K
2025 Q4
2 quarters
BLK icon
27
Blackrock
BLK
$168B
$22.3M 0.77%
23,148
+714
+3% +$738K
2025 Q4
2 quarters
META icon
28
Meta Platforms (Facebook)
META
$1.89T
$22.2M 0.77%
39,359
+5,071
+15% +$3.1M
2025 Q4
2 quarters
PANW icon
29
Palo Alto Networks
PANW
$330B
$21.8M 0.75%
63,859
+1,895
+3% +$434K
2025 Q4
2 quarters
UNH icon
30
UnitedHealth
UNH
$340B
$21.4M 0.74%
51,511
+3,450
+7% +$1.28M
2025 Q4
2 quarters
MA icon
31
Mastercard
MA
$521B
$21.4M 0.74%
41,629
+2,405
+6% +$1.2M
2025 Q4
2 quarters
AVGO icon
32
Broadcom
AVGO
$1.69T
$19.9M 0.69%
52,562
+13,878
+36% +$5.56M
2025 Q4
2 quarters
TH icon
33
Target Hospitality
TH
$1.84B
$18.5M 0.64%
907,322
– –
2025 Q4
2 quarters
ADP icon
34
Automatic Data Processing
ADP
$108B
$18.4M 0.64%
82,304
+3,140
+4% +$671K
2025 Q4
2 quarters
SPGI icon
35
S&P Global
SPGI
$122B
$17.5M 0.61%
43,035
+1,118
+3% +$472K
2025 Q4
2 quarters
VONG icon
36
Vanguard Russell 1000 Growth ETF
VONG
$47.8B
$15.9M 0.55%
124,315
-452
-0.4% -$56.1K
2025 Q4
2 quarters
FER icon
37
Ferrovial N.V. Ordinary Shares
FER
$36.2B
$14.5M 0.5%
211,595
+4,351
+2% +$297K
2025 Q4
2 quarters
VONV icon
38
Vanguard Russell 1000 Value ETF
VONV
$22.3B
$13.9M 0.48%
130,521
+1,888
+1% +$193K
2025 Q4
2 quarters
ITOT icon
39
iShares Core S&P Total US Stock Market ETF
ITOT
$97.9B
$10.5M 0.36%
64,097
-3,926
-6% -$623K
2025 Q4
2 quarters
T icon
40
AT&T
T
$154B
$10.4M 0.36%
504,318
+27,542
+6% +$684K
2025 Q4
2 quarters
NU icon
41
Nu Holdings
NU
$77.3B
$9.48M 0.33%
709,637
+10,150
+1% +$137K
2025 Q4
2 quarters
TSLA icon
42
Tesla
TSLA
$1.49T
$8.57M 0.3%
20,371
+6,270
+44% +$2.49M
2025 Q4
2 quarters
LLY icon
43
Eli Lilly
LLY
$1.05T
$7.1M 0.25%
5,922
+1,959
+49% +$2M
2025 Q4
2 quarters
MU icon
44
Micron Technology
MU
$1.12T
$6.9M 0.24%
5,980
+2,247
+60% +$1.69M
2025 Q4
2 quarters
NOW icon
45
ServiceNow
NOW
$145B
$6.77M 0.23%
68,145
-895
-1% -$88.6K
2025 Q4
2 quarters
AMD icon
46
Advanced Micro Devices
AMD
$970B
$6.72M 0.23%
11,560
+3,677
+47% +$1.51M
2025 Q4
2 quarters
CRM icon
47
Salesforce
CRM
$193B
$6.08M 0.21%
38,828
+1,410
+4% +$248K
2025 Q4
2 quarters
IVW icon
48
iShares S&P 500 Growth ETF
IVW
$79.8B
$5.67M 0.2%
41,253
+32,545
+374% +$4.3M
2025 Q4
2 quarters
NFLX icon
49
Netflix
NFLX
$294B
$5.57M 0.19%
77,969
+14,976
+24% +$1.32M
2025 Q4
2 quarters
V icon
50
Visa
V
$731B
$5.37M 0.19%
15,644
+4,972
+47% +$1.6M
2025 Q4
2 quarters
1
2
3 4 5

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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 Miscellaneous at 60% of assets, down from 64% a quarter earlier, followed by Technology and Financials.

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.