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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

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 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
DDOG icon
26
Datadog
DDOG
$80.1B
$22.8M 0.79%
87,434
+1,605
+2% +$298K
BLK icon
27
Blackrock
BLK
$182B
$22.3M 0.77%
23,148
+714
+3% +$738K
META icon
28
Meta Platforms (Facebook)
META
$1.45T
$22.2M 0.77%
39,359
+5,071
+15% +$3.1M
PANW icon
29
Palo Alto Networks
PANW
$277B
$21.8M 0.75%
63,859
+1,895
+3% +$434K
UNH icon
30
UnitedHealth
UNH
$356B
$21.4M 0.74%
51,511
+3,450
+7% +$1.28M
MA icon
31
Mastercard
MA
$525B
$21.4M 0.74%
41,629
+2,405
+6% +$1.2M
AVGO icon
32
Broadcom
AVGO
$1.7T
$19.9M 0.69%
52,562
+13,878
+36% +$5.56M
TH icon
33
Target Hospitality
TH
$1.73B
$18.5M 0.64%
907,322
– –
ADP icon
34
Automatic Data Processing
ADP
$112B
$18.4M 0.64%
82,304
+3,140
+4% +$671K
SPGI icon
35
S&P Global
SPGI
$128B
$17.5M 0.61%
43,035
+1,118
+3% +$472K
VONG icon
36
Vanguard Russell 1000 Growth ETF
VONG
$44.8B
$15.9M 0.55%
124,315
-452
-0.4% -$56.1K
FER icon
37
Ferrovial N.V. Ordinary Shares
FER
$45.4B
$14.5M 0.5%
211,595
+4,351
+2% +$297K
VONV icon
38
Vanguard Russell 1000 Value ETF
VONV
$22B
$13.9M 0.48%
130,521
+1,888
+1% +$193K
ITOT icon
39
iShares Core S&P Total US Stock Market ETF
ITOT
$97B
$10.5M 0.36%
64,097
-3,926
-6% -$623K
T icon
40
AT&T
T
$177B
$10.4M 0.36%
504,318
+27,542
+6% +$684K
NU icon
41
Nu Holdings
NU
$73.1B
$9.48M 0.33%
709,637
+10,150
+1% +$137K
TSLA icon
42
Tesla
TSLA
$1.38T
$8.57M 0.3%
20,371
+6,270
+44% +$2.49M
LLY icon
43
Eli Lilly
LLY
$1.1T
$7.1M 0.25%
5,922
+1,959
+49% +$2M
MU icon
44
Micron Technology
MU
$1.05T
$6.9M 0.24%
5,980
+2,247
+60% +$1.69M
NOW icon
45
ServiceNow
NOW
$131B
$6.77M 0.23%
68,145
-895
-1% -$88.6K
AMD icon
46
Advanced Micro Devices
AMD
$782B
$6.72M 0.23%
11,560
+3,677
+47% +$1.51M
CRM icon
47
Salesforce
CRM
$168B
$6.08M 0.21%
38,828
+1,410
+4% +$248K
IVW icon
48
iShares S&P 500 Growth ETF
IVW
$76.1B
$5.67M 0.2%
41,253
+32,545
+374% +$4.3M
NFLX icon
49
Netflix
NFLX
$342B
$5.57M 0.19%
77,969
+14,976
+24% +$1.32M
V icon
50
Visa
V
$717B
$5.37M 0.19%
15,644
+4,972
+47% +$1.6M
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 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.