71 West Capital Partners — 13F Holdings & Portfolio
CIK 2111530 · latest 13F-HR filed 2026-05-06
71 West Capital Partners manages $2.27B in 13F-reported U.S. long-equity assets across 313 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWF (16.50%), IWD (11.88%), VTV (7.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 59 new positions, exited 5, added to 159, and trimmed 49.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.27B
Long-equity book
313
Distinct positions
2026-03-31
Filed 2026-05-06
+59 / −5 / ↑159 / ↓49
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$30.1M +12.5%
- VANGUARD INDEX FDS$11.9M +7.7%
- ISHARES TR$9.4M +28.4%
- ALPHABET INC$6.4M +56.0%
- ASML HLDG NV$5.9M +34.3%
Top Trims
- WORKDAY INC-$6.5M -93.5%
- VANGUARD INDEX FDS-$6.1M -5.5%
- THE TRADE DESK INC-$4.8M -89.9%
- MICROSOFT CORP-$4.8M -16.4%
- S&P GLOBAL INC-$2.8M -13.5%
New Positions
- SCHWAB STRATEGIC TR$3.1M
- SCHWAB STRATEGIC TR$1.3M
- INVESCO EXCHANGE TRADED FD T$1.1M
- ISHARES TR$723.4K
- VANGUARD INDEX FDS$651.5K
Exited Positions
- APPLOVIN CORP$584.2K
- ELEVANCE HEALTH INC FORMERLY$269.2K
- APOLLO GLOBAL MGMT INC$237.7K
- PTC INC$212.9K
- ASTRAZENECA PLC$212.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWF | 464287614 | $375.1M | 16.50% | 879,787 | SH |
| 2 | ISHARES TR | IWD | 464287598 | $270.1M | 11.88% | 1,264,328 | SH |
| 3 | VANGUARD INDEX FDS | VTV | 922908744 | $165.8M | 7.29% | 845,174 | SH |
| 4 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $116.6M | 5.13% | 877,176 | SH |
| 5 | VANGUARD INDEX FDS | VUG | 922908736 | $105.3M | 4.63% | 241,167 | SH |
| 6 | VANGUARD WORLD FD | VGT | 92204A702 | $94.5M | 4.16% | 135,405 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $83.6M | 3.68% | 329,308 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $73.7M | 3.24% | 422,838 | SH |
| 9 | SPDR SERIES TRUST | SPYV | 78464A508 | $61.1M | 2.69% | 1,079,182 | SH |
| 10 | SPDR SERIES TRUST | SPYG | 78464A409 | $44.1M | 1.94% | 450,201 | SH |
| 11 | ISHARES TR | IEFA | 46432F842 | $42.5M | 1.87% | 469,898 | SH |
| 12 | ALPHABET INC | GOOGL | 02079K305 | $39.0M | 1.72% | 135,611 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $38.0M | 1.67% | 129,028 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $37.5M | 1.65% | 57,699 | SH |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $36.3M | 1.60% | 107,401 | SH |
| 16 | RTX CORPORATION | RTX | 75513E101 | $31.0M | 1.36% | 160,716 | SH |
| 17 | BANK AMERICA CORP | BAC | 060505104 | $28.6M | 1.26% | 587,084 | SH |
| 18 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $28.6M | 1.26% | 446,401 | SH |
| 19 | ISHARES TR | EFA | 464287465 | $27.5M | 1.21% | 283,481 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $26.3M | 1.16% | 54,976 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $24.4M | 1.07% | 65,872 | SH |
| 22 | ASML HLDG NV | ASML | N07059210 | $23.2M | 1.02% | 17,551 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $22.6M | 0.99% | 108,565 | SH |
| 24 | BLACKROCK INC | BLK | 09290D101 | $21.6M | 0.95% | 22,434 | SH |
| 25 | META PLATFORMS INC | META | 30303M102 | $19.6M | 0.86% | 34,288 | SH |
| 26 | MASTERCARD INCORPORATED | MA | 57636Q104 | $19.6M | 0.86% | 39,224 | SH |
| 27 | ALPHABET INC | GOOG | 02079K107 | $17.9M | 0.79% | 62,356 | SH |
| 28 | S&P GLOBAL INC | SPGI | 78409V104 | $17.8M | 0.78% | 41,917 | SH |
| 29 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $16.3M | 0.71% | 41,637 | SH |
| 30 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $16.1M | 0.71% | 79,164 | SH |
| 31 | AT&T INC | T | 00206R102 | $13.8M | 0.61% | 476,776 | SH |
| 32 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $13.7M | 0.60% | 124,767 | SH |
| 33 | FERROVIAL SE | FER | N3168P101 | $13.1M | 0.58% | 205,262 | SH |
| 34 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $13.0M | 0.57% | 48,061 | SH |
| 35 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $12.1M | 0.53% | 128,633 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $12.0M | 0.53% | 38,684 | SH |
| 37 | DATADOG INC | DDOG | 23804L103 | $10.1M | 0.45% | 85,829 | SH |
| 38 | NU HLDGS LTD | NU | G6683N103 | $10.1M | 0.44% | 699,487 | SH |
| 39 | PALO ALTO NETWORKS INC | PANW | 697435105 | $9.9M | 0.44% | 61,964 | SH |
| 40 | ISHARES TR | ITOT | 464287150 | $9.7M | 0.43% | 68,023 | SH |
| 41 | TARGET HOSPITALITY CORP | TH | 87615L107 | $8.4M | 0.37% | 907,322 | SH |
| 42 | SERVICENOW INC | NOW | 81762P102 | $7.2M | 0.32% | 69,040 | SH |
| 43 | SALESFORCE INC | CRM | 79466L302 | $7.0M | 0.31% | 37,418 | SH |
| 44 | NETFLIX INC. | NFLX | 64110L106 | $6.1M | 0.27% | 62,993 | SH |
| 45 | TESLA INC | TSLA | 88160R101 | $5.2M | 0.23% | 14,101 | SH |
| 46 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $4.9M | 0.22% | 33,605 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $4.3M | 0.19% | 6 | SH |
| 48 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $4.0M | 0.18% | 27,057 | SH |
| 49 | ELI LILLY & CO | LLY | 532457108 | $3.6M | 0.16% | 3,963 | SH |
| 50 | EXXON MOBIL CORP | XOM | 30231G102 | $3.4M | 0.15% | 20,269 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $2.27B | 313 | 0002111530-26-000002 |
| 2025-12-31 | 2026-02-17 | $2.17B | 259 | 0002111530-26-000001 |