71 West Capital Partners — 13F Holdings & Portfolio
CIK 2111530 · latest 13F-HR filed 2026-08-04
71 West Capital Partners manages $2.89B in 13F-reported U.S. long-equity assets across 382 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWF (15.05%), IWD (10.95%), VTV (6.35%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 80 new positions, exited 11, added to 262, and trimmed 18.
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.
2200
BOSTON, MA 02109
$2.89B
Long-equity book
382
Distinct positions
2026-06-30
Filed 2026-08-04
+80 / −11 / ↑262 / ↓18
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$60.0M +16.0%
- SELECT SECTOR SPDR TR$54.0M +46.4%
- ISHARES TR$46.6M +17.3%
- VANGUARD WORLD FD$35.2M +37.3%
- NVIDIA CORPORATION$22.5M +30.5%
Top Trims
- AT&T INC-$3.4M -24.5%
- SALESFORCE INC-$902.0K -12.9%
- PALANTIR TECHNOLOGIES INC-$584.2K -11.9%
- NU HLDGS LTD-$570.9K -5.7%
- NETFLIX INC.-$489.8K -8.1%
New Positions
- ROIVANT SCIENCES LTD$1.5M
- SANDISK CORP$1.2M
- HSBC HLDGS PLC$973.2K
- ISHARES TR$962.5K
- DELL TECHNOLOGIES INC$738.7K
Exited Positions
- HONEYWELL INTL INC$637.0K
- THE TRADE DESK INC$539.1K
- ISHARES INC$463.5K
- WORKDAY INC$450.7K
- ISHARES BITCOIN TRUST ETF$395.7K
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 | $435.2M | 15.05% | 3,504,688 | SH |
| 2 | ISHARES TR | IWD | 464287598 | $316.8M | 10.95% | 1,306,647 | SH |
| 3 | VANGUARD INDEX FDS | VTV | 922908744 | $183.8M | 6.35% | 843,239 | SH |
| 4 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $170.6M | 5.90% | 895,570 | SH |
| 5 | VANGUARD WORLD FD | VGT | 92204A702 | $129.7M | 4.48% | 1,085,047 | SH |
| 6 | VANGUARD INDEX FDS | VUG | 922908736 | $121.2M | 4.19% | 1,407,442 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $105.4M | 3.64% | 364,276 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $96.2M | 3.33% | 480,811 | SH |
| 9 | SPDR SERIES TRUST | SPYV | 78464A508 | $65.2M | 2.25% | 1,072,643 | SH |
| 10 | ISHARES TR | IEFA | 46432F842 | $63.4M | 2.19% | 656,894 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $53.5M | 1.85% | 149,745 | SH |
| 12 | SPDR SERIES TRUST | SPYG | 78464A409 | $52.4M | 1.81% | 440,278 | SH |
| 13 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $52.1M | 1.80% | 69,822 | SH |
| 14 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $51.5M | 1.78% | 107,833 | SH |
| 15 | JPMORGAN CHASE & CO | JPM | 46625H100 | $44.6M | 1.54% | 136,313 | SH |
| 16 | ASML HLDG NV | ASML | N07059210 | $35.3M | 1.22% | 17,766 | SH |
| 17 | BANK OF AMER CORP | BAC | 060505104 | $34.5M | 1.19% | 605,779 | SH |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $32.2M | 1.11% | 42,171 | SH |
| 19 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $31.5M | 1.09% | 441,918 | SH |
| 20 | RTX CORPORATION | RTX | 75513E101 | $31.2M | 1.08% | 164,546 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $31.2M | 1.08% | 62,290 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $30.9M | 1.07% | 82,863 | SH |
| 23 | ISHARES TR | EFA | 464287465 | $29.6M | 1.02% | 285,242 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $29.4M | 1.02% | 123,216 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $26.7M | 0.92% | 75,689 | SH |
| 26 | DATADOG INC | DDOG | 23804L103 | $22.8M | 0.79% | 87,434 | SH |
| 27 | BLACKROCK INC | BLK | 09290D101 | $22.3M | 0.77% | 23,148 | SH |
| 28 | META PLATFORMS INC | META | 30303M102 | $22.2M | 0.77% | 39,359 | SH |
| 29 | PALO ALTO NETWORKS INC | PANW | 697435105 | $21.8M | 0.75% | 63,859 | SH |
| 30 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $21.4M | 0.74% | 51,511 | SH |
| 31 | MASTERCARD INCORPORATED | MA | 57636Q104 | $21.4M | 0.74% | 41,629 | SH |
| 32 | BROADCOM INC | AVGO | 11135F101 | $19.9M | 0.69% | 52,562 | SH |
| 33 | TARGET HOSPITALITY CORP | TH | 87615L107 | $18.5M | 0.64% | 907,322 | SH |
| 34 | AUTOMATIC DATA PROCESSING IN | ADP | 053015103 | $18.4M | 0.64% | 82,304 | SH |
| 35 | S&P GLOBAL INC | SPGI | 78409V104 | $17.5M | 0.61% | 43,035 | SH |
| 36 | VANGUARD SCOTTSDALE FDS | VONG | 92206C680 | $15.9M | 0.55% | 124,315 | SH |
| 37 | FERROVIAL NV | FER | N3168P101 | $14.5M | 0.50% | 211,595 | SH |
| 38 | VANGUARD SCOTTSDALE FDS | VONV | 92206C714 | $13.9M | 0.48% | 130,521 | SH |
| 39 | ISHARES TR | ITOT | 464287150 | $10.5M | 0.36% | 64,097 | SH |
| 40 | AT&T INC | T | 00206R102 | $10.4M | 0.36% | 504,318 | SH |
| 41 | NU HLDGS LTD | NU | G6683N103 | $9.5M | 0.33% | 709,637 | SH |
| 42 | TESLA INC | TSLA | 88160R101 | $8.6M | 0.30% | 20,371 | SH |
| 43 | ELI LILLY & CO | LLY | 532457108 | $7.1M | 0.25% | 5,922 | SH |
| 44 | MICRON TECHNOLOGY INC | MU | 595112103 | $6.9M | 0.24% | 5,980 | SH |
| 45 | SERVICENOW INC | NOW | 81762P102 | $6.8M | 0.23% | 68,145 | SH |
| 46 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $6.7M | 0.23% | 11,560 | SH |
| 47 | SALESFORCE INC | CRM | 79466L302 | $6.1M | 0.21% | 38,828 | SH |
| 48 | ISHARES TR | IVW | 464287309 | $5.7M | 0.20% | 41,253 | SH |
| 49 | NETFLIX INC. | NFLX | 64110L106 | $5.6M | 0.19% | 77,969 | SH |
| 50 | VISA INC | V | 92826C839 | $5.4M | 0.19% | 15,644 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-04 | $2.89B | 382 | 0002111530-26-000003 |
| 2026-03-31 | 2026-05-06 | $2.27B | 313 | 0002111530-26-000002 |
| 2025-12-31 | 2026-02-17 | $2.17B | 259 | 0002111530-26-000001 |