EdgeMarket › What 71 West Capital Partners reported owning
What 71 West Capital Partners reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.3BPositions
313Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IWF iShares Russell 1000 Growth Fund | 375.1M | 16.5% | 879.8K | 122.39 | +11.2% |
| IWD iShares Russell 1000 Value ETF | 270.1M | 11.9% | 1.3M | 257.29 | +29.2% |
| VTV Vanguard Morningstar Value ETF | 165.8M | 7.3% | 845.2K | 226.40 | +24.6% |
| XLK State Street Technology Select Sector SPDR ETF | 116.6M | 5.1% | 877.2K | 183.31 | +41.1% |
| VUG Vanguard Morningstar Growth ETF | 105.3M | 4.6% | 241.2K | 87.50 | +15.9% |
| VGT Vanguard Information Tech ETF | 94.5M | 4.2% | 135.4K | 118.42 | +38.5% |
| AAPL Apple Inc. | 83.6M | 3.7% | 329.3K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 73.7M | 3.2% | 422.8K | 214.72 | +22.4% |
| SPYV State Street SPDR Portfolio S&P 500 Value ETF | 61.1M | 2.7% | 1.1M | 63.51 | +17.5% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 44.1M | 1.9% | 450.2K | 120.21 | +22.2% |
| IEFA iShares Core MSCI EAFE ETF | 42.5M | 1.9% | 469.9K | 100.85 | +16.8% |
| GOOGL Alphabet Inc. | 39.0M | 1.7% | 135.6K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 38.0M | 1.7% | 129.0K | 351.58 | +20.3% |
| SPY SPDR S&P 500 ETF TRUST | 37.5M | 1.7% | 57.7K | 765.72 | +20.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 36.3M | 1.6% | 107.4K | 418.95 | +83.3% |
| RTX RTX Corp | 31.0M | 1.4% | 160.7K | 209.91 | +34.1% |
| BAC BANK OF AMERICA CORP /DE/ | 28.6M | 1.3% | 587.1K | 61.69 | +27.6% |
| VEA Vanguard FTSE Developed Markets ETF | 28.6M | 1.3% | 446.4K | 73.42 | +24.7% |
| EFA iShares MSCI EAFE ETF | 27.5M | 1.2% | 283.5K | 108.24 | +17.1% |
| unmapped CUSIP 084670702 | 26.3M | 1.2% | 55.0K | — | — |
| MSFT MICROSOFT CORP | 24.4M | 1.1% | 65.9K | 483.24 | -4.4% |
| ASML ASML HOLDING NV | 23.2M | 1.0% | 17.6K | 1,763.76 | +135.3% |
| AMZN AMAZON COM INC | 22.6M | 1.0% | 108.6K | 258.63 | +15.6% |
| BLK BlackRock, Inc. | 21.6M | 0.9% | 22.4K | 1,156.55 | +2.5% |
| META Meta Platforms, Inc. | 19.6M | 0.9% | 34.3K | 549.90 | -26.5% |
| MA Mastercard Inc | 19.6M | 0.9% | 39.2K | 580.63 | -2.0% |
| GOOG Alphabet Inc. | 17.9M | 0.8% | 62.4K | 341.75 | +70.7% |
| SPGI S&P Global Inc. | 17.8M | 0.8% | 41.9K | 431.29 | -22.6% |
| CRWD CrowdStrike Holdings, Inc. | 16.3M | 0.7% | 41.6K | 191.95 | +83.2% |
| ADP AUTOMATIC DATA PROCESSING INC | 16.1M | 0.7% | 79.2K | 280.81 | -9.1% |
| T AT&T INC. | 13.8M | 0.6% | 476.8K | 25.29 | -13.6% |
| VONG Vanguard Russell 1000 Growth ETF | 13.7M | 0.6% | 124.8K | 125.99 | +11.3% |
| FER Ferrovial N.V. | 13.1M | 0.6% | 205.3K | 62.84 | +13.4% |
| UNH UNITEDHEALTH GROUP INC | 13.0M | 0.6% | 48.1K | 390.11 | +30.1% |
| VONV Vanguard Russell 1000 Value ETF | 12.1M | 0.5% | 128.6K | 112.82 | +29.1% |
| AVGO Broadcom Inc. | 12.0M | 0.5% | 38.7K | 368.45 | +26.5% |
| DDOG Datadog, Inc. | 10.1M | 0.4% | 85.8K | 235.62 | +83.4% |
| NU Nu Holdings Ltd. | 10.1M | 0.4% | 699.5K | 14.58 | +7.0% |
| PANW Palo Alto Networks Inc | 9.9M | 0.4% | 62.0K | 357.87 | +94.0% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 9.7M | 0.4% | 68.0K | 167.97 | +20.5% |
| TH Target Hospitality Corp. | 8.4M | 0.4% | 907.3K | 17.85 | +98.3% |
| NOW ServiceNow, Inc. | 7.2M | 0.3% | 69.0K | 128.48 | -27.8% |
| CRM Salesforce, Inc. | 7.0M | 0.3% | 37.4K | 209.17 | -15.1% |
| NFLX NETFLIX INC | 6.1M | 0.3% | 63.0K | 79.59 | -34.4% |
| TSLA Tesla, Inc. | 5.2M | 0.2% | 14.1K | 362.86 | +12.0% |
| PLTR Palantir Technologies Inc. | 4.9M | 0.2% | 33.6K | 179.94 | +15.3% |
| unmapped CUSIP 084670108 | 4.3M | 0.2% | 6 | — | — |
| VYM Vanguard High Dividend Yield ETF | 4.0M | 0.2% | 27.1K | 164.97 | +19.9% |
| LLY ELI LILLY & Co | 3.6M | 0.2% | 4.0K | 1,255.40 | +78.0% |
| XOM ExxonMobil Holdings Corp | 3.4M | 0.2% | 20.3K | 165.11 | +52.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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