71 West Capital Partners

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
382
Total value ($000)
$2,892,439
Net value change ($000)
+618,805 (27.2%)
New positions
80
Sold out positions
11
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IWF 60,036 16.0%
XLK 54,047 46.4%
IWD 46,621 17.3%
VGT 35,210 37.3%
NVDA 22,462 30.5%
AAPL 21,832 26.1%
IEFA 20,903 49.1%
VTV 17,944 10.8%
CRWD 15,926 98.0%
VUG 15,898 15.1%
Top Reduces (Value $000, Stocks/ETFs)
T -3,383 -24.5%
CRM -902 -12.9%
HON -637 -100.0%
PLTR -585 -11.9%
NU -571 -5.7%
TTD -539 -100.0%
NFLX -490 -8.1%
EUSA -463 -100.0%
NOW -453 -6.3%
WDAY -451 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type