71 West Capital Partners

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
399
Total value ($000)
$3,056,369
Net value change ($000)
+163,930 (5.7%)
New positions
37
Sold out positions
20
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
YSS 44,764 NEW
AAPL 16,776 15.9%
NVDA 15,651 16.3%
MSFT 12,736 41.2%
CRWD 12,654 39.3%
ROIV 9,104 595.8%
XLK 8,736 5.1%
IWD 7,948 2.5%
META 7,132 32.2%
VGT 5,633 4.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -4,102 -100.0%
FER -2,887 -19.9%
ASML -2,814 -8.0%
TSM -2,566 -5.0%
UNH -2,447 -11.4%
GOOGL -2,230 -4.2%
SPY -2,098 -4.0%
VTV -1,591 -0.9%
BAC -1,584 -4.6%
LRCX -1,380 -27.6%
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