71 West Capital Partners
Net buyer this quarter
$2.89B
335
+$172M
18.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $105M | 3.64% | 0.00% | +10.6% | Q4 2025 |
 NVDA | $96.2M | 3.33% | 0.00% | +13.7% | Q4 2025 |
 GOOGL | $53.5M | 1.85% | 0.00% | +10.4% | Q4 2025 |
 SPY | $52.1M | 1.80% | Not reported | +21.0% | Q4 2025 |
 TSM | $51.5M | 1.78% | 0.00% | +0.4% | Q4 2025 |
 JPM | $44.6M | 1.54% | 0.01% | +5.7% | Q4 2025 |
 ASML | $35.3M | 1.22% | 0.00% | +1.2% | Q4 2025 |
 BAC | $34.5M | 1.19% | 0.01% | +3.2% | Q4 2025 |
 CRWD | $32.2M | 1.11% | 0.02% | +1.3% | Q4 2025 |
 RTX | $31.2M | 1.08% | 0.01% | +2.4% | Q4 2025 |
 BRK.B | $31.2M | 1.08% | Not reported | +13.3% | Q4 2025 |
 MSFT | $30.9M | 1.07% | 0.00% | +25.8% | Q4 2025 |
 AMZN | $29.4M | 1.02% | 0.00% | +13.5% | Q4 2025 |
| GOOG | $26.7M | 0.92% | Not reported | +21.4% | Q4 2025 |
 DDOG | $22.8M | 0.79% | 0.11% | +1.9% | Q4 2025 |
 BLK | $22.3M | 0.77% | 0.01% | +3.2% | Q4 2025 |
 META | $22.2M | 0.77% | Not reported | +14.8% | Q4 2025 |
 PANW | $21.8M | 0.75% | 0.01% | +3.1% | Q4 2025 |
 UNH | $21.4M | 0.74% | 0.01% | +7.2% | Q4 2025 |
 MA | $21.4M | 0.74% | 0.00% | +6.1% | Q4 2025 |
 AVGO | $19.9M | 0.69% | 0.00% | +35.9% | Q4 2025 |
 TH | $18.5M | 0.64% | 0.90% | Not reported | Q4 2025 |
 ADP | $18.4M | 0.64% | 0.02% | +4.0% | Q4 2025 |
 SPGI | $17.5M | 0.61% | 0.01% | +2.7% | Q4 2025 |
 FER | $14.5M | 0.50% | 0.03% | +3.1% | Q4 2025 |
 T | $10.4M | 0.36% | 0.01% | +5.8% | Q4 2025 |
 NU | $9.48M | 0.33% | Not reported | +1.5% | Q4 2025 |
 TSLA | $8.57M | 0.30% | 0.00% | +44.5% | Q4 2025 |
 LLY | $7.1M | 0.25% | 0.00% | +49.4% | Q4 2025 |
 MU | $6.9M | 0.24% | 0.00% | +60.2% | Q4 2025 |
 NOW | $6.77M | 0.23% | 0.01% | -1.3% | Q4 2025 |
 AMD | $6.72M | 0.23% | 0.00% | +46.6% | Q4 2025 |
 CRM | $6.08M | 0.21% | 0.00% | +3.8% | Q4 2025 |
 NFLX | $5.57M | 0.19% | 0.00% | +23.8% | Q4 2025 |
 V | $5.37M | 0.19% | 0.00% | +46.6% | Q4 2025 |
 LRCX | $4.99M | 0.17% | 0.00% | +41.3% | Q4 2025 |
| BRK.A | $4.49M | 0.16% | Not reported | Not reported | Q4 2025 |
 AMAT | $4.44M | 0.15% | 0.00% | +39.3% | Q4 2025 |
 CAT | $4.41M | 0.15% | 0.00% | +39.3% | Q4 2025 |
 PLTR | $4.33M | 0.15% | 0.00% | +10.5% | Q4 2025 |
 VYM | $4.28M | 0.15% | Not reported | Not reported | Q4 2025 |
 KLAC | $4.14M | 0.14% | 0.00% | +45.6% | Q4 2025 |
 XOM | $4.1M | 0.14% | 0.00% | +48.0% | Q4 2025 |
 JNJ | $4M | 0.14% | 0.00% | +59.5% | Q4 2025 |
 QQQ | $3.94M | 0.14% | Not reported | Not reported | Q4 2025 |
 GE | $3.51M | 0.12% | 0.00% | +113.4% | Q4 2025 |
 WMT | $3.44M | 0.12% | 0.00% | +53.7% | Q4 2025 |
 COST | $3.36M | 0.12% | 0.00% | +31.9% | Q4 2025 |
 HD | $3.27M | 0.11% | 0.00% | +57.8% | Q4 2025 |
 GS | $3.25M | 0.11% | 0.00% | +23.8% | Q4 2025 |
| Q1 2026 | |||||
| AAPL | $83.6M | 3.68% | 0.00% | +7.4% | Q4 2025 |
| NVDA | $73.7M | 3.24% | 0.00% | +10.8% | Q4 2025 |
| GOOGL | $39M | 1.72% | 0.00% | +25.4% | Q4 2025 |
| JPM | $38M | 1.67% | 0.00% | +9.5% | Q4 2025 |
| SPY | $37.5M | 1.65% | Not reported | +23.6% | Q4 2025 |
| TSM | $36.3M | 1.60% | 0.00% | +5.7% | Q4 2025 |
| RTX | $31M | 1.36% | 0.01% | +6.4% | Q4 2025 |
| BAC | $28.6M | 1.26% | 0.01% | +4.1% | Q4 2025 |
| BRK.B | $26.3M | 1.16% | Not reported | +9.8% | Q4 2025 |
| MSFT | $24.4M | 1.07% | 0.00% | +9.2% | Q4 2025 |
| ASML | $23.2M | 1.02% | 0.00% | +8.8% | Q4 2025 |
| AMZN | $22.6M | 0.99% | 0.00% | +10.0% | Q4 2025 |
| BLK | $21.6M | 0.95% | 0.01% | +6.8% | Q4 2025 |
| META | $19.6M | 0.86% | Not reported | +11.7% | Q4 2025 |
| MA | $19.6M | 0.86% | 0.00% | +8.8% | Q4 2025 |
| GOOG | $17.9M | 0.79% | Not reported | +70.6% | Q4 2025 |
| SPGI | $17.8M | 0.78% | 0.01% | +6.3% | Q4 2025 |
| CRWD | $16.3M | 0.71% | 0.02% | +12.3% | Q4 2025 |
| ADP | $16.1M | 0.71% | 0.02% | +8.1% | Q4 2025 |
| T | $13.8M | 0.61% | 0.01% | +7.4% | Q4 2025 |
| FER | $13.1M | 0.58% | 0.03% | +6.7% | Q4 2025 |
| UNH | $13M | 0.57% | 0.01% | +4.1% | Q4 2025 |
| AVGO | $12M | 0.53% | 0.00% | +67.8% | Q4 2025 |
| DDOG | $10.1M | 0.45% | 0.11% | +9.1% | Q4 2025 |
| NU | $10.1M | 0.44% | Not reported | +9.5% | Q4 2025 |
| PANW | $9.93M | 0.44% | 0.01% | +12.7% | Q4 2025 |
| TH | $8.42M | 0.37% | 0.91% | +1.7% | Q4 2025 |
| NOW | $7.22M | 0.32% | 0.01% | +12.7% | Q4 2025 |
| CRM | $6.98M | 0.31% | 0.00% | +13.6% | Q4 2025 |
| NFLX | $6.06M | 0.27% | 0.00% | +235.3% | Q4 2025 |
| TSLA | $5.24M | 0.23% | 0.00% | +15.8% | Q4 2025 |
| PLTR | $4.92M | 0.22% | 0.00% | +2.0% | Q4 2025 |
| BRK.A | $4.31M | 0.19% | Not reported | Not reported | Q4 2025 |
| VYM | $4.01M | 0.18% | Not reported | +27.4% | Q4 2025 |
| LLY | $3.65M | 0.16% | 0.00% | +18.4% | Q4 2025 |
| XOM | $3.44M | 0.15% | 0.00% | +20.3% | Q4 2025 |
| V | $3.23M | 0.14% | 0.00% | +19.8% | Q4 2025 |
| QQQ | $3.09M | 0.14% | Not reported | +6.0% | Q4 2025 |
 UBER | $2.89M | 0.13% | 0.00% | -1.7% | Q4 2025 |
| COST | $2.71M | 0.12% | 0.00% | +17.3% | Q4 2025 |
| WMT | $2.45M | 0.11% | 0.00% | +18.7% | Q4 2025 |
| JNJ | $2.41M | 0.11% | 0.00% | +14.2% | Q4 2025 |
| GS | $2.19M | 0.10% | 0.00% | +19.6% | Q4 2025 |
| CAT | $2.11M | 0.09% | 0.00% | +24.0% | Q4 2025 |
 CVX | $1.95M | 0.09% | 0.00% | +40.7% | Q4 2025 |
| HD | $1.93M | 0.08% | 0.00% | +26.0% | Q4 2025 |
 TJX | $1.89M | 0.08% | 0.00% | +12.0% | Q4 2025 |
 ABBV | $1.88M | 0.08% | 0.00% | +12.3% | Q4 2025 |
 INDB | $1.84M | 0.08% | 0.05% | Not reported | Q4 2025 |
 MS | $1.77M | 0.08% | 0.00% | +14.9% | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $83.4M | 3.83% | 0.00% | New | Q4 2025 |
| NVDA | $71.2M | 3.27% | 0.00% | New | Q4 2025 |
| JPM | $38M | 1.75% | 0.00% | New | Q4 2025 |
| GOOGL | $33.8M | 1.56% | 0.00% | New | Q4 2025 |
| SPY | $31.8M | 1.46% | Not reported | New | Q4 2025 |
| BAC | $31M | 1.43% | 0.01% | New | Q4 2025 |
| TSM | $30.9M | 1.42% | 0.00% | New | Q4 2025 |
| MSFT | $29.2M | 1.34% | 0.00% | New | Q4 2025 |
| RTX | $27.7M | 1.27% | 0.01% | New | Q4 2025 |
| BRK.B | $25.2M | 1.16% | Not reported | New | Q4 2025 |
| AMZN | $22.8M | 1.05% | 0.00% | New | Q4 2025 |
| BLK | $22.5M | 1.03% | 0.01% | New | Q4 2025 |
| SPGI | $20.6M | 0.95% | 0.01% | New | Q4 2025 |
| MA | $20.6M | 0.95% | 0.00% | New | Q4 2025 |
| META | $20.3M | 0.93% | Not reported | New | Q4 2025 |
| ADP | $18.8M | 0.87% | 0.02% | New | Q4 2025 |
| CRWD | $17.4M | 0.80% | 0.01% | New | Q4 2025 |
| ASML | $17.3M | 0.79% | 0.00% | New | Q4 2025 |
| UNH | $15.2M | 0.70% | 0.01% | New | Q4 2025 |
| FER | $12.5M | 0.57% | 0.03% | New | Q4 2025 |
| GOOG | $11.5M | 0.53% | Not reported | New | Q4 2025 |
| T | $11M | 0.51% | 0.01% | New | Q4 2025 |
| DDOG | $10.7M | 0.49% | 0.10% | New | Q4 2025 |
| NU | $10.7M | 0.49% | Not reported | New | Q4 2025 |
| PANW | $10.1M | 0.47% | 0.01% | New | Q4 2025 |
| NOW | $9.39M | 0.43% | 0.01% | New | Q4 2025 |
| CRM | $8.73M | 0.40% | 0.00% | New | Q4 2025 |
| AVGO | $7.98M | 0.37% | 0.00% | New | Q4 2025 |
| TH | $7.15M | 0.33% | 0.89% | New | Q4 2025 |
 WDAY | $6.98M | 0.32% | 0.01% | New | Q4 2025 |
| PLTR | $5.86M | 0.27% | 0.00% | New | Q4 2025 |
| TSLA | $5.48M | 0.25% | 0.00% | New | Q4 2025 |
 TTD | $5.34M | 0.25% | Not reported | New | Q4 2025 |
| BRK.A | $4.53M | 0.21% | Not reported | New | Q4 2025 |
| LLY | $3.6M | 0.17% | 0.00% | New | Q4 2025 |
| UBER | $3.34M | 0.15% | 0.00% | New | Q4 2025 |
| V | $3.13M | 0.14% | 0.00% | New | Q4 2025 |
| QQQ | $3.1M | 0.14% | Not reported | New | Q4 2025 |
| VYM | $3.05M | 0.14% | Not reported | New | Q4 2025 |
| XOM | $2.03M | 0.09% | 0.00% | New | Q4 2025 |
| COST | $2M | 0.09% | 0.00% | New | Q4 2025 |
| GS | $1.91M | 0.09% | 0.00% | New | Q4 2025 |
| WMT | $1.85M | 0.09% | 0.00% | New | Q4 2025 |
| INDB | $1.79M | 0.08% | 0.05% | New | Q4 2025 |
| JNJ | $1.79M | 0.08% | 0.00% | New | Q4 2025 |
| NFLX | $1.76M | 0.08% | 0.00% | New | Q4 2025 |
| ABBV | $1.76M | 0.08% | 0.00% | New | Q4 2025 |
| MS | $1.67M | 0.08% | 0.00% | New | Q4 2025 |
 ORCL | $1.66M | 0.08% | 0.00% | New | Q4 2025 |
| TJX | $1.62M | 0.07% | 0.00% | New | Q4 2025 |