Arkolith/Funds/71 West Capital Partners

71 West Capital Partners

CIK 2111530
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

71 West Capital Partners holds a focused book of 382 stocks worth $2.9B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Roivant Sciences Ltd and trimmed Vanguard Value ETF. Their largest long position is Ishares Russell 1000 Growth at 15% of the equity book.

Opened
81
bought for the first time
Added to
259
already held, bought more
Trimmed
17
sold some, still holds it
Sold out
11
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
43%
Top 10 holdings
58%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

40% mapped to company sectors

ETF / fund or unclassified
60%
Information Technology
22%
Financials
8%
Industrials
3%
Consumer Discretionary
3%
Health Care
2%
Communication Services
1%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as 71 West Capital Partners

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.7T
FMR LLC80 / 80$935.0B
MORGAN STANLEY80 / 80$713.1B
JPMORGAN CHASE & CO80 / 80$626.7B
BANK OF AMERICA CORP /DE/80 / 80$543.7B
NORTHERN TRUST CORP80 / 80$369.4B
GOLDMAN SACHS GROUP INC80 / 80$321.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$257.4B

Ranked by the share of each fund's own book sitting in the names it shares with 71 West Capital Partners: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

382 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
RUS 1000 GRW ETF
$435.2M3.50M
15.0%
+298%
Added · +2.6M sh
2Ishares TR
RUS 1000 VAL ETF
$316.8M1.31M
11.0%
+3.3%
Added · +42K sh
3Vanguard Index FDS
VALUE ETF
$183.8M843.2K
6.4%
−0.2%
Reduced · −2K sh
4Select Sector SPDR TR
ST STR TECHN ETF
$170.6M895.6K
5.9%
+2.1%
Added · +18K sh
5Vanguard World FD
INF TECH ETF
$129.7M1.09M
4.5%
+701%
Added · +950K sh
6Vanguard Index FDS
GROWTH ETF
$121.2M1.41M
4.2%
+484%
Added · +1.2M sh
7Apple Inc
COM
$105.4M364.3K
3.6%
+11%
Added · +35K sh
8Nvidia Corporation
COM
$96.2M480.8K
3.3%
+14%
Added · +58K sh
9SPDR Series Trust
ST STR P500VAL
$65.2M1.07M
2.3%
−0.6%
Reduced · −7K sh
10Ishares TR
CORE MSCI EAFE
$63.4M656.9K
2.2%
+40%
Added · +187K sh
11Alphabet Inc
CAP STK CL A
$53.5M149.7K
1.9%
+10%
Added · +14K sh
12SPDR Series Trust
ST STR P500GRW
$52.4M440.3K
1.8%
−2.2%
Reduced · −10K sh
13State STR SPDR S&P 500 ETF T
TR UNIT
$52.1M69.8K
1.8%
+21%
Added · +12K sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$51.5M107.8K
1.8%
+0.4%
Added · +432 sh
15JPMorgan Chase & Co
COM
$44.6M136.3K
1.5%
+5.6%
Added · +7K sh
16ASML Hldg NV
N Y REGISTRY SHS
$35.3M17.8K
1.2%
+1.2%
Added · +215 sh
17Bank Of Amer Corp
COM
$34.5M605.8K
1.2%
+3.2%
Added · +19K sh
18Crowdstrike Hldgs Inc
CL A
$32.2M42.2K
1.1%
+1.3%
Added · +534 sh
19Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$31.5M441.9K
1.1%
−1.0%
Reduced · −4K sh
20RTX Corporation
COM
$31.2M164.5K
1.1%
+2.4%
Added · +4K sh
21Berkshire Hathaway Inc Del
CL B NEW
$31.2M62.3K
1.1%
+13%
Added · +7K sh
22Microsoft Corp
COM
$30.9M82.9K
1.1%
+26%
Added · +17K sh
23Ishares TR
MSCI EAFE ETF
$29.6M285.2K
1.0%
+0.6%
Added · +2K sh
24Amazon Com Inc
COM
$29.4M123.2K
1.0%
+13%
Added · +15K sh
25Alphabet Inc
CAP STK CL C
$26.7M75.7K
0.9%
+21%
Added · +13K sh
26Datadog Inc
CL A COM
$22.8M87.4K
0.8%
+1.9%
Added · +2K sh
27BlackRock Inc
COM
$22.3M23.1K
0.8%
+3.2%
Added · +714 sh
28Meta Platforms Inc
CL A
$22.2M39.4K
0.8%
+15%
Added · +5K sh
29Palo Alto Networks Inc
COM
$21.8M63.9K
0.8%
+3.0%
Added · +2K sh
30Unitedhealth Group Inc
COM
$21.4M51.5K
0.7%
+7.2%
Added · +3K sh
31Mastercard Incorporated
CL A
$21.4M41.6K
0.7%
+6.1%
Added · +2K sh
32Broadcom Inc
COM
$19.9M52.6K
0.7%
+36%
Added · +14K sh
33Target Hospitality Corp
COM
$18.5M907.3K
0.6%
Held
34Automatic Data Processing In
COM
$18.4M82.3K
0.6%
+4.0%
Added · +3K sh
35S&P Global Inc
COM
$17.5M43.0K
0.6%
+2.7%
Added · +1K sh
36Vanguard Scottsdale FDS
VNG RUS1000GRW
$15.9M124.3K
0.5%
−0.4%
Reduced · −452 sh
37Ferrovial NV
ORD SHS
$14.5M211.6K
0.5%
+3.1%
Added · +6K sh
38Vanguard Scottsdale FDS
VNG RUS1000VAL
$13.9M130.5K
0.5%
+1.5%
Added · +2K sh
39Ishares TR
CORE S&P TTL STK
$10.5M64.1K
0.4%
−5.8%
Reduced · −4K sh
40AT&T Inc
COM
$10.4M504.3K
0.4%
+5.8%
Added · +28K sh
41Nu Hldgs Ltd
ORD SHS CL A
$9.5M709.6K
0.3%
+1.4%
Added · +10K sh
42Tesla Inc
COM
$8.6M20.4K
0.3%
+44%
Added · +6K sh
43Eli Lilly & Co
COM
$7.1M5.9K
0.2%
+49%
Added · +2K sh
44Micron Technology Inc
COM
$6.9M6.0K
0.2%
+60%
Added · +2K sh
45Servicenow Inc
COM
$6.8M68.1K
0.2%
−1.3%
Reduced · −895 sh
46Advanced Micro Devices Inc
COM
$6.7M11.6K
0.2%
+47%
Added · +4K sh
47Salesforce Inc
COM
$6.1M38.8K
0.2%
+3.8%
Added · +1K sh
48Ishares TR
S&P 500 GRWT ETF
$5.7M41.3K
0.2%
+374%
Added · +33K sh
49Netflix Inc.
COM
$5.6M78.0K
0.2%
+24%
Added · +15K sh
50Visa Inc
COM CL A
$5.4M15.6K
0.2%
+47%
Added · +5K sh
Showing 50 of 382 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026382$2.9B13F-HR
Q1 2026Mar 31, 2026May 6, 2026313$2.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026259$2.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.