71 West Capital Partners

CIK

2111530

Location

BOSTON, MA

Portfolio Value

Small $828,116,230

Diversification

Diversified

Filing Date

Global Rank

#1,963 / 8,603 ▲ 106 · as of Mar 2026

Top Industry

Semiconductors 16.3%

3Y Alpha vs SPY

+10.7%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.3%

SPY

+9.6%

Annualised alpha

+10.9%

Max drawdown

−8.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

262 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.1%

−0.5 pts

Top 5

32.8%

+0.1 pts

Top 10

50.5%

−0.5 pts

HHI

371

Diversified−17

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.0%	$339,151,215	48
Financial Services	22.4%	$185,852,719	50
Communication Services	10.0%	$82,579,962	13
Industrials	9.0%	$74,907,270	45
Unclassified	5.0%	$41,368,492	4
Consumer Cyclical	4.7%	$39,231,759	22
Healthcare	4.2%	$35,038,943	29
Consumer Defensive	1.5%	$12,324,324	15
Energy	1.0%	$7,879,186	16
Basic Materials	0.6%	$4,787,835	8
Utilities	0.5%	$4,329,486	10
Real Estate	0.1%	$665,039	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HCAT	Health Catalyst, Inc.	+179,466	339,515	$431,184
NU	Nu Holdings Ltd.	+60,804	699,487	$10,051,628
NFLX	Netflix Inc	+44,206	62,993	$6,056,776
NVDA	Nvidia Corp	+41,055	422,838	$73,742,947
T	At&T Inc.	+32,727	476,776	$13,821,736
GOOGL	Alphabet Inc.	+27,479	135,611	$38,996,299
BAC	Bank Of America Corp /De/	+23,129	587,084	$28,620,345
AAPL	Apple Inc.	+22,576	329,308	$83,575,077
AVGO	Broadcom Inc.	+15,625	38,684	$11,973,084
TH	Target Hospitality Corp.	+15,000	907,322	$8,419,948
FER	Ferrovial N.V.	+12,949	205,262	$13,352,293
JPM	Jpmorgan Chase & Co	+11,206	129,028	$37,954,876
SPY	Spdr S&P 500 ETF Trust	+11,014	57,699	$37,523,967
CMCSA	Comcast Corp	+10,384	17,703	$508,253
AMZN	Amazon Com Inc	+9,878	108,565	$22,610,832
RTX	RTX Corp	+9,642	160,716	$31,002,116
NOW	ServiceNow, Inc.	+7,768	69,040	$7,218,132
WBD	Warner Bros. Discovery, Inc.	+7,172	15,486	$425,245
DDOG	Datadog, Inc.	+7,162	85,829	$10,132,113
PANW	Palo Alto Networks Inc	+6,980	61,964	$9,934,068
ADP	Automatic Data Processing Inc	+5,944	79,164	$16,084,541
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5,744	107,401	$36,296,167
MSFT	Microsoft Corp	+5,555	65,872	$24,383,838
F	Ford Motor Co	+5,059	35,701	$411,989
BRK-B	Berkshire Hathaway Inc	+4,902	54,976	$26,344,499
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
TTD	Trade Desk, Inc.	−116,824	23,760	$539,114
WDAY	Workday, Inc.	−29,044	3,469	$450,692
PFE	Pfizer Inc	−1,770	9,254	$259,852
KR	Kroger Co	−742	7,394	$535,029
UBER	Uber Technologies, Inc	−695	40,210	$2,892,305
ADBE	Adobe Inc.	−406	1,320	$320,865
VZ	Verizon Communications Inc	−171	11,673	$585,984
MDT	Medtronic plc	−128	2,609	$226,069
CINF	Cincinnati Financial Corp	−72	1,293	$203,453
DHR	Danaher Corp /De/	−51	3,148	$596,860
WEC	Wec Energy Group, Inc.	−35	2,808	$325,082
INTU	Intuit Inc.	−9	1,238	$535,286
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BE	Bloom Energy Corp	4,660	$631,383
WBS	Webster Financial Corp	8,407	$583,613
AZN	Astrazeneca PLC	2,883	$568,585
IBIT	iShares Bitcoin Trust ETF	10,300	$395,726
OKE	Oneok Inc /New/	4,147	$374,847
TFC	Truist Financial Corp	7,790	$358,106
GLD	Spdr Gold Trust	832	$358,001
EOG	Eog Resources Inc	2,473	$357,521
ROST	Ross Stores, Inc.	1,615	$349,857
WSC	WillScot Holdings Corp	20,000	$347,200
FITB	Fifth Third Bancorp	7,371	$342,456
FAST	Fastenal Co	6,824	$316,633
CTVA	Corteva, Inc.	3,661	$306,462
CSX	Csx Corp	7,361	$302,169
SLB	Slb Limited/Nv	5,797	$297,907
HAL	Halliburton Co	7,570	$295,154
OXY	Occidental Petroleum Corp /De/	4,455	$289,575
ULTA	Ulta Beauty, Inc.	553	$289,058
PSX	Phillips 66	1,586	$288,937
CFG	Citizens Financial Group Inc/Ri	4,677	$280,479
KEYS	Keysight Technologies, Inc.	991	$279,828
DVN	Devon Energy Corp/De	5,287	$266,041
TGT	Target Corp	2,157	$261,428
SRE	Sempra	2,636	$256,140
PHM	Pultegroup Inc/Mi/	2,174	$255,684
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	867	$584,201
ELV	Elevance Health, Inc.	768	$269,222
APO	Apollo Global Management, Inc.	1,642	$237,695
PTC	Ptc Inc.	1,222	$212,884
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

262 positions · $828,116,230 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 262 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	329,308	+22,576	$83,575,077	+0.2%	10.09%
NVDA	Nvidia Corp Technology	Added	422,838	+41,055	$73,742,947	+3.6%	8.90%
GOOGL	Alphabet Inc. Communication Services	Added	135,611	+27,479	$38,996,299	+15.2%	4.71%
JPM	Jpmorgan Chase & Co Financial Services	Added	129,028	+11,206	$37,954,876	−0.0%	4.58%
SPY	Spdr S&P 500 ETF Trust	Added	57,699	+11,014	$37,523,967	+17.9%	4.53%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	107,401	+5,744	$36,296,167	+17.5%	4.38%
RTX	RTX Corp Industrials	Added	160,716	+9,642	$31,002,116	+11.9%	3.74%
BAC	Bank Of America Corp /De/ Financial Services	Added	587,084	+23,129	$28,620,345	−7.7%	3.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	54,976	+4,902	$26,344,499	+4.7%	3.18%
MSFT	Microsoft Corp Technology	Added	65,872	+5,555	$24,383,838	−16.4%	2.94%
ASML	Asml Holding NV Technology	Added	17,551	+1,416	$23,181,887	+34.3%	2.80%
AMZN	Amazon Com Inc Consumer Cyclical	Added	108,565	+9,878	$22,610,832	−0.7%	2.73%
BLK	BlackRock, Inc. Financial Services	Added	22,434	+1,424	$21,575,002	−4.1%	2.61%
META	Meta Platforms, Inc. Communication Services	Added	34,288	+3,579	$19,617,193	−3.2%	2.37%
MA	Mastercard Inc Financial Services	Added	39,224	+3,170	$19,598,663	−4.8%	2.37%
SPGI	S&P Global Inc. Financial Services	Added	41,917	+2,475	$16,867,526	−13.5%	2.04%
ADP	Automatic Data Processing Inc Technology	Added	79,164	+5,944	$16,084,541	−14.6%	1.94%
T	At&T Inc. Communication Services	Added	476,776	+32,727	$13,821,736	+25.3%	1.67%
FER	Ferrovial N.V. Industrials	Added	205,262	+12,949	$13,352,293	+7.5%	1.61%
UNH	Unitedhealth Group Inc Healthcare	Added	48,061	+1,906	$13,004,825	−14.6%	1.57%
AVGO	Broadcom Inc. Technology	Added	38,684	+15,625	$11,973,084	+50.0%	1.45%
DDOG	Datadog, Inc. Technology	Added	85,829	+7,162	$10,132,113	−5.3%	1.22%
NU	Nu Holdings Ltd. Financial Services	Added	699,487	+60,804	$10,051,628	−6.0%	1.21%
PANW	Palo Alto Networks Inc Technology	Added	61,964	+6,980	$9,934,068	−1.9%	1.20%
TH	Target Hospitality Corp. Industrials	Added	907,322	+15,000	$8,419,948	+17.8%	1.02%
NOW	ServiceNow, Inc. Technology	Added	69,040	+7,768	$7,218,132	−23.1%	0.87%
CRM	Salesforce, Inc. Technology	Added	37,418	+4,472	$6,984,818	−20.0%	0.84%
NFLX	Netflix Inc Communication Services	Added	62,993	+44,206	$6,056,776	+243.8%	0.73%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,101	+1,923	$5,242,046	−4.3%	0.63%
PLTR	Palantir Technologies Inc. Technology	Added	33,605	+642	$4,915,739	−16.1%	0.59%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	41,637	+4,554	$4,063,875	−6.5%	0.49%
LLY	ELI LILLY & Co Healthcare	Added	3,963	+617	$3,645,048	+1.4%	0.44%
V	Visa Inc. Financial Services	Added	10,672	+1,761	$3,225,505	+3.2%	0.39%
QQQ	Invesco Qqq Trust, Series 1	Added	5,355	+304	$3,090,798	−0.4%	0.37%
UBER	Uber Technologies, Inc Technology	Reduced	40,210	-695	$2,892,305	−13.5%	0.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,719	+400	$2,709,293	+35.5%	0.33%
WMT	Walmart Inc. Consumer Defensive	Added	19,748	+3,114	$2,454,281	+32.4%	0.30%
JNJ	Johnson & Johnson Healthcare	Added	9,865	+1,228	$2,411,400	+34.9%	0.29%
GS	Goldman Sachs Group Inc Financial Services	Added	2,593	+425	$2,193,652	+15.1%	0.26%
CAT	Caterpillar Inc Industrials	Added	2,976	+576	$2,108,376	+53.3%	0.25%
CVX	Chevron Corp Energy	Added	9,411	+2,722	$1,947,135	+91.0%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,874	+1,211	$1,931,899	+20.4%	0.23%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	11,836	+1,264	$1,890,209	+16.4%	0.23%
ABBV	AbbVie Inc. Healthcare	Added	8,654	+950	$1,882,158	+6.9%	0.23%
INDB	Independent Bank Corp Financial Services	Held	24,500	0	$1,842,645	+2.9%	0.22%
MS	Morgan Stanley Financial Services	Added	10,781	+1,394	$1,774,229	+6.5%	0.21%
LIN	Linde PLC Basic Materials	Added	3,575	+877	$1,772,342	+54.1%	0.21%
LRCX	Lam Research Corp Technology	Added	8,150	+1,396	$1,741,329	+50.6%	0.21%
AMD	Advanced Micro Devices Inc Technology	Added	7,883	+1,034	$1,603,638	+9.3%	0.19%
AMAT	Applied Materials Inc /De Technology	Added	4,408	+505	$1,506,610	+50.2%	0.18%