71 West Capital Partners reported 338 positions worth $1.28B for the quarter ended Sep 30, 2026, up 11.6% on the prior quarter. It opened 25 new positions, added to 224, trimmed 80 and exited 15. Its largest holding is Apple Inc. at 9.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| YSS York Space Systems Inc. | +5.18M | – | $44.76M | 3.51% |
| ROIV Roivant Sciences Ltd. | +247.6K | +573.6% | $9.05M | 0.833% |
| NVDA Nvidia Corp | +8,970 | +1.9% | $2.05M | 8.76% |
| AMZN Amazon Com Inc | +7,407 | +6.0% | $1.85M | 2.55% |
| SPCX Space Exploration Technologies Corp | +11.7K | – | $1.77M | 0.138% |
| MSFT Microsoft Corp | +2,233 | +2.7% | $1.15M | 3.42% |
| SPGI S&P Global Inc. | +2,636 | +6.1% | $1.04M | 1.41% |
| AAPL Apple Inc. | +2,618 | +0.7% | $871.85K | 9.57% |
| NOW ServiceNow, Inc. | +6,418 | +9.4% | $860.08K | 0.783% |
| META Meta Platforms, Inc. | +1,049 | +2.7% | $760.71K | 2.3% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UBER Uber Technologies, Inc | -9,388 | -23.2% | $643.17K | 0.167% |
| HD Home Depot, Inc. | -1,683 | -18.2% | $478.80K | 0.169% |
| TH Target Hospitality Corp. | -20.3K | -2.2% | $400.73K | 1.37% |
| HONA Honeywell Aerospace Inc. | -1,713 | -100.0% | $378.71K | Exited |
| Q Qnity Electronics, Inc. | -1,770 | -100.0% | $289.06K | Exited |
| RTX RTX Corp | -1,458 | -0.9% | $270.68K | 2.37% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -571 | -0.5% | $260.48K | 3.83% |
| DTE Dte Energy Co | -1,697 | -100.0% | $258.57K | Exited |
| GOOGL Alphabet Inc. | -697 | -0.5% | $239.82K | 4.02% |
| EXC Exelon Corp | -4,949 | -100.0% | $230.72K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| YSS York Space Systems Inc. | +5.18M | $44.76M | 3.51% |
| SPCX Space Exploration Technologies Corp | +11.7K | $1.77M | 0.138% |
| SSII SS Innovations International, Inc. | +200.0K | $596.00K | 0.047% |
| MRNA Moderna, Inc. | +2,563 | $493.56K | 0.039% |
| WAT Waters Corp | +1,032 | $453.45K | 0.036% |
| ILMN Illumina, Inc. | +1,506 | $412.16K | 0.032% |
| MSTR Strategy Inc | +2,529 | $387.17K | 0.03% |
| COIN Coinbase Global, Inc. | +1,848 | $344.49K | 0.027% |
| UL Unilever Plc | +4,547 | $276.14K | 0.022% |
| VEEV Veeva Systems Inc | +893 | $254.91K | 0.02% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HONA Honeywell Aerospace Inc. | -1,713 | $378.71K | 0.033% |
| Q Qnity Electronics, Inc. | -1,770 | $289.06K | 0.025% |
| DTE Dte Energy Co | -1,697 | $258.57K | 0.023% |
| EXC Exelon Corp | -4,949 | $230.72K | 0.02% |
| YUM Yum Brands Inc | -1,441 | $230.36K | 0.02% |
| NVS Novartis Ag | -1,454 | $227.87K | 0.02% |
| NI Nisource Inc. | -4,681 | $222.58K | 0.019% |
| UPS United Parcel Service Inc | -2,023 | $217.47K | 0.019% |
| CMS Cms Energy Corp | -2,823 | $215.96K | 0.019% |
| MLM Martin Marietta Materials Inc | -374 | $215.69K | 0.019% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 366.9K | $122.18M | 9.57% | +2,618 | +0.7% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 489.8K | $111.86M | 8.76% | +8,970 | +1.9% | Added | 0% |
| 3 | GOOGL Alphabet Inc. | Technology | 149.0K | $51.28M | 4.02% | -697 | -0.5% | Reduced | 0% |
| 4 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 107.3K | $48.93M | 3.83% | -571 | -0.5% | Reduced | 0% |
| 5 | JPM Jpmorgan Chase & Co | Financial Services | 137.6K | $45.53M | 3.57% | +1,322 | +1.0% | Added | 0.01% |
| 6 | CRWD CrowdStrike Holdings, Inc. | Technology | 169.4K | $44.84M | 3.51% | +670 | +0.4% | Added | 0.02% |
| 7 | YSS York Space Systems Inc. | Industrials | 5.18M | $44.76M | 3.51% | +5.18M | – | New | 4% |
| 8 | MSFT Microsoft Corp | Technology | 85.1K | $43.65M | 3.42% | +2,233 | +2.7% | Added | 0% |
| 9 | BAC Bank Of America Corp | Financial Services | 605.1K | $32.93M | 2.58% | -727 | -0.1% | Reduced | 0.01% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 130.6K | $32.54M | 2.55% | +7,407 | +6.0% | Added | 0% |
| 11 | ASML Asml Holding Nv | Technology | 18.0K | $32.53M | 2.55% | +190 | +1.1% | Added | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 62.7K | $31.22M | 2.45% | +399 | +0.6% | Added | 0% |
| 13 | RTX RTX Corp | Industrials | 163.1K | $30.28M | 2.37% | -1,458 | -0.9% | Reduced | 0.01% |
| 14 | META Meta Platforms, Inc. | Technology | 40.4K | $29.30M | 2.3% | +1,049 | +2.7% | Added | 0% |
| 15 | PANW Palo Alto Networks Inc | Technology | 65.0K | $25.83M | 2.02% | +1,143 | +1.8% | Added | 0.01% |
Tip. Select a row to see that position’s full history at 71 West Capital Partners.
As of its Q3 2026 13F filing, 71 West Capital Partners’s five largest positions were Apple Inc. (AAPL) at 9.6%, Nvidia Corp (NVDA) at 8.8%, Alphabet Inc. (GOOGL) at 4.0%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 3.8%, Jpmorgan Chase & Co (JPM) at 3.6% of the reported portfolio.
71 West Capital Partners reported a 13F portfolio worth $1.28B across 338 positions for Q3 2026. That is up 11.6% from the previous quarter.
Its largest purchases by value were York Space Systems Inc. ($44.76M), Roivant Sciences Ltd. ($9.05M), Nvidia Corp ($2.05M). It opened 25 new positions.
Its largest sales by value were Uber Technologies, Inc ($643.17K), Home Depot, Inc. ($478.80K), Target Hospitality Corp. ($400.73K). It exited 15 positions entirely.
From the Form 13F-HR reports 71 West Capital Partners files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.