Two West Capital Advisors LLC reported 101 holdings worth US$201M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Two West Capital Advisors LLC reported 101 holdings worth US$201M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Apple Inc and Nvidia Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 101
- Value as reported
- US$201M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 3,628 | US$1.78M | 0.89% |
| Apple Inc | 3,113 | US$1.02M | 0.51% |
| Nvidia Corporation | 4,092 | US$832K | 0.41% |
| Walmart Inc. | 4,952 | US$556K | 0.28% |
| Amazon.com, Inc. | 2,215 | US$554K | 0.28% |
| Alphabet Inc (google) Class C | 1,179 | US$415K | 0.21% |
| Indivior Pharmaceuticals, Inc. | 10,500 | US$411K | 0.20% |
| Microsoft Corp. | 926 | US$373K | 0.19% |
| 3m Company | 1,933 | US$307K | 0.15% |
| Corning Incorporated | 1,883 | US$288K | 0.14% |
| Tesla, Inc. | 750 | US$277K | 0.14% |
| Microvast Holdings, Inc. | 36,339 | US$32,760 | 0.02% |