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Two West Capital Advisors LLC - Portfolio Stock Holdings

Two West Capital Advisors LLC disclosed 107 stock positions in a recent SEC 13F filing. $200,792,825 of stock holdings were filed, with the largest holdings including DFAU, BNDW, and DFAC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $3,888,279,242 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

Sept. 30, 2026

No. of Stocks:

107

Est. Stock Holding Value:

$200,792,825

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Two West Capital Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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