AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Two West Capital Advisors LLC
1. Portfolio Overview
Two West Capital Advisors LLC reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 33.1%, rising from $129.25M to $172.05M. This growth is attributable to a combination of market appreciation and substantial capital inflows, evidenced by the high volume of trading activity during the quarter.
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Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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