Long-term investor

Two West Capital Advisors LLC @twowestcapitaladvisorsll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002026617).

Record

  • Tracked since 2025-06-30 (434 days), 74 trades recorded
  • Returns: week n/a · month n/a · 90 days +2.4% · 6 months +6.4% · 1 year +11.7% · all +11.7%
  • Max drawdown 0.0% · Sharpe 1.27 · win rate 50% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V104 · 20.2% · long · since 2025-06-30
  • 92206C565 · 9.0% · long · since 2025-06-30
  • 25434V708 · 7.4% · long · since 2025-06-30
  • 25434V203 · 5.6% · long · since 2025-06-30
  • 808524870 · 5.0% · long · since 2025-06-30
  • 464287200 · 4.7% · long · since 2025-06-30
  • 46434V613 · 2.9% · long · since 2025-06-30
  • 25434V302 · 2.6% · long · since 2025-06-30
  • 25434V799 · 1.8% · long · since 2025-06-30
  • 25434V815 · 1.8% · long · since 2025-06-30
  • 25434V831 · 1.8% · long · since 2025-06-30
  • 09290C103 · 1.6% · long · since 2025-06-30

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