12 West Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$592.4M
Q ending 2026-03-31
Prior quarter
$839.7M
Q ending 2025-12-31
Change
-29.5% QoQ · -12.6% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Shake Shack Inc | SHAK | Shares | $110.0M | 1.2M |
| Gds Hldgs Ltd | GDS | Shares | $103.8M | 2.6M |
| Bbb Foods Inc | Shares | $80.9M | 2.3M | |
| Roblox Corp | RBLX | Shares | $53.7M | 950K |
| Toast Inc | TOST | Shares | $33.1M | 1.2M |
| Kura Sushi Usa Inc | KRUS | Shares | $31.2M | 446K |
| Warby Parker Inc | WRBY | Shares | $27.5M | 1.3M |
| Hawaiian Elec Inds Inc Mtn B | HE | Shares | $26.7M | 1.8M |
| Affirm Hldgs Inc | AFRM | Shares | $24.5M | 535K |
| Repligen Corp | RGEN | Shares | $22.5M | 191K |
| Cloudflare Inc | NET | Shares | $21.7M | 105K |
| Maravai Lifesciences Hldgs I | MRVI | Shares | $20.5M | 7.3M |
| Heartflow Inc | HTFL | Shares | $15.6M | 640K |
| Shopify Inc | SHOP | Shares | $6.2M | 52K |
| Once Upon A Farm Pbc | OFRM | Shares | $6.0M | 365K |
| E L F Beauty Inc | ELF | Shares | $4.2M | 70K |
| Nu Hldgs Ltd | Shares | $2.7M | 185K | |
| Aehr Test Sys | AEHR | Shares | $816K | 22K |
| Coreweave Inc | CRWV | Shares | $542K | 7K |
| Acm Resh Inc | ACMR | Shares | $240K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.