Institutions / 12 West Capital Management LP
12 West Capital Management LP
CIK 1540531 · Institution · as of Dec 31, 2025
Portfolio value
$839.67M
Positions
18
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Shake Shack Inc. | $159.39M | 19.0% |
| GDS Holdings LtdGDS | $149.50M | 17.8% |
| ROBLOX Corp | $85.08M | 10.1% |
| Bbb Foods Inc | $78.89M | 9.4% |
| Toast, Inc. | $65.62M | 7.8% |
| Klaviyo, Inc. | $59.68M | 7.1% |
| Repligen Corp | $39.53M | 4.7% |
| Cloudflare, Inc. | $32.53M | 3.9% |
| Maravai Lifesciences Holdings, Inc. | $28.99M | 3.5% |
| Kura Sushi USA, Inc. | $28.33M | 3.4% |
| Affirm Holdings Inc Class a | $26.05M | 3.1% |
| Hawaiian Electric Industries Inc | $22.75M | 2.7% |
| Wingstop Inc. | $18.84M | 2.2% |
| Beta Bionics, Inc. | $17.52M | 2.1% |
| Citizens Community Bancorp Inc/WI | $16.15M | 1.9% |
| Coupang, Inc. | $5.90M | 0.7% |
| Nu Hldgs Ltd | $3.10M | 0.4% |
| Oscar Health, Inc. | $1.82M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.