12 West Capital Management LP
CIK: 0001540531SEC EDGAR →
Portfolio Value
$839.7M
Holdings
18
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SHAKE SHACK INC | 1,963,595 | $159.4M | 18.98% |
| 2 | GDS HLDGS LTD | 4,283,776 | $149.5M | 17.80% |
| 3 | ROBLOX CORP | 1,050,000 | $85.1M | 10.13% |
| 4 | BBB FOODS INC | 2,362,770 | $78.9M | 9.40% |
| 5 | TOAST INC | 1,847,840 | $65.6M | 7.81% |
| 6 | KLAVIYO INC | 1,838,000 | $59.7M | 7.11% |
| 7 | REPLIGEN CORP | 241,233 | $39.5M | 4.71% |
| 8 | CLOUDFLARE INC | 165,000 | $32.5M | 3.87% |
| 9 | MARAVAI LIFESCIENCES HLDGS I | 8,921,335 | $29.0M | 3.45% |
| 10 | KURA SUSHI USA INC | 541,415 | $28.3M | 3.37% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 6 | $418.5M | 49.8% |
| Consumer Cyclical | 5 | $228.6M | 27.2% |
| Healthcare | 4 | $87.9M | 10.5% |
| Consumer Defensive | 1 | $78.9M | 9.4% |
| Utilities | 1 | $22.8M | 2.7% |
| Financial Services | 1 | $3.1M | 0.4% |