12 West Capital Management LP 13F holdings
12 West Capital Management LP reported 18 positions with a total reported value of $534.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: GDS GDS HLDGS LTD (14.4%), TBBB BBB FOODS INC (13.4%), RBLX ROBLOX CORP (9.7%), SHAK SHAKE SHACK INC (9.0%), MRVI MARAVAI LIFESCIENCES HLDGS I (8.2%). Against 2026-03-31 it opened 2 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
18 largest of 18 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GDS GDS HLDGS LTD | 2,563,192 | $77.0M | 14.4% |
| TBBB BBB FOODS INC | 1,717,770 | $71.6M | 13.4% |
| RBLX ROBLOX CORP | 950,000 | $51.7M | 9.7% |
| SHAK SHAKE SHACK INC | 863,411 | $48.4M | 9.0% |
| MRVI MARAVAI LIFESCIENCES HLDGS I | 7,060,195 | $44.1M | 8.2% |
| RGEN REPLIGEN CORP | 280,165 | $38.2M | 7.1% |
| AFRM AFFIRM HLDGS INC | 460,000 | $37.5M | 7.0% |
| TOST TOAST INC | 1,247,840 | $34.7M | 6.5% |
| ACM RESH INC | 225,000 | $28.6M | 5.3% |
| HTFL HEARTFLOW INC | 902,500 | $26.5M | 5.0% |
| NET CLOUDFLARE INC | 105,000 | $25.8M | 4.8% |
| HAWAIIAN ELEC INDS INC MTN B | 1,125,000 | $15.2M | 2.8% |
| KRUS KURA SUSHI USA INC | 175,000 | $10.1M | 1.9% |
| OFRM ONCE UPON A FARM PBC | 365,000 | $7.5M | 1.4% |
| SHOP SHOPIFY INC | 52,000 | $5.9M | 1.1% |
| ENPH ENPHASE ENERGY INC | 100,000 | $4.9M | 0.9% |
| ON ON SEMICONDUCTOR CORP | 50,000 | $4.7M | 0.9% |
| NU NU HLDGS LTD | 185,000 | $2.5M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ACM RESH INC | 6,100 | 225,000 | +3,588.5% | $28.6M |
| RGEN REPLIGEN CORP | 191,233 | 280,165 | +46.5% | $38.2M |
| HTFL HEARTFLOW INC | 640,000 | 902,500 | +41.0% | $26.5M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| TBBB BBB FOODS INC | 2,287,770 | 1,717,770 | -24.9% | $71.6M |
| SHAK SHAKE SHACK INC | 1,243,595 | 863,411 | -30.6% | $48.4M |
| KRUS KURA SUSHI USA INC | 446,415 | 175,000 | -60.8% | $10.1M |
| HAWAIIAN ELEC INDS INC MTN B | 1,800,000 | 1,125,000 | -37.5% | $15.2M |
| AFRM AFFIRM HLDGS INC | 535,000 | 460,000 | -14.0% | $37.5M |
| MRVI MARAVAI LIFESCIENCES HLDGS I | 7,260,195 | 7,060,195 | -2.8% | $44.1M |
| GDS GDS HLDGS LTD | 2,576,576 | 2,563,192 | -0.5% | $77.0M |
CIK 1540531 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
