12 West Capital Management LP
CIK: 1540531
Holdings (18)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- GDS
GDS HLDGS LTD
$76.97M
2.56M sh14.40%-0.5% - TBBB
BBB FOODS INC
$71.58M
1.72M sh13.39%-24.9% - RBLX
ROBLOX CORP
$51.66M
950,000 sh9.66%+0.0% - SHAK
SHAKE SHACK INC
$48.37M
863,411 sh9.05%-30.6% - MRVI
MARAVAI LIFESCIENCES HLDGS I
$44.06M
7.06M sh8.24%-2.8% - RGEN
REPLIGEN CORP
$38.23M
280,165 sh7.15%+46.5% - AFRM
AFFIRM HLDGS INC
$37.51M
460,000 sh7.02%-14.0% - TOST
TOAST INC
$34.71M
1.25M sh6.49%+0.0% - ACMR
ACM RESH INC
$28.55M
225,000 sh5.34%+3588.5% - HTFL
HEARTFLOW INC
$26.48M
902,500 sh4.95%+41.0% - NET
CLOUDFLARE INC
$25.75M
105,000 sh4.82%+0.0% - HE
HAWAIIAN ELEC INDS INC MTN B
$15.22M
1.13M sh2.85%-37.5% - KRUS
KURA SUSHI USA INC
$10.07M
175,000 sh1.88%-60.8% - OFRM
ONCE UPON A FARM PBC
$7.48M
365,000 sh1.40%+0.0% - SHOP
SHOPIFY INC
$5.94M
52,000 sh1.11%+0.0% - ENPH
ENPHASE ENERGY INC
$4.92M
100,000 sh0.92%New - ON
ON SEMICONDUCTOR CORP
$4.73M
50,000 sh0.88%New - NU
NU HLDGS LTD
$2.47M
185,000 sh0.46%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 GDS GDS HLDGS LTD | 2.56M | $76.97M | -0.5% | 14.40% | Q2 2026 |
 TBBB BBB FOODS INC | 1.72M | $71.58M | -24.9% | 13.39% | Q2 2026 |
 RBLX ROBLOX CORP | 950,000 | $51.66M | +0.0% | 9.66% | Q2 2026 |
 SHAK SHAKE SHACK INC | 863,411 | $48.37M | -30.6% | 9.05% | Q2 2026 |
 MRVI MARAVAI LIFESCIENCES HLDGS I | 7.06M | $44.06M | -2.8% | 8.24% | Q2 2026 |
 RGEN REPLIGEN CORP | 280,165 | $38.23M | +46.5% | 7.15% | Q2 2026 |
 AFRM AFFIRM HLDGS INC | 460,000 | $37.51M | -14.0% | 7.02% | Q2 2026 |
 TOST TOAST INC | 1.25M | $34.71M | +0.0% | 6.49% | Q2 2026 |
 ACMR ACM RESH INC | 225,000 | $28.55M | +3588.5% | 5.34% | Q2 2026 |
 HTFL HEARTFLOW INC | 902,500 | $26.48M | +41.0% | 4.95% | Q2 2026 |
 NET CLOUDFLARE INC | 105,000 | $25.75M | +0.0% | 4.82% | Q2 2026 |
 HE HAWAIIAN ELEC INDS INC MTN B | 1.13M | $15.22M | -37.5% | 2.85% | Q2 2026 |
 KRUS KURA SUSHI USA INC | 175,000 | $10.07M | -60.8% | 1.88% | Q2 2026 |
 OFRM ONCE UPON A FARM PBC | 365,000 | $7.48M | +0.0% | 1.40% | Q2 2026 |
 SHOP SHOPIFY INC | 52,000 | $5.94M | +0.0% | 1.11% | Q2 2026 |
 ENPH ENPHASE ENERGY INC | 100,000 | $4.92M | New | 0.92% | Q2 2026 |
 ON ON SEMICONDUCTOR CORP | 50,000 | $4.73M | New | 0.88% | Q2 2026 |
 NU NU HLDGS LTD | 185,000 | $2.47M | +0.0% | 0.46% | Q2 2026 |
1-18 of 18 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About 12 West Capital Management LP
12 West Capital Management LP is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1540531). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 18 securities, not counting options, down from 20 in Q1 2026.
Its five largest reported positions, in order, are GDS HLDGS LTD (GDS), BBB FOODS INC (TBBB), ROBLOX CORP (RBLX), SHAKE SHACK INC (SHAK) and MARAVAI LIFESCIENCES HLDGS I (MRVI). The next five are REPLIGEN CORP (RGEN), AFFIRM HLDGS INC (AFRM), TOAST INC (TOST), ACM RESH INC (ACMR) and HEARTFLOW INC (HTFL).
Recent 13F filings by 12 West Capital Management LP
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 18 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 20 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 18 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 17 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 17 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 17 securities.