Universe · entity
12 West Capital Management LP
Institutional manager (13F) · CIK 1540531
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $592M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SHAKE SHACK INC | $110M | 1,243,595 |
| 2 | GDS HLDGS LTD | $104M | 2,576,576 |
| 3 | BBB FOODS INC | $81M | 2,287,770 |
| 4 | ROBLOX CORP | $54M | 950,000 |
| 5 | TOAST INC | $33M | 1,247,840 |
| 6 | KURA SUSHI USA INC | $31M | 446,415 |
| 7 | WARBY PARKER INC | $27M | 1,304,727 |
| 8 | HAWAIIAN ELEC INDS INC MTN B | $27M | 1,800,000 |
| 9 | AFFIRM HLDGS INC | $25M | 535,000 |
| 10 | REPLIGEN CORP | $23M | 191,233 |
| 11 | CLOUDFLARE INC | $22M | 105,000 |
| 12 | MARAVAI LIFESCIENCES HLDGS I | $21M | 7,260,195 |
| 13 | HEARTFLOW INC | $16M | 640,000 |
| 14 | SHOPIFY INC | $6M | 52,000 |
| 15 | ONCE UPON A FARM PBC | $6M | 365,000 |
| 16 | E L F BEAUTY INC | $4M | 70,000 |
| 17 | NU HLDGS LTD | $3M | 185,000 |
| 18 | AEHR TEST SYS | $816k | 22,000 |
| 19 | COREWEAVE INC | $542k | 7,000 |
| 20 | ACM RESH INC | $240k | 6,100 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.