12 West Capital Management LP
12 West Capital Management LP reported 18 positions worth $534.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GDS (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GDS | SH | $77.0M | 14.40% | 2,563,192 | — | — | |
| ▸ 2 | TBBB | SH | $71.6M | 13.39% | 1,717,770 | — | — | |
| ▸ 3 | RBLX | SH | $51.7M | 9.66% | 950,000 | — | — | |
| ▸ 4 | SHAK | SH | $48.4M | 9.05% | 863,411 | — | — | |
| ▸ 5 | MRVI | SH | $44.1M | 8.24% | 7,060,195 | — | — | |
| ▸ 6 | RGEN | SH | $38.2M | 7.15% | 280,165 | — | — | |
| ▸ 7 | AFRM | SH | $37.5M | 7.02% | 460,000 | — | — | |
| ▸ 8 | TOST | SH | $34.7M | 6.49% | 1,247,840 | — | — | |
| ▸ 9 | ACMR | SH | $28.6M | 5.34% | 225,000 | — | — | |
| ▸ 10 | HTFL | SH | $26.5M | 4.95% | 902,500 | — | — |
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Frequently Asked Questions
What stocks does 12 West Capital Management LP hold as of Q2 2026?
12 West Capital Management LP reported 18 positions worth $534.7M in its Q2 2026 13F filing. Largest positions: GDS (14.4%), TBBB (13.4%), RBLX (9.7%), SHAK (9.0%) and MRVI (8.2%).
What did 12 West Capital Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 12 West Capital Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.