12 West Capital Management LP
CIK 0001540531 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$534.7M
2026 Q2
Positions
18
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
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%
RGEN
REPLIGEN CORP
7.1%
AFRM
AFFIRM HLDGS INC
7.0%
TOST
TOAST INC
6.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.