Holders — by stockHoldings — by fund
12 West Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001540531
$534.7M
disclosed book value
18
positions
14.4%
largest position share
Positions, as of 2026-06-30
top 18 of 18 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GDSGDS HLDGS LTD | 2.6M | $77.0M | 14.4% |
| 2 | BBB FOODS INC | 1.7M | $71.6M | 13.4% |
| 3 | RBLXROBLOX CORP | 950,000 | $51.7M | 9.7% |
| 4 | SHAKSHAKE SHACK INC | 863,411 | $48.4M | 9% |
| 5 | MRVIMARAVAI LIFESCIENCES HLDGS I | 7.1M | $44.1M | 8.2% |
| 6 | RGENREPLIGEN CORP | 280,165 | $38.2M | 7.1% |
| 7 | AFRMAFFIRM HLDGS INC | 460,000 | $37.5M | 7% |
| 8 | TOSTTOAST INC | 1.2M | $34.7M | 6.5% |
| 9 | ACMRACM RESH INC | 225,000 | $28.6M | 5.3% |
| 10 | HTFLHEARTFLOW INC | 902,500 | $26.5M | 5% |
| 11 | NETCLOUDFLARE INC | 105,000 | $25.8M | 4.8% |
| 12 | HEHAWAIIAN ELEC INDS INC MTN B | 1.1M | $15.2M | 2.8% |
| 13 | KRUSKURA SUSHI USA INC | 175,000 | $10.1M | 1.9% |
| 14 | OFRMONCE UPON A FARM PBC | 365,000 | $7.5M | 1.4% |
| 15 | SHOPSHOPIFY INC | 52,000 | $5.9M | 1.1% |
| 16 | ENPHENPHASE ENERGY INC | 100,000 | $4.9M | 0.9% |
| 17 | ONON SEMICONDUCTOR CORP | 50,000 | $4.7M | 0.9% |
| 18 | NU HLDGS LTD | 185,000 | $2.5M | 0.5% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.