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The Analysis of 12 West Capital Management LP's Holdings & P&L

Currently, 12 West Capital Management LP holds 20 types of securities in its portfolio with a total value $592.4M. In the most recent quarter, they have increased their positions in SHAK (+1.2M shares, valued at $110.0M), GDS (+2.6M shares, valued at $103.8M), TBBB (+2.3M shares, valued at $80.9M); initiated new positions in SHAK (+1.2M shares, valued at $110.0M), GDS (+2.6M shares, valued at $103.8M), TBBB (+2.3M shares, valued at $80.9M).

1M P&L

-121.1M-14.19%

3M P&L

-133.9M-15.46%

HY P&L

-132.3M-15.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Restaurants222.7M

25.6%

2Software - Infrastructure183.9M

21.1%

3Information Technology Services149.5M

17.2%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

20.0%

2Restaurants4 stocks

20.0%

3Biotechnology2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHAK SHAKE SHACK INC1.2M sharesnew addition2026-03-312026-05-15

GDS GDS HLDGS LTD2.6M sharesnew addition2026-03-312026-05-15

TBBB BBB FOODS INC2.3M sharesnew addition2026-03-312026-05-15

RBLX ROBLOX CORP950.0K sharesnew addition2026-03-312026-05-15

TOST TOAST INC1.2M sharesnew addition2026-03-312026-05-15

KRUS KURA SUSHI USA INC446.4K sharesnew addition2026-03-312026-05-15

WRBY WARBY PARKER INC1.3M sharesnew addition2026-03-312026-05-15

HE HAWAIIAN ELEC INDS INC MTN B1.8M sharesnew addition2026-03-312026-05-15

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AFRM AFFIRM HLDGS INC535.0K sharesnew addition2026-03-312026-05-15

RGEN REPLIGEN CORP191.2K sharesnew addition2026-03-312026-05-15

NET CLOUDFLARE INC105.0K sharesnew addition2026-03-312026-05-15

MRVI MARAVAI LIFESCIENCES HLDGS I7.3M sharesnew addition2026-03-312026-05-15

HTFL HEARTFLOW INC640.0K sharesnew addition2026-03-312026-05-15

SHOP SHOPIFY INC52.0K sharesnew addition2026-03-312026-05-15

ONCE UPON A FARM PBC ONCE UPON A FARM PBC365.0K sharesnew addition2026-03-312026-05-15

ELF E L F BEAUTY INC70.0K sharesnew addition2026-03-312026-05-15

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NU NU HLDGS LTD185.0K sharesnew addition2026-03-312026-05-15

AEHR AEHR TEST SYS22.0K sharesnew addition2026-03-312026-05-15

CRWV COREWEAVE INC7.0K sharesnew addition2026-03-312026-05-15

ACMR ACM RESH INC6.1K sharesnew addition2026-03-312026-05-15

SHAK

SHAKE SHACK INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

GDS

GDS HLDGS LTD

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

TBBB

BBB FOODS INC

New

Shares2.3M

Event2026-03-31

Filed2026-05-15

RBLX

ROBLOX CORP

New

Shares950.0K

Event2026-03-31

Filed2026-05-15

TOST

TOAST INC

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

KRUS

KURA SUSHI USA INC

New

Shares446.4K

Event2026-03-31

Filed2026-05-15

WRBY

WARBY PARKER INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

HAWAIIAN ELEC INDS INC MTN B

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC

New

Shares535.0K

Event2026-03-31

Filed2026-05-15

RGEN

REPLIGEN CORP

New

Shares191.2K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

New

Shares105.0K

Event2026-03-31

Filed2026-05-15

MRVI

MARAVAI LIFESCIENCES HLDGS I

New

Shares7.3M

Event2026-03-31

Filed2026-05-15

HTFL

HEARTFLOW INC

New

Shares640.0K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

New

Shares52.0K

Event2026-03-31

Filed2026-05-15

ONCE UPON A FARM PBC

New

Shares365.0K

Event2026-03-31

Filed2026-05-15

ELF

E L F BEAUTY INC

New

Shares70.0K

Event2026-03-31

Filed2026-05-15

NU HLDGS LTD

New

Shares185.0K

Event2026-03-31

Filed2026-05-15

AEHR

AEHR TEST SYS

New

Shares22.0K

Event2026-03-31

Filed2026-05-15

CRWV

COREWEAVE INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-15

ACMR

ACM RESH INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available