The Analysis of 12 West Capital Management LP's Holdings

Currently, 12 West Capital Management LP holds 17 types of securities in its portfolio with a total value $964.1M. In the most recent quarter, they have increased their positions in U (+965.0K shares, valued at $38.6M), TBBB (+963.7K shares, valued at $26.0M), SHAK (+210.0K shares, valued at $19.7M); decreased their positions in GDS (-342.5K shares, valued at $13.3M), RBLX (-68.0K shares, valued at $9.4M), SDHC (-197.2K shares, valued at $3.5M); initiated new positions in U (+965.0K shares, valued at $38.6M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GDS GDS HLDGS LTD4.5M shares-7.04%2025-09-302025-11-14

SHAK SHAKE SHACK INC1.8M shares13.60%2025-09-302025-11-14

RBLX ROBLOX CORP1.1M shares-6.00%2025-09-302025-11-14

TBBB BBB FOODS INC3.4M shares39.84%2025-09-302025-11-14

TOST TOAST INC1.8M shares1.13%2025-09-302025-11-14

KVYO KLAVIYO INC1.8M shares39.98%2025-09-302025-11-14

U UNITY SOFTWARE INC965.0K sharesnew addition2025-09-302025-11-14

MRVI MARAVAI LIFESCIENCES HLDGS I12.5M shares0.00%2025-09-302025-11-14

Sponsored

NET CLOUDFLARE INC165.0K shares0.00%2025-09-302025-11-14

KRUS KURA SUSHI USA INC556.4K shares0.00%2025-09-302025-11-14

RGEN REPLIGEN CORP241.2K shares0.00%2025-09-302025-11-14

WING WINGSTOP INC114.0K shares0.00%2025-09-302025-11-14

AFRM AFFIRM HLDGS INC350.0K shares0.00%2025-09-302025-11-14

FWRG FIRST WATCH RESTAURANT GROUP1.5M shares0.00%2025-09-302025-11-14

SDHC SMITH DOUGLAS HOMES CORP535.1K shares-26.93%2025-09-302025-11-14

NU NU HLDGS LTD275.0K shares0.00%2025-09-302025-11-14