§ 13F · FUND PROFILE
12 West Capital Management LP.
AUM · $535M (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GDS | GDS HLDGS LTD | 2.56M | $77M | 14.4% | −1% |
| 2 | TBBB | BBB FOODS INC | 1.72M | $72M | 13.4% | −25% |
| 3 | RBLX | ROBLOX CORP | 950K | $52M | 9.7% | ±0% |
| 4 | SHAK | SHAKE SHACK INC | 863K | $48M | 9.0% | −31% |
| 5 | MRVI | MARAVAI LIFESCIENCES HLDGS I | 7.06M | $44M | 8.2% | −3% |
| 6 | RGEN | REPLIGEN CORP | 280K | $38M | 7.1% | +47% |
| 7 | AFRM | AFFIRM HLDGS INC | 460K | $38M | 7.0% | −14% |
| 8 | TOST | TOAST INC | 1.25M | $35M | 6.5% | ±0% |
| 9 | ACMR | ACM RESH INC | 225K | $29M | 5.3% | +3589% |
| 10 | HTFL | HEARTFLOW INC | 903K | $26M | 5.0% | +41% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 12 SIGNAL
AC read
12 West Capital Management LP is a Other fund managing $535 million in assets. The fund runs a focused portfolio of just 18 positions.
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