§ 13F · FUND PROFILE
12 West Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 18Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$839.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHAK | SHAKE SHACK INC | 1.96M | $159.4T | 19.0% | NEW |
| 2 | GDS | GDS HLDGS LTD | 4.28M | $149.5T | 17.8% | NEW |
| 3 | RBLX | ROBLOX CORP | 1.05M | $85.1T | 10.1% | NEW |
| 4 | TBBB | BBB FOODS INC | 2.36M | $78.9T | 9.4% | NEW |
| 5 | TOST | TOAST INC | 1.85M | $65.6T | 7.8% | NEW |
| 6 | KVYO | KLAVIYO INC | 1.84M | $59.7T | 7.1% | NEW |
| 7 | RGEN | REPLIGEN CORP | 241K | $39.5T | 4.7% | NEW |
| 8 | NET | CLOUDFLARE INC | 165K | $32.5T | 3.9% | NEW |
| 9 | MRVI | MARAVAI LIFESCIENCES HLDGS I | 8.92M | $29.0T | 3.5% | NEW |
| 10 | KRUS | KURA SUSHI USA INC | 541K | $28.3T | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 12 SIGNAL
AC read
12 West Capital Management LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed