§ 13F · FUND PROFILE
12 West Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 20Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$61M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SHAK | SHAKE SHACK INC | 1.24M | $110M | 18.6% | −37% |
| 2 | GDS | GDS HLDGS LTD | 2.58M | $104M | 17.5% | −40% |
| 3 | TBBB | BBB FOODS INC | 2.29M | $81M | 13.7% | −3% |
| 4 | RBLX | ROBLOX CORP | 950K | $54M | 9.1% | −10% |
| 5 | TOST | TOAST INC | 1.25M | $33M | 5.6% | −32% |
| 6 | KRUS | KURA SUSHI USA INC | 446K | $31M | 5.3% | −18% |
| 7 | WRBY | WARBY PARKER INC | 1.30M | $27M | 4.6% | NEW |
| 8 | HE | HAWAIIAN ELEC INDS INC MTN B | 1.80M | $27M | 4.5% | −3% |
| 9 | AFRM | AFFIRM HLDGS INC | 535K | $25M | 4.1% | +53% |
| 10 | RGEN | REPLIGEN CORP | 191K | $23M | 3.8% | −21% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed