Institutional Fund
12 West Capital Management LP
New York, NYCIK 15405315 filings on record
Portfolio Value
$592.38M
Q1 2026
Holdings
20
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-29.5%
from $839.67M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Shake Shack Inc18.6%
- Gds Hldgs Ltd17.5%
- Bbb Foods Inc13.7%
- Roblox Corp9.1%
- Toast Inc5.6%
- Kura Sushi USA Inc5.3%
- Other30.3%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Shake Shack Inc | 1.24M | $110.02M | 18.6% | −720.0K | Reduced |
| 2 | Gds Hldgs Ltd | 2.58M | $103.81M | 17.5% | −1.71M | Reduced |
| 3 | Bbb Foods Inc | 2.29M | $80.92M | 13.7% | −75.0K | Reduced |
| 4 | Roblox Corp | 950.0K | $53.73M | 9.1% | −100.0K | Reduced |
| 5 | Toast Inc | 1.25M | $33.08M | 5.6% | −600.0K | Reduced |
| 6 | Kura Sushi USA Inc | 446.4K | $31.16M | 5.3% | −95.0K | Reduced |
| 7 | Warby Parker Inc | 1.30M | $27.49M | 4.6% | +1.30M | New |
| 8 | Hawaiian Elec Industries | 1.80M | $26.71M | 4.5% | −50.0K | Reduced |
| 9 | Affirm Hldgs Inc | 535.0K | $24.51M | 4.1% | +185.0K | Added |
| 10 | Repligen Corp | 191.2K | $22.53M | 3.8% | −50.0K | Reduced |
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