12 West Capital Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
12 West Capital Management LP disclosed 17 US equity positions worth $945.5m in its Q2 2025 13F filing. The largest position was SHAK at 23.0% of the reported book, followed by GDS and RBLX. Against the Q1 2025 filing, it opened 2 new positions, added to 3 and reduced 3 among the top 17 holdings.
What did 12 West Capital Management LP own in Q2 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SHAK SHAKE SHACK INC | Consumer Cyclical | 23.0% | $217.0m | 1,543,595 | -5% | reduced |
| 2 | GDS GDS HLDGS LTD | Technology | 15.7% | $148.7m | 4,864,476 | 0% | held |
| 3 | RBLX ROBLOX CORP | Communication Services | 12.6% | $119.2m | 1,133,000 | -4% | reduced |
| 4 | TOST TOAST INC | Technology | 8.3% | $78.1m | 1,762,840 | 0% | held |
| 5 | TBBB BBB FOODS INC | Consumer Defensive | 7.1% | $67.2m | 2,419,058 | 6% | added |
| 6 | KRUS KURA SUSHI USA INC | 5.1% | $47.9m | 556,415 | 0% | held | |
| 7 | KVYO KLAVIYO INC | Technology | 4.7% | $44.1m | 1,313,000 | – | new |
| 8 | WING WINGSTOP INC | Consumer Cyclical | 4.1% | $38.4m | 114,000 | 0% | held |
| 9 | NET CLOUDFLARE INC | Technology | 3.4% | $32.3m | 165,000 | 0% | held |
| 10 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 3.2% | $30.2m | 12,521,335 | 0% | held |
| 11 | RGEN REPLIGEN CORP | Healthcare | 3.2% | $30.0m | 241,233 | 0% | held |
| 12 | AFRM AFFIRM HLDGS INC | Financial Services | 2.6% | $24.2m | 350,000 | 8% | added |
| 13 | FWRG FIRST WATCH RESTAURANT GROUP | Consumer Cyclical | 2.5% | $23.9m | 1,490,701 | 0% | held |
| 14 | SN SHARKNINJA INC | Consumer Cyclical | 2.4% | $22.4m | 226,000 | 201% | added |
| 15 | SDHC SMITH DOUGLAS HOMES CORP | 1.5% | $14.2m | 732,351 | – | new | |
| 16 | OSCR OSCAR HEALTH INC | Healthcare | 0.4% | $4.0m | 186,855 | 0% | held |
| 17 | NU NU HLDGS LTD | Financial Services | 0.4% | $3.8m | 275,000 | -80% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.