12 West Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
12 West Capital Management LP disclosed 20 US equity positions worth $592.4m in its Q1 2026 13F filing. The largest position was SHAK at 18.6% of the reported book, followed by GDS and TBBB.
What did 12 West Capital Management LP own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SHAK SHAKE SHACK INC | Consumer Cyclical | 18.6% | $110.0m | 1,243,595 | – | |
| 2 | GDS GDS HLDGS LTD | Technology | 17.5% | $103.8m | 2,576,576 | – | |
| 3 | TBBB BBB FOODS INC | Consumer Defensive | 13.7% | $80.9m | 2,287,770 | – | |
| 4 | RBLX ROBLOX CORP | Communication Services | 9.1% | $53.7m | 950,000 | – | |
| 5 | TOST TOAST INC | Technology | 5.6% | $33.1m | 1,247,840 | – | |
| 6 | KRUS KURA SUSHI USA INC | 5.3% | $31.2m | 446,415 | – | ||
| 7 | WRBY WARBY PARKER INC | Healthcare | 4.6% | $27.5m | 1,304,727 | – | |
| 8 | HE HAWAIIAN ELEC INDS INC MTN B | Utilities | 4.5% | $26.7m | 1,800,000 | – | |
| 9 | AFRM AFFIRM HLDGS INC | Financial Services | 4.1% | $24.5m | 535,000 | – | |
| 10 | RGEN REPLIGEN CORP | Healthcare | 3.8% | $22.5m | 191,233 | – | |
| 11 | NET CLOUDFLARE INC | Technology | 3.7% | $21.7m | 105,000 | – | |
| 12 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 3.5% | $20.5m | 7,260,195 | – | |
| 13 | HTFL HEARTFLOW INC | Healthcare | 2.6% | $15.6m | 640,000 | – | |
| 14 | SHOP SHOPIFY INC | Technology | 1.0% | $6.2m | 52,000 | – | |
| 15 | ONCE UPON A FARM PBC | 1.0% | $6.0m | 365,000 | – | ||
| 16 | ELF E L F BEAUTY INC | Consumer Defensive | 0.7% | $4.2m | 70,000 | – | |
| 17 | NU NU HLDGS LTD | Financial Services | 0.4% | $2.7m | 185,000 | – | |
| 18 | AEHR AEHR TEST SYS | Technology | 0.1% | $815.8k | 22,000 | – | |
| 19 | CRWV COREWEAVE INC | Technology | 0.1% | $542.3k | 7,000 | – | |
| 20 | ACMR ACM RESH INC | Technology | 0.0% | $240.0k | 6,100 | – |
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.