12 West Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
12 West Capital Management LP disclosed 18 US equity positions worth $534.7m in its Q2 2026 13F filing. The largest position was GDS at 14.4% of the reported book, followed by TBBB and RBLX. Against the Q1 2026 filing, it opened 2 new positions, added to 3 and reduced 7 among the top 18 holdings.
What did 12 West Capital Management LP own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | GDS GDS HLDGS LTD | Technology | 14.4% | $77.0m | 2,563,192 | -1% | reduced |
| 2 | TBBB BBB FOODS INC | Consumer Defensive | 13.4% | $71.6m | 1,717,770 | -25% | reduced |
| 3 | RBLX ROBLOX CORP | Communication Services | 9.7% | $51.7m | 950,000 | 0% | held |
| 4 | SHAK SHAKE SHACK INC | Consumer Cyclical | 9.0% | $48.4m | 863,411 | -31% | reduced |
| 5 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 8.2% | $44.1m | 7,060,195 | -3% | reduced |
| 6 | RGEN REPLIGEN CORP | Healthcare | 7.1% | $38.2m | 280,165 | 47% | added |
| 7 | AFRM AFFIRM HLDGS INC | Financial Services | 7.0% | $37.5m | 460,000 | -14% | reduced |
| 8 | TOST TOAST INC | Technology | 6.5% | $34.7m | 1,247,840 | 0% | held |
| 9 | ACMR ACM RESH INC | Technology | 5.3% | $28.6m | 225,000 | 3589% | added |
| 10 | HTFL HEARTFLOW INC | Healthcare | 5.0% | $26.5m | 902,500 | 41% | added |
| 11 | NET CLOUDFLARE INC | Technology | 4.8% | $25.8m | 105,000 | 0% | held |
| 12 | HE HAWAIIAN ELEC INDS INC MTN B | Utilities | 2.8% | $15.2m | 1,125,000 | -38% | reduced |
| 13 | KRUS KURA SUSHI USA INC | 1.9% | $10.1m | 175,000 | -61% | reduced | |
| 14 | ONCE UPON A FARM PBC | 1.4% | $7.5m | 365,000 | 0% | held | |
| 15 | SHOP SHOPIFY INC | Technology | 1.1% | $5.9m | 52,000 | 0% | held |
| 16 | ENPH ENPHASE ENERGY INC | Technology | 0.9% | $4.9m | 100,000 | – | new |
| 17 | ON ON SEMICONDUCTOR CORP | Technology | 0.9% | $4.7m | 50,000 | – | new |
| 18 | NU NU HLDGS LTD | Financial Services | 0.5% | $2.5m | 185,000 | 0% | held |
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.