12 West Capital Management LP 13F Holdings

CIK 000160197 · NEW YORK, NY

As of Sep 30, 2025, 12 West Capital Management LP reported 17 positions worth $964.1M in its SEC Form 13F filing.

Top 17 holdings

SecurityTickerSectorSharesValue% of portfolio
GDS HOLDINGS LTDGDSTechnology4,521,976 75.0M18.15%
SHAKE SHACK INCSHAKConsumer Cyclical1,753,595 64.2M17.03%
ROBLOX CORPRBLXCommunication Services1,065,000 47.5M15.30%
BBB FOODS INCTBBBConsumer Defensive3,382,770$91.2M9.46%
TOAST INCTOSTTechnology1,782,840$65.1M6.75%
KLAVIYO INCKVYOTechnology1,838,000$50.9M5.28%
UNITY SOFTWARE INCUTechnology965,000$38.6M4.01%
MARAVAI LIFESCIENCES HOLDINGS INCMRVIHealthcare12,521,335$35.9M3.73%
CLOUDFLARE INCNETTechnology165,000$35.4M3.67%
KURA SUSHI USA INCKRUSConsumer Cyclical556,415$33.1M3.43%
REPLIGEN CORPRGENHealthcare241,233$32.2M3.34%
WINGSTOP INCWINGConsumer Cyclical114,000$28.7M2.98%
AFFIRM HOLDINGS INCAFRMTechnology350,000$25.6M2.65%
FIRST WATCH RESTAURANT GROUP INCFWRGConsumer Cyclical1,490,701$23.3M2.42%
SMITH DOUGLAS HOMES CORPSDHCReal Estate535,140$9.5M0.98%
NU HOLDINGS LTDNUFinancial Services275,000$4.4M0.46%
OSCAR HEALTH INCOSCRHealthcare186,855$3.5M0.37%