12 West Capital Management LP
20 holdingsFiling period: 2026-03-31Current AUM: $577.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SHAK | SHAKE SHACK INC | 1.24M | $110.0M | $78.0M | 13.52% | -720,000 | 2026-03-31 |
| 2 | GDS | GDS HLDGS LTD | 2.58M | $103.8M | $84.4M | 14.61% | -1,707,200 | 2026-03-31 |
| 3 | — | BBB FOODS INC | 2.29M | $80.9M | $80.9M | 14.02% | -75,000 | 2026-03-31 |
| 4 | RBLX | ROBLOX CORP | 950.0K | $53.7M | $33.8M | 5.86% | -100,000 | 2026-03-31 |
| 5 | TOST | TOAST INC | 1.25M | $33.1M | $40.3M | 6.98% | -600,000 | 2026-03-31 |
| 6 | KRUS | KURA SUSHI USA INC | 446.4K | $31.2M | $20.6M | 3.56% | -95,000 | 2026-03-31 |
| 7 | WRBY | WARBY PARKER INC | 1.30M | $27.5M | $34.8M | 6.03% | -- | 2026-03-31 |
| 8 | HE | HAWAIIAN ELEC INDS INC MTN B | 1.80M | $26.7M | $23.3M | 4.03% | -50,000 | 2026-03-31 |
| 9 | AFRM | AFFIRM HLDGS INC | 535.0K | $24.5M | $38.3M | 6.63% | +185.0K | 2026-03-31 |
| 10 | RGEN | REPLIGEN CORP | 191.2K | $22.5M | $27.0M | 4.67% | -50,000 | 2026-03-31 |
| 11 | NET | CLOUDFLARE INC | 105.0K | $21.7M | $29.3M | 5.07% | -60,000 | 2026-03-31 |
| 12 | MRVI | MARAVAI LIFESCIENCES HLDGS I | 7.26M | $20.5M | $47.7M | 8.26% | -1,661,140 | 2026-03-31 |
| 13 | HTFL | HEARTFLOW INC | 640.0K | $15.6M | $16.1M | 2.80% | -- | 2026-03-31 |
| 14 | SHOP | SHOPIFY INC | 52.0K | $6.2M | $6.1M | 1.06% | -- | 2026-03-31 |
| 15 | OFRM | ONCE UPON A FARM PBC | 365.0K | $6.0M | $5.5M | 0.96% | -- | 2026-03-31 |
| 16 | ELF | E L F BEAUTY INC | 70.0K | $4.2M | $5.8M | 1.01% | -- | 2026-03-31 |
| 17 | — | NU HLDGS LTD | 185.0K | $2.7M | $2.7M | 0.46% | -- | 2026-03-31 |
| 18 | AEHR | AEHR TEST SYS | 22.0K | $815K | $1.8M | 0.30% | -- | 2026-03-31 |
| 19 | CRWV | COREWEAVE INC | 7.0K | $542K | $502K | 0.09% | -- | 2026-03-31 |
| 20 | ACMR | ACM RESH INC | 6.1K | $240K | $479K | 0.08% | -- | 2026-03-31 |
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