12 West Capital Management LP
18 holdingsFiling period: 2026-06-30Current AUM: $551.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GDS | Gds Hldgs Ltd | 2.56M | $77.0M | $59.8M | 10.85% | -13,384 | 2026-06-30 |
| 2 | — | Bbb Foods Inc | 1.72M | $71.6M | $71.6M | 12.98% | -570,000 | 2026-06-30 |
| 3 | RBLX | Roblox Corp | 950.0K | $51.7M | $49.7M | 9.02% | -- | 2026-06-30 |
| 4 | SHAK | Shake Shack Inc | 863.4K | $48.4M | $60.2M | 10.92% | -380,184 | 2026-06-30 |
| 5 | MRVI | Maravai Lifesciences Hldgs I | 7.06M | $44.1M | $50.8M | 9.22% | -200,000 | 2026-06-30 |
| 6 | RGEN | Repligen Corp | 280.2K | $38.2M | $50.1M | 9.09% | +88.9K | 2026-06-30 |
| 7 | AFRM | Affirm Hldgs Inc | 460.0K | $37.5M | $34.0M | 6.16% | -75,000 | 2026-06-30 |
| 8 | TOST | Toast Inc | 1.25M | $34.7M | $40.7M | 7.39% | -- | 2026-06-30 |
| 9 | ACMR | Acm Resh Inc | 225.0K | $28.6M | $12.4M | 2.24% | +218.9K | 2026-06-30 |
| 10 | HTFL | Heartflow Inc | 902.5K | $26.5M | $50.2M | 9.10% | +262.5K | 2026-06-30 |
| 11 | NET | Cloudflare Inc | 105.0K | $25.8M | $30.6M | 5.55% | -- | 2026-06-30 |
| 12 | HE | Hawaiian Elec Inds Inc Mtn B | 1.13M | $15.2M | $9.9M | 1.80% | -675,000 | 2026-06-30 |
| 13 | KRUS | Kura Sushi USA Inc | 175.0K | $10.1M | $6.5M | 1.19% | -271,415 | 2026-06-30 |
| 14 | OFRM | Once Upon A Farm Pbc | 365.0K | $7.5M | $6.3M | 1.14% | -- | 2026-06-30 |
| 15 | SHOP | Shopify Inc | 52.0K | $5.9M | $9.0M | 1.64% | -- | 2026-06-30 |
| 16 | ENPH | Enphase Energy Inc | 100.0K | $4.9M | $3.2M | 0.58% | -- | 2026-06-30 |
| 17 | ON | ON Semiconductor Corp | 50.0K | $4.7M | $3.8M | 0.69% | -- | 2026-06-30 |
| 18 | — | NU Hldgs Ltd | 185.0K | $2.5M | $2.5M | 0.45% | -- | 2026-06-30 |
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