13F HOLDINGS REPORT
12 West Capital Management LP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001540531-25-000002
Total Value
$954.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHAKE SHACK INC | SHAK | 1,764,118 | $229.0M | 23.99% |
| 2 | GDS HLDGS LTD | GDHLF | 5,609,137 | $133.3M | 13.96% |
| 3 | ROBLOX CORP | RBLX | 2,061,988 | $119.3M | 12.50% |
| 4 | TOAST INC | TOST | 3,074,840 | $112.1M | 11.74% |
| 5 | MARAVAI LIFESCIENCES HLDGS I | MARA | 11,591,335 | $63.2M | 6.62% |
| 6 | KURA SUSHI USA INC | KRUS | 556,415 | $50.4M | 5.28% |
| 7 | BBB FOODS INC | TBBB | 1,716,558 | $48.5M | 5.09% |
| 8 | DATADOG INC | DDOG | 266,500 | $38.1M | 3.99% |
| 9 | FIRST WATCH RESTAURANT GROUP | FWRG | 2,013,406 | $37.5M | 3.93% |
| 10 | REPLIGEN CORP | RGEN | 246,875 | $35.5M | 3.72% |
| 11 | GROCERY OUTLET HLDG CORP | GO | 1,170,000 | $18.3M | 1.91% |
| 12 | CLOUDFLARE INC | NET | 165,000 | $17.8M | 1.86% |
| 13 | VICTORIAS SECRET AND CO | 926400102 | 422,962 | $17.5M | 1.84% |
| 14 | TAPESTRY INC | TPR | 250,000 | $16.3M | 1.71% |
| 15 | GAP INC | GAP | 650,000 | $15.4M | 1.61% |
| 16 | OSCAR HEALTH INC | OSCR | 186,855 | $2.5M | 0.26% |