13F HOLDINGS REPORT
12 West Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001540531-25-000006
Total Value
$945.5M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHAKE SHACK INC | SHAK | 1,543,595 | $217.0M | 22.95% |
| 2 | GDS HLDGS LTD | GDHLF | 4,864,476 | $148.7M | 15.73% |
| 3 | ROBLOX CORP | RBLX | 1,133,000 | $119.2M | 12.61% |
| 4 | TOAST INC | TOST | 1,762,840 | $78.1M | 8.26% |
| 5 | BBB FOODS INC | TBBB | 2,419,058 | $67.2M | 7.10% |
| 6 | KURA SUSHI USA INC | KRUS | 556,415 | $47.9M | 5.07% |
| 7 | KLAVIYO INC | KVYO | 1,313,000 | $44.1M | 4.66% |
| 8 | WINGSTOP INC | WING | 114,000 | $38.4M | 4.06% |
| 9 | CLOUDFLARE INC | NET | 165,000 | $32.3M | 3.42% |
| 10 | MARAVAI LIFESCIENCES HLDGS I | MARA | 12,521,335 | $30.2M | 3.19% |
| 11 | REPLIGEN CORP | RGEN | 241,233 | $30.0M | 3.17% |
| 12 | AFFIRM HLDGS INC | AFRM | 350,000 | $24.2M | 2.56% |
| 13 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,490,701 | $23.9M | 2.53% |
| 14 | SHARKNINJA INC | SN | 226,000 | $22.4M | 2.37% |
| 15 | SMITH DOUGLAS HOMES CORP | SDHC | 732,351 | $14.2M | 1.50% |
| 16 | OSCAR HEALTH INC | OSCR | 186,855 | $4.0M | 0.42% |
| 17 | NU HLDGS LTD | NU | 275,000 | $3.8M | 0.40% |