13F HOLDINGS REPORT
12 West Capital Management LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001540531-25-000009
Total Value
$964.1M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GDS HLDGS LTD | GDHLF | 4,521,976 | $175.0M | 18.15% |
| 2 | SHAKE SHACK INC | SHAK | 1,753,595 | $164.2M | 17.03% |
| 3 | ROBLOX CORP | RBLX | 1,065,000 | $147.5M | 15.30% |
| 4 | BBB FOODS INC | TBBB | 3,382,770 | $91.2M | 9.46% |
| 5 | TOAST INC | TOST | 1,782,840 | $65.1M | 6.75% |
| 6 | KLAVIYO INC | KVYO | 1,838,000 | $50.9M | 5.28% |
| 7 | UNITY SOFTWARE INC | U | 965,000 | $38.6M | 4.01% |
| 8 | MARAVAI LIFESCIENCES HLDGS I | MARA | 12,521,335 | $35.9M | 3.73% |
| 9 | CLOUDFLARE INC | NET | 165,000 | $35.4M | 3.67% |
| 10 | KURA SUSHI USA INC | KRUS | 556,415 | $33.1M | 3.43% |
| 11 | REPLIGEN CORP | RGEN | 241,233 | $32.2M | 3.34% |
| 12 | WINGSTOP INC | WING | 114,000 | $28.7M | 2.98% |
| 13 | AFFIRM HLDGS INC | AFRM | 350,000 | $25.6M | 2.65% |
| 14 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,490,701 | $23.3M | 2.42% |
| 15 | SMITH DOUGLAS HOMES CORP | SDHC | 535,140 | $9.5M | 0.98% |
| 16 | NU HLDGS LTD | NU | 275,000 | $4.4M | 0.46% |
| 17 | OSCAR HEALTH INC | OSCR | 186,855 | $3.5M | 0.37% |