13F HOLDINGS REPORT
12 West Capital Management LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0002009911-25-000005
Total Value
$677.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHAKE SHACK INC | SHAK | 1,618,595 | $142.7M | 21.06% |
| 2 | GDS HLDGS LTD | GDHLF | 4,864,476 | $123.2M | 18.18% |
| 3 | ROBLOX CORP | RBLX | 1,183,000 | $69.0M | 10.18% |
| 4 | BBB FOODS INC | TBBB | 2,289,058 | $61.1M | 9.01% |
| 5 | TOAST INC | TOST | 1,762,840 | $58.5M | 8.63% |
| 6 | REPLIGEN CORP | RGEN | 241,233 | $30.7M | 4.53% |
| 7 | KURA SUSHI USA INC | KRUS | 556,415 | $28.5M | 4.20% |
| 8 | MARAVAI LIFESCIENCES HLDGS I | MARA | 12,521,335 | $27.7M | 4.08% |
| 9 | WINGSTOP INC | WING | 114,000 | $25.7M | 3.80% |
| 10 | FIRST WATCH RESTAURANT GROUP | FWRG | 1,490,701 | $24.8M | 3.66% |
| 11 | WARBY PARKER INC | WRBY | 1,175,000 | $21.4M | 3.16% |
| 12 | CLOUDFLARE INC | NET | 165,000 | $18.6M | 2.74% |
| 13 | AFFIRM HLDGS INC | AFRM | 325,000 | $14.7M | 2.17% |
| 14 | NU HLDGS LTD | NU | 1,375,000 | $14.1M | 2.08% |
| 15 | MONDAY COM LTD | MNDY | 34,000 | $8.3M | 1.22% |
| 16 | SHARKNINJA INC | SN | 75,000 | $6.3M | 0.92% |
| 17 | OSCAR HEALTH INC | OSCR | 186,855 | $2.4M | 0.36% |