12 West Capital Management as of Dec. 31, 2024
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shake Shack Cl A (SHAK) | 24.0 | $229M | 1.8M | 129.80 | |
| GDS HLDGS Sponsored Ads (GDS) | 14.0 | $133M | 5.6M | 23.76 | |
| Roblox Corp Cl A (RBLX) | 12.5 | $119M | 2.1M | 57.86 | |
| Toast Cl A (TOST) | 11.7 | $112M | 3.1M | 36.45 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 6.6 | $63M | 12M | 5.45 | |
| Kura Sushi Usa Cl A Com (KRUS) | 5.3 | $50M | 556k | 90.58 | |
| Bbb Foods Cl A Com (TBBB) | 5.1 | $49M | 1.7M | 28.28 | |
| Datadog Cl A Com (DDOG) | 4.0 | $38M | 267k | 142.89 | |
| First Watch Restaurant Groupco (FWRG) | 3.9 | $38M | 2.0M | 18.61 | |
| Repligen Corporation (RGEN) | 3.7 | $36M | 247k | 143.94 | |
| Grocery Outlet Hldg Corp (GO) | 1.9 | $18M | 1.2M | 15.61 | |
| Cloudflare Cl A Com (NET) | 1.9 | $18M | 165k | 107.68 | |
| Victorias Secret And Common Stock (VSCO) | 1.8 | $18M | 423k | 41.42 | |
| Tapestry (TPR) | 1.7 | $16M | 250k | 65.33 | |
| Gap (GAP) | 1.6 | $15M | 650k | 23.63 | |
| Oscar Health Cl A (OSCR) | 0.3 | $2.5M | 187k | 13.44 |
