12 West Capital Management as of March 31, 2025
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 17 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shake Shack Cl A (SHAK) | 21.1 | $143M | 1.6M | 88.17 | |
| GDS HLDGS Sponsored Ads (GDS) | 18.2 | $123M | 4.9M | 25.33 | |
| Roblox Corp Cl A (RBLX) | 10.2 | $69M | 1.2M | 58.29 | |
| Bbb Foods Cl A Com (TBBB) | 9.0 | $61M | 2.3M | 26.68 | |
| Toast Cl A (TOST) | 8.6 | $59M | 1.8M | 33.17 | |
| Repligen Corporation (RGEN) | 4.5 | $31M | 241k | 127.24 | |
| Kura Sushi Usa Cl A Com (KRUS) | 4.2 | $29M | 556k | 51.20 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 4.1 | $28M | 13M | 2.21 | |
| Wingstop (WING) | 3.8 | $26M | 114k | 225.58 | |
| First Watch Restaurant Groupco (FWRG) | 3.7 | $25M | 1.5M | 16.65 | |
| Warby Parker Cl A Com (WRBY) | 3.2 | $21M | 1.2M | 18.23 | |
| Cloudflare Cl A Com (NET) | 2.7 | $19M | 165k | 112.69 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.2 | $15M | 325k | 45.19 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.1 | $14M | 1.4M | 10.24 | |
| Monday SHS (MNDY) | 1.2 | $8.3M | 34k | 243.16 | |
| Sharkninja Com Shs (SN) | 0.9 | $6.3M | 75k | 83.41 | |
| Oscar Health Cl A (OSCR) | 0.4 | $2.4M | 187k | 13.11 |
