12 West Capital Management as of June 30, 2025
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shake Shack Cl A (SHAK) | 23.0 | $217M | 1.5M | 140.60 | |
| GDS HLDGS Sponsored Ads (GDS) | 15.7 | $149M | 4.9M | 30.57 | |
| Roblox Corp Cl A (RBLX) | 12.6 | $119M | 1.1M | 105.20 | |
| Toast Cl A (TOST) | 8.3 | $78M | 1.8M | 44.29 | |
| Bbb Foods Cl A Com (TBBB) | 7.1 | $67M | 2.4M | 27.76 | |
| Kura Sushi Usa Cl A Com (KRUS) | 5.1 | $48M | 556k | 86.08 | |
| Klaviyo Com Ser A (KVYO) | 4.7 | $44M | 1.3M | 33.58 | |
| Wingstop (WING) | 4.1 | $38M | 114k | 336.74 | |
| Cloudflare Cl A Com (NET) | 3.4 | $32M | 165k | 195.83 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 3.2 | $30M | 13M | 2.41 | |
| Repligen Corporation (RGEN) | 3.2 | $30M | 241k | 124.38 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.6 | $24M | 350k | 69.14 | |
| First Watch Restaurant Groupco (FWRG) | 2.5 | $24M | 1.5M | 16.04 | |
| Sharkninja Com Shs (SN) | 2.4 | $22M | 226k | 98.99 | |
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 1.5 | $14M | 732k | 19.42 | |
| Oscar Health Cl A (OSCR) | 0.4 | $4.0M | 187k | 21.44 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $3.8M | 275k | 13.72 |
