12 West Capital Management as of Sept. 30, 2025
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 17 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 18.2 | $175M | 4.5M | 38.70 | |
| Shake Shack Cl A (SHAK) | 17.0 | $164M | 1.8M | 93.61 | |
| Roblox Corp Cl A (RBLX) | 15.3 | $148M | 1.1M | 138.52 | |
| Bbb Foods Cl A Com (TBBB) | 9.5 | $91M | 3.4M | 26.96 | |
| Toast Cl A (TOST) | 6.8 | $65M | 1.8M | 36.51 | |
| Klaviyo Com Ser A (KVYO) | 5.3 | $51M | 1.8M | 27.69 | |
| Unity Software (U) | 4.0 | $39M | 965k | 40.04 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 3.7 | $36M | 13M | 2.87 | |
| Cloudflare Cl A Com (NET) | 3.7 | $35M | 165k | 214.59 | |
| Kura Sushi Usa Cl A Com (KRUS) | 3.4 | $33M | 556k | 59.41 | |
| Repligen Corporation (RGEN) | 3.3 | $32M | 241k | 133.67 | |
| Wingstop (WING) | 3.0 | $29M | 114k | 251.68 | |
| Affirm Hldgs Com Cl A (AFRM) | 2.7 | $26M | 350k | 73.08 | |
| First Watch Restaurant Groupco (FWRG) | 2.4 | $23M | 1.5M | 15.64 | |
| Smith Douglas Homes Corp Com Shs Cl A (SDHC) | 1.0 | $9.5M | 535k | 17.66 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.5 | $4.4M | 275k | 16.01 | |
| Oscar Health Cl A (OSCR) | 0.4 | $3.5M | 187k | 18.93 |
