12 West Capital Management as of Dec. 31, 2025
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 18 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shake Shack Cl A (SHAK) | 19.0 | $159M | 2.0M | 81.17 | |
| GDS HLDGS Sponsored Ads (GDS) | 17.8 | $150M | 4.3M | 34.90 | |
| Roblox Corp Cl A (RBLX) | 10.1 | $85M | 1.1M | 81.03 | |
| Bbb Foods Cl A Com (TBBB) | 9.4 | $79M | 2.4M | 33.39 | |
| Toast Cl A (TOST) | 7.8 | $66M | 1.8M | 35.51 | |
| Klaviyo Com Ser A (KVYO) | 7.1 | $60M | 1.8M | 32.47 | |
| Repligen Corporation (RGEN) | 4.7 | $40M | 241k | 163.86 | |
| Cloudflare Cl A Com (NET) | 3.9 | $33M | 165k | 197.15 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 3.5 | $29M | 8.9M | 3.25 | |
| Kura Sushi Usa Cl A Com (KRUS) | 3.4 | $28M | 541k | 52.33 | |
| Affirm Hldgs Com Cl A (AFRM) | 3.1 | $26M | 350k | 74.43 | |
| Hawaiian Electric Industries (HE) | 2.7 | $23M | 1.9M | 12.30 | |
| Wingstop (WING) | 2.2 | $19M | 79k | 238.49 | |
| Beta Bionics (BBNX) | 2.1 | $18M | 575k | 30.47 | |
| First Watch Restaurant Groupco (FWRG) | 1.9 | $16M | 1.1M | 15.08 | |
| Coupang Cl A (CPNG) | 0.7 | $5.9M | 250k | 23.59 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $3.1M | 185k | 16.74 | |
| Oscar Health Cl A (OSCR) | 0.2 | $1.8M | 127k | 14.37 |
