12 West Capital Management as of March 31, 2026
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shake Shack Cl A (SHAK) | 18.6 | $110M | 1.2M | 88.47 | |
| GDS HLDGS Sponsored Ads (GDS) | 17.5 | $104M | 2.6M | 40.29 | |
| Bbb Foods Cl A Com (TBBB) | 13.7 | $81M | 2.3M | 35.37 | |
| Roblox Corp Cl A (RBLX) | 9.1 | $54M | 950k | 56.56 | |
| Toast Cl A (TOST) | 5.6 | $33M | 1.2M | 26.51 | |
| Kura Sushi Usa Cl A Com (KRUS) | 5.3 | $31M | 446k | 69.79 | |
| Warby Parker Cl A Com (WRBY) | 4.6 | $28M | 1.3M | 21.07 | |
| Hawaiian Electric Industries (HE) | 4.5 | $27M | 1.8M | 14.84 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.1 | $25M | 535k | 45.82 | |
| Repligen Corporation (RGEN) | 3.8 | $23M | 191k | 117.82 | |
| Cloudflare Cl A Com (NET) | 3.7 | $22M | 105k | 206.34 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 3.5 | $21M | 7.3M | 2.83 | |
| Heartflow Inc/Sh (HTFL) | 2.6 | $16M | 640k | 24.33 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $6.2M | 52k | 118.62 | |
| Once Upon A Farm Pbc (OFRM) | 1.0 | $6.0M | 365k | 16.35 | |
| Elf Beauty (ELF) | 0.7 | $4.2M | 70k | 60.61 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $2.7M | 185k | 14.37 | |
| Aehr Test Systems (AEHR) | 0.1 | $816k | 22k | 37.08 | |
| Coreweave Com Cl A (CRWV) | 0.1 | $542k | 7.0k | 77.47 | |
| Acm Resh Com Cl A (ACMR) | 0.0 | $240k | 6.1k | 39.35 |
