12 West Capital Management as of June 30, 2026
Portfolio Holdings for 12 West Capital Management
12 West Capital Management holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| GDS HLDGS Sponsored Ads (GDS) | 14.4 | $77M | 2.6M | 30.03 | |
| Bbb Foods Cl A Com (TBBB) | 13.4 | $72M | 1.7M | 41.67 | |
| Roblox Corp Cl A (RBLX) | 9.7 | $52M | 950k | 54.38 | |
| Shake Shack Cl A (SHAK) | 9.0 | $48M | 863k | 56.02 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 8.2 | $44M | 7.1M | 6.24 | |
| Repligen Corporation (RGEN) | 7.1 | $38M | 280k | 136.44 | |
| Affirm Hldgs Com Cl A (AFRM) | 7.0 | $38M | 460k | 81.55 | |
| Toast Cl A (TOST) | 6.5 | $35M | 1.2M | 27.82 | |
| Acm Resh Com Cl A (ACMR) | 5.3 | $29M | 225k | 126.89 | |
| Heartflow Inc/Sh (HTFL) | 5.0 | $27M | 903k | 29.34 | |
| Cloudflare Cl A Com (NET) | 4.8 | $26M | 105k | 245.28 | |
| Hawaiian Electric Industries (HE) | 2.8 | $15M | 1.1M | 13.53 | |
| Kura Sushi Usa Cl A Com (KRUS) | 1.9 | $10M | 175k | 57.56 | |
| Once Upon A Farm Pbc (OFRM) | 1.4 | $7.5M | 365k | 20.48 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.1 | $5.9M | 52k | 114.18 | |
| 4068594 Enphase Energy (ENPH) | 0.9 | $4.9M | 100k | 49.24 | |
| ON Semiconductor (ON) | 0.9 | $4.7M | 50k | 94.54 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.5 | $2.5M | 185k | 13.36 |
