12 West Capital Management
$535M 13F equity value
22 Holdings
Quarter ended June 30, 2026
The latest 13F on file for 12 West Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GDS | GDS HLDGS LTD | 2,563,192 | $77M | 14.4% |
| TBBB | BBB FOODS INC | 1,717,770 | $72M | 13.4% |
| RBLX | ROBLOX CORP | 950,000 | $52M | 9.7% |
| SHAK | SHAKE SHACK INC | 863,411 | $48M | 9.0% |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | 7,060,195 | $44M | 8.2% |
| RGEN | REPLIGEN CORP | 280,165 | $38M | 7.1% |
| AFRM | AFFIRM HLDGS INC | 460,000 | $38M | 7.0% |
| TOST | TOAST INC | 1,247,840 | $35M | 6.5% |
| ACMR | ACM RESH INC | 225,000 | $29M | 5.3% |
| HTFL | HEARTFLOW INC | 902,500 | $26M | 5.0% |
Track 12 West Capital Management's 13F portfolio: $535M in reported holdings, 22 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}