12 West Capital Management LP
CIK 1540531
13F filing for Q2 2026・No. 3,736
- Holdings
- US$534.7M
- Quarter change
- −US$57.68M
- Entries
- 18
- Net bought (estimate)
- −US$53.4M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 4
- Cut 7
- Added 3
- Corporate actions 0
- Unchanged 6
Largest holdings
18 stocks worth US$534.7M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GDS HLDGS LTDSPONSORED ADS | Cut | 2,563,192 | US$76.97M | 14.40% |
| TBBBBBB FOODS INCCL A COM | Cut | 1,717,770 | US$71.58M | 13.39% |
| RBLXROBLOX CORPCL A | Unchanged | 950,000 | US$51.66M | 9.66% |
| SHAKSHAKE SHACK INCCL A | Cut | 863,411 | US$48.37M | 9.05% |
| MARAVAI LIFESCIENCES HLDGS ICOM CL A | Cut | 7,060,195 | US$44.06M | 8.24% |
| RGENREPLIGEN CORPCOM | Added | 280,165 | US$38.23M | 7.15% |
| AFRMAFFIRM HLDGS INCCOM CL A | Cut | 460,000 | US$37.51M | 7.02% |
| TOSTTOAST INCCL A | Unchanged | 1,247,840 | US$34.71M | 6.49% |
| ACMRACM RESH INCCOM CL A | Added | 225,000 | US$28.55M | 5.34% |
| HTFLHEARTFLOW INCCOM | Added | 902,500 | US$26.48M | 4.95% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.