12 West Capital Management LP
Q4 2025 13F Holdings
- Locationnew york, NY
- Num holdings
18
- Value ($000)
$839,675
- Date Filed02/17/2026
- Form type13F-HR
- CIK0001540531
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHAKE SHACK INC | CL A | 819047101 | $159.39M | 19 % | 1,963,595 | ||
GDS HLDGS LTD | SPONSORED ADS | 36165L108 | $149.5M | 18 % | 4,283,776 | ||
ROBLOX CORP | CL A | 771049103 | $85.08M | 10 % | 1,050,000 | ||
BBB FOODS INC | CL A COM | G0896C103 | $78.89M | 9 % | 2,362,770 | ||
TOAST INC | CL A | 888787108 | $65.62M | 8 % | 1,847,840 | ||
KLAVIYO INC | COM SER A | 49845K101 | $59.68M | 7 % | 1,838,000 | ||
REPLIGEN CORP | COM | 759916109 | $39.53M | 5 % | 241,233 | ||
CLOUDFLARE INC | CL A COM | 18915M107 | $32.53M | 4 % | 165,000 | ||
MARAVAI LIFESCIENCES HLDGS I | COM CL A | 56600D107 | $28.99M | 4 % | 8,921,335 | ||
KURA SUSHI USA INC | CL A COM | 501270102 | $28.33M | 3 % | 541,415 |
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