12 West Capital Management LP
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
17
- Value ($000)
$677,576
- Date Filed05/15/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHAK SHAKE SHACK INC | CL A | 819047101 | $142.71M | 21 % | 1,618,595 | ||
GDS GDS HLDGS LTD | SPONSORED ADS | 36165L108 | $123.22M | 18 % | 4,864,476 | ||
RBLX ROBLOX CORP | CL A | 771049103 | $68.96M | 10 % | 1,183,000 | ||
BBB FOODS INC | CL A COM | G0896C103 | $61.07M | 9 % | 2,289,058 | ||
TOAST INC | CL A | 888787108 | $58.47M | 9 % | 1,762,840 | ||
RGEN REPLIGEN CORP | COM | 759916109 | $30.69M | 5 % | 241,233 | ||
KURA SUSHI USA INC | CL A COM | 501270102 | $28.49M | 4 % | 556,415 | ||
MRVI MARAVAI LIFESCIENCES HLDGS I | COM CL A | 56600D107 | $27.67M | 4 % | 12,521,335 | ||
WING WINGSTOP INC | COM | 974155103 | $25.72M | 4 % | 114,000 | ||
FWRG FIRST WATCH RESTAURANT GROUP | COM | 33748L101 | $24.82M | 4 % | 1,490,701 |
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