12 West Capital Management LP
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
17
- Value ($000)
$945,508
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SHAK SHAKE SHACK INC | CL A | 819047101 | $217.03M | 23 % | 1,543,595 | ||
GDS GDS HLDGS LTD | SPONSORED ADS | 36165L108 | $148.71M | 16 % | 4,864,476 | ||
RBLX ROBLOX CORP | CL A | 771049103 | $119.19M | 13 % | 1,133,000 | ||
TOAST INC | CL A | 888787108 | $78.08M | 8 % | 1,762,840 | ||
BBB FOODS INC | CL A COM | G0896C103 | $67.15M | 7 % | 2,419,058 | ||
KURA SUSHI USA INC | CL A COM | 501270102 | $47.90M | 5 % | 556,415 | ||
KVYO KLAVIYO INC | COM SER A | 49845K101 | $44.09M | 5 % | 1,313,000 | ||
WING WINGSTOP INC | COM | 974155103 | $38.39M | 4 % | 114,000 | ||
NET CLOUDFLARE INC | CL A COM | 18915M107 | $32.31M | 3 % | 165,000 | ||
MRVI MARAVAI LIFESCIENCES HLDGS I | COM CL A | 56600D107 | $30.18M | 3 % | 12,521,335 |
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