12 West Capital Management LP
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
17
- Value ($000)
$964,122
- Date Filed 11/14/2025
- Form type13F-HR
- CIK 0001540531
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
G GDS HLDGS LTD | SPONSORED ADS | 36165L108 | $175.00M | 18 % | 4,521,976 | ||
S SHAKE SHACK INC | CL A | 819047101 | $164.15M | 17 % | 1,753,595 | ||
R ROBLOX CORP | CL A | 771049103 | $147.52M | 15 % | 1,065,000 | ||
BBB FOODS INC | CL A COM | G0896C103 | $91.20M | 10 % | 3,382,770 | ||
TOAST INC | CL A | 888787108 | $65.09M | 7 % | 1,782,840 | ||
K KLAVIYO INC | COM SER A | 49845K101 | $50.89M | 5 % | 1,838,000 | ||
U UNITY SOFTWARE INC | COM | 91332U101 | $38.64M | 4 % | 965,000 | ||
M MARAVAI LIFESCIENCES HLDGS I | COM CL A | 56600D107 | $35.94M | 4 % | 12,521,335 | ||
N CLOUDFLARE INC | CL A COM | 18915M107 | $35.41M | 4 % | 165,000 | ||
KURA SUSHI USA INC | CL A COM | 501270102 | $33.06M | 3 % | 556,415 |
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