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12 West Capital Management LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    20

  • Value ($000)

    $592,383

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001540531
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHAK

SHAKE SHACK INC

CL A
819047101
$110.02M
19 %

1,243,595

G
GDS

GDS HLDGS LTD

SPONSORED ADS
36165L108
$103.81M
18 %

2,576,576

---

BBB FOODS INC

CL A COM
G0896C103
$80.92M
14 %

2,287,770

R
RBLX

ROBLOX CORP

CL A
771049103
$53.73M
9 %

950,000

---

TOAST INC

CL A
888787108
$33.08M
6 %

1,247,840

---

KURA SUSHI USA INC

CL A COM
501270102
$31.16M
5 %

446,415

W
WRBY

WARBY PARKER INC

CL A COM
93403J106
$27.49M
5 %

1,304,727

H
HE

HAWAIIAN ELEC INDS INC MTN B

COM
419870100
$26.71M
5 %

1,800,000

A
AFRM

AFFIRM HLDGS INC

COM CL A
00827B106
$24.51M
4 %

535,000

R
RGEN

REPLIGEN CORP

COM
759916109
$22.53M
4 %

191,233

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