Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
12 West Capital Management LP (CIK 1540531) reported $592.4M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHAK ($110.0M, 18.57%), GDS ($103.8M, 17.52%), TBBB ($80.9M, 13.66%), RBLX ($53.7M, 9.07%), TOST ($33.1M, 5.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHAK | SHAKE SHACK INC | $110.0M | 18.57% | 1.2M | Trimmed |
| 2 | GDS | GDS HLDGS LTD | $103.8M | 17.52% | 2.6M | Trimmed |
| 3 | TBBB | BBB FOODS INC | $80.9M | 13.66% | 2.3M | Trimmed |
| 4 | RBLX | ROBLOX CORP | $53.7M | 9.07% | 950,000 | Trimmed |
| 5 | TOST | TOAST INC | $33.1M | 5.58% | 1.2M | Trimmed |
| 6 | KRUS | KURA SUSHI USA INC | $31.2M | 5.26% | 446,415 | Trimmed |
| 7 | WRBY | WARBY PARKER INC | $27.5M | 4.64% | 1.3M | New |
| 8 | HE | HAWAIIAN ELEC INDS INC MTN B | $26.7M | 4.51% | 1.8M | Trimmed |
| 9 | AFRM | AFFIRM HLDGS INC | $24.5M | 4.14% | 535,000 | Added |
| 10 | RGEN | REPLIGEN CORP | $22.5M | 3.80% | 191,233 | Trimmed |
| 11 | NET | CLOUDFLARE INC | $21.7M | 3.66% | 105,000 | Trimmed |
| 12 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $20.5M | 3.47% | 7.3M | Trimmed |
| 13 | HEARTFLOW INC | $15.6M | 2.63% | 640,000 | New | |
| 14 | SHOP | SHOPIFY INC | $6.2M | 1.04% | 52,000 | New |
| 15 | ONCE UPON A FARM PBC | $6.0M | 1.01% | 365,000 | New | |
| 16 | ELF | E L F BEAUTY INC | $4.2M | 0.72% | 70,000 | New |
| 17 | NU | NU HLDGS LTD | $2.7M | 0.45% | 185,000 | Hold |
| 18 | AEHR | AEHR TEST SYS | $815,760 | 0.14% | 22,000 | New |
| 19 | CRWV | COREWEAVE INC | $542,290 | 0.09% | 7,000 | New |
| 20 | ACMR | ACM RESH INC | $240,035 | 0.04% | 6,100 | New |
| 21 | BBNX | BETA BIONICS INC | $0 | 0.00% | 0 | Exited |
| 22 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 23 | FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | Exited |
| 24 | KVYO | KLAVIYO INC | $0 | 0.00% | 0 | Exited |
| 25 | OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31